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Get transaction-level revenue data

GET 
/reporting/transactions

Retrieves comprehensive transaction-level financial data for all clients linked to the authenticated referral partner.

IMPORTANT: All amounts are returned in USD regardless of the original collection currency.

Revenue Recognition Stages The response includes a 4-stage revenue breakdown for each transaction, representing the complete lifecycle from collection to payment:

  1. Unrecognized Revenue - Collections that have occurred but revenue is not yet recognized (typically due to pending verifications or disputes)
  2. Uninvoiced Recognized Revenue - Revenue that has been recognized as earned but not yet invoiced to the partner
  3. Invoiced Revenue - Revenue that has been invoiced to the partner but not yet paid
  4. Paid Revenue - Revenue that has been paid to the partner

Exchange Rate Rules (Critical for Revenue Calculations)

  • Stage 1 (Unrecognized) - Amounts fluctuate with current exchange rates (recalculated in real-time)
  • Stages 2-4 (Recognized/Invoiced/Paid) - Amounts are LOCKED at the exchange rate from the moment revenue was recognized (Stage 1 → Stage 2 transition)
  • This locking prevents exchange rate volatility from affecting recognized revenue, invoices, and payments
  • The locked exchange rate is used for all downstream stages (Stages 2, 3, and 4)

Monthly Invoicing Workflow Revenue progresses through stages on a monthly cycle:

  • Collections occur throughout the month (Stage 1)
  • At month-end, unrecognized revenue is reviewed and recognized (Stage 1 → Stage 2, exchange rate locked)
  • Recognized revenue is invoiced to the partner (Stage 2 → Stage 3)
  • Partner pays the invoice (Stage 3 → Stage 4)
  • Use this endpoint to track revenue status before and after monthly invoicing

Transaction Data Each transaction includes:

  • Client identification (External Tenant ID, Client ID, Company Name)
  • Case/Invoice details (Case ID, Debitura Reference, Creditor Reference)
  • Debtor information (Name, Country)
  • Financial amounts (Gross Amount in original currency, all revenue stages in USD, Collection Date)
  • Revenue breakdown across all 4 stages (in USD)
  • Referral fee percentage applied to this transaction

Filtering and Pagination

  • DateFrom/DateTo - Filter transactions by collection date range (ISO 8601 format)
  • ExternalTenantId - Filter to specific client(s)
  • Page/PageSize - Paginate results (default: page 1, size 10, max: 100)

Sorting

  • Sort - Sort field and direction (format: 'field:direction')
  • Supported fields: collectionDate, amount
  • Examples: 'collectionDate:desc', 'amount:asc'
  • Default: collectionDate:desc (most recent first)

Use Cases

  • Generate partner commission reports (all amounts in USD)
  • Track revenue recognition status and exchange rate impact
  • Reconcile monthly invoices and payments
  • Analyze per-client performance
  • Export financial data for accounting systems
  • Monitor outstanding receivables
  • Understand exchange rate fluctuations on Stage 1 (unrecognized) revenue

The data returned represents real collection activity and actual revenue earned from cases created through the referral partnership.

Request​

Responses​

Transactions retrieved successfully