Membership (v1-2025-04-18)

The Membership API provides all the capabilities for managing your membership. Although it is most commonly used to look up the membership information for a single contact or organization, it can also be used to approve, modify, or drop members.

Like most of the other Rhythm apps, the Membership 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.

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Servers
Mock server

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

https://membership.api.rhythmsoftware.com/

Add On Products

Add On Products

Operations

Add On Types

Add On Types

Operations

Add Ons

Add Ons

Operations

App Reference Types

App Reference Types

Operations

Application Groups

Application Groups

Operations

Application Processes

Application Processes

Operations

Application Status Reasons

Application Status Reasons

Operations

Applications

Applications

Operations

Ballots

Ballots

Operations

Billing Notices

Billing Notices

Operations

Billing Run Actions

Billing Run Actions

Operations

Billing Runs

Billing Runs

Operations

Billing Templates

Billing Templates

Operations

Gets all of the billing templates in the system.

Request

This method will scan all billing 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/membership/membership-v1/billingTemplates/{tenantId}?exclusiveStartKey=string&fields=string' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>'

Responses

The billing templateswere retrieved successfully.

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/jsonArray [
auto_renewal_optionsobject(Auto Renewal Options)required
auto_renewal_options.​auto_renewal_failure_notice_idstring(Auto Renewal Failure Notice)

The notice to send when a membership is NOT successfully renewed

auto_renewal_options.​auto_renewal_success_notice_idstring(Auto Renewal Success Notice)

The notice to send when a membership is successfully renewed

auto_renewal_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
auto_renewal_reminder_optionsobject(Auto Renewal Reminder Options)required
auto_renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
auto_renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

auto_renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

auto_renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

auto_renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
descriptionstring(Description)

A description of the template

drop_optionsobject(Drop Options)required
drop_options.​deactivate_certificationsboolean(Deactivate Certifications)

If true, any active certifications held by this member are rendered inactive

drop_options.​drop_notice_idstring(Drop Notice)

The notice to send when a renewal order is created

drop_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expire_committee_membershipsboolean(Expire Committee Memberships)

If true, dropped members are renewed from any committees, including any inherited memberships

drop_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

drop_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

drop_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

drop_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
drop_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
drop_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

drop_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
expiring_credit_card_reminders_optionsobject(Expiring Credit Card Reminders Options)required
expiring_credit_card_reminders_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

expiring_credit_card_reminders_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

expiring_credit_card_reminders_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

expiring_credit_card_reminders_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

expiring_credit_card_reminders_options.​remindersArray of objectsnon-emptyrequired
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

expiring_credit_card_reminders_options.​reminders[].​namestring(Name)

Optional name

expiring_credit_card_reminders_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

expiring_credit_card_reminders_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
generate_renewal_noticesboolean(Generate Renewal Notices)

Whether this template should be generating renewal notices

generate_renewal_ordersboolean(Generate Renewal Orders)

Whether this template should be generating renewal orders

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

The unique, string identifier of this billing template

is_activeboolean(Is Active)

Whether or not this billing template is active

namestring(Name)required

The name of the billing template

notification_emailstring(Notification Email)

Te address to send notifications

perform_auto_renewalsboolean(Perform Auto Renewals)

Whether this template should be performing auto renewals

perform_dropsboolean(Perform Drops)

Whether this template should be dropping expired members

renewal_notice_optionsobject(Renewal Notice Options)required
renewal_notice_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_notice_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_notice_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_notice_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_notice_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_notice_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_notice_options.​renewal_notice_idstring(Renewal Notice)

The notice to send when a renewal order is created

renewal_notice_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_order_optionsobject(Renewal Order Options)required
renewal_order_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_order_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_order_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_order_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_order_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_order_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_order_options.​pro_formaboolean(Pro Forma)

Whether or not this should generate pro forma orders/invoices

renewal_order_options.​renewal_order_notice_idstring(Renewal Order Notice)

The notice to send when a renewal order is created

renewal_order_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_reminder_optionsobject(Renewal Reminder Options)required
renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
send_auto_renewal_remindersboolean(Send Auto Renewal Reminders)

Whether this template should be generating reminders

send_expiring_credit_card_remindersboolean(Send Expiring Credit Card Reminders)

Whether to warn that someone's card is going to expire

send_renewal_remindersboolean(Send Renewal Reminders)

Whether this template should be generating reminders

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

]
Response
application/json
[ { "auto_renewal_options": {}, "auto_renewal_reminder_options": {}, "description": "string", "drop_options": {}, "expiring_credit_card_reminders_options": {}, "generate_renewal_notices": true, "generate_renewal_orders": true, "id": "string", "is_active": true, "name": "string", "notification_email": "string", "perform_auto_renewals": true, "perform_drops": true, "renewal_notice_options": {}, "renewal_order_options": {}, "renewal_reminder_options": {}, "send_auto_renewal_reminders": true, "send_expiring_credit_card_reminders": true, "send_renewal_reminders": true, "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 } ]

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

Request

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

Path
tenantIdstringrequired

The id of the tenant being accessed.

