Collect
/
Statement Templates

Collect (Finance & Billing) (v1-2025-04-18)

The Finance, or Collect, API provides all the accounts receivable capabilities in Rhythm. This includes all aspects of Invoices, Credits, Payments, Credit Memos, and Debit Memos. Additionally, this API manages Batches and Fiscal Periods and can be used to download batches for import into your accounting package.

Like most of the other Rhythm apps, the Collect API includes endpoints for Query Definitions. These endpoints are commonly used to retrieve saved queries, which can then be executed using the Query endpoints of the System API.

Download OpenAPI description
collect-v1.json
collect-v1.yaml
Languages
Servers
Mock server

https://docs.api.rhythmsoftware.com/_mock/apis/collect/collect-v1/

https://collect.api.rhythmsoftware.com/

Accounting Projects

Accounting Projects

Operations

Bank Accounts

Bank Accounts

Operations

Batch Assignment Settings

Batch Assignment Settings

Operations

Batch Downloading

Batch Downloading

Operations

Batch Posting

Batch Posting

Operations

Batch Templates

Batch Templates

Operations

Batches

Batches

Operations

Billing Notices

Billing Notices

Operations

Billing Run Actions

Billing Run Actions

Operations

Billing Runs

Billing Runs

Operations

Billing Templates

Billing Templates

Operations

Business Units

Business Units

Operations

Check Request Processes

Check Request Processes

Operations

Check Request Templates

Check Request Templates

Operations

Check Requests

Check Requests

Operations

Cogs Entries

Cogs Entries

Operations

Credit Memos

Credit Memos

Operations

Credits

Credits

Operations

Currency Mapping Policies

Currency Mapping Policies

Operations

Debit Memos

Debit Memos

Operations

Departments

Departments

Operations

Donation Products

Donation Products

Operations

Exchange Rates

Exchange Rates

Operations

External Payments

External Payments

Operations

Fiscal Years

Fiscal Years

Operations

Gateway Entities

Gateway Entities

Operations

Gateway Entries

Gateway Entries

Operations

Gateway Fees

Gateway Fees

Operations

Gl Accounts

Gl Accounts

Operations

Installment Plans

Installment Plans

Operations

Installment Schedules

Installment Schedules

Operations

Invoice Payment Terms

Invoice Payment Terms

Operations

Invoice Templates

Invoice Templates

Operations

Invoice Types

Invoice Types

Operations

Invoices

Invoices

Operations

Late Fee Rules

Late Fee Rules

Operations

Late Fees

Late Fees

Operations

Legacy Import Products

Legacy Import Products

Operations

Merchant Accounts

Merchant Accounts

Operations

Miscellaneous Products

Miscellaneous Products

Operations

Payment Receipt Templates

Payment Receipt Templates

Operations

Payments

Payments

Operations

Product Financial Configs

Product Financial Configs

Operations

Query Definitions

Query Definitions

Operations

Recurring Batches

Recurring Batches

Operations

Recurring Billing Runs

Recurring Billing Runs

Operations

Refund Receipt Templates

Refund Receipt Templates

Operations

Refunds

Refunds

Operations

Revenue Recognition Schedules

Revenue Recognition Schedules

Operations

Settings

Settings

Operations

Statement Templates

Statement Templates

Operations

Gets all of the statement templates in the system.

Request

This method will scan all statement templates and and return them to the caller.

Path
tenantIdstringrequired

The id of the tenant being accessed.

Query
fieldsstring

The fields that you want to retrieve; if omitted, the entire object is returned.

exclusiveStartKeystring

The start key, if you're making a subsequent request

curl -i -X GET \
  'https://docs.api.rhythmsoftware.com/_mock/apis/collect/collect-v1/statementTemplates/{tenantId}?exclusiveStartKey=string&fields=string' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>'

Responses

The statement templateswere retrieved successfully.

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/jsonArray [
contact_role_idsArray of strings(Contact Roles)non-emptyrequired
emailobject(Email)required

The email to send with this template

email.​bccstring(Bcc)

Anyone that should be bcc'ed on the email

email.​bodystring(Body)required

The email body

email.​ccstring(Cc)

Anyone that should be cc'ed on the email

email.​fromstring(From)

From email address

email.​from_namestring(From Name)

From name

email.​reply_tostring(Reply To)

The reply to

email.​subjectstring(Subject)required

The email subject

idstring(ID)^[\w|-]+$required

The unique, string identifier of this statement template

is_activeboolean(Is Active)

Whether or not this statement template is active

namestring(Name)required

The name of the statement template

send_tostring(Send To)

Whether to send notices to all contacts, or specific roles

Enum"all contacts""only certain roles"
sys_bulk_load_atstring(Sys Bulk Load At)

If this record was loaded via bulk, the timestamp when the record was processed

sys_bulk_load_idstring(Sys Bulk Load)

If this record was loaded via bulk, the ID of the bulk load process

sys_bulk_load_pkstring(Sys Bulk Load Pk)

If this record was loaded via bulk, the tenant and key of the bulk load process used as a partition key

sys_bulk_load_record_nonumber(float)(Sys Bulk Load Record No)

If this record was loaded via bulk, the record number in the source file

sys_bulk_load_source_filestring(Sys Bulk Load Source File)

