Partner Invoicing

Partner fee runs, draft invoices and invoices: generate, approve, pay and reverse.

A fee run computes what each partner earned in a period and produces draft invoices. Approving a draft creates the invoice, and a payment is recorded once the money has moved.

Most used

POSTRun fees for a period and produce draft invoices/v1/fee-runs POSTApprove a draft invoice/v1/draft-invoices/{id}/approval POSTRecord a payment/v1/invoices/{id}/payments GETList invoices/v1/invoices

All 15 operations

GETList draft invoices/v1/draft-invoices GETRetrieve one draft invoice, with its lines/v1/draft-invoices/{id} POSTApprove a draft invoice/v1/draft-invoices/{id}/approval GETThe loan-level evidence behind a draft/v1/draft-invoices/{id}/evidence POSTReject a draft invoice/v1/draft-invoices/{id}/rejection GETList fee runs/v1/fee-runs POSTRun fees for a period and produce draft invoices/v1/fee-runs GETRetrieve one fee run/v1/fee-runs/{id} GETList the accruals a fee run produced/v1/fee-runs/{id}/accruals GETList invoices/v1/invoices GETRetrieve one invoice, with its lines/v1/invoices/{id} POSTCancel an invoice/v1/invoices/{id}/cancellation GETList the payments recorded against an invoice/v1/invoices/{id}/payments POSTRecord a payment/v1/invoices/{id}/payments POSTReverse a recorded payment/v1/invoices/{invoiceId}/payments/{paymentId}/reversal

15 operations. Read this section as Markdown.

This is the API reference for Lokta, the agentic loan servicing platform. Go to lokta.ai