> ## Documentation Index > Fetch the complete documentation index at: https://docs.withorb.com/llms.txt > Use this file to discover all available pages before exploring further. # List balance transactions > ## The customer balance The customer balance is an amount in the customer's currency, which Orb automatically applies to subsequent invoices. This balance can be adjusted manually via Orb's webapp on the customer details page. You can use this balance to provide a fixed mid-period credit to the customer. Commonly, this is done due to system downtime/SLA violation, or an adhoc adjustment discussed with the customer. If the balance is a positive value at the time of invoicing, it represents that the customer has credit that should be used to offset the amount due on the next issued invoice. In this case, Orb will automatically reduce the next invoice by the balance amount, and roll over any remaining balance if the invoice is fully discounted. If the balance is a negative value at the time of invoicing, Orb will increase the invoice's amount due with a positive adjustment, and reset the balance to 0. This endpoint retrieves all customer balance transactions in reverse chronological order for a single customer, providing a complete audit trail of all adjustments and invoice applications. ## OpenAPI ````yaml /api-reference/orb-openapi.json get /customers/{customer_id}/balance_transactions openapi: 3.1.0 info: title: API Reference description: >- Orb's API is built with the following principles in mind: 1. **Predictable developer experience**: Where applicable, the Orb API uses industry-standard patterns such as cursor-based pagination and standardized error output. To help with debugging in critical API actions, the API always strives to provide detailed and actionable error messages. Aliases such as external customer IDs aid in fast integration times. 2. **Reliably real time**: Orb's event-based APIs, such as event ingestion are designed to handle extremely high throughput and scale with concurrent load. Orb also provides a real-time event-level credits ledger and a highly performant webhooks architecture. 3. **Flexibility at the forefront**: Features like timezone localization and the ability to amend historical usage show the flexible nature of the platform. You can download the latest OpenAPI spec [here](https://api.withorb.com/spec.json) - pass `?version=3.0` for an OpenAPI 3.0-compatible spec. contact: name: Orb, Inc. url: https://www.withorb.com/ email: team@withorb.com version: '1.0' servers: - url: https://api.withorb.com/v1 description: Production server security: - APIKeyAuth: [] tags: - name: Alert description: >- [Alerts within Orb](/product-catalog/configuring-alerts) monitor spending, usage, or credit balance and trigger webhooks when a threshold is exceeded. Alerts created through the API can be scoped to either customers or subscriptions. - name: Availability - name: Coupon description: >- A coupon represents a reusable discount configuration that can be applied either as a fixed or percentage amount to an invoice or subscription. Coupons are activated using a redemption code, which applies the discount to a subscription or invoice. The duration of a coupon determines how long it remains available for use by end users. - name: Credit description: >- The [Credit Ledger Entry resource](/product-catalog/prepurchase) models prepaid credits within Orb. - name: Credit note description: >- The [Credit Note](/invoicing/credit-notes) resource represents a credit that has been applied to a particular invoice. - name: Customer description: >- A customer is a buyer of your products, and the other party to the billing relationship. In Orb, customers are assigned system generated identifiers automatically, but it's often desirable to have these match existing identifiers in your system. To avoid having to denormalize Orb ID information, you can pass in an `external_customer_id` with your own identifier. See [Customer ID Aliases](/events-and-metrics/customer-aliases) for further information about how these aliases work in Orb. In addition to having an identifier in your system, a customer may exist in a payment provider solution like Stripe. Use the `payment_provider_id` and the `payment_provider` enum field to express this mapping. A customer also has a timezone (from the standard [IANA timezone database](https://www.iana.org/time-zones)), which defaults to your account's timezone. See [Timezone localization](/essentials/timezones) for information on what this timezone parameter influences within Orb. - name: Dimensional Price Group - name: Event description: >- The [Event](/core-concepts#event) resource represents a usage event that has been created for a customer. Events are the core of Orb's usage-based billing model, and are used to calculate the usage charges for a given billing period. - name: Invoice description: >- An [`Invoice`](/core-concepts#invoice) is a fundamental billing entity, representing the request for payment for a single subscription. This includes a set of line items, which correspond to prices in the subscription's plan and can represent fixed recurring fees or usage-based fees. They are generated at the end of a billing period, or as the result of an action, such as a cancellation. - name: Item description: >- The Item resource represents a sellable product or good. Items are associated with all line items, billable metrics, and prices and are used for defining external sync behavior for invoices and tax calculation purposes. - name: License - name: LicenseType description: >- The LicenseType resource represents a type of license that can be assigned to users. License types are used during billing by grouping metrics on the configured grouping key. - name: Metric description: >- The Metric resource represents a calculation of a quantity based on events. Metrics are defined by the query that transforms raw usage events into meaningful values for your customers. - name: Plan description: >- The [Plan](/core-concepts#plan-and-price) resource represents a plan that can be subscribed to by a customer. Plans define the billing behavior of the subscription. You can see more about how to configure prices in the [Price resource](/reference/price). - name: Price description: >- The Price resource represents a price that can be billed on a subscription, resulting in a