Bodyapplication/jsonrequired

The billing template that you would like to be saved.

auto_renewal_optionsobject(Auto Renewal Options)required
auto_renewal_options.​auto_renewal_failure_notice_idstring(Auto Renewal Failure Notice)

The notice to send when a membership is NOT successfully renewed

auto_renewal_options.​auto_renewal_success_notice_idstring(Auto Renewal Success Notice)

The notice to send when a membership is successfully renewed

auto_renewal_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
auto_renewal_reminder_optionsobject(Auto Renewal Reminder Options)required
auto_renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
auto_renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

auto_renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

auto_renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

auto_renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
descriptionstring(Description)

A description of the template

drop_optionsobject(Drop Options)required
drop_options.​deactivate_certificationsboolean(Deactivate Certifications)

If true, any active certifications held by this member are rendered inactive

drop_options.​drop_notice_idstring(Drop Notice)

The notice to send when a renewal order is created

drop_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expire_committee_membershipsboolean(Expire Committee Memberships)

If true, dropped members are renewed from any committees, including any inherited memberships

drop_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

drop_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

drop_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

drop_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
drop_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
drop_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

drop_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
expiring_credit_card_reminders_optionsobject(Expiring Credit Card Reminders Options)required
expiring_credit_card_reminders_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

expiring_credit_card_reminders_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

expiring_credit_card_reminders_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

expiring_credit_card_reminders_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

expiring_credit_card_reminders_options.​remindersArray of objectsnon-emptyrequired
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

expiring_credit_card_reminders_options.​reminders[].​namestring(Name)

Optional name

expiring_credit_card_reminders_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

expiring_credit_card_reminders_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
generate_renewal_noticesboolean(Generate Renewal Notices)

Whether this template should be generating renewal notices

generate_renewal_ordersboolean(Generate Renewal Orders)

Whether this template should be generating renewal orders

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

The unique, string identifier of this billing template

is_activeboolean(Is Active)

Whether or not this billing template is active

namestring(Name)required

The name of the billing template

notification_emailstring(Notification Email)

Te address to send notifications

perform_auto_renewalsboolean(Perform Auto Renewals)

Whether this template should be performing auto renewals

perform_dropsboolean(Perform Drops)

Whether this template should be dropping expired members

renewal_notice_optionsobject(Renewal Notice Options)required
renewal_notice_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_notice_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_notice_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_notice_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_notice_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_notice_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_notice_options.​renewal_notice_idstring(Renewal Notice)

The notice to send when a renewal order is created

renewal_notice_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_order_optionsobject(Renewal Order Options)required
renewal_order_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_order_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_order_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_order_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_order_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_order_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_order_options.​pro_formaboolean(Pro Forma)

Whether or not this should generate pro forma orders/invoices

renewal_order_options.​renewal_order_notice_idstring(Renewal Order Notice)

The notice to send when a renewal order is created

renewal_order_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_reminder_optionsobject(Renewal Reminder Options)required
renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
send_auto_renewal_remindersboolean(Send Auto Renewal Reminders)

Whether this template should be generating reminders

send_expiring_credit_card_remindersboolean(Send Expiring Credit Card Reminders)

Whether to warn that someone's card is going to expire

send_renewal_remindersboolean(Send Renewal Reminders)

Whether this template should be generating reminders

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

curl -i -X POST \
  'https://docs.api.rhythmsoftware.com/_mock/apis/membership/membership-v1/billingTemplates/{tenantId}' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>' \
  -H 'Content-Type: application/json' \
  -d '{
    "auto_renewal_options": {
      "auto_renewal_failure_notice_id": "string",
      "auto_renewal_success_notice_id": "string",
      "expiration_date_range_end": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "expiration_date_range_start": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "status_reason_ids": {
        "0": "string"
      }
    },
    "auto_renewal_reminder_options": {
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "reminders": [
        {
          "expiration_date_range_end": {
            "number": null,
            "position": "after",
            "relative_to": "the beginning of the month",
            "unit_of_time": "days"
          },
          "expiration_date_range_start": {
            "number": null,
            "position": "after",
            "relative_to": "the beginning of the month",
            "unit_of_time": "days"
          },
          "id": 0.1,
          "name": "string",
          "reminder_notice_id": "string"
        }
      ],
      "status_reason_ids": {
        "0": "string"
      }
    },
    "description": "string",
    "drop_options": {
      "deactivate_certifications": true,
      "drop_notice_id": "string",
      "expiration_date_range_end": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "expiration_date_range_start": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "expire_committee_memberships": true,
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "status_reason_ids": {
        "0": "string"
      }
    },
    "expiring_credit_card_reminders_options": {
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "reminders": [
        {
          "expiration_date_range_end": {
            "number": null,
            "position": "after",
            "relative_to": "the beginning of the month",
            "unit_of_time": "days"
          },
          "expiration_date_range_start": {
            "number": null,
            "position": "after",
            "relative_to": "the beginning of the month",
            "unit_of_time": "days"
          },
          "id": 0.1,
          "name": "string",
          "reminder_notice_id": "string"
        }
      ],
      "status_reason_ids": {
        "0": "string"
      }
    },
    "generate_renewal_notices": true,
    "generate_renewal_orders": true,
    "id": "string",
    "is_active": true,
    "name": "string",
    "notification_email": "string",
    "perform_auto_renewals": true,
    "perform_drops": true,
    "renewal_notice_options": {
      "expiration_date_range_end": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "expiration_date_range_start": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "renewal_notice_id": "string",
      "status_reason_ids": {
        "0": "string"
      }
    },
    "renewal_order_options": {
      "expiration_date_range_end": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "expiration_date_range_start": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "pro_forma": true,
      "renewal_order_notice_id": "string",
      "status_reason_ids": {
        "0": "string"
      }
    },
    "renewal_reminder_options": {
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "reminders": [
        {
          "expiration_date_range_end": {
            "number": null,
            "position": "after",
            "relative_to": "the beginning of the month",
            "unit_of_time": "days"
          },
          "expiration_date_range_start": {
            "number": null,
            "position": "after",
            "relative_to": "the beginning of the month",
            "unit_of_time": "days"
          },
          "id": 0.1,
          "name": "string",
          "reminder_notice_id": "string"
        }
      ],
      "status_reason_ids": {
        "0": "string"
      }
    },
    "send_auto_renewal_reminders": true,
    "send_expiring_credit_card_reminders": true,
    "send_renewal_reminders": true,
    "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
  }'

