Payer Management

This chapter provides a comprehensive guide to managing payers within OCS.io. It covers various aspects of payer management, including reading balances, updating payer information, and managing payment methods. The following sub-chapters are included:

The UpdatePayer API supports the modification of payer information. This includes updating details such as contact information, address, and other relevant attributes.

The UpdatePaymentMethod API allows for updating the payment method associated with a payer. This is crucial for managing how payments are processed for the payer.

The UpdateDeliveryMethod API facilitates the modification of the delivery method for a payer. This includes updating how invoices and other communications are delivered to the payer.

The UpdateDueDateOffset API allows for updating the due date offset for a payer’s invoices. This is essential for managing the payment terms and due dates for the payer.

The UpdateInvoicingFlag API provides the functionality to update the invoicing flag for a payer. This includes enabling or disabling invoicing for the payer.

The ReadOpenBalance API allows for retrieving the open balance of a payer. This is useful for understanding the current unpaid balance of the payer.

The ReadCollectionBalance API is used to read the collection balance of a payer. This API provides essential information about the payer’s outstanding balances.

The ReadPaymentMoral API enables the retrieval of a payer’s payment moral, which provides insights into the payer’s payment behavior and history.

Each sub-chapter provides detailed information on the respective API, including usage examples, parameters, and expected responses. This guide aims to equip developers with the knowledge and tools necessary to effectively manage payers within OCS.io.