If this record was loaded via bulk, the source file

sys_calculated_field_errorstring(Sys Calculated Field Error)

The error associated with the calculated field

sys_calculated_field_errorsArray of objects
sys_configuration_snapshot_idstring(Sys Configuration Snapshot)

If a snapshot was restored/applies to this record, the ID of the snapshot

sys_created_atstring(date-time)(Sys Created At)required

The date/time that this record was created, expressed in ISO-8601 date format

sys_created_by_idstring(Sys Created By)required

The ID of the user that created this record

sys_deleted_by_idstring(Sys Deleted By)

The ID of the user that deleted (or last tried to delete) this object

sys_directivestring(Sys Directive)

Means for passing directive information into an object processing logic

sys_external_idstring(Sys External)

The ID that a record has from an external system or data import

sys_has_files_in_s3boolean(Sys Has Files In S3)

If true, this record has files in S3. If false, it doesnt, so no need to hit S3 upon deletion

sys_last_bulk_data_operation_idstring(Sys Last Bulk Data Operation)

If this record was last touched by a bulk data operation, the ID of that operation

sys_last_bulk_data_operation_sys_versionstring(Sys Last Bulk Data Operation Sys Version)

If this record was last touched by a bulk data operation, the sys_version at the time of that operation

sys_last_modified_atstring(date-time)(Sys Last Modified At)required

The date/time that this record record was last modified, expressed in ISO-8601 date format

sys_last_modified_by_idstring(Sys Last Modified By)required

The ID of the user that last modified this record

sys_last_security_contextobject(Sys Last Security Context)

The security context of the last insert, modify, or delete performed on this item

sys_lockedboolean(Sys Locked)

If set, this record is locked and cannot be changed via the API

sys_snapshot_base_versionnumber(float)(Sys Snapshot Base Version)

The version to use as a base when creating a configuration snapshot; if not set, 1 is used. Helpful when creating a sandbox

sys_versionnumber(float)(Sys Version)

A number representing the version of this record in the database

templatestring(Template)required

The template

]
Response
application/json
[
  {
    "contact_role_ids": [ … ],
    "email": { … },
    "id": "string",
    "is_active": true,
    "name": "string",
    "send_to": "all contacts",
    "sys_bulk_load_at": "string",
    "sys_bulk_load_id": "string",
    "sys_bulk_load_pk": "string",
    "sys_bulk_load_record_no": 0.1,
    "sys_bulk_load_source_file": "string",
    "sys_calculated_field_error": "string",
    "sys_calculated_field_errors": [ … ],
    "sys_configuration_snapshot_id": "string",
    "sys_created_at": "2019-08-24T14:15:22Z",
    "sys_created_by_id": "string",
    "sys_deleted_by_id": "string",
    "sys_directive": "string",
    "sys_external_id": "string",
    "sys_has_files_in_s3": true,
    "sys_last_bulk_data_operation_id": "string",
    "sys_last_bulk_data_operation_sys_version": "string",
    "sys_last_modified_at": "2019-08-24T14:15:22Z",
    "sys_last_modified_by_id": "string",
    "sys_last_security_context": {},
    "sys_locked": true,
    "sys_snapshot_base_version": 0.1,
    "sys_version": 0.1,
    "template": "string"
  }
]

Creates a new statement template record that does not already exist.

Request

This method will auto-generate an ID and create a new statement template. If an ID is specified for the statement template, an error will be thrown.

Path
tenantIdstringrequired

The id of the tenant being accessed.

Bodyapplication/jsonrequired

The statement template that you would like to be saved.

contact_role_idsArray of strings(Contact Roles)non-emptyrequired
emailobject(Email)required

The email to send with this template

email.​bccstring(Bcc)

Anyone that should be bcc'ed on the email

email.​bodystring(Body)required

The email body

email.​ccstring(Cc)

Anyone that should be cc'ed on the email

email.​fromstring(From)

From email address

email.​from_namestring(From Name)

From name

email.​reply_tostring(Reply To)

The reply to

email.​subjectstring(Subject)required

The email subject

idstring(ID)^[\w|-]+$required

The unique, string identifier of this statement template

is_activeboolean(Is Active)

Whether or not this statement template is active

namestring(Name)required

The name of the statement template

send_tostring(Send To)

Whether to send notices to all contacts, or specific roles

Enum"all contacts""only certain roles"
sys_bulk_load_atstring(Sys Bulk Load At)

If this record was loaded via bulk, the timestamp when the record was processed

sys_bulk_load_idstring(Sys Bulk Load)

If this record was loaded via bulk, the ID of the bulk load process

sys_bulk_load_pkstring(Sys Bulk Load Pk)

If this record was loaded via bulk, the tenant and key of the bulk load process used as a partition key

sys_bulk_load_record_nonumber(float)(Sys Bulk Load Record No)

If this record was loaded via bulk, the record number in the source file

sys_bulk_load_source_filestring(Sys Bulk Load Source File)

If this record was loaded via bulk, the source file

sys_calculated_field_errorstring(Sys Calculated Field Error)

The error associated with the calculated field

sys_calculated_field_errorsArray of objects
sys_configuration_snapshot_idstring(Sys Configuration Snapshot)

