openapi: 3.2.0
info:
  title: CAPITAL Sales statements API
  version: v1.0
servers:
- url: https://sandbox.finmid.com
  description: Sandbox
- url: https://api.finmid.com
  description: Live
security:
- apiKeyScheme: []
tags:
- name: Sales statements
paths:
  /api/v1/capital/sales-statements/batches/{id}:
    get:
      tags:
      - Sales statements
      operationId: get-sales-statements
      summary: Get Sales statements of a batch
      description: 'Retrieve aggregated sales statement information for a specific batch.


        For every batch, it is possible to request information about the total payment amount, platform commission amount, and the breakdown for each Business. The information is aggregated for each Business (and optional `group_id`) that has shared Sales statements in this batch.


        This endpoint provides visibility into sales statements that were reported using Add Sales Statements API. Use this data to determine the total amount to collect from your businesses before completing the batch via Report Funds Collection API (platform-funded) or bank transfer (finmid-funded).'
      parameters:
      - name: id
        in: path
        description: Identifier of the Batch
        required: true
        schema:
          $ref: '#/paths/~1api~1v1~1capital~1payment-batches~1{batch_id}/get/parameters/0/schema'
        example: batch-id
      responses:
        '200':
          description: Aggregated batch payment data.
          content:
            application/json:
              schema:
                type: object
                required:
                - id
                - repayment_amount
                - platform_commission_amount
                - data
                properties:
                  id:
                    description: ID of the batch.
                    type: string
                  repayment_amount:
                    description: Total amount to be deducted from businesses in this batch and paid to finmid. Calculated based on the total sales amount reported in this batch for all businesses.
                    type: number
                  platform_commission_amount:
                    description: Total amount to be deducted from businesses in this batch and to be kept by platform as commission. Calculated based on the total sales amount reported in this batch for all businesses.
                    type: number
                  data:
                    type: array
                    description: Aggregated data for each `business_id` and `group_id` in this batch.
                    items:
                      type: object
                      required:
                      - business_id
                      - credit_id
                      - sales_amount
                      - net_amount
                      - repayment_amount
                      - platform_commission_amount
                      - repayment_percent
                      - group_id
                      properties:
                        business_id:
                          description: Unique identifier of the business, owner of the sales statement.
                          type: string
                        credit_id:
                          description: Unique identifier of funding of this business. `null` value is returned in case there is no funding in `PENDING` status for this business and for statement_date values of the sales-statements.
                          type:
                          - string
                          - 'null'
                          format: uuid
                        sales_amount:
                          description: Aggregated amount of sales on the platform of this business/group in this batch.
                          type: number
                        net_amount:
                          description: Aggregated net amount reported for this business/group in this batch. In case `net_amount` values were not reported, `sales_amount` will be used.
                          type: number
                        repayment_amount:
                          description: Amount to be deducted from business/group and paid to finmid. Calculated based on the sales amount reported in this batch for this business/group. `0.00` value signifies that funding is already repaid or funding offer has not been accepted.
                          type: number
                        platform_commission_amount:
                          description: Amount to be deducted from business/group and kept by platform as commission. Calculated based on the sales amount reported in this batch for this business/group.
                          type: number
                        repayment_percent:
                          description: Repayment percent of the funding of this business. `null` value signifies that funding is already repaid or funding offer has not been accepted.
                          type:
                          - number
                          - 'null'
                        group_id:
                          description: Identifier of a sales-statement group.
                          type:
                          - string
                          - 'null'
              examples:
                single_business_sales:
                  value:
                    id: batch-id
                    repayment_amount: 111.11
                    platform_commission_amount: 12.34
                    data:
                    - business_id: business-id
                      credit_id: 00000000-0000-0000-0000-000000000001
                      group_id: null
                      sales_amount: 823
                      net_amount: 823
                      repayment_amount: 111.11
                      platform_commission_amount: 12.34
                      repayment_percent: 15
                multiple_businesses_sales:
                  value:
                    id: batch-id
                    repayment_amount: 156.78
                    platform_commission_amount: 16.67
                    data:
                    - business_id: business-id-1
                      credit_id: 00000000-0000-0000-0000-000000000001
                      group_id: null
                      sales_amount: 823
                      net_amount: 823
                      repayment_amount: 111.11
                      platform_commission_amount: 12.34
                      repayment_percent: 15
                    - business_id: business-id-2
                      credit_id: 00000000-0000-0000-0000-000000000002
                      group_id: null
                      sales_amount: 500
                      net_amount: 500
                      repayment_amount: 45.67
                      platform_commission_amount: 4.33
                      repayment_percent: 10
        '401':
          $ref: '#/paths/~1api~1v1~1capital~1businesses/post/responses/401'
        '404':
          description: Batch not found.
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/paths/~1api~1v1~1transaction/post/responses/400/content/application~1json/schema/allOf/0'
                - type: object
                  properties:
                    code:
                      type: string
                      enum:
                      - batch_not_found
                    description:
                      example: Batch with id 'batch-id' not found
              examples:
                batch_not_found:
                  value:
                    code: batch_not_found
                    description: Batch with id 'batch-id' not found
        '500':
          $ref: '#/paths/~1api~1v1~1capital~1businesses/post/responses/500'
    post:
      tags:
      - Sales statements
      operationId: add-sales-statements
      summary: Add Sales statements to a batch
      description: 'Share Business''s sales data with finmid so that finmid calculates the collection amounts for you.