charge on an invoice in the form of an invoice line item. Prices take a quantity and determine an amount to bill. Orb supports a few different pricing models out of the box. Each of these models is serialized differently in a given Price object. The model_type field determines the key for the configuration object that is present. For more on the types of prices, see [the core concepts documentation](/core-concepts#plan-and-price) - name: Price interval description: >- The Price Interval resource represents a period of time for which a price will bill on a subscription. A subscription’s price intervals define its billing behavior. - name: Subscription description: >- A [subscription](/core-concepts#subscription) represents the purchase of a plan by a customer. By default, subscriptions begin on the day that they're created and renew automatically for each billing cycle at the cadence that's configured in the plan definition. Subscriptions also default to **beginning of month alignment**, which means the first invoice issued for the subscription will have pro-rated charges between the `start_date` and the first of the following month. Subsequent billing periods will always start and end on a month boundary (e.g. subsequent month starts for monthly billing). Depending on the plan configuration, any _flat_ recurring fees will be billed either at the beginning (in-advance) or end (in-arrears) of each billing cycle. Plans default to **in-advance billing**. Usage-based fees are billed in arrears as usage is accumulated. In the normal course of events, you can expect an invoice to contain usage-based charges for the previous period, and a recurring fee for the following period. - name: Subscription Change paths: /customers/{customer_id}/balance_transactions: get: tags: - Customer summary: List balance transactions description: >- ## The customer balance The customer balance is an amount in the customer's currency, which Orb automatically applies to subsequent invoices. This balance can be adjusted manually via Orb's webapp on the customer details page. You can use this balance to provide a fixed mid-period credit to the customer. Commonly, this is done due to system downtime/SLA violation, or an adhoc adjustment discussed with the customer. If the balance is a positive value at the time of invoicing, it represents that the customer has credit that should be used to offset the amount due on the next issued invoice. In this case, Orb will automatically reduce the next invoice by the balance amount, and roll over any remaining balance if the invoice is fully discounted. If the balance is a negative value at the time of invoicing, Orb will increase the invoice's amount due with a positive adjustment, and reset the balance to 0. This endpoint retrieves all customer balance transactions in reverse chronological order for a single customer, providing a complete audit trail of all adjustments and invoice applications. operationId: list-balance-transactions parameters: - required: true style: simple schema: type: string name: customer_id in: path - required: false style: form schema: type: integer maximum: 100 minimum: 1 title: Limit description: The number of items to fetch. Defaults to 20. default: 20 name: limit in: query - required: false style: form schema: oneOf: - type: string - type: 'null' title: Cursor description: >- Cursor for pagination. This can be populated by the `next_cursor` value returned from the initial request. name: cursor in: query - required: false style: form schema: oneOf: - type: string format: date-time - type: 'null' title: Operation Time[Gte] name: operation_time[gte] in: query - required: false style: form schema: oneOf: - type: string format: date-time - type: 'null' title: Operation Time[Gt] name: operation_time[gt] in: query - required: false style: form schema: oneOf: - type: string format: date-time - type: 'null' title: Operation Time[Lt] name: operation_time[lt] in: query - required: false style: form schema: oneOf: - type: string format: date-time - type: 'null' title: Operation Time[Lte] name: operation_time[lte] in: query responses: '200': description: OK headers: {} content: application/json: schema: $ref: '#/components/schemas/CustomerBalanceTransactions' '400': description: Bad Request headers: {} content: application/json: schema: $ref: '#/components/schemas/400Error' '401': description: Unauthorized headers: {} content: application/json: schema: $ref: '#/components/schemas/401Error' '404': description: Not Found headers: {} content: application/json: schema: $ref: '#/components/schemas/404Error' '409': description: Conflict headers: {} content: application/json: schema: $ref: '#/components/schemas/409Error' '413': description: Content Too Large headers: {} content: application/json: schema: $ref: '#/components/schemas/413Error' '429': description: Too Many Requests headers: {} content: application/json: schema: $ref: '#/components/schemas/429Error' '500': description: Internal Server Error headers: {} content: application/json: schema: $ref: '#/components/schemas/500Error' components: schemas: CustomerBalanceTransactions: properties: data: items: $ref: '#/components/schemas/CustomerBalanceTransaction' type: array title: Data pagination_metadata: $ref: '#/components/schemas/PaginationMetadata' type: object required: - data - pagination_metadata title: CustomerBalanceTransactions 400Error: oneOf: - $ref: '#/components/schemas/ConstraintViolationError' - $ref: '#/components/schemas/DuplicateResourceCreationError' - $ref: '#/components/schemas/RequestValidationError' 401Error: $ref: '#/components/schemas/AuthorizationError' title: 401Error 404Error: oneOf: - $ref: '#/components/schemas/FeatureNotAvailableError' - $ref: '#/components/schemas/ResourceNotFoundError' - $ref: '#/components/schemas/URLNotFound' 409Error: $ref: '#/components/schemas/IdempotencyRequestMismatch' title: 409Error 413Error: oneOf: - $ref: '#/components/schemas/RequestTooLargeError' - $ref: '#/components/schemas/ResourceTooLargeError' - $ref: '#/components/schemas/TooManyResultsError' 429Error: $ref: '#/components/schemas/TooManyRequests' title: 429Error 500Error: $ref: '#/components/schemas/ServerError' title: 500Error CustomerBalanceTransaction: properties: id: type: string title: Id description: A unique id for this transaction. examples: - cgZa3SXcsPTVyC4Y created_at: type: string format: