Payer Payee Management

Filtering and Sorting Capabilities

Both the payer and payee list endpoints support advanced filtering and sorting options to help you retrieve the specific data you need.

Payee List Endpoint

Filtering Options

  • Creation Date

    • Filter by exact date: createdAt
    • Filter by date range: createdAt[gte], createdAt[lte], createdAt[gt], createdAt[lt]
  • Bulk Batch ID

    • Exact match: labels.bulkBatchId
    • Multiple values: labels.bulkBatchId[in]
  • Payer-owned Data

    • Payee Name:
      • Exact match: payerOwnedData.payeeName
      • Contains: payerOwnedData.payeeName[contains]
    • Payee Company Name:
      • Exact match: payerOwnedData.payeeCompanyName
      • Contains: payerOwnedData.payeeCompanyName[contains]
      • Multiple values: payerOwnedData.payeeCompanyName[in]
    • Payee External ID:
      • Exact match: payerOwnedData.payeeExternalId
      • Not equal: payerOwnedData.payeeExternalId[ne]
    • Status:
      • Exact match: payerOwnedData.status
      • Multiple values: payerOwnedData.status[in]
    • Auto Pay Strategy:
      • Exact match: payerOwnedData.autoPayStrategy
      • Multiple values: payerOwnedData.autoPayStrategy[in]
  • Payee-owned Data

    • Share Tax Document:
      • Exact match: payeeOwnedData.shareTaxDocument
      • Multiple values: payeeOwnedData.shareTaxDocument[in]

Sorting Options

  • Sort by creation date: sort=createdAt:asc or sort=createdAt:desc
  • Sort by update date: sort=updatedAt:asc or sort=updatedAt:desc

Pagination

  • Page number: page[number]=<number>
  • Page size: page[size]=<number> (max 1000)

Default Sort

If no sort parameter is provided, results are sorted by updatedAt in ascending order.

Payer List Endpoint

Filtering Options

  • Payer ID

    • Exact match: payerId
    • Not equal: payerId[ne]
  • Payee-owned Data

    • Payer Name:
      • Exact match: payeeOwnedData.payerName
      • Contains: payeeOwnedData.payerName[contains]
    • Payer Company Name:
      • Exact match: payeeOwnedData.payerCompanyName
      • Contains: payeeOwnedData.payerCompanyName[contains]
      • Multiple values: payeeOwnedData.payerCompanyName[in]
    • Payer External ID:
      • Exact match: payeeOwnedData.payerExternalId
    • Status:
      • Exact match: payeeOwnedData.status
      • Multiple values: payeeOwnedData.status[in]

Sorting Options

  • Sort by update date: sort=updatedAt:asc or sort=updatedAt:desc

Pagination

  • Page number: page[number]=<number>
  • Page size: page[size]=<number> (max 1000)

Default Sort

If no sort parameter is provided, results are sorted by updatedAt in ascending order.