This service provides a common API for programmatically accessing and manipulating your SmartPay account, customers, and invoices.

The following operations are supported. For a formal definition, please review the Service Description.

• AddAutopayCustomer
  Creates a new autopay profile in the system.
• AddBankAccount
  Creates a new bank account by using the specified information.
• AddCreditCardAccount
  Creates a new credit card account by using the specified information.
• AddCustomer
  Creates a new customer in the system using the specified information and optionally sends the new customer a welcome email.
• AddInvoice
  Creates a new invoice in the system.
• AddInvoice2
  Creates a new invoice in the system.
• AddInvoiceTemplate
  Creates a new invoice template in the system.
• AddPaymentPlan
  Adds a payment plan.
• Authenticate
  Provides user authentication for the merchant logging into the system.
• BulkAddCustomer
  Creates several new customers in the system based on data from the given file.
• BulkAddInvoice
  Creates several new invoices in the system based on data from the given file.
• CancelPaymentPlan
  Gets a list of current active payment plans.
• Challenge
  This method checks a series of challenges to ensure that the connection is properly secured.
• CreatePayment
  Creates a payment in SmartPay, optionally processing the specified credit card or ACH account, and optionally creates a new customer to associate the payment with.
• DeleteBankAccount
  Deletes the specified bank account from the system.
• DeleteCreditCardAccount
  Deletes the specified credit card account from the system.
• DeleteCustomer
  Deletes the specified customer from the system.
• DeleteInvoice
  Deletes the specified invoice from the system.
• DeleteInvoiceTemplate
  Deletes the specified invoice template from the system.
• EditBankAccount
  Updates the bank account in the system based on the data from the specified BankAccount instance.
• EditCreditCardAccount
  Updates the credit card account in the system based on the data from the specified CreditCardAccount instance.
• EditCustomer
  Updates the specified SmartPay customer with the data specified in the Customer object and optionally resets the username and password of the customer.
• EditCustomer2
  Updates the specified SmartPay customer with the data specified in the Customer object and optionally resets the username and password of the customer.
• EditInvoice
  Updates the invoice in the system based on the data from the specified Invoice instance.
• EditInvoice2
  Updates the invoice in the system based on the data from the specified Invoice instance.
• EditInvoiceTemplate
  Updates the invoice template in the system based on the data from the specified InvoiceTemplate instance.
• GetAndMarkSubmittedPayments
  Gets the list of current payments that have not been marked as exported and marks them as being exported so that they are not included in future requests. Optionally only retrieves the (non-exported) payments created between the specified dates.
• GetAutopayCustomerList
  Gets a list of all the customers that have an autopay profile setup, and some basic information about the autopay profile.
• GetBankAccount
  Gets a single bank account that matches the specified ID.
• GetCreditCardAccount
  Gets a single credit card account that matches the specified ID.
• GetCustomer
  Gets the information for a customer from the system.
• GetInvoice
  Gets the invoice with the specified invoice number.
• GetInvoiceTemplate
  Gets the invoice template with the specified template name.
• GetPaymentPlan
  Gets a single payment plan that matches the specified ID.
• GetSettings
  Gets the merchant settings.
• ImportInvoicePdf
  Imports the specified PDF file for the specified invoice.
• ListBankAccounts
  Gets a list of current active bank accounts.
• ListBankAccountsForCustomer
  Gets a list of current active bank accounts associated with the specified customer.
• ListCreditCardAccounts
  Gets a list of current active credit card accounts.
• ListCreditCardAccountsForCustomer
  Gets a list of current active credit card accounts associated with the specified customer.
• ListPaymentPlans
  Gets a list of current active payment plans.
• ListPayments
  Gets a list of payments and optionally filters the payment list for payments created between the specified dates. This method will not mark payments as exported.
• RecordPayment
  Records a manual payment. For legacy support only. Use the CreatePayment method instead.
• SendInvoiceEmail
  Sends an email to the customer with information about the invoice and a PDF of the invoice attached to the email.
• SendInvoiceEmail2
  Sends an email to the customer with information about the invoice and a PDF of the invoice attached to the email.