Responses

The billing template was saved successfully.

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/json
auto_renewal_optionsobject(Auto Renewal Options)required
auto_renewal_options.​auto_renewal_failure_notice_idstring(Auto Renewal Failure Notice)

The notice to send when a membership is NOT successfully renewed

auto_renewal_options.​auto_renewal_success_notice_idstring(Auto Renewal Success Notice)

The notice to send when a membership is successfully renewed

auto_renewal_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
auto_renewal_reminder_optionsobject(Auto Renewal Reminder Options)required
auto_renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
auto_renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

auto_renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

auto_renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

auto_renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
descriptionstring(Description)

A description of the template

drop_optionsobject(Drop Options)required
drop_options.​deactivate_certificationsboolean(Deactivate Certifications)

If true, any active certifications held by this member are rendered inactive

drop_options.​drop_notice_idstring(Drop Notice)

The notice to send when a renewal order is created

drop_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expire_committee_membershipsboolean(Expire Committee Memberships)

If true, dropped members are renewed from any committees, including any inherited memberships

drop_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

drop_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

drop_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

drop_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
drop_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
drop_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

drop_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
expiring_credit_card_reminders_optionsobject(Expiring Credit Card Reminders Options)required
expiring_credit_card_reminders_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

expiring_credit_card_reminders_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

expiring_credit_card_reminders_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

expiring_credit_card_reminders_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

expiring_credit_card_reminders_options.​remindersArray of objectsnon-emptyrequired
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

expiring_credit_card_reminders_options.​reminders[].​namestring(Name)

Optional name

expiring_credit_card_reminders_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

expiring_credit_card_reminders_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
generate_renewal_noticesboolean(Generate Renewal Notices)

Whether this template should be generating renewal notices

generate_renewal_ordersboolean(Generate Renewal Orders)

Whether this template should be generating renewal orders

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

The unique, string identifier of this billing template

is_activeboolean(Is Active)

Whether or not this billing template is active

namestring(Name)required

The name of the billing template

notification_emailstring(Notification Email)

Te address to send notifications

perform_auto_renewalsboolean(Perform Auto Renewals)

Whether this template should be performing auto renewals

perform_dropsboolean(Perform Drops)

Whether this template should be dropping expired members

renewal_notice_optionsobject(Renewal Notice Options)required
renewal_notice_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_notice_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_notice_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_notice_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_notice_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_notice_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_notice_options.​renewal_notice_idstring(Renewal Notice)

The notice to send when a renewal order is created

renewal_notice_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_order_optionsobject(Renewal Order Options)required
renewal_order_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_order_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_order_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_order_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_order_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_order_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_order_options.​pro_formaboolean(Pro Forma)

Whether or not this should generate pro forma orders/invoices

renewal_order_options.​renewal_order_notice_idstring(Renewal Order Notice)

The notice to send when a renewal order is created

renewal_order_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_reminder_optionsobject(Renewal Reminder Options)required
renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
send_auto_renewal_remindersboolean(Send Auto Renewal Reminders)

Whether this template should be generating reminders

send_expiring_credit_card_remindersboolean(Send Expiring Credit Card Reminders)

Whether to warn that someone's card is going to expire

send_renewal_remindersboolean(Send Renewal Reminders)

Whether this template should be generating reminders

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

Response
application/json
{ "auto_renewal_options": { "auto_renewal_failure_notice_id": "string", "auto_renewal_success_notice_id": "string", "expiration_date_range_end": {}, "expiration_date_range_start": {}, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "status_reason_ids": {} }, "auto_renewal_reminder_options": { "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "reminders": [], "status_reason_ids": {} }, "description": "string", "drop_options": { "deactivate_certifications": true, "drop_notice_id": "string", "expiration_date_range_end": {}, "expiration_date_range_start": {}, "expire_committee_memberships": true, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "status_reason_ids": {} }, "expiring_credit_card_reminders_options": { "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "reminders": [], "status_reason_ids": {} }, "generate_renewal_notices": true, "generate_renewal_orders": true, "id": "string", "is_active": true, "name": "string", "notification_email": "string", "perform_auto_renewals": true, "perform_drops": true, "renewal_notice_options": { "expiration_date_range_end": {}, "expiration_date_range_start": {}, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "renewal_notice_id": "string", "status_reason_ids": {} }, "renewal_order_options": { "expiration_date_range_end": {}, "expiration_date_range_start": {}, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "pro_forma": true, "renewal_order_notice_id": "string", "status_reason_ids": {} }, "renewal_reminder_options": { "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "reminders": [], "status_reason_ids": {} }, "send_auto_renewal_reminders": true, "send_expiring_credit_card_reminders": true, "send_renewal_reminders": true, "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 }

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/membership/membership-v1/billingTemplates/{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 billing template from the system by its ID.

