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This is the documentation for the PTX Web Forms API.
The API is organized REST and uses standard REST features such as resource orientated URLs and HTTP response codes to indicate API errors. The API allows you to list Web Forms transactions, as well as search transactions based on the filters provided. The data received can then be fed into your own external systems.
Payment requests are used to securely collect and check bank account details before making a Bacs or Faster Payments.
The API allows you to search for payment request transactions (refunds). Data can then be fed into your own external systems ensuring they are kept up to date.
page | integer Example: page=1 Page to retrieve, defaults to first page (1).Only used when Paged is set to true, otherwise this parameter is ignored. |
index | integer <int64> Number of records to skip before fetching data, used only when Paged is set to false. |
size | integer <int64> Default: 50 Number of records to return per request/page. Maximum limit for this is set to be 250 records. If set to a value greater than 250, size will reset to 250. |
object All filters are optional and are used to refine the transactions displayed. | |
orderBy | string Default: "created" Result is ordered based on the properties listed in this field. This field can accept comma separated properties. |
sortOrder | string Default: "DESC" This field determines the order in which data is sorted, and is either set to be ASC or DESC (i.e. ascending/descending). |
paged | boolean Default: false If set to true then the result is paged, otherwise non-paged data is sent in the response. |
{- "index": 0,
- "size": 50,
- "filters": {
- "id": {
- "EQ": 1000,
- "GT": 1000,
- "LT": 1000,
- "GTE": 1000,
- "LTE": 1000
}, - "parentId": {
- "EQ": 0,
- "GT": 0,
- "LT": 1,
- "GTE": 0,
- "LTE": 0
}, - "created": {
- "EQ": "2022-01-04T00:00:59",
- "GT": "2022-01-04T00:00:59",
- "LT": "2022-01-04T00:00:59",
- "GTE": "2022-01-04T00:00:59",
- "LTE": "2022-01-04T00:00:59"
}, - "lastUpdated": {
- "EQ": "2022-01-04T00:00:59",
- "GT": "2022-01-04T00:00:59",
- "LT": "2022-01-04T00:00:59",
- "GTE": "2022-01-04T00:00:59",
- "LTE": "2022-01-04T00:00:59"
}, - "stage": {
- "EQ": 4,
- "GT": 4,
- "LT": 4,
- "GTE": 4,
- "LTE": 4
}, - "company": {
- "EQ": "ptxo-test",
- "CONTAINS": "xo-t",
- "STARTSWITH": "ptxo",
- "ENDSWITH": "test"
}, - "verificationStatus": {
- "EQ": 3,
- "GT": 3,
- "LT": 3,
- "GTE": 3,
- "LTE": 3
}, - "requestUserId": {
- "EQ": "202114051833",
- "CONTAINS": "14051",
- "STARTSWITH": "20211",
- "ENDSWITH": "1833"
}, - "requestId": {
- "EQ": "test123",
- "CONTAINS": "123",
- "STARTSWITH": "test",
- "ENDSWITH": "123"
}, - "formName": {
- "EQ": "payment",
- "CONTAINS": "AYM",
- "STARTSWITH": "PAY",
- "ENDSWITH": "ENT"
}, - "applyingAsCompany": {
- "EQ": false
}, - "bankAccountName": {
- "EQ": "TESTNAME",
- "CONTAINS": "TNA",
- "STARTSWITH": "TEST",
- "ENDSWITH": "NAME"
}, - "sortCode": {
- "EQ": "123456",
- "CONTAINS": "23",
- "STARTSWITH": "123",
- "ENDSWITH": "456"
}, - "accountNumber": {
- "EQ": "12345678",
- "CONTAINS": "345",
- "STARTSWITH": "1234",
- "ENDSWITH": "5678"
}, - "iban": {
- "EQ": "GB29 NWBK 6016 1331 9268 19",
- "CONTAINS": "NWBK 6016",
- "STARTSWITH": "GB29",
- "ENDSWITH": "19"
}, - "international": {
- "EQ": false
}, - "paymentReference": {
- "EQ": "TestReference",
- "CONTAINS": "Refe",
- "STARTSWITH": "Test",
- "ENDSWITH": "Reference"
}, - "paymentAmount": {
- "EQ": 10,
- "GT": 10,
- "LT": 10,
- "GTE": 10,
- "LTE": 10
}, - "paymentDueDate": {
- "EQ": "2022-01-27T00:00:00",
- "GT": "2022-01-27T00:00:00",
- "LT": "2022-01-27T00:00:00",
- "GTE": "2022-01-27T00:00:00",
- "LTE": "2022-01-27T00:00:00"
}, - "ptxProfileName": {
- "EQ": "PTXO-TESTPROFILE",
- "CONTAINS": "TEST",
- "STARTSWITH": "PTXO",
- "ENDSWITH": "PROFILE"
}, - "customData": {
- "EQ": "TESTData",
- "CONTAINS": "TDa",
- "STARTSWITH": "TEST",
- "ENDSWITH": "Data"
}, - "redirectURL": {
