Billing Templates

Billing Templates

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

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.

Request
Security:
path Parameters
tenantId
required
string

The id of the tenant being accessed.

Request Body schema: application/json

The billing template that you would like to be saved.

id
required
string (ID) /^[\w|-]+$/

The unique, string identifier of this billing template

name
required
string (Name)

The name of the billing template

notification_email
string (Notification Email)

Te address to send notifications

description
string (Description)

A description of the template

send_fundraising_notices
boolean (Send Fundraising Notices)

If set, this billing run will perform phase advancements

required
object (Fundraising Notice Options)
send_team_notices
boolean (Send Team Notices)

If set, this billing run will perform phase advancements

required
object (Team Notice Options)
advance_phases
boolean (Advance Phases)

When true, training providers should be sent invoices for training registrations

required
object (Phase Advancement Options)
is_active
boolean (Is Active)

Whether or not this billing template is active

sys_deleted_by_id
string (Sys Deleted By)

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

sys_version
number <float> (Sys Version)

A number representing the version of this record in the database

sys_created_at
required
string <date-time> (Sys Created At)

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

sys_last_modified_at
required
string <date-time> (Sys Last Modified At)

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

sys_created_by_id
required
string (Sys Created By)

The ID of the user that created this record

sys_last_modified_by_id
required
string (Sys Last Modified By)

The ID of the user that last modified this record

sys_external_id
string (Sys External)

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

sys_locked
boolean (Sys Locked)

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

sys_bulk_load_pk
string (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_at
string (Sys Bulk Load At)

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

sys_bulk_load_id
string (Sys Bulk Load)

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

sys_bulk_load_record_no
number <float> (Sys Bulk Load Record No)

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

sys_bulk_load_source_file
string (Sys Bulk Load Source File)

If this record was loaded via bulk, the source file

sys_directive
string (Sys Directive)

Means for passing directive information into an object processing logic

sys_calculated_field_error
string (Sys Calculated Field Error)

The error associated with the calculated field

sys_snapshot_base_version
number <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_has_files_in_s3
boolean (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_configuration_snapshot_id
string (Sys Configuration Snapshot)

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

sys_last_security_context
object (Sys Last Security Context)

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

Array of objects
Responses
200The billing template was saved successfully.
400The billing template you supplied was invalid.
401Unauthorized.
403Forbidden.
404The resource could not be found
409The billing template could not be saved because it refers to/depends on a non-existent object.
429Limit exceeded... unable to add billing template based on tenant limits.
500General server error.
post/billingTemplates/{tenantId}
Request samples
application/json
{
  • "id": "string",
  • "name": "string",
  • "notification_email": "string",
  • "description": "string",
  • "send_fundraising_notices": true,
  • "fundraising_notice_options": {
    },
  • "send_team_notices": true,
  • "team_notice_options": {
    },
  • "advance_phases": true,
  • "phase_advancement_options": {
    },
  • "is_active": true,
  • "sys_deleted_by_id": "string",
  • "sys_version": 0,
  • "sys_created_at": "2019-08-24T14:15:22Z",
  • "sys_last_modified_at": "2019-08-24T14:15:22Z",
  • "sys_created_by_id": "string",
  • "sys_last_modified_by_id": "string",
  • "sys_external_id": "string",
  • "sys_locked": true,
  • "sys_bulk_load_pk": "string",
  • "sys_bulk_load_at": "string",
  • "sys_bulk_load_id": "string",
  • "sys_bulk_load_record_no": 0,
  • "sys_bulk_load_source_file": "string",
  • "sys_directive": "string",
  • "sys_calculated_field_error": "string",
  • "sys_snapshot_base_version": 0,
  • "sys_has_files_in_s3": true,
  • "sys_configuration_snapshot_id": "string",
  • "sys_last_security_context": { },
  • "sys_calculated_field_errors": [
    ]
}
Response samples
application/json
{
  • "id": "string",
  • "name": "string",
  • "notification_email": "string",
  • "description": "string",
  • "send_fundraising_notices": true,
  • "fundraising_notice_options": {
    },
  • "send_team_notices": true,
  • "team_notice_options": {
    },
  • "advance_phases": true,
  • "phase_advancement_options": {
    },
  • "is_active": true,
  • "sys_deleted_by_id": "string",
  • "sys_version": 0,
  • "sys_created_at": "2019-08-24T14:15:22Z",
  • "sys_last_modified_at": "2019-08-24T14:15:22Z",
  • "sys_created_by_id": "string",
  • "sys_last_modified_by_id": "string",
  • "sys_external_id": "string",
  • "sys_locked": true,
  • "sys_bulk_load_pk": "string",
  • "sys_bulk_load_at": "string",
  • "sys_bulk_load_id": "string",
  • "sys_bulk_load_record_no": 0,
  • "sys_bulk_load_source_file": "string",
  • "sys_directive": "string",
  • "sys_calculated_field_error": "string",
  • "sys_snapshot_base_version": 0,
  • "sys_has_files_in_s3": true,
  • "sys_configuration_snapshot_id": "string",
  • "sys_last_security_context": { },
  • "sys_calculated_field_errors": [
    ]
}

