Agentic PSA Platform for Professional Services with a public API for retrieving invoice payment records.

API

What your agent can do

  • Retrieve payment records for one invoice in the intended account, using an API key whose creator has the required invoice/payment-record permissions and an account with Financial Management enabled.

    Via API.

Tasks depend on the interface and permissions.

Connection methods

Choose a route that fits your agent.

API connection
API path
https://api.rocketlane.com/api/1.0/invoices/123/payments?pageToken=e4a3dd8e-e338-11ed-b5ea-0242ac120002&limit=100

Authentication
Check the API request header to make sure it is not empty and has a valid api-key that you acquired from the Rocketlane API Settings tab.
GET https://api.rocketlane.com/api/1.0/invoices/123/payments?pageToken=e4a3dd8e-e338-11ed-b5ea-0242ac120002&limit=100

Documentation & experience

  • 1 connection path
View sources and checks
How documentation is checked