API Basics
Pay In Endpoints
- MoneyIn
- Subscription
- TokenStorage
- Invoice
- LineItem
- PaymentLink
- PaymentMethodDomain
- HostedPaymentPages
- Cloud
- Wallet: Apple Pay
Pay Out Endpoints
- MoneyOut
- Bill
Pay Ops Endpoints
- Templates
- Boarding
- Chargebacks and ACH Returns
- Entities
- Notification
- Query
- Statistic
- Export
- Import
Object Models
- Object Model References
Create Boarding Template
Creates a boarding template in an organization.
curl --request POST \
--url https://api-sandbox.payabli.com/api/Templates/{orgId} \
--header 'Content-Type: application/json' \
--header 'requestToken: <api-key>' \
--data '{
"templateName": "SMB",
"orgId": 123,
"templateDescription": "Template for SMB merchants",
"templateCode": "<string>",
"pricingId": 123,
"templateContent": {
"salesData": {
"salesCode": "<string>",
"salesCRM": "<string>"
},
"businessData": {
"visible": true,
"dbaname": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"legalname": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"website": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ein": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"taxfillname": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"license": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"licstate": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"startdate": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"phonenumber": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"faxnumber": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"baddress": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"baddress1": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"bcity": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"btype": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"bstate": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"bzip": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"bcountry": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"maddress": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"maddress1": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"mcity": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"mstate": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"mzip": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"mcountry": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
}
},
"processingData": {
"visible": true,
"subHeader": "<string>",
"subFooter": "<string>",
"mcc": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"bsummary": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"whenCharged": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"whenProvided": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"whenDelivered": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"whenRefunded": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"binperson": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"binphone": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"binweb": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"avgmonthly": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ticketamt": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"highticketamt": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
}
},
"servicesData": {
"visible": true,
"subHeader": "<string>",
"subFooter": "<string>",
"card": {
"visible": true,
"pricingPlan": 123,
"provider": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"gateway": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"processor": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"tierName": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"pdfTemplateId": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardFlat_percentxAuth": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardFlat_amountxAuth": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardFlat_lowPayRange": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardFlat_highPayRange": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardPassThrough_percentxAuth": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardPassThrough_amountxAuth": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardPassThrough_percentRecurring": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardPassThrough_amountRecurring": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardPassThrough_lowPayRange": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardPassThrough_highPayRange": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardICP_percentxAuth": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardICP_amountxAuth": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardICP_lowPayRange": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardICP_highPayRange": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"pricingType": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"discountFrequency": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"fundingRollup": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"batchCutoffTime": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"passThroughCost": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardAcceptance": {
"visible": true,
"readOnly": false,
"posRow": 1,
"posCol": 1,
"value": "<string>",
"types": {
"visa": {
"visible": true,
"readOnly": false,
"required": true
},
"masterCard": {
"visible": true,
"readOnly": false,
"required": true
},
"discover": {
"visible": true,
"readOnly": false,
"required": true
},
"amex": {
"visible": true,
"readOnly": false,
"required": true
}
}
},
"cardICP": {
"visible": true,
"tiers": [
{
"visa": {
"percentxAuth": 123,
"amountxAuth": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"masterCard": {
"percentxAuth": 123,
"amountxAuth": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"discover": {
"percentxAuth": 123,
"amountxAuth": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"amex": {
"percentxAuth": 123,
"amountxAuth": 123,
"lowPayRange": 123,
"highPayRange": 123
}
}
]
},
"cardFlat": {
"visible": true,
"tiers": [
{
"visa": {
"percentxAuth": 123,
"amountxAuth": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"masterCard": {
"percentxAuth": 123,
"amountxAuth": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"discover": {
"percentxAuth": 123,
"amountxAuth": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"amex": {
"percentxAuth": 123,
"amountxAuth": 123,
"lowPayRange": 123,
"highPayRange": 123
}
}
]
},
"cardPassThrough": {
"visible": true,
"tiers": [
{
"visa": {
"amountFeeone-time": 123,
"percentFeeone-time": 123,
"amountFeeRecurring": 123,
"percentFeeRecurring": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"masterCard": {
"amountFeeone-time": 123,
"percentFeeone-time": 123,
"amountFeeRecurring": 123,
"percentFeeRecurring": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"discover": {
