Skip to main content

Finance

Post financial transaction data for orders after checkout so Otter has payout, fee, tax, and adjustment detail.

Overview​

After an order is created and financials are finalized on your side, send a financial transaction payload. 202 Accepted means that synchronous validation passed and the payload was published to Otter's ingestion queue. It does not confirm downstream validation, order association, or persistence.

Integration overview​

  1. Create the order (POST /v1/orders) if not already in Otter.
  2. When financial data is ready, POST /finance/v1/financial-transactions.
  3. While pending is true, you may resubmit the same endpoint to correct or update data. Keep the external transaction ID and store ID stable. Invoice transaction identity also includes the payout ID.

The API does not currently expose ingestion status after the payload is queued. Retain the submitted payload and your external transaction identifiers for reconciliation.

Submissions with the same identity values update the existing transaction. Changing an identity value may create a separate record. A referenced order is not looked up synchronously, so 202 does not prove that the order association will succeed.

Restaurant-funded and service-provider discounts are stored as negative values even when submitted as positive values. Other monetary categories retain the submitted sign.

See Financial transactions for the sequence.

Next​

Walk through Financial transactions with a test order.