- "CONTAINS": "redirect",
- "STARTSWITH": "https",
- "ENDSWITH": ".com"
}, - "callbackURL": {
- "CONTAINS": "callback",
- "STARTSWITH": "https",
- "ENDSWITH": ".com"
}, - "email": {
- "EQ": "test@test.com",
- "CONTAINS": "@test",
- "STARTSWITH": "test",
- "ENDSWITH": ".com"
}, - "mobile": {
- "EQ": "012345678901",
- "CONTAINS": "3456",
- "STARTSWITH": "0123",
- "ENDSWITH": "8901"
}, - "title": {
- "EQ": "Mr",
- "CONTAINS": "Mr",
- "STARTSWITH": "M",
- "ENDSWITH": "r"
}, - "firstName": {
- "EQ": "testfiirstName",
- "CONTAINS": "fiirst",
- "STARTSWITH": "test",
- "ENDSWITH": "Name"
}, - "middleName": {
- "EQ": "testmiddleName",
- "CONTAINS": "middle",
- "STARTSWITH": "test",
- "ENDSWITH": "Name"
}, - "lastName": {
- "EQ": "testlastName",
- "CONTAINS": "last",
- "STARTSWITH": "test",
- "ENDSWITH": "Name"
}, - "dob": {
- "EQ": "2000-06-07T00:00:00",
- "GT": "2000-06-07T00:00:00",
- "LT": "2000-06-07T00:00:00",
- "GTE": "2000-06-07T00:00:00",
- "LTE": "2000-06-07T00:00:00"
}, - "currentHouseNameNumber": {
- "EQ": "123, HighStreet",
- "CONTAINS": "High",
- "STARTSWITH": "123",
- "ENDSWITH": "Street"
}, - "currentStreet1": {
- "EQ": "HighStreet lane1",
- "CONTAINS": "street",
- "STARTSWITH": "High",
- "ENDSWITH": "lane1"
}, - "currentStreet2": {
- "EQ": "HighStreet lane2",
- "CONTAINS": "street",
- "STARTSWITH": "High",
- "ENDSWITH": "lane2"
}, - "currentTown": {
- "EQ": "WESTBURY",
- "CONTAINS": "BUR",
- "STARTSWITH": "WEST",
- "ENDSWITH": "BURY"
}, - "currentPostcode": {
- "EQ": "AB12 3AB",
- "CONTAINS": "12 3A",
- "STARTSWITH": "AB12",
- "ENDSWITH": "3AB"
}, - "currentCountry": {
- "EQ": "United Kingdom",
- "CONTAINS": "king",
- "STARTSWITH": "United",
- "ENDSWITH": "Kingdom"
}, - "bankName": {
- "EQ": "NATIONWIDE BUILDING SOCIETY",
- "CONTAINS": "BUILDING",
- "STARTSWITH": "NATIONWIDE",
- "ENDSWITH": "SOCIETY"
}, - "bankAccountCreated": {
- "EQ": "2000-06-07T00:00:00",
- "GT": "2000-06-07T00:00:00",
- "LT": "2000-06-07T00:00:00",
- "GTE": "2000-06-07T00:00:00",
- "LTE": "2000-06-07T00:00:00"
}, - "companyName": {
- "EQ": "Company 123",
- "CONTAINS": "any 1",
- "STARTSWITH": "Company",
- "ENDSWITH": "123"
}, - "companyRegistrationNumber": {
- "EQ": "Reg 123",
- "CONTAINS": "g 1",
- "STARTSWITH": "Reg",
- "ENDSWITH": "123"
}, - "nameScore": {
- "EQ": 5,
- "GT": 5,
- "LT": 5,
- "GTE": 5,
- "LTE": 5
}, - "addressScore": {
- "EQ": 5,
- "GT": 5,
- "LT": 5,
- "GTE": 5,
- "LTE": 5
}, - "registrationMatch": {
- "EQ": "NotChecked",
- "CONTAINS": "check",
- "STARTSWITH": "Not",
- "ENDSWITH": "Checked"
}, - "proprietorScore": {
- "EQ": 0,
- "GT": 0,
- "LT": 1,
- "GTE": 0,
- "LTE": 0
}, - "accountStatus": {
- "EQ": "Open",
- "CONTAINS": "Open",
- "STARTSWITH": "Op",
- "ENDSWITH": "en"
}, - "namePassScore": {
- "EQ": 5,
- "GT": 5,
- "LT": 5,
- "GTE": 5,
- "LTE": 5
}, - "addressPassScore": {
- "EQ": 5,
- "GT": 5,
- "LT": 5,
- "GTE": 5,
- "LTE": 5
}, - "proprietorPassScore": {
- "EQ": 0,
- "GT": 0,
- "LT": 1,
- "GTE": 0,
- "LTE": 0
}, - "registrationPassValue": {
- "EQ": "NotChecked",
- "CONTAINS": "check",
- "STARTSWITH": "Not",
- "ENDSWITH": "Checked"
}, - "companyNamePassScore": {
- "EQ": 0,
- "GT": 0,
- "LT": 1,
- "GTE": 0,
- "LTE": 0
}, - "companyAddressPassScore": {
- "EQ": 0,
- "GT": 0,
- "LT": 1,
- "GTE": 0,
- "LTE": 0
}, - "formattedAddress": {
- "EQ": "AddressKey\":\"MRF|c259d1e1-5f48-46ce-8092-567d959123ab|7.730eOMRFEwLlBwAAAAABAwEAAAAAinHdEgAhAAYAAAAAAAAAAAD..2QAAAAA.....wAAAAAAAAAAAAAAAAAAAExMNTUxTE4AAAAAAA--$7\",\"Organisation\":\"\",\"Flat\":\"\",\"HouseName\":\"House Name\",\"HouseNumber\":\"\",\"Street\":\"Bangor Road\",\"Locality\":\"Locality\",\"PostalCode\":\"LL12 3LN\",\"Country\":\"\",\"IsBusinessAddress\":false",
- "CONTAINS": "House Name",
- "STARTSWITH": "AddressKey",
- "ENDSWITH": "false"
}, - "comments": {
- "EQ": "Approved",
- "CONTAINS": "prove",
- "STARTSWITH": "app",
- "ENDSWITH": "ve"
}, - "expirationTimer": {
- "EQ": 600,
- "GT": 600,
- "LT": 600,
- "GTE": 600,
- "LTE": 600
}
}, - "orderBy": "created,stage",
- "sortOrder": "DESC",