"amountFeeone-time": 123,
"percentFeeone-time": 123,
"amountFeeRecurring": 123,
"percentFeeRecurring": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"amex": {
"amountFeeone-time": 123,
"percentFeeone-time": 123,
"amountFeeRecurring": 123,
"percentFeeRecurring": 123,
"lowPayRange": 123,
"highPayRange": 123
}
}
],
"multiTier": true
},
"cardFees": {
"visible": true,
"transactionCardFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"chargebackCardFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"achBatchCardFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"avsCardFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"montlyPlatformCardFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"annualCardFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"minimumProcessingCardFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ddaRejectsCardFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"retrievalCardFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"monthlyPCICardFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"earlyTerminationCardFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
}
}
},
"ach": {
"visible": true,
"pricingPlan": 123,
"provider": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"gateway": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"processor": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"tierName": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"pdfTemplateId": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"achAbsorb_lowPayRange": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"achAbsorb_highPayRange": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"achPass_lowPayRange": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"achPass_highPayRange": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"pricingType": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"discountFrequency": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"batchCutoffTime": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"fundingRollup": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"achAcceptance": {
"visible": true,
"readOnly": false,
"posRow": 1,
"posCol": 1,
"value": "<string>",
"types": {
"web": {
"visible": true,
"readOnly": false,
"required": true
},
"ppd": {
"visible": true,
"readOnly": false,
"required": true
},
"ccd": {
"visible": true,
"readOnly": false,
"required": true
}
}
},
"achAbsorb": {
"visible": true,
"tiers": [
{
"web": {
"percentxAuth": 123,
"amountxAuth": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"ppd": {
"percentxAuth": 123,
"amountxAuth": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"ccd": {
"percentxAuth": 123,
"amountxAuth": 123,
"lowPayRange": 123,
"highPayRange": 123
}
}
],
"multiTier": true
},
"achPassThrough": {
"visible": true,
"tiers": [
{
"web": {
"amountFeeone-time": 123,
"percentFeeone-time": 123,
"amountFeeRecurring": 123,
"percentFeeRecurring": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"ppd": {
"amountFeeone-time": 123,
"percentFeeone-time": 123,
"amountFeeRecurring": 123,
"percentFeeRecurring": 123,
"lowPayRange": 123,
"highPayRange": 123
},
"ccd": {
"amountFeeone-time": 123,
"percentFeeone-time": 123,
"amountFeeRecurring": 123,
"percentFeeRecurring": 123,
"lowPayRange": 123,
"highPayRange": 123
}
}
],
"multiTier": true
},
"achFees": {
"visible": true,
"returnedAchFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"chargebackAchFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"monthlyAchFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"annualAchFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"verifyBankAchFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"verifyNegativeAchFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"verifyFundAchFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"sundayOriginationAchFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"sameDayAchFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"advancedSettlementAchFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"quarterlyPCIAchFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"earlyTerminationAchFee": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
}
}
}
},
"ownershipData": {
"visible": true,
"subHeader": "<string>",
"subFooter": "<string>",
"ownername": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ownertitle": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ownerpercent": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ownerssn": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ownerdob": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ownerphone1": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ownerphone2": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"owneremail": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ownerdriver": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"odriverstate": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"oaddress": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ostate": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ocountry": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ocity": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ozip": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"multipleOwners": true,
"contactName": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"contactEmail": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"contactTitle": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"contactPhone": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"multipleContacts": true
},
"documentsData": {
"visible": true,
"subHeader": "<string>",
"subFooter": "<string>",
"uploadDocuments": true,
"minimumDocuments": 123,
"depositBank": {
"visible": true,
"bankName": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"routingNumber": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"accountNumber": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"accountType": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
}
},
"withdrawalBank": {
"visible": true,
"bankName": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"routingNumber": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"accountNumber": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"accountType": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
}
},
"termsAndConditions": {
"visible": true,
"tcLinks": [
{
"label": "<string>",
"value": "<string>"
}
]
}
},
"underwritingData": {
"method": "automatic",
"policyId": "J-itEyD6A7y5S5yYFjxOrb"
}
}
}'{
"isSuccess": true,
"responseText": "Success",
"responseCode": 1,
"responseData": 3625,
"pageIdentifier": null
}Authorizations
Most endpoints require an organization token. Some endpoints require an application token, and those endpoints are noted.