If a snapshot was restored/applies to this record, the ID of the snapshot

sys_created_atstring(date-time)(Sys Created At)required

The date/time that this record was created, expressed in ISO-8601 date format

sys_created_by_idstring(Sys Created By)required

The ID of the user that created this record

sys_deleted_by_idstring(Sys Deleted By)

The ID of the user that deleted (or last tried to delete) this object

sys_directivestring(Sys Directive)

Means for passing directive information into an object processing logic

sys_external_idstring(Sys External)

The ID that a record has from an external system or data import

sys_has_files_in_s3boolean(Sys Has Files In S3)

If true, this record has files in S3. If false, it doesnt, so no need to hit S3 upon deletion

sys_last_bulk_data_operation_idstring(Sys Last Bulk Data Operation)

If this record was last touched by a bulk data operation, the ID of that operation

sys_last_bulk_data_operation_sys_versionstring(Sys Last Bulk Data Operation Sys Version)

If this record was last touched by a bulk data operation, the sys_version at the time of that operation

sys_last_modified_atstring(date-time)(Sys Last Modified At)required

The date/time that this record record was last modified, expressed in ISO-8601 date format

sys_last_modified_by_idstring(Sys Last Modified By)required

The ID of the user that last modified this record

sys_last_security_contextobject(Sys Last Security Context)

The security context of the last insert, modify, or delete performed on this item

sys_lockedboolean(Sys Locked)

If set, this record is locked and cannot be changed via the API

sys_snapshot_base_versionnumber(float)(Sys Snapshot Base Version)

The version to use as a base when creating a configuration snapshot; if not set, 1 is used. Helpful when creating a sandbox

sys_versionnumber(float)(Sys Version)

A number representing the version of this record in the database

templatestring(Template)required

The template

curl -i -X POST \
  'https://docs.api.rhythmsoftware.com/_mock/apis/collect/collect-v1/statementTemplates/{tenantId}' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>' \
  -H 'Content-Type: application/json' \
  -d '{
    "contact_role_ids": [
      "string"
    ],
    "email": {
      "bcc": "string",
      "body": "string",
      "cc": "string",
      "from": "string",
      "from_name": "string",
      "reply_to": "string",
      "subject": "string"
    },
    "id": "string",
    "is_active": true,
    "name": "string",
    "send_to": "all contacts",
    "sys_bulk_load_at": "string",
    "sys_bulk_load_id": "string",
    "sys_bulk_load_pk": "string",
    "sys_bulk_load_record_no": 0.1,
    "sys_bulk_load_source_file": "string",
    "sys_calculated_field_error": "string",
    "sys_calculated_field_errors": [
      {
        "error": "string",
        "field": "string"
      }
    ],
    "sys_configuration_snapshot_id": "string",
    "sys_created_at": "2019-08-24T14:15:22Z",
    "sys_created_by_id": "string",
    "sys_deleted_by_id": "string",
    "sys_directive": "string",
    "sys_external_id": "string",
    "sys_has_files_in_s3": true,
    "sys_last_bulk_data_operation_id": "string",
    "sys_last_bulk_data_operation_sys_version": "string",
    "sys_last_modified_at": "2019-08-24T14:15:22Z",
    "sys_last_modified_by_id": "string",
    "sys_last_security_context": {},
    "sys_locked": true,
    "sys_snapshot_base_version": 0.1,
    "sys_version": 0.1,
    "template": "string"
  }'

Responses

The statement template was saved successfully.

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/json
contact_role_idsArray of strings(Contact Roles)non-emptyrequired
emailobject(Email)required

The email to send with this template

email.​bccstring(Bcc)

Anyone that should be bcc'ed on the email

email.​bodystring(Body)required

The email body

email.​ccstring(Cc)

Anyone that should be cc'ed on the email

email.​fromstring(From)

From email address

email.​from_namestring(From Name)

From name

email.​reply_tostring(Reply To)

The reply to

email.​subjectstring(Subject)required

The email subject

idstring(ID)^[\w|-]+$required

The unique, string identifier of this statement template

is_activeboolean(Is Active)

Whether or not this statement template is active

namestring(Name)required

The name of the statement template

send_tostring(Send To)

Whether to send notices to all contacts, or specific roles

Enum"all contacts""only certain roles"
sys_bulk_load_atstring(Sys Bulk Load At)

If this record was loaded via bulk, the timestamp when the record was processed

sys_bulk_load_idstring(Sys Bulk Load)

If this record was loaded via bulk, the ID of the bulk load process

sys_bulk_load_pkstring(Sys Bulk Load Pk)

If this record was loaded via bulk, the tenant and key of the bulk load process used as a partition key

sys_bulk_load_record_nonumber(float)(Sys Bulk Load Record No)

If this record was loaded via bulk, the record number in the source file

sys_bulk_load_source_filestring(Sys Bulk Load Source File)

If this record was loaded via bulk, the source file

sys_calculated_field_errorstring(Sys Calculated Field Error)

The error associated with the calculated field

sys_calculated_field_errorsArray of objects
sys_configuration_snapshot_idstring(Sys Configuration Snapshot)

