B2B API Specification

Version 3.2.19

production
sandbox

Recurring Payment

The PayTrace API allows you to create and manage recurring payments with your existing customers stored within the PayTrace customer database (Vault). Recurring Payments (transactions) will be processed as per the specified frequency until the transaction has been processed for the specified total count.

A unique ID will be assigned to the scheduled recurring payment when any recurring payment is created. This ID can be used to update, delete or export recurring payments.

Create Recurring Payment

post /v3/recurrence/create

This method allows you to create a recurring payment for an existing customer from your Customer Database (Vault) within PayTrace.

Parameters
X-Integrator-Id
Type
string
Maximum Length
12

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X-Permalinks
Type
string
Maximum Length
4

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Request Schema
merchant_id
Type
integer

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customer_id required
Type
integer
Example
123456789

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recurrence required
Type
object

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surcharge_info
Type
object

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Example Request
{
  "merchant_id": "integer",
  "customer_id": 123456789,
  "recurrence": {
    "amount": 24.95,
    "frequency": "8",
    "start_date": "10/01/2024",
    "total_count": "12",
    "transaction_type": "Sale",
    "type": "C",
    "description": "Monthly fee for service.",
    "sec_code": "CCD",
    "weekend": "boolean",
    "repeat": "integer"
  },
  "surcharge_info": {
    "omit_surcharge": true
  }
}
Example Response
200 Successful Response
422 Validation Error

Delete Recurring Payment

delete /v3/recurrence

This method allows you to permanently delete an existing recurring payment with just the recurring payment ID.

Parameters
X-Integrator-Id
Type
string
Maximum Length
12

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X-Permalinks
Type
string
Maximum Length
4

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Request Schema
merchant_id
Type
integer

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recurrence required
Type
object

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Example Request
{
  "merchant_id": "integer",
  "recurrence": {
    "id": "123456"
  }
}
Example Response
200 Successful Response
422 Validation Error

Update Recurring Payment

patch /v3/recurrence

This method allows you to modify an existing recurring payment using a recurring payment ID.

Parameters
X-Integrator-Id
Type
string
Maximum Length
12

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X-Permalinks
Type
string
Maximum Length
4

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Request Schema
merchant_id
Type
integer

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recurrence required
Type
object

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next_date
Type
string
Example
05/01/2024

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surcharge_info
Type
object

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customer_id
Type
integer
Example
234585761

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Example Request
{
  "merchant_id": "integer",
  "recurrence": {
    "amount": 80.05,
    "frequency": "8",
    "total_count": "12",
    "transaction_type": "Sale",
    "type": "C",
    "description": "Monthly fee for service.",
    "sec_code": "CCD",
    "weekend": "boolean",
    "repeat": "integer",
    "id": "123456"
  },
  "next_date": "05/01/2024",
  "surcharge_info": {
    "omit_surcharge": true
  },
  "customer_id": 234585761
}
Example Response
200 Successful Response
422 Validation Error

Export a List of Recurring Payments

get /v3/recurrence/export/by-customer/{customer_id}

This method can be used to export a list of recurring payments for a specific customer.

Parameters
customer_id required
Type
integer

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X-Integrator-Id
Type
string
Maximum Length
12

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X-Permalinks
Type
string
Maximum Length
4

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Example Response
200 Successful Response
422 Validation Error

Export Recurring Payments

post /v3/recurrence/export/by-customer/{customer_id}

This method can be used to export a single recurring payment or all recurring payments for a specific customer.

Parameters
customer_id required
Type
integer

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X-Integrator-Id
Type
string
Maximum Length
12

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X-Permalinks
Type
string
Maximum Length
4

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Request Schema
merchant_id
Type
integer

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customer_label
Type
string
Maximum Length
50
Example
customer_label21New

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recurrence
Type
object

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limit
Type
integer
Default
50
Range
1 to 50

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offset
Type
integer
Default
0
Minimum
0

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Example Request
{
  "merchant_id": "integer",
  "customer_label": "customer_label21New",
  "recurrence": {
    "id": "123456"
  },
  "limit": 50,
  "offset": 0
}
Example Response
200 Successful Response
422 Validation Error

Export a Single Recurring Payment by ID

get /v3/recurrence/export/by-id/{recurrence_id}

This method can be used to export a single recurring payment by recurring payment ID.

Parameters
recurrence_id required
Type
integer

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X-Integrator-Id
Type
string
Maximum Length
12

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X-Permalinks
Type
string
Maximum Length
4

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Example Response
200 Successful Response
422 Validation Error

Export a Single Recurring Payments

post /v3/recurrence/export/approved/by-customer/{customer_id}

This method can be used to export the most recent approved recurring payment transaction based on the specified customer profile.

Parameters
customer_id required
Type
integer

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X-Integrator-Id
Type
string
Maximum Length
12

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X-Permalinks
Type
string
Maximum Length
4

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Example Response
200 Successful Response
422 Validation Error

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