Workflows

Validate an Apple Pay merchant session, then run a sale with the wallet token.

Run a sale using an encrypted Google Pay token.

Upload a document to a processing account, then optionally retrieve it.

Create a processing account on a merchant platform, then optionally remind the merchant to sign.

List payments, retrieve the target payment, then adjust it

List, retrieve, then adjust a card refund.

Create pricing, board the merchant platform, add accounts/terminals, and upload documents.

Confirm an instruction is in progress, then cancel it.

Confirm an instruction is in progress, then cancel it.

Confirm a signature instruction is still pending, then cancel it.

Submit a signature instruction to a device, then retrieve the captured signature.

Verify DCC eligibility and retrieve a currency conversion quote for a card.

Submit an EBT balance inquiry and return the card's benefit balance.

Close the current batch for a processing terminal.

Retrieve a returned ACH payment, then close the return.

Create a Hosted Fields session, tokenize card details client-side, then run the sale.

Collect a payment via Payroc's redirect-based Hosted Payment Page, optionally capturing a pre-authorization afterward.

Create a payment link, share it by email, track sharing events, and manage its lifecycle.

Retrieve terminal, host, and device configuration for a Payroc Cloud device.

Create an event subscription, then discover, retrieve, and delete it.

Create a merchant platform, then optionally remind the merchant to sign.

Create a reusable pricing intent (fee template) for processing accounts.

Deactivate a subscription to stop collection.

List, retrieve, then delete a processing account's contact.

List, retrieve, then delete a funding account.

List, retrieve, then delete a funding instruction.

List, retrieve, then delete a funding recipient.

List, retrieve, then delete a payment plan.

List, retrieve, then delete a secure token.

List, retrieve, then delete an owner of a funding recipient.

Look up card details from a BIN.

Discover a funding recipient, retrieve it, and read its nested accounts and owners.

Create, list, and retrieve a payment plan

Create, list, retrieve, and delete a pricing intent.

Create, list, retrieve, update, and manually pay a subscription

Create a terminal order for a processing account and track its status.

Partially update a pricing intent via PATCH.

Partially update an event subscription via PATCH.

Create a single-use token, run a payment, optionally reverse it

Reactivate a subscription to resume collection.

List, retrieve, then refresh a secure token from a single-use token.

Referenced refund of an existing bank-transfer / ACH payment.

Referenced refund of an existing card payment.

Submit a refund instruction to a device, poll it to completion, and retrieve the refund.

Fully replace a pricing intent via PUT.

Retrieve an ACH return reason and re-present the payment.

Look up and reverse a bank-transfer payment in an open batch.

List, retrieve, then reverse (cancel) a bank-transfer refund.

Look up and reverse a card payment in an open batch.

List, retrieve, then reverse (cancel) a card refund.

Read funding balances then the funding activity ledger.

Confirm a boarded merchant's hierarchy and status via read-only reads.

List then drill into settlement reports across five report types.

Run a bank-transfer (ACH/PAD) sale.

Run a card sale.

Pre-authorize a card, optionally adjust the amount, capture, and optionally refund.

Find a device, push a sale instruction, poll for the result, and retrieve the payment.

Refund a customer's bank account (ACH) with no originating payment reference.

Refund a customer's card with no originating payment reference.

Create a tokenization session, tokenize card details client-side, then mint a reusable secure token.

Create a reusable secure token from a customer's card or bank account.

Create a funding recipient, optionally check the balance, then send funds via a funding instruction.

Create a funding recipient, then optionally add extra accounts and owners.

Create a payment plan, save the customer's payment method, then subscribe the customer to the plan.

List, retrieve, then update (full PUT replace) a processing account's contact.

List, retrieve, then update a funding account.

List, retrieve, then update (replace) a funding instruction.

List, retrieve, then update (full PUT) a funding recipient.

List, retrieve, then update a payment plan via JSON Patch.

List, retrieve, then update a secure token via JSON Patch.

Fully replace an event subscription via PUT.

List, retrieve, then update (full PUT) an owner.

Verify a customer's ACH (or PAD) bank account details.

Verify a customer's card with a zero-value authorization.