If a snapshot was restored/applies to this record, the ID of the snapshot

sys_created_atstring(date-time)(Sys Created At)required

The date/time that this record was created, expressed in ISO-8601 date format

sys_created_by_idstring(Sys Created By)required

The ID of the user that created this record

sys_deleted_by_idstring(Sys Deleted By)

The ID of the user that deleted (or last tried to delete) this object

sys_directivestring(Sys Directive)

Means for passing directive information into an object processing logic

sys_external_idstring(Sys External)

The ID that a record has from an external system or data import

sys_has_files_in_s3boolean(Sys Has Files In S3)

If true, this record has files in S3. If false, it doesnt, so no need to hit S3 upon deletion

sys_last_bulk_data_operation_idstring(Sys Last Bulk Data Operation)

If this record was last touched by a bulk data operation, the ID of that operation

sys_last_bulk_data_operation_sys_versionstring(Sys Last Bulk Data Operation Sys Version)

If this record was last touched by a bulk data operation, the sys_version at the time of that operation

sys_last_modified_atstring(date-time)(Sys Last Modified At)required

The date/time that this record record was last modified, expressed in ISO-8601 date format

sys_last_modified_by_idstring(Sys Last Modified By)required

The ID of the user that last modified this record

sys_last_security_contextobject(Sys Last Security Context)

The security context of the last insert, modify, or delete performed on this item

sys_lockedboolean(Sys Locked)

If set, this record is locked and cannot be changed via the API

sys_snapshot_base_versionnumber(float)(Sys Snapshot Base Version)

The version to use as a base when creating a configuration snapshot; if not set, 1 is used. Helpful when creating a sandbox

sys_versionnumber(float)(Sys Version)

A number representing the version of this record in the database

templatestring(Template)required

The template

Response
application/json
{
  "contact_role_ids": [
    "string"
  ],
  "email": {
    "bcc": "string",
    "body": "string",
    "cc": "string",
    "from": "string",
    "from_name": "string",
    "reply_to": "string",
    "subject": "string"
  },
  "id": "string",
  "is_active": true,
  "name": "string",
  "send_to": "all contacts",
  "sys_bulk_load_at": "string",
  "sys_bulk_load_id": "string",
  "sys_bulk_load_pk": "string",
  "sys_bulk_load_record_no": 0.1,
  "sys_bulk_load_source_file": "string",
  "sys_calculated_field_error": "string",
  "sys_calculated_field_errors": [
    { … }
  ],
  "sys_configuration_snapshot_id": "string",
  "sys_created_at": "2019-08-24T14:15:22Z",
  "sys_created_by_id": "string",
  "sys_deleted_by_id": "string",
  "sys_directive": "string",
  "sys_external_id": "string",
  "sys_has_files_in_s3": true,
  "sys_last_bulk_data_operation_id": "string",
  "sys_last_bulk_data_operation_sys_version": "string",
  "sys_last_modified_at": "2019-08-24T14:15:22Z",
  "sys_last_modified_by_id": "string",
  "sys_last_security_context": {},
  "sys_locked": true,
  "sys_snapshot_base_version": 0.1,
  "sys_version": 0.1,
  "template": "string"
}

Execute Batch Operations

Request

TAllows you to perform up to 100 parallel patch/delete operations

Path
tenantIdstringrequired

The id of the tenant being accessed.

Bodyapplication/jsonrequired

The batch request

operationsArray of objects
curl -i -X POST \
  'https://docs.api.rhythmsoftware.com/_mock/apis/collect/collect-v1/statementTemplates/{tenantId}/batch' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>' \
  -H 'Content-Type: application/json' \
  -d '{
    "operations": [
      {
        "id": null,
        "object": {},
        "operation": "create",
        "patch_directives": {
          "0": {
            "op": "add",
            "path": "string",
            "value": "string"
          }
        }
      }
    ]
  }'

Responses

Request completed successfully.

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/json
error_countnumber(float)(Error Count)

Number of error results

resultsArray of objects
success_countnumber(float)(Success Count)

Number of successful results

Response
application/json
{
  "error_count": 0.1,
  "results": [
    { … }
  ],
  "success_count": 0.1
}

Returns a statement template from the system by its ID.

Request

This method will delete a statement template with the specified ID.

Path
tenantIdstringrequired

The id of the tenant being accessed.

idstringrequired

The ID of the statement template to delete.

curl -i -X DELETE \
  'https://docs.api.rhythmsoftware.com/_mock/apis/collect/collect-v1/statementTemplates/{tenantId}/{id}' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>'

Responses

The statement template was deleted successfully.

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/json
string
Response
application/json
"string"

Returns a statement template from the system by its ID.

Request

This method will look up a statement template by the specified ID and return it back.

Path
tenantIdstringrequired

The id of the tenant being accessed.

idstringrequired

The ID of the statement template to return.

Query
fieldsstring

The fields that you want to retrieve; if omitted, the entire object is returned.

consistentReadstring

Indicates the API should force a consistent read on the data source.

curl -i -X GET \
  'https://docs.api.rhythmsoftware.com/_mock/apis/collect/collect-v1/statementTemplates/{tenantId}/{id}?consistentRead=string&fields=string' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>'

Responses

The statement template was retrieved successfully.