Gets all of the billing templates in the system.

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

Request
Security:
path Parameters
tenantId
required
string

The id of the tenant being accessed.

query Parameters
fields
string

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

exclusiveStartKey
string

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

Responses
200The billing templateswere retrieved successfully.
400The request was invalid.
401Unauthorized.
403Forbidden.
404The resource could not be found
429Limit exceeded... unable to add contact role based on tenant limits.
500General server error.
get/billingTemplates/{tenantId}
Request samples
curl -i -X GET \
  'https://fundraising.api.756794052567.rhythmsoftware.com/billingTemplates/:tenantId?fields=string&exclusiveStartKey=string' \
  -H 'Authorization: YOUR_API_KEY_HERE'
Response samples
application/json
[
  • {
    }
]

Returns a billing template from the system by its ID.

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

Request
Security:
path Parameters
tenantId
required
string

The id of the tenant being accessed.

id
required
string

The ID of the billing template to return.

query Parameters
fields
string

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

consistentRead
string

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

Responses
200The billing template was retrieved successfully.
400The request was not valid.
401Unauthorized.
403Forbidden.
404The billing template could not be found.
429Limit exceeded... unable to retrieve billing template based on tenant limits.
500General server error.
get/billingTemplates/{tenantId}/{id}
Request samples
curl -i -X GET \
  'https://fundraising.api.756794052567.rhythmsoftware.com/billingTemplates/:tenantId/:id?fields=string&consistentRead=string' \
  -H 'Authorization: YOUR_API_KEY_HERE'
Response samples
application/json
{
  • "id": "string",
  • "name": "string",
  • "notification_email": "string",
  • "description": "string",
  • "send_fundraising_notices": true,
  • "fundraising_notice_options": {
    },
  • "send_team_notices": true,
  • "team_notice_options": {
    },
  • "advance_phases": true,
  • "phase_advancement_options": {
    },
  • "is_active": true,
  • "sys_deleted_by_id": "string",
  • "sys_version": 0,
  • "sys_created_at": "2019-08-24T14:15:22Z",
  • "sys_last_modified_at": "2019-08-24T14:15:22Z",
  • "sys_created_by_id": "string",
  • "sys_last_modified_by_id": "string",
  • "sys_external_id": "string",
  • "sys_locked": true,
  • "sys_bulk_load_pk": "string",
  • "sys_bulk_load_at": "string",
  • "sys_bulk_load_id": "string",
  • "sys_bulk_load_record_no": 0,
  • "sys_bulk_load_source_file": "string",
  • "sys_directive": "string",
  • "sys_calculated_field_error": "string",
  • "sys_snapshot_base_version": 0,
  • "sys_has_files_in_s3": true,
  • "sys_configuration_snapshot_id": "string",
  • "sys_last_security_context": { },
  • "sys_calculated_field_errors": [
    ]
}

Updates a billing template with the specified ID.

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

Request
Security:
path Parameters
tenantId
required
string

The id of the tenant being accessed.

id
required
string

The ID of the billing template to update.

