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latestOpenAPI 3.0.1raw.githubusercontent.com2025-12-033223581.2 MB
BalanceTransactionSchedule

Preview ScheduledBalanceTransactions

Previews the BalanceTransactions this Schedule would create, without persisting them. You can use this call to obtain a preview of the Transactions a Schedule you plan to create for a Balance would generate.

post/organizations/{orgId}/balances/{balanceId}/balancetransactionschedules/preview

Path parameters

orgIdstring required

UUID of the organization

balanceIdstring required

UUID of the balance

Query parameters

pageSizeinteger

Number of BalanceTransactions to retrieve per page

nextTokenstring

nextToken for multi page retrievals

Request body

versioninteger

The version number of the entity:

  • Create entity: Not valid for initial insertion of new entity - do not use for Create. On initial Create, version is set at 1 and listed in the response.
  • Update Entity: On Update, version is required and must match the existing version because a check is performed to ensure sequential versioning is preserved. Version is incremented by 1 and listed in the response.
customFieldsobject

User defined fields enabling you to attach custom data. The value for a custom field can be either a string or a number.

If customFields can also be defined for this entity at the Organizational level, customField values defined at individual level override values of customFields with the same name defined at Organization level.

See Working with Custom Fields in the m3ter documentation for more information.

namestring required

The name of the Balance Transaction Schedule.

codestring required

The unique short code of the Balance Transaction Schedule.

amountnumber required

The amount of each Balance Transaction created by this Schedule.

transactionDescriptionstring required

The description of each Balance Transaction that will be created by this Schedule.

paidnumber

The payment amount if the payment currency differs from the Balance currency.

currencyPaidstring

The currency code of the payment if it differs from the Balance currency. For example: USD, GBP or EUR.

transactionTypeIdstring required

The unique identifier (UUID) of the transaction type used to create Transactions by this Schedule. You can obtain a list of Transaction Types created for the Organization. See the the List TransactionTypes endpoint of this API Reference.

startDatestring date-time required

The start date (in ISO-8601 format) of the Balance Transaction Schedule.

endDatestring date-time required

The end date (in ISO-8601 format) of the Balance Transaction Schedule.

NOTE: End date is exclusive.

frequency'DAILY' | 'WEEKLY' | 'MONTHLY' | 'ANNUALLY' required

Together with frequencyInterval, defines how often BalanceTransactions are generated.

frequencyIntervalinteger required

Used in conjunction with frequency to define how often Balance Transactions are generated by the Schedule. For example, if frequency is MONTHLY and frequencyInterval is 3, then Balance Transactions are generated every three months.

Response

Return the list of BalanceTransactions this request would create

idstring required

The UUID of the entity.

versioninteger

The version number:

  • Create: On initial Create to insert a new entity, the version is set at 1 in the response.
  • Update: On successful Update, the version is incremented by 1 in the response.
customFieldsobject

User defined fields enabling you to attach custom data. The value for a custom field can be either a string or a number.

If customFields can also be defined for this entity at the Organizational level,customField values defined at individual level override values of customFields with the same name defined at Organization level.

See Working with Custom Fields in the m3ter documentation for more information.

balanceIdstring

The unique identifier (UUID) for the Balance this Balance Transaction Schedule was created for.

namestring

The name of the Balance Transaction Schedule.

codestring

Unique short code of the Balance Transaction Schedule.

amountnumber

The amount of each Balance Transaction created by this Schedule.

transactionDescriptionstring

The description of each Balance Transaction created by this Schedule.

paidnumber

The payment amount if the payment currency differs from the Balance currency.

currencyPaidstring

The currency code of the payment if it differs from the Balance currency. For example: USD, GBP or EUR.

transactionTypeIdstring

The unique identifier (UUID) of the transaction type used for Transactions created by this Schedule.

startDatestring date-time

The start date (in ISO-8601 format) of the Balance Transaction Schedule.

endDatestring date-time

The end date (in ISO-8601 format) of the Balance Transaction Schedule.

frequency'DAILY' | 'WEEKLY' | 'MONTHLY' | 'ANNUALLY'

Together with frequencyInterval, defines how often BalanceTransactions are generated.

frequencyIntervalinteger

Used in conjunction with frequency to define how often Balance Transactions are generated. For example, if frequency is MONTHLY and frequencyInterval is 3, Balance Transactions are generated every three months.

dtCreatedstring date-time

The date and time (in ISO-8601 format) when the Balance Transaction Schedule was created.

dtLastModifiedstring date-time

The date and time (in ISO-8601 format) when the Balance Transaction Schedule was last modified.

createdBystring

The unique identifier (UUID) of the user who created this Balance Transaction Schedule.

lastModifiedBystring

The unique identifier (UUID) of the user who last modified this Balance Transaction Schedule.

nextRunstring date-time

The date and time (in ISO-8601 format) when the next Transaction will be generated by the Balance Transaction Schedule.

previousRunstring date-time

The date and time (in ISO-8601 format) when the previous Transaction was generated by the Balance Transaction Schedule.