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/json
contact_role_idsArray of strings(Contact Roles)non-emptyrequired
emailobject(Email)required

The email to send with this template

email.​bccstring(Bcc)

Anyone that should be bcc'ed on the email

email.​bodystring(Body)required

The email body

email.​ccstring(Cc)

Anyone that should be cc'ed on the email

email.​fromstring(From)

From email address

email.​from_namestring(From Name)

From name

email.​reply_tostring(Reply To)

The reply to

email.​subjectstring(Subject)required

The email subject

idstring(ID)^[\w|-]+$required

The unique, string identifier of this statement template

is_activeboolean(Is Active)

Whether or not this statement template is active

namestring(Name)required

The name of the statement template

send_tostring(Send To)

Whether to send notices to all contacts, or specific roles

Enum"all contacts""only certain roles"
sys_bulk_load_atstring(Sys Bulk Load At)

If this record was loaded via bulk, the timestamp when the record was processed

sys_bulk_load_idstring(Sys Bulk Load)

If this record was loaded via bulk, the ID of the bulk load process

sys_bulk_load_pkstring(Sys Bulk Load Pk)

If this record was loaded via bulk, the tenant and key of the bulk load process used as a partition key

sys_bulk_load_record_nonumber(float)(Sys Bulk Load Record No)

If this record was loaded via bulk, the record number in the source file

sys_bulk_load_source_filestring(Sys Bulk Load Source File)

If this record was loaded via bulk, the source file

sys_calculated_field_errorstring(Sys Calculated Field Error)

The error associated with the calculated field

sys_calculated_field_errorsArray of objects
sys_configuration_snapshot_idstring(Sys Configuration Snapshot)

If a snapshot was restored/applies to this record, the ID of the snapshot

sys_created_atstring(date-time)(Sys Created At)required

The date/time that this record was created, expressed in ISO-8601 date format

sys_created_by_idstring(Sys Created By)required

The ID of the user that created this record

sys_deleted_by_idstring(Sys Deleted By)

The ID of the user that deleted (or last tried to delete) this object

sys_directivestring(Sys Directive)

Means for passing directive information into an object processing logic

sys_external_idstring(Sys External)

The ID that a record has from an external system or data import

sys_has_files_in_s3boolean(Sys Has Files In S3)

If true, this record has files in S3. If false, it doesnt, so no need to hit S3 upon deletion

sys_last_bulk_data_operation_idstring(Sys Last Bulk Data Operation)

If this record was last touched by a bulk data operation, the ID of that operation

sys_last_bulk_data_operation_sys_versionstring(Sys Last Bulk Data Operation Sys Version)

If this record was last touched by a bulk data operation, the sys_version at the time of that operation

sys_last_modified_atstring(date-time)(Sys Last Modified At)required

The date/time that this record record was last modified, expressed in ISO-8601 date format

sys_last_modified_by_idstring(Sys Last Modified By)required

The ID of the user that last modified this record

sys_last_security_contextobject(Sys Last Security Context)

The security context of the last insert, modify, or delete performed on this item

sys_lockedboolean(Sys Locked)

If set, this record is locked and cannot be changed via the API

sys_snapshot_base_versionnumber(float)(Sys Snapshot Base Version)

The version to use as a base when creating a configuration snapshot; if not set, 1 is used. Helpful when creating a sandbox

sys_versionnumber(float)(Sys Version)

A number representing the version of this record in the database

templatestring(Template)required

The template

Response
application/json
{
  "contact_role_ids": [
    "string"
  ],
  "email": {
    "bcc": "string",
    "body": "string",
    "cc": "string",
    "from": "string",
    "from_name": "string",
    "reply_to": "string",
    "subject": "string"
  },
  "id": "string",
  "is_active": true,
  "name": "string",
  "send_to": "all contacts",
  "sys_bulk_load_at": "string",
  "sys_bulk_load_id": "string",
  "sys_bulk_load_pk": "string",
  "sys_bulk_load_record_no": 0.1,
  "sys_bulk_load_source_file": "string",
  "sys_calculated_field_error": "string",
  "sys_calculated_field_errors": [
    { … }
  ],
  "sys_configuration_snapshot_id": "string",
  "sys_created_at": "2019-08-24T14:15:22Z",
  "sys_created_by_id": "string",
  "sys_deleted_by_id": "string",
  "sys_directive": "string",
  "sys_external_id": "string",
  "sys_has_files_in_s3": true,
  "sys_last_bulk_data_operation_id": "string",
  "sys_last_bulk_data_operation_sys_version": "string",
  "sys_last_modified_at": "2019-08-24T14:15:22Z",
  "sys_last_modified_by_id": "string",
  "sys_last_security_context": {},
  "sys_locked": true,
  "sys_snapshot_base_version": 0.1,
  "sys_version": 0.1,
  "template": "string"
}

Partially updates a statement template with the specified ID.

Request

This method will patch an existing statement template with the specified ID, using the HTTP PATCH specification.

Path
tenantIdstringrequired

The id of the tenant being accessed.

idstringrequired

The ID of the statement template to patch.

Bodyapplication/jsonrequired

The patch directives conforming to RFC 6902.