Request

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

Path
tenantIdstringrequired

The id of the tenant being accessed.

idstringrequired

The ID of the billing template to delete.

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

Responses

The billing 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 billing template from the system by its ID.

Request

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

Path
tenantIdstringrequired

The id of the tenant being accessed.

idstringrequired

The ID of the billing 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/membership/membership-v1/billingTemplates/{tenantId}/{id}?consistentRead=string&fields=string' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>'

Responses

The billing template was retrieved successfully.

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/json
auto_renewal_optionsobject(Auto Renewal Options)required
auto_renewal_options.​auto_renewal_failure_notice_idstring(Auto Renewal Failure Notice)

The notice to send when a membership is NOT successfully renewed

auto_renewal_options.​auto_renewal_success_notice_idstring(Auto Renewal Success Notice)

The notice to send when a membership is successfully renewed

auto_renewal_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
auto_renewal_reminder_optionsobject(Auto Renewal Reminder Options)required
auto_renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
auto_renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

auto_renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

auto_renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

auto_renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
descriptionstring(Description)

A description of the template

drop_optionsobject(Drop Options)required
drop_options.​deactivate_certificationsboolean(Deactivate Certifications)

If true, any active certifications held by this member are rendered inactive

drop_options.​drop_notice_idstring(Drop Notice)

The notice to send when a renewal order is created

drop_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expire_committee_membershipsboolean(Expire Committee Memberships)

If true, dropped members are renewed from any committees, including any inherited memberships

drop_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

drop_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

drop_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

drop_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
drop_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
drop_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

drop_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
expiring_credit_card_reminders_optionsobject(Expiring Credit Card Reminders Options)required
expiring_credit_card_reminders_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

expiring_credit_card_reminders_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

expiring_credit_card_reminders_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

expiring_credit_card_reminders_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

expiring_credit_card_reminders_options.​remindersArray of objectsnon-emptyrequired
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

expiring_credit_card_reminders_options.​reminders[].​namestring(Name)

Optional name

expiring_credit_card_reminders_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

expiring_credit_card_reminders_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
generate_renewal_noticesboolean(Generate Renewal Notices)

Whether this template should be generating renewal notices

generate_renewal_ordersboolean(Generate Renewal Orders)

Whether this template should be generating renewal orders

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

The unique, string identifier of this billing template

is_activeboolean(Is Active)

Whether or not this billing template is active

namestring(Name)required

The name of the billing template

notification_emailstring(Notification Email)

Te address to send notifications

perform_auto_renewalsboolean(Perform Auto Renewals)

Whether this template should be performing auto renewals

perform_dropsboolean(Perform Drops)

Whether this template should be dropping expired members

renewal_notice_optionsobject(Renewal Notice Options)required
renewal_notice_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_notice_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_notice_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_notice_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_notice_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_notice_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_notice_options.​renewal_notice_idstring(Renewal Notice)

The notice to send when a renewal order is created

renewal_notice_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_order_optionsobject(Renewal Order Options)required
renewal_order_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_order_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_order_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_order_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_order_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_order_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_order_options.​pro_formaboolean(Pro Forma)

Whether or not this should generate pro forma orders/invoices

renewal_order_options.​renewal_order_notice_idstring(Renewal Order Notice)

The notice to send when a renewal order is created

renewal_order_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_reminder_optionsobject(Renewal Reminder Options)required
renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
send_auto_renewal_remindersboolean(Send Auto Renewal Reminders)

Whether this template should be generating reminders

send_expiring_credit_card_remindersboolean(Send Expiring Credit Card Reminders)

Whether to warn that someone's card is going to expire

send_renewal_remindersboolean(Send Renewal Reminders)

Whether this template should be generating reminders

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

Response
application/json
{ "auto_renewal_options": { "auto_renewal_failure_notice_id": "string", "auto_renewal_success_notice_id": "string", "expiration_date_range_end": {}, "expiration_date_range_start": {}, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "status_reason_ids": {} }, "auto_renewal_reminder_options": { "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "reminders": [], "status_reason_ids": {} }, "description": "string", "drop_options": { "deactivate_certifications": true, "drop_notice_id": "string", "expiration_date_range_end": {}, "expiration_date_range_start": {}, "expire_committee_memberships": true, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "status_reason_ids": {} }, "expiring_credit_card_reminders_options": { "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "reminders": [], "status_reason_ids": {} }, "generate_renewal_notices": true, "generate_renewal_orders": true, "id": "string", "is_active": true, "name": "string", "notification_email": "string", "perform_auto_renewals": true, "perform_drops": true, "renewal_notice_options": { "expiration_date_range_end": {}, "expiration_date_range_start": {}, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "renewal_notice_id": "string", "status_reason_ids": {} }, "renewal_order_options": { "expiration_date_range_end": {}, "expiration_date_range_start": {}, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "pro_forma": true, "renewal_order_notice_id": "string", "status_reason_ids": {} }, "renewal_reminder_options": { "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "reminders": [], "status_reason_ids": {} }, "send_auto_renewal_reminders": true, "send_expiring_credit_card_reminders": true, "send_renewal_reminders": true, "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 }

Partially updates a billing template with the specified ID.