- "paged": "false"
}
{- "links": {
}, - "recordTotal": 3897,
- "data": [
- {
- "id": 7290,
- "parentId": 0,
- "created": "2022-01-04T15:56:43",
- "lastUpdated": "2022-01-04T15:56:43",
- "stage": 4,
- "company": "ptxo-test",
- "verificationStatus": 2,
- "requestUserId": "TestUser123",
- "requestId": "TestId123",
- "formName": "payment",
- "applyingAsCompany": true,
- "bankAccountName": "Test Acc Name",
- "sortCode": "123456",
- "accountNumber": "12345678",
- "iban": "GB29 NWBK 6016 1331 9268 19",
- "international": true,
- "paymentReference": "TestReference123",
- "paymentAmount": 0.1,
- "paymentDueDate": 10,
- "ptxProfileName": "PTXO-Profile",
- "customData": "Test Data",
- "email": "test@bottomline.com",
- "mobile": "012345678901",
- "title": "Mr",
- "firstName": "TestName",
- "middleName": "Test Middle Name",
- "lastName": "Test LastName",
- "dob": "1985-07-07T00:00:00",
- "currentHouseNameNumber": "House 123",
- "currentStreet1": "HighStreet Lane1",
- "currentStreet2": "HighStreet Lane2",
- "currentTown": "Caenarfon",
- "currentPostcode": "LL112LN",
- "currentCountry": "United kingdom",
- "bankName": "BARCLAYS BANK PLC",
- "bankAccountCreated": "1985-07-07T00:00:00",
- "companyName": "string",
- "companyRegistrationNumber": "Test Company",
- "nameScore": 0,
- "addressScore": 0,
- "registrationMatch": "Match",
- "proprietorScore": 0,
- "accountStatus": "Open",
- "namePassScore": 5,
- "addressPassScore": 5,
- "proprietorPassScore": 5,
- "registrationPassValue": "Match",
- "companyNamePassScore": 5,
- "companyAddressPassScore": 5,
- "formattedAddress": "AddressKey\":\"MRF|b7117d90-f95c-4b58-a3fc-50a02873500f|7.730kOMRFEwPlBwAAAAABAwEAAAAAiovUkgAhAAYAAAAAAAAAAAD..2QAAAAA.....wAAAAAAAAAAAAAAAAAAAExMNTUxTE4AAAAAAA--$7\",\"Organisation\":\"\",\"Flat\":\"\",\"HouseName\":\"Cae Synamon\",\"HouseNumber\":\"\",\"Street\":\"Bangor Road\",\"Locality\":\"CAERNARFON\",\"PostalCode\":\"LL55 1LN\",\"Country\":\"\",\"IsBusinessAddress\":false",
- "comments": "Approved",
- "expirationTimer": 600,
- "cop": {
- "reviewerName": "J Smith",
- "nameOnAccount": "Bridgford Gardening",
- "match": "True",
- "reasonCode": "BANM",
- "reason": "Business account, name matches.",
- "copReviewOutcome": true,
- "transactionStatus": "Sent",
- "errorMessage": "string",
- "copReviewType": 0,
- "reviewAmount": 4.99,
- "copAccountType": 15
}
}
], - "hasErrors": false
}
Pay Direct enables a payer to initiate a payment directly from their bank account using the payment initiation service enabled by UK Open Banking, with the funds being transferred via a Faster Payment.
The API allows you to search for Pay Direct transactions. Data can then be fed into your own external systems ensuring they are kept up to date.
page | integer Example: page=1 Page to retrieve, defaults to first page (1).Only used when Paged is set to true, otherwise this parameter is ignored. |
index | integer <int64> Number of records to skip before fetching data, used only when Paged is set to false. |
size | integer <int64> Default: 50 Number of records to return per request/page. Maximum limit for this is set to be 250 records. If set to a value greater than 250, size will reset to 250. |
object All filters are optional and are used to refine the transactions displayed. | |
orderBy | string Default: "created" Result is ordered based on the properties listed in this field. This field can accept comma separated properties. |
sortOrder | string Default: "DESC" This field determines the order in which data is sorted, and is either set to be ASC or DESC (i.e. ascending/descending). |
paged | boolean Default: false If set to true then the result is paged, otherwise non-paged data is sent in the response. |
{- "index": 0,
- "size": 50,
- "filters": {
- "id": {
- "EQ": 1000,
- "GT": 1000,
- "LT": 1000,
- "GTE": 1000,
- "LTE": 1000
}, - "company": {
- "EQ": "ptxo-test",
- "CONTAINS": "xo-t",
- "STARTSWITH": "ptxo",
- "ENDSWITH": "test"
}, - "formName": {
- "EQ": "paydirect",
- "CONTAINS": "dir",
