You can use data from the Payments endpoints to calculate key metrics, such as gross sales and monthly recurring revenue (MRR).

Overview

Payments contain details of all payments made by customers to the company, including amounts, the currency used, the payment method used, and payment status.

Refunds are recorded as separate, negative payments. Note that a refund can only occur in relation to a payment that has been completed (i.e. has a status of Paid). When a customer cancels an order before the payment has been completed, the payment will show as Cancelled.

From the Payments endpoints you can retrieve:

A list of all commerce payments available for a company
GET /companies/{companyId}/connections/{connectionId}/data/commerce-payments
A single commerce payment for a given company
GET /companies/{companyId}/connections/{connectionId}/data/commerce-payments/{paymentId}

Data model

Field	Type	Description
id	string	Identifier of the payment
amount	decimal	Payment amount (including gratuity)
currency	string See currency	Currency in which the payment was made
type	string	Payment method: `Unknown` `Cash` `Card` `Custom` `Invoice` `OnlineCard` `Swish` `Vipps` `Mobile` `StoreCredit` `Paypal` `Prepaid`
status	string	Status of the payment: `Unknown` `Pending` `Authorised` `Paid` `Failed` `Cancelled`
dueDate	string See date	Date by which payment must be made
createdDate	string See date	Date on which the payment was made and recorded in the commerce or point of sale platform
modifiedDate	string See date	Date the payment was last updated in the Codat system
sourceModifiedDate	string See date	Date the payment was last changed in the commerce or point of sale platform

Example data

{
    "Payments": [
        {
            "id": "00207a93-257d-42f8-930c-f47a8851e559",
            "amount": 37.10,
            "currency": "USD",
            "type": "Mobile",
            "status": "Paid",
            "dueDate": "2021-04-20T13:54:32.418Z",
            "createdDate": "2021-04-20T13:54:32.418Z",
            "modifiedDate": "2021-04-20T13:54:32.418Z",
            "sourceModifiedDate": "2021-04-20T13:54:32.418Z"
        }
    ]
}

{
    "Payments": [
        {
            "id": "0021e461-b300-462e-8404-d0e3d256fc87",
            "amount": -32.28,
            "currency": "USD",
            "type": "Custom",
            "status": "Paid",
            "dueDate": "0001-01-01T00:00:00",
            "createdDate": "2018-01-07T02:02:26",
            "modifiedDate": "2021-04-20T11:36:48",
            "sourceModifiedDate": "2018-01-07T02:02:26"
        }
    ]
}