Request

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

Path
tenantIdstringrequired

The id of the tenant being accessed.

idstringrequired

The ID of the billing 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/membership/membership-v1/billingTemplates/{tenantId}/{id}' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>' \
  -H 'Content-Type: application/json' \
  -d '[
    {
      "op": "add",
      "path": "string",
      "value": "string"
    }
  ]'

Responses

The billing template was patched successfully.

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/json
auto_renewal_optionsobject(Auto Renewal Options)required
auto_renewal_options.​auto_renewal_failure_notice_idstring(Auto Renewal Failure Notice)

The notice to send when a membership is NOT successfully renewed

auto_renewal_options.​auto_renewal_success_notice_idstring(Auto Renewal Success Notice)

The notice to send when a membership is successfully renewed

auto_renewal_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
auto_renewal_reminder_optionsobject(Auto Renewal Reminder Options)required
auto_renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
auto_renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

auto_renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

auto_renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

auto_renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
descriptionstring(Description)

A description of the template

drop_optionsobject(Drop Options)required
drop_options.​deactivate_certificationsboolean(Deactivate Certifications)

If true, any active certifications held by this member are rendered inactive

drop_options.​drop_notice_idstring(Drop Notice)

The notice to send when a renewal order is created

drop_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expire_committee_membershipsboolean(Expire Committee Memberships)

If true, dropped members are renewed from any committees, including any inherited memberships

drop_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

drop_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

drop_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

drop_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
drop_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
drop_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

drop_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
expiring_credit_card_reminders_optionsobject(Expiring Credit Card Reminders Options)required
expiring_credit_card_reminders_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

expiring_credit_card_reminders_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

expiring_credit_card_reminders_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

expiring_credit_card_reminders_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

expiring_credit_card_reminders_options.​remindersArray of objectsnon-emptyrequired
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

expiring_credit_card_reminders_options.​reminders[].​namestring(Name)

Optional name

expiring_credit_card_reminders_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

expiring_credit_card_reminders_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
generate_renewal_noticesboolean(Generate Renewal Notices)

Whether this template should be generating renewal notices

generate_renewal_ordersboolean(Generate Renewal Orders)

Whether this template should be generating renewal orders

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

The unique, string identifier of this billing template

is_activeboolean(Is Active)

Whether or not this billing template is active

namestring(Name)required

The name of the billing template

notification_emailstring(Notification Email)

Te address to send notifications

perform_auto_renewalsboolean(Perform Auto Renewals)

Whether this template should be performing auto renewals

perform_dropsboolean(Perform Drops)

Whether this template should be dropping expired members

renewal_notice_optionsobject(Renewal Notice Options)required
renewal_notice_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_notice_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_notice_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_notice_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_notice_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_notice_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_notice_options.​renewal_notice_idstring(Renewal Notice)

The notice to send when a renewal order is created

renewal_notice_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_order_optionsobject(Renewal Order Options)required
renewal_order_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_order_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_order_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_order_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_order_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_order_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_order_options.​pro_formaboolean(Pro Forma)

Whether or not this should generate pro forma orders/invoices

renewal_order_options.​renewal_order_notice_idstring(Renewal Order Notice)

The notice to send when a renewal order is created

renewal_order_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_reminder_optionsobject(Renewal Reminder Options)required
renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
send_auto_renewal_remindersboolean(Send Auto Renewal Reminders)

Whether this template should be generating reminders

send_expiring_credit_card_remindersboolean(Send Expiring Credit Card Reminders)

Whether to warn that someone's card is going to expire

send_renewal_remindersboolean(Send Renewal Reminders)

Whether this template should be generating reminders

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

Response
application/json
{ "auto_renewal_options": { "auto_renewal_failure_notice_id": "string", "auto_renewal_success_notice_id": "string", "expiration_date_range_end": {}, "expiration_date_range_start": {}, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "status_reason_ids": {} }, "auto_renewal_reminder_options": { "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "reminders": [], "status_reason_ids": {} }, "description": "string", "drop_options": { "deactivate_certifications": true, "drop_notice_id": "string", "expiration_date_range_end": {}, "expiration_date_range_start": {}, "expire_committee_memberships": true, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "status_reason_ids": {} }, "expiring_credit_card_reminders_options": { "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "reminders": [], "status_reason_ids": {} }, "generate_renewal_notices": true, "generate_renewal_orders": true, "id": "string", "is_active": true, "name": "string", "notification_email": "string", "perform_auto_renewals": true, "perform_drops": true, "renewal_notice_options": { "expiration_date_range_end": {}, "expiration_date_range_start": {}, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "renewal_notice_id": "string", "status_reason_ids": {} }, "renewal_order_options": { "expiration_date_range_end": {}, "expiration_date_range_start": {}, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "pro_forma": true, "renewal_order_notice_id": "string", "status_reason_ids": {} }, "renewal_reminder_options": { "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "reminders": [], "status_reason_ids": {} }, "send_auto_renewal_reminders": true, "send_expiring_credit_card_reminders": true, "send_renewal_reminders": true, "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 }

Updates a billing template with the specified ID.