date-time title: Created At description: The creation time of this transaction. examples: - '2022-05-01T07:01:31+00:00' starting_balance: type: string title: Starting Balance description: >- The original value of the customer's balance prior to the transaction, in the customer's currency. examples: - '33.00' ending_balance: type: string title: Ending Balance description: >- The new value of the customer's balance prior to the transaction, in the customer's currency. examples: - '22.00' amount: type: string title: Amount description: The value of the amount changed in the transaction. examples: - '11.00' action: type: string enum: - applied_to_invoice - manual_adjustment - prorated_refund - revert_prorated_refund - return_from_voiding - credit_note_applied - credit_note_voided - overpayment_refund - external_payment - small_invoice_carryover title: Action description: oneOf: - type: string - type: 'null' title: Description description: >- An optional description provided for manual customer balance adjustments. examples: - An optional description invoice: oneOf: - $ref: '#/components/schemas/InvoiceTiny' - type: 'null' type: type: string enum: - increment - decrement title: Type credit_note: oneOf: - $ref: '#/components/schemas/CreditNoteTiny' - type: 'null' type: object required: - id - created_at - starting_balance - ending_balance - amount - action - description - invoice - type - credit_note title: CustomerBalanceTransaction PaginationMetadata: properties: has_more: type: boolean title: Has More next_cursor: oneOf: - type: string - type: 'null' title: Next Cursor type: object required: - has_more - next_cursor title: PaginationMetadata ConstraintViolationError: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#400-constraint-violation title: Type status: type: integer enum: - 400 title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: oneOf: - type: string - type: 'null' title: Title type: object required: - type - status title: ConstraintViolationError DuplicateResourceCreationError: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#400-duplicate-resource-creation title: Type status: type: integer enum: - 400 title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: oneOf: - type: string - type: 'null' title: Title type: object required: - type - status title: DuplicateResourceCreationError RequestValidationError: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#400-request-validation-errors title: Type status: type: integer enum: - 400 title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: oneOf: - type: string - type: 'null' title: Title validation_errors: items: {} type: array title: Validation Errors type: object required: - type - status - validation_errors title: RequestValidationError AuthorizationError: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#401-authentication-error title: Type status: type: integer enum: - 401 title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: oneOf: - type: string - type: 'null' title: Title type: object required: - type - status title: AuthorizationError FeatureNotAvailableError: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#404-feature-not-available title: Type status: type: integer enum: - 400 title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: oneOf: - type: string - type: 'null' title: Title type: object required: - type - status title: FeatureNotAvailableError ResourceNotFoundError: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#404-resource-not-found title: Type status: type: integer enum: - 404 title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: type: string title: Title type: object required: - type - status - title title: ResourceNotFoundError URLNotFound: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#404-url-not-found title: Type status: type: integer enum: - 404 title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: oneOf: - type: string - type: 'null' title: Title type: object required: - type - status title: URLNotFound IdempotencyRequestMismatch: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#409-resource-conflict title: Type status: type: integer enum: - 409 title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: oneOf: - type: string - type: 'null' title: Title type: object required: - type - status title: IdempotencyRequestMismatch RequestTooLargeError: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#413-request-too-large title: Type status: type: integer enum: - 413 title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: oneOf: - type: string - type: 'null' title: Title type: object required: - type - status title: RequestTooLargeError ResourceTooLargeError: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#413-resource-too-large title: Type status: type: integer enum: - 413 title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: oneOf: - type: string - type: 'null' title: Title type: object required: - type - status title: ResourceTooLargeError TooManyResultsError: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#413-too-many-results title: Type status: type: integer enum: - 413 title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: oneOf: - type: string - type: 'null' title: Title type: object required: - type - status title: TooManyResultsError TooManyRequests: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#429-too-many-requests title: Type status: type: integer enum: - 429 title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: oneOf: - type: string - type: 'null' title: Title type: object required: - type - status title: TooManyRequests ServerError: properties: type: type: string enum: - >- https://docs.withorb.com/reference/error-responses#500-internal-server-error title: Type status: type: integer title: Status detail: oneOf: - type: string - type: 'null' title: Detail title: oneOf: - type: string - type: 'null' title: Title type: object required: - type - status title: ServerError InvoiceTiny: properties: id: type: string title: Id description: The Invoice id examples: - gXcsPTVyC4YZa3Sc type: object required: - id title: InvoiceTiny CreditNoteTiny: properties: id: type: string title: Id description: The id of the Credit note type: object required: - id title: CreditNoteTiny securitySchemes: APIKeyAuth: type: http description: API Keys can be issued in the Orb's web application. scheme: bearer ````