One list of every money movement — provider payments and refunds, manual payments, credit notes and wallet movements. Payment attempts (dunning steps, deprecated) are listed only when requested by kind.
List unified financial transactions
Returns the org's money-movement ledger across provider payments, refunds, manual payments, wallet transactions, and credit notes - newest first, cursor-paginated. Each row has the same shape, so one list can mix kinds. Payment attempts (dunning steps, deprecated) are not money movements and are listed only when requested with kind=payment_attempt.
Required scope: wallet.read (Read wallets).
query Parameters
occurred_afterDeprecated: use occurred_at.gte instead. Removed on 2026-11-30.
occurred_beforeDeprecated: use occurred_at.lt instead. Removed on 2026-11-30.
includeExtra data to add to the response: display. Send a comma-separated list or repeat the parameter. An unknown name is refused with 400. display is sent without being asked until 2026-11-30; after that date it is sent only when named here.
limitPage size (default 25, max 100)
cursorOpaque continuation token from the previous response's pagination.cursor. Omit for the first page. Cursors are stateless and do not expire, but are only valid for the list and filters that produced them.
kindFilter by transaction kind (payment, refund, manual_payment, wallet_transaction, wallet_hold, credit_note, payment_attempt). Without it the list holds every kind except payment_attempt: a payment attempt is a dunning step, not a movement of money, so it is listed only when named here. payment_attempt is deprecated and refused after 2026-11-30. Repeatable or comma-separated.
statusFilter by unified status (succeeded, pending, failed, refunded, voided, applied, draft). Repeatable or comma-separated.
directionFilter by money direction: in | out | internal
customer_idFilter by customer UUID
invoice_idFilter by invoice UUID: the payments, refunds, receipts and credit notes recorded against it, and the wallet debits that settled it. Wallet holds settle no invoice and are left out.
occurred_at.gteKeep transactions that occurred at or after this instant (RFC 3339).
occurred_at.ltKeep transactions that occurred before this instant (RFC 3339).
searchCase-insensitive substring match over each row's reference, summary, and source
sortOrdering: occurred_at, occurred_at:asc, occurred_at:desc (default). occurred_at is the only orderable column - every other field this list renders is a per-branch literal, CASE expression or correlated subquery of the underlying UNION, which no keyset can order.
Headers
X-Workspace-IdSelects the workspace this request operates in, by workspace UUID or slug (e.g. a sandbox workspace for test integrations). Omitted: the organization's default live workspace. Unknown workspace: 404; workspace outside your organization: 403. Discover workspaces via GET /workspaces.
Workspace UUID or slug.
List unified financial transactions › Responses
OK