Request

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

Path
tenantIdstringrequired

The id of the tenant being accessed.

idstringrequired

The ID of the billing template to update.

Bodyapplication/jsonrequired

The updated billing template that will be saved.

auto_renewal_optionsobject(Auto Renewal Options)required
auto_renewal_options.​auto_renewal_failure_notice_idstring(Auto Renewal Failure Notice)

The notice to send when a membership is NOT successfully renewed

auto_renewal_options.​auto_renewal_success_notice_idstring(Auto Renewal Success Notice)

The notice to send when a membership is successfully renewed

auto_renewal_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
auto_renewal_reminder_optionsobject(Auto Renewal Reminder Options)required
auto_renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
auto_renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

auto_renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

auto_renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

auto_renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
descriptionstring(Description)

A description of the template

drop_optionsobject(Drop Options)required
drop_options.​deactivate_certificationsboolean(Deactivate Certifications)

If true, any active certifications held by this member are rendered inactive

drop_options.​drop_notice_idstring(Drop Notice)

The notice to send when a renewal order is created

drop_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expire_committee_membershipsboolean(Expire Committee Memberships)

If true, dropped members are renewed from any committees, including any inherited memberships

drop_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

drop_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

drop_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

drop_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
drop_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
drop_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

drop_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
expiring_credit_card_reminders_optionsobject(Expiring Credit Card Reminders Options)required
expiring_credit_card_reminders_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

expiring_credit_card_reminders_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

expiring_credit_card_reminders_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

expiring_credit_card_reminders_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

expiring_credit_card_reminders_options.​remindersArray of objectsnon-emptyrequired
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

expiring_credit_card_reminders_options.​reminders[].​namestring(Name)

Optional name

expiring_credit_card_reminders_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

expiring_credit_card_reminders_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
generate_renewal_noticesboolean(Generate Renewal Notices)

Whether this template should be generating renewal notices

generate_renewal_ordersboolean(Generate Renewal Orders)

Whether this template should be generating renewal orders

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

The unique, string identifier of this billing template

is_activeboolean(Is Active)

Whether or not this billing template is active

namestring(Name)required

The name of the billing template

notification_emailstring(Notification Email)

Te address to send notifications

perform_auto_renewalsboolean(Perform Auto Renewals)

Whether this template should be performing auto renewals

perform_dropsboolean(Perform Drops)

Whether this template should be dropping expired members

renewal_notice_optionsobject(Renewal Notice Options)required
renewal_notice_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_notice_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_notice_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_notice_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_notice_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_notice_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_notice_options.​renewal_notice_idstring(Renewal Notice)

The notice to send when a renewal order is created

renewal_notice_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_order_optionsobject(Renewal Order Options)required
renewal_order_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_order_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_order_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_order_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_order_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_order_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_order_options.​pro_formaboolean(Pro Forma)

Whether or not this should generate pro forma orders/invoices

renewal_order_options.​renewal_order_notice_idstring(Renewal Order Notice)

The notice to send when a renewal order is created

renewal_order_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_reminder_optionsobject(Renewal Reminder Options)required
renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
send_auto_renewal_remindersboolean(Send Auto Renewal Reminders)

Whether this template should be generating reminders

send_expiring_credit_card_remindersboolean(Send Expiring Credit Card Reminders)

Whether to warn that someone's card is going to expire

send_renewal_remindersboolean(Send Renewal Reminders)

