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Transactions / Create

Transactions / Create

Owned by Don Pflaster (Unlicensed)
Last updated: Sept 28, 2022 by J Cobb
NameCreate
DescriptionCreate an EvoPay Transaction
TypePOST
URL/v9/accounts/:office_id/transactions

Long Description

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.

Parameters

Name
Description
Value Type
Required
amountDollar amount of the EvoPay transaction.decimalRequired
typedeposit, withdrawal, or transferStringRequired
recipient_idoffice_id of transfer recipientintegerRequired if type is "transfer"
notesSearchable notesString

Optional


Examples

RequestResponse
/v9/accounts/6/transactions

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

{
   "transactions":[
      {
         "amount":5000,
         "type":"deposit",
         "notes":"Deposit to prepare for playoff purchasing."
      }
   ]
}




See Transactions / Show.


Withdrawal funds from your EvoPay account to the connected bank account 

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

{
   "transactions":[
      {
         "amount":850,
         "recipient_id":123,
         "type":"transfer",
         "notes":"Thanks for loaning me money for those seats."
      }
   ]
}


See Transactions / Show.


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