Path Parameters
The numeric identifier for organization, assigned by Payabli.
123
Body
Object containing the template's data.
The template name.
"SMB"
The ID of the organization the template belongs to.
123
A description for the template.
"Template for SMB merchants"
The internal code for the template.
Details about a business.
When true, makes the section visible on the application.
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
When true, makes the section visible on the application.
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
Details about pricing and payment services for a business.
When true, makes the section visible on the application.
When true, makes the section visible on the application.
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
Controls how to present the batchCutoffTime field on the application. If this field is not sent, batch cut off time defaults to 5 ET.
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, makes the section visible on the application.
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
Controls how to present the batchCutoffTime field on the application. If this field is not sent, batch cut off time defaults to 5 ET.
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
Information about a business owner.
When true, makes the section visible on the application.
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
offer add more owners
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
Offer add more contacts
When true, makes the section visible on the application.
When true, allows the applicant to upload documents to the application.
The minimum number of documents the applicant must upload with the application.
Details about a bank account.
When true, makes the section visible on the application.
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
Details about a bank account.
When true, makes the section visible on the application.
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
The element's row position.
1
The element's column position.
1
When true, makes the section visible on the application.
When true, the element is read-only.
false
When true, makes the section visible on the application.
Underwriting data is used to manage risk orchestration in the boarding application lifecycle.
This field controls which method is used to handle risk orchestration.
automatic: Sends the application through the automatic underwriting workflow using the providedpolicyId.manual: Puts the application into the pending review status. An analyst must manually change it's final status to approved or declined.bypass: The application won't go through Payabli's review, and proceeds directly to boarding products and services.
automatic, manual, bypass "automatic"
Used to identify the risk workflow used to review this account. Policy IDs must be created before using automatic underwriting, and is required when method is automatic.
"J-itEyD6A7y5S5yYFjxOrb"
Response
Boolean indicating whether the operation was successful. A true value indicates success. A false value indicates failure.
true
Response text for operation: 'Success' or 'Declined'.
"Success"
Code for the response. Learn more in API Response Codes.
1
When the operation is successful, contains the template's ID.
Auxiliary validation used internally by payment pages and components.
null
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curl --request POST \
--url https://api-sandbox.payabli.com/api/Templates/{orgId} \
--header 'Content-Type: application/json' \
--header 'requestToken: <api-key>' \
--data '{
"templateName": "SMB",
"orgId": 123,
"templateDescription": "Template for SMB merchants",
"templateCode": "<string>",
"pricingId": 123,
"templateContent": {
"salesData": {
"salesCode": "<string>",
"salesCRM": "<string>"
},
"businessData": {
"visible": true,
"dbaname": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"legalname": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"website": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ein": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"taxfillname": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"license": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"licstate": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"startdate": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"phonenumber": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"faxnumber": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"baddress": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"baddress1": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"bcity": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"btype": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"bstate": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"bzip": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"bcountry": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"maddress": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"maddress1": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"mcity": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"mstate": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"mzip": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"mcountry": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
}
},
"processingData": {
"visible": true,
"subHeader": "<string>",
"subFooter": "<string>",
"mcc": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"bsummary": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"whenCharged": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"whenProvided": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"whenDelivered": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"whenRefunded": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"binperson": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"binphone": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"binweb": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"avgmonthly": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"ticketamt": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"highticketamt": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
}
},
"servicesData": {
"visible": true,
"subHeader": "<string>",
"subFooter": "<string>",
"card": {
"visible": true,
"pricingPlan": 123,
"provider": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"gateway": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"processor": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"tierName": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"pdfTemplateId": {
"posRow": 1,
"posCol": 1,
"value": "<string>",
"visible": true,
"readOnly": false
},
"cardFlat_percentxAuth": {
"posRow": 1,
"posCol": 1,
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