- "STARTSWITH": "pay",
- "ENDSWITH": "rect"
}, - "created": {
- "EQ": "2022-01-04T00:00:59",
- "GT": "2022-01-04T00:00:59",
- "LT": "2022-01-04T00:00:59",
- "GTE": "2022-01-0400:00:59",
- "LTE": "2022-01-04T00:00:59"
}, - "lastUpdated": {
- "EQ": "2022-01-04T00:00:59",
- "GT": "2022-01-04T00:00:59",
- "LT": "2022-01-04T00:00:59",
- "GTE": "2022-01-04T00:00:59",
- "LTE": "2022-01-04T00:00:59"
}, - "requestUserId": {
- "EQ": "202114051833",
- "CONTAINS": "14051",
- "STARTSWITH": "20211",
- "ENDSWITH": "1833"
}, - "requestId": {
- "EQ": "test123",
- "CONTAINS": "123",
- "STARTSWITH": "test",
- "ENDSWITH": "123"
}, - "stage": {
- "EQ": 2,
- "GT": 2,
- "LT": 2,
- "GTE": 2,
- "LTE": 2
}, - "reference": {
- "EQ": "TestReference",
- "CONTAINS": "Refe",
- "STARTSWITH": "Test",
- "ENDSWITH": "Reference"
}, - "paymentAmount": {
- "EQ": 10,
- "GT": 10,
- "LT": 10,
- "GTE": 10,
- "LTE": 10
}, - "merchantName": {
- "EQ": "TESTNAME",
- "CONTAINS": "TNA",
- "STARTSWITH": "TEST",
- "ENDSWITH": "NAME"
}, - "merchantSortCode": {
- "EQ": "123456",
- "CONTAINS": "23",
- "STARTSWITH": "123",
- "ENDSWITH": "456"
}, - "merchantAccountNumber": {
- "EQ": "12345678",
- "CONTAINS": "345",
- "STARTSWITH": "1234",
- "ENDSWITH": "5678"
}, - "payerSortCode": {
- "EQ": "123456",
- "CONTAINS": "23",
- "STARTSWITH": "123",
- "ENDSWITH": "456"
}, - "payerAccountNumber": {
- "EQ": "12345678",
- "CONTAINS": "345",
- "STARTSWITH": "1234",
- "ENDSWITH": "5678"
}, - "payerName": {
- "EQ": "TESTNAME",
- "CONTAINS": "TNA",
- "STARTSWITH": "TEST",
- "ENDSWITH": "NAME"
}, - "bankName": {
- "EQ": "NATIONWIDE BUILDING SOCIETY",
- "CONTAINS": "BUILDING",
- "STARTSWITH": "NATIONWIDE",
- "ENDSWITH": "SOCIETY"
}, - "dueDate": {
- "EQ": "2022-01-04T00:00:00",
- "GT": "2022-01-04T00:00:00",
- "LT": "2022-01-04T00:00:00",
- "GTE": "2022-01-04T00:00:00",
- "LTE": "2022-01-04T00:00:00"
}, - "paymentDate": {
- "EQ": "2022-01-04T00:00:00",
- "GT": "2022-01-04T00:00:00",
- "LT": "2022-01-04T00:00:00",
- "GTE": "2022-01-04T00:00:00",
- "LTE": "2022-01-04T00:00:00"
}, - "invoiceDate": {
- "EQ": "2022-01-04T00:00:00",
- "GT": "2022-01-04T00:00:00",
- "LT": "2022-01-04T00:00:00",
- "GTE": "2022-01-04T00:00:00",
- "LTE": "2022-01-04T00:00:00"
}, - "totalPaid": {
- "EQ": 10,
- "GT": 10,
- "LT": 10,
- "GTE": 10,
- "LTE": 10
}, - "status": {
- "EQ": "SENT",
- "CONTAINS": "SENT",
- "STARTSWITH": "SE",
- "ENDSWITH": "NT"
}, - "redirectURL": {
- "CONTAINS": "redirect",
- "STARTSWITH": "https",
- "ENDSWITH": ".com"
}, - "callbackURL": {
- "CONTAINS": "callback",
- "STARTSWITH": "https",
- "ENDSWITH": ".com"
}, - "customData": {
- "EQ": "TESTData",
- "CONTAINS": "TDa",
- "STARTSWITH": "TEST",
- "ENDSWITH": "Data"
}, - "altReference": {
- "EQ": "TestReference",
- "CONTAINS": "Refe",
- "STARTSWITH": "Test",
- "ENDSWITH": "Reference"
}, - "expirationTimer": {
- "EQ": 600,
- "GT": 600,
- "LT": 600,
- "GTE": 600,
- "LTE": 600
}, - "isFinalStatus": {
- "EQ": false
}
}, - "orderBy": "created,stage",
- "sortOrder": "DESC",
- "paged": "false"
}
{- "links": {
}, - "recordTotal": 3897,
- "data": [
- {
- "id": 7290,
- "company": "ptxo-test",
- "formName": "payment",
- "created": "2022-01-04T15:56:43",
- "lastUpdated": "2022-01-04T15:56:43",
- "requestUserId": "TestUser123",
- "requestId": "TestId123",
- "stage": 3,
- "reference": "TestReference123",
- "paymentAmount": 0.1,
- "merchantName": "Test Acc Name",
- "merchantSortCode": "123456",
- "merchantAccountNumber": "12345678",
- "payerSortCode": "123456",
- "payerAccountNumber": "12345678",
- "payerName": "Joe Bloggs",
- "bankName": "BARCLAYS BANK PLC",
- "dueDate": "2022-01-04T00:00:00",
- "paymentDate": "2022-01-04T00:00:00",
- "invoiceDate": "2022-01-04T00:00:00",
- "totalPaid": 0.1,
- "status": "AcceptedSettlementComplete",
- "customData": "Test Data",
- "altReference": "AltReference123",
- "expirationTimer": 600,
- "isFinalStatus": false
}
], - "hasErrors": false
}
Alternative payments enable a payer to make a payment via their Card or PayPal account.