Request Body schema: application/json

The updated billing template that will be saved.

id
required
string (ID) /^[\w|-]+$/

The unique, string identifier of this billing template

name
required
string (Name)

The name of the billing template

notification_email
string (Notification Email)

Te address to send notifications

description
string (Description)

A description of the template

send_fundraising_notices
boolean (Send Fundraising Notices)

If set, this billing run will perform phase advancements

required
object (Fundraising Notice Options)
send_team_notices
boolean (Send Team Notices)

If set, this billing run will perform phase advancements

required
object (Team Notice Options)
advance_phases
boolean (Advance Phases)

When true, training providers should be sent invoices for training registrations

required
object (Phase Advancement Options)
is_active
boolean (Is Active)

Whether or not this billing template is active

sys_deleted_by_id
string (Sys Deleted By)

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

sys_version
number <float> (Sys Version)

A number representing the version of this record in the database

sys_created_at
required
string <date-time> (Sys Created At)

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

sys_last_modified_at
required
string <date-time> (Sys Last Modified At)

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

sys_created_by_id
required
string (Sys Created By)

The ID of the user that created this record

sys_last_modified_by_id
required
string (Sys Last Modified By)

The ID of the user that last modified this record

sys_external_id
string (Sys External)

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

sys_locked
boolean (Sys Locked)

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

sys_bulk_load_pk
string (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_at
string (Sys Bulk Load At)

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

sys_bulk_load_id
string (Sys Bulk Load)

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

sys_bulk_load_record_no
number <float> (Sys Bulk Load Record No)

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

sys_bulk_load_source_file
string (Sys Bulk Load Source File)

If this record was loaded via bulk, the source file

sys_directive
string (Sys Directive)

Means for passing directive information into an object processing logic

sys_calculated_field_error
string (Sys Calculated Field Error)

The error associated with the calculated field

sys_snapshot_base_version
number <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_has_files_in_s3
boolean (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_configuration_snapshot_id
string (Sys Configuration Snapshot)

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

sys_last_security_context
object (Sys Last Security Context)

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

Array of objects
Responses
200The billing template was updated successfully.
400The billing template supplied was not valid.
401Unauthorized.
403Forbidden.
404The billing template could not be found.
409The billing template could not be saved because it refers to/depends on a non-existent object.
429Limit exceeded... unable to retrieve billing template based on tenant limits.
500General server error.
put/billingTemplates/{tenantId}/{id}
Request samples
application/json
{
  • "id": "string",
  • "name": "string",
  • "notification_email": "string",
  • "description": "string",
  • "send_fundraising_notices": true,
  • "fundraising_notice_options": {
    },
  • "send_team_notices": true,
  • "team_notice_options": {
    },
  • "advance_phases": true,
  • "phase_advancement_options": {
    },
  • "is_active": true,
  • "sys_deleted_by_id": "string",
  • "sys_version": 0,
  • "sys_created_at": "2019-08-24T14:15:22Z",
  • "sys_last_modified_at": "2019-08-24T14:15:22Z",
  • "sys_created_by_id": "string",
  • "sys_last_modified_by_id": "string",
  • "sys_external_id": "string",
  • "sys_locked": true,
  • "sys_bulk_load_pk": "string",
  • "sys_bulk_load_at": "string",
  • "sys_bulk_load_id": "string",
  • "sys_bulk_load_record_no": 0,
  • "sys_bulk_load_source_file": "string",
  • "sys_directive": "string",
  • "sys_calculated_field_error": "string",
  • "sys_snapshot_base_version": 0,
  • "sys_has_files_in_s3": true,
  • "sys_configuration_snapshot_id": "string",
  • "sys_last_security_context": { },
  • "sys_calculated_field_errors": [
    ]
}
Response samples
application/json
{
  • "id": "string",
  • "name": "string",
  • "notification_email": "string",
  • "description": "string",
  • "send_fundraising_notices": true,
  • "fundraising_notice_options": {
    },
  • "send_team_notices": true,
  • "team_notice_options": {
    },
  • "advance_phases": true,
  • "phase_advancement_options": {
    },
  • "is_active": true,
  • "sys_deleted_by_id": "string",
  • "sys_version": 0,
  • "sys_created_at": "2019-08-24T14:15:22Z",
  • "sys_last_modified_at": "2019-08-24T14:15:22Z",
  • "sys_created_by_id": "string",
  • "sys_last_modified_by_id": "string",
  • "sys_external_id": "string",
  • "sys_locked": true,
  • "sys_bulk_load_pk": "string",
  • "sys_bulk_load_at": "string",
  • "sys_bulk_load_id": "string",
  • "sys_bulk_load_record_no": 0,
  • "sys_bulk_load_source_file": "string",
  • "sys_directive": "string",
  • "sys_calculated_field_error": "string",
  • "sys_snapshot_base_version": 0,
  • "sys_has_files_in_s3": true,
  • "sys_configuration_snapshot_id": "string",
  • "sys_last_security_context": { },
  • "sys_calculated_field_errors": [
    ]
}

Partially updates a billing template with the specified ID.