Array [
opstring(Op)required

The operation

Enum"add""copy""move""remove""replace""test"
pathstring(Path)required

The JSON path

valuestring(Value)
]
curl -i -X PATCH \
  'https://docs.api.rhythmsoftware.com/_mock/apis/collect/collect-v1/statementTemplates/{tenantId}/{id}' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>' \
  -H 'Content-Type: application/json' \
  -d '[
    {
      "op": "add",
      "path": "string",
      "value": "string"
    }
  ]'

Responses

The statement template was patched successfully.

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/json
contact_role_idsArray of strings(Contact Roles)non-emptyrequired
emailobject(Email)required

The email to send with this template

email.​bccstring(Bcc)

Anyone that should be bcc'ed on the email

email.​bodystring(Body)required

The email body

email.​ccstring(Cc)

Anyone that should be cc'ed on the email

email.​fromstring(From)

From email address

email.​from_namestring(From Name)

From name

email.​reply_tostring(Reply To)

The reply to

email.​subjectstring(Subject)required

The email subject

idstring(ID)^[\w|-]+$required

The unique, string identifier of this statement template

is_activeboolean(Is Active)

Whether or not this statement template is active

namestring(Name)required

The name of the statement template

send_tostring(Send To)

Whether to send notices to all contacts, or specific roles

Enum"all contacts""only certain roles"
sys_bulk_load_atstring(Sys Bulk Load At)

If this record was loaded via bulk, the timestamp when the record was processed

sys_bulk_load_idstring(Sys Bulk Load)

If this record was loaded via bulk, the ID of the bulk load process

sys_bulk_load_pkstring(Sys Bulk Load Pk)

If this record was loaded via bulk, the tenant and key of the bulk load process used as a partition key

sys_bulk_load_record_nonumber(float)(Sys Bulk Load Record No)

If this record was loaded via bulk, the record number in the source file

sys_bulk_load_source_filestring(Sys Bulk Load Source File)

If this record was loaded via bulk, the source file

sys_calculated_field_errorstring(Sys Calculated Field Error)

The error associated with the calculated field

sys_calculated_field_errorsArray of objects
sys_configuration_snapshot_idstring(Sys Configuration Snapshot)

If a snapshot was restored/applies to this record, the ID of the snapshot

sys_created_atstring(date-time)(Sys Created At)required

The date/time that this record was created, expressed in ISO-8601 date format

sys_created_by_idstring(Sys Created By)required

The ID of the user that created this record

sys_deleted_by_idstring(Sys Deleted By)

The ID of the user that deleted (or last tried to delete) this object

sys_directivestring(Sys Directive)

Means for passing directive information into an object processing logic

sys_external_idstring(Sys External)

The ID that a record has from an external system or data import

sys_has_files_in_s3boolean(Sys Has Files In S3)

If true, this record has files in S3. If false, it doesnt, so no need to hit S3 upon deletion

sys_last_bulk_data_operation_idstring(Sys Last Bulk Data Operation)

If this record was last touched by a bulk data operation, the ID of that operation

sys_last_bulk_data_operation_sys_versionstring(Sys Last Bulk Data Operation Sys Version)

If this record was last touched by a bulk data operation, the sys_version at the time of that operation

sys_last_modified_atstring(date-time)(Sys Last Modified At)required

The date/time that this record record was last modified, expressed in ISO-8601 date format

sys_last_modified_by_idstring(Sys Last Modified By)required

The ID of the user that last modified this record

sys_last_security_contextobject(Sys Last Security Context)

The security context of the last insert, modify, or delete performed on this item

sys_lockedboolean(Sys Locked)

If set, this record is locked and cannot be changed via the API

sys_snapshot_base_versionnumber(float)(Sys Snapshot Base Version)

The version to use as a base when creating a configuration snapshot; if not set, 1 is used. Helpful when creating a sandbox

sys_versionnumber(float)(Sys Version)

A number representing the version of this record in the database

templatestring(Template)required

The template

Response
application/json
{
  "contact_role_ids": [
    "string"
  ],
  "email": {
    "bcc": "string",
    "body": "string",
    "cc": "string",
    "from": "string",
    "from_name": "string",
    "reply_to": "string",
    "subject": "string"
  },
  "id": "string",
  "is_active": true,
  "name": "string",
  "send_to": "all contacts",
  "sys_bulk_load_at": "string",
  "sys_bulk_load_id": "string",
  "sys_bulk_load_pk": "string",
  "sys_bulk_load_record_no": 0.1,
  "sys_bulk_load_source_file": "string",
  "sys_calculated_field_error": "string",
  "sys_calculated_field_errors": [
    { … }
  ],
  "sys_configuration_snapshot_id": "string",
  "sys_created_at": "2019-08-24T14:15:22Z",
  "sys_created_by_id": "string",
  "sys_deleted_by_id": "string",
  "sys_directive": "string",
  "sys_external_id": "string",
  "sys_has_files_in_s3": true,
  "sys_last_bulk_data_operation_id": "string",
  "sys_last_bulk_data_operation_sys_version": "string",
  "sys_last_modified_at": "2019-08-24T14:15:22Z",
  "sys_last_modified_by_id": "string",
  "sys_last_security_context": {},
  "sys_locked": true,
  "sys_snapshot_base_version": 0.1,
  "sys_version": 0.1,
  "template": "string"
}

Updates a statement template with the specified ID.