The API allows you to search for alternative payment transactions. Data can then be fed into your own external systems ensuring they are kept up to date.
page | integer Example: page=1 Page to retrieve, defaults to first page (1).Only used when Paged is set to true, otherwise this parameter is ignored. |
index | integer <int64> Number of records to skip before fetching data, used only when Paged is set to false. |
size | integer <int64> Default: 50 Number of records to return per request/page. Maximum limit for this is set to be 250 records. If set to a value greater than 250, size will reset to 250. |
object All filters are optional and are used to refine the transactions displayed. | |
orderBy | string Default: "created" Result is ordered based on the properties listed in this field. This field can accept comma separated properties. |
sortOrder | string Default: "DESC" This field determines the order in which data is sorted, and is either set to be ASC or DESC (i.e. ascending/descending). |
paged | boolean Default: false If set to true then the result is paged, otherwise non-paged data is sent in the response. |
{- "index": 0,
- "size": 50,
- "filters": {
- "id": {
- "EQ": 1000,
- "GT": 1000,
- "LT": 1000,
- "GTE": 1000,
- "LTE": 1000
}, - "created": {
- "EQ": "2022-01-04T00:00:59",
- "GT": "2022-01-04T00:00:59",
- "LT": "2022-01-04T00:00:59",
- "GTE": "2022-01-04T00:00:59",
- "LTE": "2022-01-04T00:00:59"
}, - "lastUpdated": {
- "EQ": "2022-01-04T00:00:59",
- "GT": "2022-01-04T00:00:59",
- "LT": "2022-01-04T00:00:59",
- "GTE": "2022-01-04T00:00:59",
- "LTE": "2022-01-04T00:00:59"
}, - "stage": {
- "EQ": 4,
- "GT": 4,
- "LT": 4,
- "GTE": 4,
- "LTE": 4
}, - "company": {
- "EQ": "ptxo-test",
- "CONTAINS": "xo-t",
- "STARTSWITH": "ptxo",
- "ENDSWITH": "test"
}, - "requestUserId": {
- "EQ": "202114051833",
- "CONTAINS": "14051",
- "STARTSWITH": "20211",
- "ENDSWITH": "1833"
}, - "requestId": {
- "EQ": "test123",
- "CONTAINS": "123",
- "STARTSWITH": "test",
- "ENDSWITH": "123"
}, - "formName": {
- "EQ": "payment",
- "CONTAINS": "AYM",
- "STARTSWITH": "PAY",
- "ENDSWITH": "ENT"
}, - "payerName": {
- "EQ": "TESTNAME",
- "CONTAINS": "TNA",
- "STARTSWITH": "TEST",
- "ENDSWITH": "NAME"
}, - "amount": {
- "EQ": 10,
- "GT": 10,
- "LT": 10,
- "GTE": 10,
- "LTE": 10
}, - "costCode": {
- "EQ": "TestCodeCode",
- "CONTAINS": "Cos",
- "STARTSWITH": "Test",
- "ENDSWITH": "Code"
}, - "orderReference": {
- "EQ": "TestReference",
- "CONTAINS": "Refe",
- "STARTSWITH": "Test",
- "ENDSWITH": "Reference"
}, - "email": {
- "EQ": "test@test.com",
- "CONTAINS": "@test",
- "STARTSWITH": "test",
- "ENDSWITH": ".com"
}, - "currentHouseNameNumber": {
- "EQ": "123, HighStreet",
- "CONTAINS": "High",
- "STARTSWITH": "123",
- "ENDSWITH": "Street"
}, - "currentStreet1": {
- "EQ": "HighStreet lane1",
- "CONTAINS": "street",
- "STARTSWITH": "High",
- "ENDSWITH": "lane1"
}, - "currentStreet2": {
- "EQ": "HighStreet lane2",
- "CONTAINS": "street",
- "STARTSWITH": "High",
- "ENDSWITH": "lane2"
}, - "currentTown": {
- "EQ": "WESTBURY",
- "CONTAINS": "BUR",
- "STARTSWITH": "WEST",
- "ENDSWITH": "BURY"
}, - "currentPostcode": {
- "EQ": "AB12 3AB",
- "CONTAINS": "12 3A",
- "STARTSWITH": "AB12",
- "ENDSWITH": "3AB"
}, - "currentCountry": {
- "EQ": "United Kingdom",
- "CONTAINS": "king",
- "STARTSWITH": "United",
- "ENDSWITH": "Kingdom"
}, - "customData": {
- "EQ": "TESTData",
- "CONTAINS": "TDa",
- "STARTSWITH": "TEST",
- "ENDSWITH": "Data"
}, - "redirectURL": {
- "CONTAINS": "redirect",
- "STARTSWITH": "https",
- "ENDSWITH": ".com"
}, - "callbackURL": {
- "CONTAINS": "callback",
- "STARTSWITH": "https",
- "ENDSWITH": ".com"
}, - "crossReference": {
- "EQ": "12345678AA12BB34CC56DDD",
- "CONTAINS": "A12B",
- "STARTSWITH": "1234",
- "ENDSWITH": "6DDD"
}, - "uniqueCardHolderReference": {
- "EQ": "UniqueCardHolder01",
- "CONTAINS": "eCar",
- "STARTSWITH": "Uniq",
- "ENDSWITH": "der01"
}, - "uniqueTransactionId": {
- "EQ": "1a2bc345-d678-9e01-2345-67f8gh9jk01m",
- "CONTAINS": "9e01",
- "STARTSWITH": "1a2b",
- "ENDSWITH": "9jk01m"
}, - "paymentMethod": {
- "EQ": "PayPal",
- "STARTSWITH": "Pay",
- "ENDSWITH": "Pal"
}, - "responseCode": {
- "EQ": "65800"
}, - "responseMessage": {
- "EQ": "3DS authentication error",
- "CONTAINS": "auth",
- "STARTSWITH": "3DS",
- "ENDSWITH": "error"
}, - "expirationTimer": {
- "EQ": 600,
- "GT": 600,
- "LT": 600,
- "GTE": 600,
- "LTE": 600
}, - "giftAid": {
- "EQ": false
}
}, - "orderBy": "created,stage",
- "sortOrder": "DESC",
- "paged": "false"
}
{- "links": {
}, - "recordTotal": 3897,
- "data": [
- {
- "id": 7290,
- "created": "2022-01-04T15:56:43",
- "lastUpdated": "2022-01-04T15:56:43",
- "stage": 4,
- "company": "ptxo-test",
- "requestUserId": "TestUser123",
- "requestId": "TestId123",
- "formName": "card",
- "payerName": "Test Name",
- "amount": 0.1,
- "costCode": "TestCostCode123",
- "orderReference": "TestRef123",
- "email": "test@bottomline.com",
- "currentHouseNameNumber": "House 123",
- "currentStreet1": "HighStreet Lane1",
- "currentStreet2": "HighStreet Lane2",
- "currentTown": "Caenarfon",
- "currentPostcode": "LL112LN",
- "currentCountry": "United kingdom",
- "customData": "Test Data",
- "crossReference": "12345678AA12BB34CC56DDD",
- "uniqueCardHolderReference": "UniqueCardHolder01",
- "uniqueTransactionId": "1a2bc345-d678-9e01-2345-67f8gh9jk01m",
- "paymentMethod": "PayPal",
- "additionalPaymentData": {
- "CheckoutRef": "Checkoutref12334",
- "PayerID": "123456789"
}, - "responseCode": "-1",
- "responseMessage": "Merchant not found.",
- "expirationTimer": 600,
- "giftAid": true
}
], - "hasErrors": false
}
Direct Debits are used to securely fetch and check bank account details before making scheduled or ad hoc Bacs payments.