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

Request
Security:
path Parameters
tenantId
required
string

The id of the tenant being accessed.

id
required
string

The ID of the billing template to patch.

Request Body schema: application/json

The patch directives conforming to RFC 6902.

Array
op
required
string (Op)

The operation

Enum: "add" "remove" "replace" "move" "copy" "test"
path
required
string (Path)

The JSON path

value
string (Value)

The updated value

Responses
200The billing template was patched successfully.
400The JSON patch directive you supplied was not valid.
401Unauthorized.
403Forbidden.
404The billing template could not be found.
409The billing template could not be saved because it refers to/depends on a non-existent object.
429Limit exceeded... unable to retrieve billing template based on tenant limits.
500General server error.
patch/billingTemplates/{tenantId}/{id}
Request samples
application/json
[
  • {
    }
]
Response samples
application/json
{
  • "id": "string",
  • "name": "string",
  • "notification_email": "string",
  • "description": "string",
  • "send_fundraising_notices": true,
  • "fundraising_notice_options": {
    },
  • "send_team_notices": true,
  • "team_notice_options": {
    },
  • "advance_phases": true,
  • "phase_advancement_options": {
    },
  • "is_active": true,
  • "sys_deleted_by_id": "string",
  • "sys_version": 0,
  • "sys_created_at": "2019-08-24T14:15:22Z",
  • "sys_last_modified_at": "2019-08-24T14:15:22Z",
  • "sys_created_by_id": "string",
  • "sys_last_modified_by_id": "string",
  • "sys_external_id": "string",
  • "sys_locked": true,
  • "sys_bulk_load_pk": "string",
  • "sys_bulk_load_at": "string",
  • "sys_bulk_load_id": "string",
  • "sys_bulk_load_record_no": 0,
  • "sys_bulk_load_source_file": "string",
  • "sys_directive": "string",
  • "sys_calculated_field_error": "string",
  • "sys_snapshot_base_version": 0,
  • "sys_has_files_in_s3": true,
  • "sys_configuration_snapshot_id": "string",
  • "sys_last_security_context": { },
  • "sys_calculated_field_errors": [
    ]
}

Returns a billing template from the system by its ID.

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

Request
Security:
path Parameters
tenantId
required
string

The id of the tenant being accessed.

id
required
string

The ID of the billing template to delete.

Responses
200The billing template was deleted successfully.
400The request was not valid.
401Unauthorized.
403Forbidden.
404The billing template could not be found.
409The billing template could not be deleted because other objects refers to/depends on this one.
429Limit exceeded... unable to delete billing template based on tenant limits.
500General server error.
delete/billingTemplates/{tenantId}/{id}
Request samples
curl -i -X DELETE \
  https://fundraising.api.756794052567.rhythmsoftware.com/billingTemplates/:tenantId/:id \
  -H 'Authorization: YOUR_API_KEY_HERE'
Response samples
application/json
"string"

Generates a billing run from a template

Request
Security:
path Parameters
tenantId
required
string

The tenant

templateId
required
string

The template

referenceDate
required
string

The reference date

Responses
200The records were retrieved successfully
400The request was not valid.
401Unauthorized.
403Forbidden
404Unable to locate records
429Limit exceeded... unable to retrieve records based on tenant limits.
500General server error
get/billingTemplates/{tenantId}/fromTemplate/{templateId}/{referenceDate}
Request samples
curl -i -X GET \
  https://fundraising.api.756794052567.rhythmsoftware.com/billingTemplates/:tenantId/fromTemplate/:templateId/:referenceDate \
  -H 'Authorization: YOUR_API_KEY_HERE'