Instrument API

Customers want to pay for their services using the payment methods they prefer. With the RevOps payment instruments API, you have the flexibility to define payment instruments on a per-customer basis, whether credit cards, ACH, or direct bank integrations with Plaid. RevOps integrates with popular billing providers and automatically manages your payment plans and invoicing.

Instrument Properties

Prop	Type	Description	Tokenized
method	PropTypes.oneOf(['ach', 'credit-card', 'plaid'])	The primary method used for paying.
currency	PropTypes.string	The currency to be used for the instrument
isPrimary	ProptTypes.bool	Whether RevOps should set this as the primary payment instrument. Is set automatically when it is the only instrument on the account
country	PropTypes.string	Payment instruments country of origin
holderName	PropTypes.string	Name on the account.	✅
cardNumber	PropTypes.string	Number on the credit card	✅
cardExpdate	PropTypes.shape({ month: PropTypes.string, year: PropTypes.string })	Date of Expiration on the credit card.	✅
bankName	PropTypes.string	Name of Bank Institution	✅
routingNumber	PropTypes.string	Routing number of issuing bank	✅
accountNumber	PropTypes.string	Account number of issuing bank	✅
postalCode	PropTypes.string	The postal code needed for the instrument	✅