The API allows you to search for Direct Debit transactions. Data can then be fed into your own external systems ensuring they are kept up to date.
page | integer Example: page=1 Page to retrieve, defaults to first page (1).Only used when Paged is set to true, otherwise this parameter is ignored. |
index | integer <int64> Number of records to skip before fetching data, used only when Paged is set to false. |
size | integer <int64> Default: 50 Number of records to return per request/page. Maximum limit for this is set to be 250 records. If set to a value greater than 250, size will reset to 250. |
object All filters are optional and are used to refine the transactions displayed. | |
orderBy | string Default: "created" Result is ordered based on the properties listed in this field. This field can accept comma separated properties. |
sortOrder | string Default: "DESC" This field determines the order in which data is sorted, and is either set to be ASC or DESC (i.e. ascending/descending). |
paged | boolean Default: false If set to true then the result is paged, otherwise non-paged data is sent in the response. |
{- "index": 0,
- "size": 50,
- "filters": {
- "id": {
- "EQ": 1000,
- "GT": 1000,
- "LT": 1000,
- "GTE": 1000,
- "LTE": 1000
}, - "company": {
- "EQ": "ptxo-test",
- "CONTAINS": "xo-t",
- "STARTSWITH": "ptxo",
- "ENDSWITH": "test"
}, - "formName": {
- "EQ": "payment",
- "CONTAINS": "AYM",
- "STARTSWITH": "PAY",
- "ENDSWITH": "ENT"
}, - "parentId": {
- "EQ": 0,
- "GT": 0,
- "LT": 1,
- "GTE": 0,
- "LTE": 0
}, - "created": {
- "EQ": "2022-01-04T00:00:59",
- "GT": "2022-01-04T00:00:59",
- "LT": "2022-01-04T00:00:59",
- "GTE": "2022-01-04T00:00:59",
- "LTE": "2022-01-04T00:00:59"
}, - "lastUpdated": {
- "EQ": "2022-01-04T00:00:59",
- "GT": "2022-01-04T00:00:59",
- "LT": "2022-01-04T00:00:59",
- "GTE": "2022-01-04T00:00:59",
- "LTE": "2022-01-04T00:00:59"
}, - "stage": {
- "EQ": 4,
- "GT": 4,
- "LT": 4,
- "GTE": 4,
- "LTE": 4
}, - "verificationStatus": {
- "EQ": 3,
- "GT": 3,
- "LT": 3,
- "GTE": 3,
- "LTE": 3
}, - "version": {
- "EQ": 1,
- "GT": 1,
- "LT": 2,
- "GTE": 1,
- "LTE": 2
}, - "requestUserId": {
- "EQ": "202114051833",
- "CONTAINS": "14051",
- "STARTSWITH": "20211",
- "ENDSWITH": "1833"
}, - "requestId": {
- "EQ": "test123",
- "CONTAINS": "123",
- "STARTSWITH": "test",
- "ENDSWITH": "123"
}, - "title": {
- "EQ": "Mr",
- "CONTAINS": "Mr",
- "STARTSWITH": "M",
- "ENDSWITH": "r"
}, - "firstName": {
- "EQ": "testfiirstName",
- "CONTAINS": "fiirst",
- "STARTSWITH": "test",
- "ENDSWITH": "Name"
}, - "middleName": {
- "EQ": "testmiddleName",
- "CONTAINS": "middle",
- "STARTSWITH": "test",
- "ENDSWITH": "Name"
}, - "lastName": {
- "EQ": "testlastName",
- "CONTAINS": "last",
- "STARTSWITH": "test",
- "ENDSWITH": "Name"
}, - "dob": {
- "EQ": "2000-06-07T00:00:00",
- "GT": "2000-06-07T00:00:00",
- "LT": "2000-06-07T00:00:00",
- "GTE": "2000-06-07T00:00:00",
- "LTE": "2000-06-07T00:00:00"
}, - "email": {
- "EQ": "test@test.com",
- "CONTAINS": "@test",
- "STARTSWITH": "test",
- "ENDSWITH": ".com"
}, - "mobile": {
- "EQ": "012345678901",
- "CONTAINS": "3456",
- "STARTSWITH": "0123",
- "ENDSWITH": "8901"
}, - "applyingAsCompany": {
- "EQ": false
}, - "companyName": {
- "EQ": "Company 123",
- "CONTAINS": "any 1",
- "STARTSWITH": "Company",
- "ENDSWITH": "123"
}, - "currentHouseNameNumber": {
- "EQ": "123, HighStreet",
- "CONTAINS": "High",
- "STARTSWITH": "123",
- "ENDSWITH": "Street"
}, - "currentStreet1": {
- "EQ": "HighStreet lane1",
- "CONTAINS": "street",
- "STARTSWITH": "High",
- "ENDSWITH": "lane1"
}, - "currentStreet2": {
- "EQ": "HighStreet lane2",
- "CONTAINS": "street",
