Payments - API Reference - PlanDocket Documentation

Endpoints

GET


                    /api/v1/payments

List all payments

GET


                    /api/v1/payments/{id}

Retrieve a single payment

POST


                    /api/v1/payments

Record a payment. Only issued, open invoices (sent, partially_paid, overdue) accept payments: drafts, cancelled or refunded invoices and credit notes are rejected with 422, a fully paid invoice with 400. Repeating a Stripe/PayPal transaction_id returns the existing payment with 200, or 409 when it belongs to another invoice

PUT/PATCH


                    /api/v1/payments/{id}

Update a payment (status, notes, payment date). Unchanged values are ignored; every change is recorded in the invoice audit log. Completion requires a payable invoice and enough open balance. On locked invoices, completed, refunded and Stripe/PayPal-confirmed payments keep their status and payment date (400); notes stay editable. Refunds cannot be changed via the API

DELETE


                    /api/v1/payments/{id}

Delete a payment

Query Parameters

Parameter	Description
`invoice_number`	Filter by invoice number
`status`	Filter by payment status
`date_from`	Filter payments from this date (ISO 8601)
`date_to`	Filter payments until this date (ISO 8601)
`sort`	Sort field (amount, status, payment_date, created_at)
`order`	Sort direction (ASC or DESC, default: DESC)
`include`	Include related data (invoice)

Request Schema

Parameter	Type	Required	Description
`invoice_number`	string	Yes	Invoice number to link the payment to (required)
`amount`	float	Yes	Payment amount (required, must be positive)
`currency`	string	No	Currency code (default: invoice currency or EUR)
`status`	string	No	Payment status (default: completed)
`payment_date`	string	No	Date of payment (ISO 8601 format, default: now)
`notes`	string	No	Internal notes for the payment
`gateway_key`	string	No	Payment gateway identifier
`transaction_id`	string	No	External transaction ID

Response Schema

Field	Type
`id`	integer
`invoice_id`	integer
`amount`	float
`currency`	string
`gateway_id`	integer\|null
`gateway_key`	string\|null
`gateway_name`	string\|null
`transaction_id`	string\|null
`gateway_fee`	float
`net_amount`	float
`status`	string
`payment_date`	string\|null
`notes`	string\|null
`created_at`	string
`updated_at`	string

Code Examples

curl -X GET "https://your-tenant.plandocket.com/api/v1/payments" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Accept: application/json"

<?php
$apiKey = 'YOUR_API_KEY';
$baseUrl = 'https://your-tenant.plandocket.com';

$ch = curl_init();
curl_setopt_array($ch, [
    CURLOPT_URL => $baseUrl . '/api/v1/payments',
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER => [
        'Authorization: Bearer ' . $apiKey,
    ],
]);

$response = curl_exec($ch);
curl_close($ch);

$data = json_decode($response, true);
print_r($data);

const apiKey = 'YOUR_API_KEY';
const baseUrl = 'https://your-tenant.plandocket.com';

const response = await fetch(`${baseUrl}/api/v1/payments`, {
  method: 'GET',
  headers: {
    'Authorization': `Bearer ${apiKey}`,
  },
});

const data = await response.json();
console.log(data);

import requests

api_key = 'YOUR_API_KEY'
base_url = 'https://your-tenant.plandocket.com'

headers = {
    'Authorization': f'Bearer {api_key}',
}

response = requests.get(f'{base_url}/api/v1/payments', headers=headers)
data = response.json()
print(data)

Sample Response

200 OK

{
    "data": [
        {
            "id": 1,
            "invoice_id": 1,
            "amount": 100,
            "currency": "string",
            "gateway_id": 1,
            "gateway_key": "string",
            "gateway_name": "string",
            "transaction_id": "string",
            "gateway_fee": 100,
            "net_amount": 100,
            "status": "string",
            "payment_date": "2026-01-15T10:00:00+01:00",
            "notes": "string",
            "created_at": "2026-01-15T10:00:00+01:00",
            "updated_at": "2026-01-15T10:00:00+01:00"
        }
    ],
    "meta": {
        "current_page": 1,
        "per_page": 25,
        "total": 1,
        "total_pages": 1
    }
}