Request

This method will update an existing statement template with the specified ID.

Path
tenantIdstringrequired

The id of the tenant being accessed.

idstringrequired

The ID of the statement template to update.

Bodyapplication/jsonrequired

The updated statement template that will be saved.

contact_role_idsArray of strings(Contact Roles)non-emptyrequired
emailobject(Email)required

The email to send with this template

email.​bccstring(Bcc)

Anyone that should be bcc'ed on the email

email.​bodystring(Body)required

The email body

email.​ccstring(Cc)

Anyone that should be cc'ed on the email

email.​fromstring(From)

From email address

email.​from_namestring(From Name)

From name

email.​reply_tostring(Reply To)

The reply to

email.​subjectstring(Subject)required

The email subject

idstring(ID)^[\w|-]+$required

The unique, string identifier of this statement template

is_activeboolean(Is Active)

Whether or not this statement template is active

namestring(Name)required

The name of the statement template

send_tostring(Send To)

Whether to send notices to all contacts, or specific roles

Enum"all contacts""only certain roles"
sys_bulk_load_atstring(Sys Bulk Load At)

If this record was loaded via bulk, the timestamp when the record was processed

sys_bulk_load_idstring(Sys Bulk Load)

If this record was loaded via bulk, the ID of the bulk load process

sys_bulk_load_pkstring(Sys Bulk Load Pk)

If this record was loaded via bulk, the tenant and key of the bulk load process used as a partition key

sys_bulk_load_record_nonumber(float)(Sys Bulk Load Record No)

If this record was loaded via bulk, the record number in the source file

sys_bulk_load_source_filestring(Sys Bulk Load Source File)

If this record was loaded via bulk, the source file

sys_calculated_field_errorstring(Sys Calculated Field Error)

The error associated with the calculated field

sys_calculated_field_errorsArray of objects
sys_configuration_snapshot_idstring(Sys Configuration Snapshot)

If a snapshot was restored/applies to this record, the ID of the snapshot

sys_created_atstring(date-time)(Sys Created At)required

The date/time that this record was created, expressed in ISO-8601 date format

sys_created_by_idstring(Sys Created By)required

The ID of the user that created this record

sys_deleted_by_idstring(Sys Deleted By)

The ID of the user that deleted (or last tried to delete) this object

sys_directivestring(Sys Directive)

Means for passing directive information into an object processing logic

sys_external_idstring(Sys External)

The ID that a record has from an external system or data import

sys_has_files_in_s3boolean(Sys Has Files In S3)

If true, this record has files in S3. If false, it doesnt, so no need to hit S3 upon deletion

sys_last_bulk_data_operation_idstring(Sys Last Bulk Data Operation)

If this record was last touched by a bulk data operation, the ID of that operation

sys_last_bulk_data_operation_sys_versionstring(Sys Last Bulk Data Operation Sys Version)

If this record was last touched by a bulk data operation, the sys_version at the time of that operation

sys_last_modified_atstring(date-time)(Sys Last Modified At)required

The date/time that this record record was last modified, expressed in ISO-8601 date format

sys_last_modified_by_idstring(Sys Last Modified By)required

The ID of the user that last modified this record

sys_last_security_contextobject(Sys Last Security Context)

The security context of the last insert, modify, or delete performed on this item

sys_lockedboolean(Sys Locked)

If set, this record is locked and cannot be changed via the API

sys_snapshot_base_versionnumber(float)(Sys Snapshot Base Version)

The version to use as a base when creating a configuration snapshot; if not set, 1 is used. Helpful when creating a sandbox

sys_versionnumber(float)(Sys Version)

A number representing the version of this record in the database

templatestring(Template)required

The template

curl -i -X PUT \
  'https://docs.api.rhythmsoftware.com/_mock/apis/collect/collect-v1/statementTemplates/{tenantId}/{id}' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>' \
  -H 'Content-Type: application/json' \
  -d '{
    "contact_role_ids": [
      "string"
    ],
    "email": {
      "bcc": "string",
      "body": "string",
      "cc": "string",
      "from": "string",
      "from_name": "string",
      "reply_to": "string",
      "subject": "string"
    },
    "id": "string",
    "is_active": true,
    "name": "string",
    "send_to": "all contacts",
    "sys_bulk_load_at": "string",
    "sys_bulk_load_id": "string",
    "sys_bulk_load_pk": "string",
    "sys_bulk_load_record_no": 0.1,
    "sys_bulk_load_source_file": "string",
    "sys_calculated_field_error": "string",
    "sys_calculated_field_errors": [
      {
        "error": "string",
        "field": "string"
      }
    ],
    "sys_configuration_snapshot_id": "string",
    "sys_created_at": "2019-08-24T14:15:22Z",
    "sys_created_by_id": "string",
    "sys_deleted_by_id": "string",
    "sys_directive": "string",
    "sys_external_id": "string",
    "sys_has_files_in_s3": true,
    "sys_last_bulk_data_operation_id": "string",
    "sys_last_bulk_data_operation_sys_version": "string",
    "sys_last_modified_at": "2019-08-24T14:15:22Z",
    "sys_last_modified_by_id": "string",
    "sys_last_security_context": {},
    "sys_locked": true,
    "sys_snapshot_base_version": 0.1,
    "sys_version": 0.1,
    "template": "string"
  }'

Responses

The statement template was updated successfully.