- "STARTSWITH": "High",
- "ENDSWITH": "lane2"
}, - "currentTown": {
- "EQ": "WESTBURY",
- "CONTAINS": "BUR",
- "STARTSWITH": "WEST",
- "ENDSWITH": "BURY"
}, - "currentPostcode": {
- "EQ": "AB12 3AB",
- "CONTAINS": "12 3A",
- "STARTSWITH": "AB12",
- "ENDSWITH": "3AB"
}, - "currentCountry": {
- "EQ": "United Kingdom",
- "CONTAINS": "king",
- "STARTSWITH": "United",
- "ENDSWITH": "Kingdom"
}, - "bankAccountName": {
- "EQ": "TESTNAME",
- "CONTAINS": "TNA",
- "STARTSWITH": "TEST",
- "ENDSWITH": "NAME"
}, - "sortCode": {
- "EQ": "123456",
- "CONTAINS": "23",
- "STARTSWITH": "123",
- "ENDSWITH": "456"
}, - "accountNumber": {
- "EQ": "12345678",
- "CONTAINS": "345",
- "STARTSWITH": "1234",
- "ENDSWITH": "5678"
}, - "ptxProfileName": {
- "EQ": "PTXO-TESTPROFILE",
- "CONTAINS": "TEST",
- "STARTSWITH": "PTXO",
- "ENDSWITH": "PROFILE"
}, - "ddDebtorReference": {
- "EQ": "TestReference",
- "CONTAINS": "Refe",
- "STARTSWITH": "Test",
- "ENDSWITH": "Reference"
}, - "ddPlanReference": {
- "EQ": "TestPlanReference",
- "CONTAINS": "Refe",
- "STARTSWITH": "Test",
- "ENDSWITH": "Reference"
}, - "ddPlanAltReference": {
- "EQ": "TestAltReference",
- "CONTAINS": "Refe",
- "STARTSWITH": "Test",
- "ENDSWITH": "Reference"
}, - "ddPlanSpecification": {
- "EQ": "Monthly,1,1",
- "CONTAINS": "thly",
- "STARTSWITH": "Month",
- "ENDSWITH": "1"
}, - "ddNoOfCollections": {
- "EQ": 10,
- "GT": 10,
- "LT": 10,
- "GTE": 10,
- "LTE": 10
}, - "ddRegularAmount": {
- "EQ": 10,
- "GT": 10,
- "LT": 10,
- "GTE": 10,
- "LTE": 10
}, - "ddFirstAmount": {
- "EQ": 10,
- "GT": 10,
- "LT": 10,
- "GTE": 10,
- "LTE": 10
}, - "ddLastAmount": {
- "EQ": 10,
- "GT": 10,
- "LT": 10,
- "GTE": 10,
- "LTE": 10
}, - "ddStartDate": {
- "EQ": "2022-01-27T00:00:00",
- "GT": "2022-01-27T00:00:00",
- "LT": "2022-01-27T00:00:00",
- "GTE": "2022-01-27T00:00:00",
- "LTE": "2022-01-27T00:00:00"
}, - "ddPlanEndType": {
- "EQ": "END_AFTER",
- "CONTAINS": "AFT",
- "STARTSWITH": "END",
- "ENDSWITH": "TER"
}, - "ddPlanEndByDate": {
- "EQ": "2022-01-27T00:00:00",
- "GT": "2022-01-27T00:00:00",
- "LT": "2022-01-27T00:00:00",
- "GTE": "2022-01-27T00:00:00",
- "LTE": "2022-01-27T00:00:00"
}, - "customData": {
- "EQ": "TESTData",
- "CONTAINS": "TDa",
- "STARTSWITH": "TEST",
- "ENDSWITH": "Data"
}, - "redirectURL": {
- "CONTAINS": "redirect",
- "STARTSWITH": "https",
- "ENDSWITH": ".com"
}, - "callbackURL": {
- "CONTAINS": "callback",
- "STARTSWITH": "https",
- "ENDSWITH": ".com"
}, - "girftAid": {
- "EQ": false
}, - "bankName": {
- "EQ": "NATIONWIDE BUILDING SOCIETY",
- "CONTAINS": "BUILDING",
- "STARTSWITH": "NATIONWIDE",
- "ENDSWITH": "SOCIETY"
}, - "bankAccountCreated": {
- "EQ": "2000-06-07T00:00:00",
- "GT": "2000-06-07T00:00:00",
- "LT": "2000-06-07T00:00:00",
- "GTE": "2000-06-07T00:00:00",
- "LTE": "2000-06-07T00:00:00"
}, - "companyRegistrationNumber": {
- "EQ": "Reg 123",
- "CONTAINS": "g 1",
- "STARTSWITH": "Reg",
- "ENDSWITH": "123"
}, - "nameScore": {
- "EQ": 5,
- "GT": 5,
- "LT": 5,
- "GTE": 5,
- "LTE": 5
}, - "addressScore": {
- "EQ": 5,
- "GT": 5,
- "LT": 5,
- "GTE": 5,
- "LTE": 5
}, - "registrationMatch": {
- "EQ": "NotChecked",
- "CONTAINS": "check",
- "STARTSWITH": "Not",
- "ENDSWITH": "Checked"
}, - "proprietorScore": {
- "EQ": 0,
- "GT": 0,
- "LT": 1,
- "GTE": 0,
- "LTE": 0
}, - "accountStatus": {
- "EQ": "Open",
- "CONTAINS": "Open",
- "STARTSWITH": "Op",
- "ENDSWITH": "en"
}, - "namePassScore": {
- "EQ": 5,
- "GT": 5,
- "LT": 5,
- "GTE": 5,
- "LTE": 5
}, - "addressPassScore": {
- "EQ": 5,
- "GT": 5,
- "LT": 5,
- "GTE": 5,
- "LTE": 5
}, - "proprietorPassScore": {
- "EQ": 0,
- "GT": 0,
- "LT": 1,
- "GTE": 0,
- "LTE": 0