Whether this template should be generating reminders

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

curl -i -X PUT \
  'https://docs.api.rhythmsoftware.com/_mock/apis/membership/membership-v1/billingTemplates/{tenantId}/{id}' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>' \
  -H 'Content-Type: application/json' \
  -d '{
    "auto_renewal_options": {
      "auto_renewal_failure_notice_id": "string",
      "auto_renewal_success_notice_id": "string",
      "expiration_date_range_end": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "expiration_date_range_start": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "status_reason_ids": {
        "0": "string"
      }
    },
    "auto_renewal_reminder_options": {
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "reminders": [
        {
          "expiration_date_range_end": {
            "number": null,
            "position": "after",
            "relative_to": "the beginning of the month",
            "unit_of_time": "days"
          },
          "expiration_date_range_start": {
            "number": null,
            "position": "after",
            "relative_to": "the beginning of the month",
            "unit_of_time": "days"
          },
          "id": 0.1,
          "name": "string",
          "reminder_notice_id": "string"
        }
      ],
      "status_reason_ids": {
        "0": "string"
      }
    },
    "description": "string",
    "drop_options": {
      "deactivate_certifications": true,
      "drop_notice_id": "string",
      "expiration_date_range_end": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "expiration_date_range_start": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "expire_committee_memberships": true,
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "status_reason_ids": {
        "0": "string"
      }
    },
    "expiring_credit_card_reminders_options": {
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "reminders": [
        {
          "expiration_date_range_end": {
            "number": null,
            "position": "after",
            "relative_to": "the beginning of the month",
            "unit_of_time": "days"
          },
          "expiration_date_range_start": {
            "number": null,
            "position": "after",
            "relative_to": "the beginning of the month",
            "unit_of_time": "days"
          },
          "id": 0.1,
          "name": "string",
          "reminder_notice_id": "string"
        }
      ],
      "status_reason_ids": {
        "0": "string"
      }
    },
    "generate_renewal_notices": true,
    "generate_renewal_orders": true,
    "id": "string",
    "is_active": true,
    "name": "string",
    "notification_email": "string",
    "perform_auto_renewals": true,
    "perform_drops": true,
    "renewal_notice_options": {
      "expiration_date_range_end": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "expiration_date_range_start": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "renewal_notice_id": "string",
      "status_reason_ids": {
        "0": "string"
      }
    },
    "renewal_order_options": {
      "expiration_date_range_end": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "expiration_date_range_start": {
        "number": null,
        "position": "after",
        "relative_to": "the beginning of the month",
        "unit_of_time": "days"
      },
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "pro_forma": true,
      "renewal_order_notice_id": "string",
      "status_reason_ids": {
        "0": "string"
      }
    },
    "renewal_reminder_options": {
      "include_only_certain_membership_packages": true,
      "include_only_certain_membership_types": true,
      "include_only_certain_status_reasons": true,
      "membership_package_ids": {
        "0": "string"
      },
      "membership_type_ids": {
        "0": "string"
      },
      "new_status_reason_id": "string",
      "reminders": [
        {
          "expiration_date_range_end": {
            "number": null,
            "position": "after",
            "relative_to": "the beginning of the month",
            "unit_of_time": "days"
          },
          "expiration_date_range_start": {
            "number": null,
            "position": "after",
            "relative_to": "the beginning of the month",
            "unit_of_time": "days"
          },
          "id": 0.1,
          "name": "string",
          "reminder_notice_id": "string"
        }
      ],
      "status_reason_ids": {
        "0": "string"
      }
    },
    "send_auto_renewal_reminders": true,
    "send_expiring_credit_card_reminders": true,
    "send_renewal_reminders": true,
    "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
  }'

Responses

The billing template was updated successfully.

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/json
auto_renewal_optionsobject(Auto Renewal Options)required
auto_renewal_options.​auto_renewal_failure_notice_idstring(Auto Renewal Failure Notice)

The notice to send when a membership is NOT successfully renewed

auto_renewal_options.​auto_renewal_success_notice_idstring(Auto Renewal Success Notice)

The notice to send when a membership is successfully renewed

auto_renewal_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
auto_renewal_reminder_optionsobject(Auto Renewal Reminder Options)required
auto_renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

auto_renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

auto_renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

auto_renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
auto_renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
auto_renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

auto_renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
auto_renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
auto_renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
auto_renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

auto_renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

auto_renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

auto_renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
descriptionstring(Description)

A description of the template

drop_optionsobject(Drop Options)required
drop_options.​deactivate_certificationsboolean(Deactivate Certifications)

If true, any active certifications held by this member are rendered inactive

drop_options.​drop_notice_idstring(Drop Notice)

The notice to send when a renewal order is created

drop_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

drop_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

drop_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
drop_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
drop_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
drop_options.​expire_committee_membershipsboolean(Expire Committee Memberships)

If true, dropped members are renewed from any committees, including any inherited memberships

drop_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

drop_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

drop_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

drop_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
drop_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
drop_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

drop_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
expiring_credit_card_reminders_optionsobject(Expiring Credit Card Reminders Options)required
expiring_credit_card_reminders_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

expiring_credit_card_reminders_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

expiring_credit_card_reminders_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

expiring_credit_card_reminders_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
expiring_credit_card_reminders_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

expiring_credit_card_reminders_options.​remindersArray of objectsnon-emptyrequired
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
expiring_credit_card_reminders_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
expiring_credit_card_reminders_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

expiring_credit_card_reminders_options.​reminders[].​namestring(Name)

Optional name

expiring_credit_card_reminders_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

expiring_credit_card_reminders_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
generate_renewal_noticesboolean(Generate Renewal Notices)

Whether this template should be generating renewal notices

generate_renewal_ordersboolean(Generate Renewal Orders)

Whether this template should be generating renewal orders

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

The unique, string identifier of this billing template

is_activeboolean(Is Active)

Whether or not this billing template is active

namestring(Name)required

The name of the billing template

notification_emailstring(Notification Email)

Te address to send notifications

perform_auto_renewalsboolean(Perform Auto Renewals)

Whether this template should be performing auto renewals

perform_dropsboolean(Perform Drops)

Whether this template should be dropping expired members

renewal_notice_optionsobject(Renewal Notice Options)required
renewal_notice_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_notice_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_notice_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_notice_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_notice_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_notice_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_notice_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_notice_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_notice_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_notice_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_notice_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_notice_options.​renewal_notice_idstring(Renewal Notice)

The notice to send when a renewal order is created

renewal_notice_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_order_optionsobject(Renewal Order Options)required
renewal_order_options.​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_order_options.​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_order_options.​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_order_options.​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_order_options.​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_order_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_order_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_order_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_order_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_order_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_order_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_order_options.​pro_formaboolean(Pro Forma)

Whether or not this should generate pro forma orders/invoices

renewal_order_options.​renewal_order_notice_idstring(Renewal Order Notice)

