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Create an EvoPay transaction for your Brokerage. This one action creates all three types - Deposits, Withdrawals, and Transfers. Deposits and Withdrawals are simply between your office and the bank account you have configured in your settings. Transfers are movement of EvoPay funds between your brokerage and another outside of an order. If your Brokerage has stored credit cards, you can use them to fund your EvoPay account.

Parameters

Name	Description	Value Type	Required
amount	Dollar amount of the EvoPay transaction.	decimal	Required
type	`deposit`, `withdrawal`, or `transfer`	String	Required
recipient_id	`office_id` of transfer recipient	integer	Required if type is "transfer"
notes	Searchable notes	String	Optional	credit_card_id	Credit card id for funding EvoPay.	integer	Optional for "deposit"

Examples

Request

Response

/v9/accounts/6/transactions

Deposit funds into your EvoPay account from the connected bank account.

Code Block

language	ruby
theme	Confluence

{
   "transactions":[
      {
         "amount":5000,
         "type":

5,

"deposit",
         "notes":"Deposit to prepare for playoff

"recipient_id":2

purchasing."
      }
   ]
}

See Transactions / Show.

Withdrawal funds from your EvoPay account to the connected bank account

Code Block

language	ruby
theme	Confluence

{
   "transactions":[
      {
         "amount":500,
         "type":"

transfer

withdrawal",
         "notes":"Moving funds to bank account."
      }
   ]
}

See Transactions / Show.

Transfer EvoPay funds from your account to another account. The recipient account can be another Office belonging to your Brokerage or to an Office belonging to another Brokerage.

Code Block

language	ruby
theme	Confluence

{
   "transactions":[
      {
         "amount":

5

850,
         "

credit

recipient_

card_

id":

32

123,
         "type":"transfer",
         "notes":"

deposit

Thanks for loaning me money for those seats."
      }
   ]
}

See Transactions / Show.

Versions Compared

Old Version 5

New Version Current

Key

Parameters

Examples