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/json
contact_role_idsArray of strings(Contact Roles)non-emptyrequired
emailobject(Email)required

The email to send with this template

email.​bccstring(Bcc)

Anyone that should be bcc'ed on the email

email.​bodystring(Body)required

The email body

email.​ccstring(Cc)

Anyone that should be cc'ed on the email

email.​fromstring(From)

From email address

email.​from_namestring(From Name)

From name

email.​reply_tostring(Reply To)

The reply to

email.​subjectstring(Subject)required

The email subject

idstring(ID)^[\w|-]+$required

The unique, string identifier of this statement template

is_activeboolean(Is Active)

Whether or not this statement template is active

namestring(Name)required

The name of the statement template

send_tostring(Send To)

Whether to send notices to all contacts, or specific roles

Enum"all contacts""only certain roles"
sys_bulk_load_atstring(Sys Bulk Load At)

If this record was loaded via bulk, the timestamp when the record was processed

sys_bulk_load_idstring(Sys Bulk Load)

If this record was loaded via bulk, the ID of the bulk load process

sys_bulk_load_pkstring(Sys Bulk Load Pk)

If this record was loaded via bulk, the tenant and key of the bulk load process used as a partition key

sys_bulk_load_record_nonumber(float)(Sys Bulk Load Record No)

If this record was loaded via bulk, the record number in the source file

sys_bulk_load_source_filestring(Sys Bulk Load Source File)

If this record was loaded via bulk, the source file

sys_calculated_field_errorstring(Sys Calculated Field Error)

The error associated with the calculated field

sys_calculated_field_errorsArray of objects
sys_configuration_snapshot_idstring(Sys Configuration Snapshot)

If a snapshot was restored/applies to this record, the ID of the snapshot

sys_created_atstring(date-time)(Sys Created At)required

The date/time that this record was created, expressed in ISO-8601 date format

sys_created_by_idstring(Sys Created By)required

The ID of the user that created this record

sys_deleted_by_idstring(Sys Deleted By)

The ID of the user that deleted (or last tried to delete) this object

sys_directivestring(Sys Directive)

Means for passing directive information into an object processing logic

sys_external_idstring(Sys External)

The ID that a record has from an external system or data import

sys_has_files_in_s3boolean(Sys Has Files In S3)

If true, this record has files in S3. If false, it doesnt, so no need to hit S3 upon deletion

sys_last_bulk_data_operation_idstring(Sys Last Bulk Data Operation)

If this record was last touched by a bulk data operation, the ID of that operation

sys_last_bulk_data_operation_sys_versionstring(Sys Last Bulk Data Operation Sys Version)

If this record was last touched by a bulk data operation, the sys_version at the time of that operation

sys_last_modified_atstring(date-time)(Sys Last Modified At)required

The date/time that this record record was last modified, expressed in ISO-8601 date format

sys_last_modified_by_idstring(Sys Last Modified By)required

The ID of the user that last modified this record

sys_last_security_contextobject(Sys Last Security Context)

The security context of the last insert, modify, or delete performed on this item

sys_lockedboolean(Sys Locked)

If set, this record is locked and cannot be changed via the API

sys_snapshot_base_versionnumber(float)(Sys Snapshot Base Version)

The version to use as a base when creating a configuration snapshot; if not set, 1 is used. Helpful when creating a sandbox

sys_versionnumber(float)(Sys Version)

A number representing the version of this record in the database

templatestring(Template)required

The template

Response
application/json
{
  "contact_role_ids": [
    "string"
  ],
  "email": {
    "bcc": "string",
    "body": "string",
    "cc": "string",
    "from": "string",
    "from_name": "string",
    "reply_to": "string",
    "subject": "string"
  },
  "id": "string",
  "is_active": true,
  "name": "string",
  "send_to": "all contacts",
  "sys_bulk_load_at": "string",
  "sys_bulk_load_id": "string",
  "sys_bulk_load_pk": "string",
  "sys_bulk_load_record_no": 0.1,
  "sys_bulk_load_source_file": "string",
  "sys_calculated_field_error": "string",
  "sys_calculated_field_errors": [
    { … }
  ],
  "sys_configuration_snapshot_id": "string",
  "sys_created_at": "2019-08-24T14:15:22Z",
  "sys_created_by_id": "string",
  "sys_deleted_by_id": "string",
  "sys_directive": "string",
  "sys_external_id": "string",
  "sys_has_files_in_s3": true,
  "sys_last_bulk_data_operation_id": "string",
  "sys_last_bulk_data_operation_sys_version": "string",
  "sys_last_modified_at": "2019-08-24T14:15:22Z",
  "sys_last_modified_by_id": "string",
  "sys_last_security_context": {},
  "sys_locked": true,
  "sys_snapshot_base_version": 0.1,
  "sys_version": 0.1,
  "template": "string"
}

Statements

Statements

Operations

Statistics

Statistics

Operations

Stored Payment Methods

Stored Payment Methods

Operations

Subledger Entries

Subledger Entries

Operations

Write Offs

Write Offs

Operations