The notice to send when a renewal order is created

renewal_order_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
renewal_reminder_optionsobject(Renewal Reminder Options)required
renewal_reminder_options.​include_only_certain_membership_packagesboolean(Include Only Certain Membership Packages)

Whether the process should apply only to certain member packages

renewal_reminder_options.​include_only_certain_membership_typesboolean(Include Only Certain Membership Types)

Whether the process should apply only to certain member types

renewal_reminder_options.​include_only_certain_status_reasonsboolean(Include Only Certain Status Reasons)

Whether the process should apply only to certain member status reasons

renewal_reminder_options.​membership_package_idsArray of Membership Packages (strings)(Membership Packages)non-empty
One of:
non-empty
renewal_reminder_options.​membership_type_idsArray of Membership Types (strings)(Membership Types)non-empty
One of:
non-empty
renewal_reminder_options.​new_status_reason_idstring(New Status Reason)

Change the status reason

renewal_reminder_options.​remindersArray of objectsnon-emptyrequired
renewal_reminder_options.​reminders[].​expiration_date_range_endobject(Expiration Date Range End)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_end.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_end.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_end.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​expiration_date_range_startobject(Expiration Date Range Start)required

The date to use to filter out which memberships are candidate

renewal_reminder_options.​reminders[].​expiration_date_range_start.​numberNumber (number)(float)(Number)>= 0required

The unit of time

One of:

The unit of time

>= 0
number(float)(Number)>= 0

The unit of time

renewal_reminder_options.​reminders[].​expiration_date_range_start.​positionstring(Position)required

How the unit relates to the reference date

Enum"after""before""on"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​relative_tostring(Relative To)required
Enum"the beginning of the month""the beginning of the quarter""the beginning of the week""the beginning of the year""the end of the month""the end of the quarter""the end of the week""the end of the year""the reference date"
renewal_reminder_options.​reminders[].​expiration_date_range_start.​unit_of_timeUnit Of Time (string)(Unit Of Time)required
Enum"days""months""weeks""years"
One of:
string(Unit Of Time)
Enum"days""months""weeks""years"
renewal_reminder_options.​reminders[].​idnumber(float)(ID)

A unique, unchangeable reminder id

renewal_reminder_options.​reminders[].​namestring(Name)

Optional name

renewal_reminder_options.​reminders[].​reminder_notice_idstring(Reminder Notice)required

The reminder notice

renewal_reminder_options.​status_reason_idsArray of Status Reasons (strings)(Status Reasons)non-empty
One of:
non-empty
send_auto_renewal_remindersboolean(Send Auto Renewal Reminders)

Whether this template should be generating reminders

send_expiring_credit_card_remindersboolean(Send Expiring Credit Card Reminders)

Whether to warn that someone's card is going to expire

send_renewal_remindersboolean(Send Renewal Reminders)

Whether this template should be generating reminders

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

Response
application/json
{ "auto_renewal_options": { "auto_renewal_failure_notice_id": "string", "auto_renewal_success_notice_id": "string", "expiration_date_range_end": {}, "expiration_date_range_start": {}, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "status_reason_ids": {} }, "auto_renewal_reminder_options": { "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "reminders": [], "status_reason_ids": {} }, "description": "string", "drop_options": { "deactivate_certifications": true, "drop_notice_id": "string", "expiration_date_range_end": {}, "expiration_date_range_start": {}, "expire_committee_memberships": true, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "status_reason_ids": {} }, "expiring_credit_card_reminders_options": { "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "reminders": [], "status_reason_ids": {} }, "generate_renewal_notices": true, "generate_renewal_orders": true, "id": "string", "is_active": true, "name": "string", "notification_email": "string", "perform_auto_renewals": true, "perform_drops": true, "renewal_notice_options": { "expiration_date_range_end": {}, "expiration_date_range_start": {}, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "renewal_notice_id": "string", "status_reason_ids": {} }, "renewal_order_options": { "expiration_date_range_end": {}, "expiration_date_range_start": {}, "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "pro_forma": true, "renewal_order_notice_id": "string", "status_reason_ids": {} }, "renewal_reminder_options": { "include_only_certain_membership_packages": true, "include_only_certain_membership_types": true, "include_only_certain_status_reasons": true, "membership_package_ids": {}, "membership_type_ids": {}, "new_status_reason_id": "string", "reminders": [], "status_reason_ids": {} }, "send_auto_renewal_reminders": true, "send_expiring_credit_card_reminders": true, "send_renewal_reminders": true, "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 }

Change Fees

Change Fees

Operations

Chapter Dues Products

Chapter Dues Products

Operations

Chapter Types

Chapter Types

Operations

Chapters

Chapters

Operations

Coupons

Coupons

Operations

Directories

Directories

Operations

Elections

Elections

Operations

Group Application Processes

Group Application Processes

Operations

Id Card Templates

Id Card Templates

Operations

Memberships

Memberships

Operations

Packages

Packages

Operations

Query Definitions

Query Definitions

Operations

Recurring Billing Runs

Recurring Billing Runs

Operations

Section Dues Products

Section Dues Products

Operations

Section Types

Section Types

Operations

Sections

Sections

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Settings

Settings

Operations

Statistics

Statistics

Operations

Status Reasons

Status Reasons

Operations

Types

Types

Operations