}, - "registrationPassValue": {
- "EQ": "NotChecked",
- "CONTAINS": "check",
- "STARTSWITH": "Not",
- "ENDSWITH": "Checked"
}, - "companyNamePassScore": {
- "EQ": 0,
- "GT": 0,
- "LT": 1,
- "GTE": 0,
- "LTE": 0
}, - "companyAddressPassScore": {
- "EQ": 0,
- "GT": 0,
- "LT": 1,
- "GTE": 0,
- "LTE": 0
}, - "formattedAddress": {
- "EQ": "AddressKey\":\"MRF|c259d1e1-5f48-46ce-8092-567d959123ab|7.730eOMRFEwLlBwAAAAABAwEAAAAAinHdEgAhAAYAAAAAAAAAAAD..2QAAAAA.....wAAAAAAAAAAAAAAAAAAAExMNTUxTE4AAAAAAA--$7\",\"Organisation\":\"\",\"Flat\":\"\",\"HouseName\":\"House Name\",\"HouseNumber\":\"\",\"Street\":\"Bangor Road\",\"Locality\":\"Locality\",\"PostalCode\":\"LL12 3LN\",\"Country\":\"\",\"IsBusinessAddress\":false",
- "CONTAINS": "House Name",
- "STARTSWITH": "AddressKey",
- "ENDSWITH": "false"
}, - "comments": {
- "EQ": "Approved",
- "CONTAINS": "prove",
- "STARTSWITH": "app",
- "ENDSWITH": "ve"
}, - "expirationTimer": {
- "EQ": 600,
- "GT": 600,
- "LT": 600,
- "GTE": 600,
- "LTE": 600
}, - "emandatesPlanId": {
- "EQ": "01a2b3c4-5d67-89e0-1234-567890123f45",
- "CONTAINS": "89e0",
- "STARTSWITH": "01a2",
- "ENDSWITH": "f45"
}, - "originatedFromPtx": {
- "EQ": false
}
}, - "orderBy": "created,stage",
- "sortOrder": "DESC",
- "paged": "false"
}
{- "links": {
}, - "recordTotal": 3897,
- "data": [
- {
- "id": 7290,
- "company": "ptxo-test",
- "formName": "debit",
- "parentId": 0,
- "created": "2022-01-04T15:56:43",
- "lastUpdated": "2022-01-04T15:56:43",
- "stage": 4,
- "verificationStatus": 2,
- "version": 1,
- "requestUserId": "TestUser123",
- "requestId": "TestId123",
- "title": "Mr",
- "firstName": "TestName",
- "middleName": "Test Middle Name",
- "lastName": "Test LastName",
- "dob": "1985-07-07T00:00:00",
- "email": "test@bottomline.com",
- "mobile": "012345678901",
- "applyingAsCompany": true,
- "companyName": "string",
- "currentHouseNameNumber": "House 123",
- "currentStreet1": "HighStreet Lane1",
- "currentStreet2": "HighStreet Lane2",
- "currentTown": "Caenarfon",
- "currentPostcode": "LL112LN",
- "currentCountry": "United kingdom",
- "bankAccountName": "Test Acc Name",
- "sortCode": "123456",
- "accountNumber": "12345678",
- "ptxProfileName": "PTXO-Profile",
- "ddDebtorReference": "DebtorReference123",
- "ddPlanReference": "TestReference123",
- "ddPlanAltReference": "TestAltReference123",
- "ddPlanSpecification": "Monthly, 2, 1",
- "ddNoOfCollections": 13,
- "ddRegularAmount": 0.1,
- "ddFirstAmount": 0.1,
- "ddLastAmount": 0.1,
- "ddStartDate": "2022-04-01T00:00:00",
- "ddPlanEndType": "END_AFTER",
- "ddPlanEndByDate": "2023-04-01T00:00:00",
- "customData": "Test Data",
- "giftAid": true,
- "bankName": "BARCLAYS BANK PLC",
- "bankAccountCreated": "1985-07-07T00:00:00",
- "companyRegistrationNumber": "Test Company",
- "nameScore": 0,
- "addressScore": 0,
- "registrationMatch": "Match",
- "proprietorScore": 0,
- "accountStatus": "Open",
- "namePassScore": 5,
- "addressPassScore": 5,
- "proprietorPassScore": 5,
- "registrationPassValue": "Match",
- "companyNamePassScore": 5,
- "companyAddressPassScore": 5,
- "formattedAddress": "AddressKey\":\"MRF|b7117d90-f95c-4b58-a3fc-50a02873500f|7.730kOMRFEwPlBwAAAAABAwEAAAAAiovUkgAhAAYAAAAAAAAAAAD..2QAAAAA.....wAAAAAAAAAAAAAAAAAAAExMNTUxTE4AAAAAAA--$7\",\"Organisation\":\"\",\"Flat\":\"\",\"HouseName\":\"Cae Synamon\",\"HouseNumber\":\"\",\"Street\":\"Bangor Road\",\"Locality\":\"CAERNARFON\",\"PostalCode\":\"LL55 1LN\",\"Country\":\"\",\"IsBusinessAddress\":false",
- "comments": "Approved",
- "expirationTimer": 600,
- "emandatesPlanId": "01a2b3c4-5d67-89e0-1234-567890123f45",
- "originatedFromPtx": true
}
], - "hasErrors": false
}