        Once a Funding Offer has been accepted, payment amounts can be calculated and collected. The platform shares the Business''s sales revenue (Sales statements) with finmid, and finmid calculates the `repayment_amount` based on the `repayment_percent` specified in the terms of the accepted Offer.


        > 📘 **Alternative: Report Payment**

        >

        > If you calculate the collection amounts yourself, use Report Payment APIs instead.


        ## After adding Sales Statements


        The API response contains the calculated `repayment_amount` and `platform_commission_amount` for each Business. You can also retrieve the aggregated results at any time using Get Sales Statements API.


        The next step depends on your integration model:

        - **Platform-funded**: Collect the funds from your businesses and then confirm the collection using Report Funds Collection API.

        - **finmid-funded**: Collect the funds from your businesses and send the `repayment_amount` to finmid''s bank account via bank transfer, using the `batch_id` as reference text (simulated via Sales statements batch payment API in sandbox).


        ## Options


        It is possible to limit the maximum value of the `repayment_amount` calculated for the reported `sales_amount` by specifying the `net_amount`. As a result, the `repayment_amount` for the reported Sales Statement entry will not exceed the `net_amount`.


        Within each Business, you can additionally group Sales statements by providing a Sales Statement `group_id` value. This allows sales and payment data in the API response to be aggregated separately for each `business_id`/`group_id` pair.


        Sales statements should be shared periodically. The period is defined in the API as a "Batch", which aggregates the Sales statements of one or several Businesses for a given period.'
      parameters:
      - name: id
        in: path
        description: Identifier of the sales statements period/batch.
        required: true
        schema:
          $ref: '#/paths/~1api~1v1~1capital~1payment-batches~1{batch_id}/get/parameters/0/schema'
      requestBody:
        content:
          application/json:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: array
                  description: An array of sales statements information for this batch. It can contain multiple sales statements for one business or several businesses at the same time.
                  items:
                    type: object
                    required:
                    - sales_statement_id
                    - statement_date
                    - business_id
                    - sales_amount
                    properties:
                      sales_statement_id:
                        allOf:
                        - $ref: '#/paths/~1api~1v1~1capital~1payment-batches~1{batch_id}/get/parameters/0/schema'
                        - description: Globally unique identifier of the sales statement, used as an idempotency key to avoid duplicate entries.
                          example: sales-statement-id
                      statement_date:
                        type: string
                        pattern: ^[0-9]{4}-[0-9]{2}-[0-9]{2}T[0-9]{2}:[0-9]{2}:[0-9]{2}(.[0-9]{1,9})?$
                        description: Date of the sales statement entry. Statements with dates outside of period when the funding in `PENDING` status exists will not have an impact on the repayment amounts. ISO 8601 local date and time, no time zone.
                        example: '2020-01-01T00:00:00.000Z'
                      business_id:
                        allOf:
                        - $ref: '#/paths/~1api~1v1~1capital~1payment-batches~1{batch_id}/get/parameters/0/schema'
                        - description: Unique identifier of the business, owner of the sales statement.
                          example: business-id
                      sales_amount:
                        allOf:
                        - $ref: '#/paths/~1api~1v1~1capital~1simulation~1credits/post/responses/200/content/application~1json/schema/allOf/0/properties/fee/allOf/1'
                        - description: The volume of sales of the business on platform. Negative numbers will not have an impact on the repayment amounts.
                          minimum: 0.01
                          maximum: 1000000
                      net_amount:
                        allOf:
                        - $ref: '#/paths/~1api~1v1~1capital~1simulation~1credits/post/responses/200/content/application~1json/schema/allOf/0/properties/fee/allOf/1'
                        - description: The maximum amount of payment that can be deducted from business/group in this batch.
                          minimum: 0.01
                          maximum: 1000000
                      group_id:
                        allOf:
                        - $ref: '#/paths/~1api~1v1~1capital~1payment-batches~1{batch_id}/get/parameters/0/schema'
                        - description: Identifier of a sales-statement group. API response data array is aggregated by `business_id` and `group_id`.
                          type:
                          - string
                          - 'null'
                          example: group-id
                      metadata:
                        type:
                        - object
                        - 'null'
                        description: Metadata
                        example:
                          key: value
            examples:
              single_business_sales:
                value:
                  data:
                  - sales_statement_id: sales-1
                    statement_date: '2024-01-01T00:00:00.000Z'
                    business_id: business-id
                    sales_amount: 823
              multiple_businesses_sales:
                value:
                  data:
                  - sales_statement_id: sales-1
                    statement_date: '2024-01-01T00:00:00.000Z'
                    business_id: business-id-1
                    sales_amount: 823
                  - sales_statement_id: sales-2
                    statement_date: '2024-01-01T00:00:00.000Z'
                    business_id: business-id-2
                    sales_amount: 500
                    net_amount: 400
                    metadata:
                      key: value
              sales_with_groups:
                value:
                  data:
                  - sales_statement_id: sales-1
                    statement_date: '2024-01-01T00:00:00.000Z'
                    business_id: business-id
                    sales_amount: 823
                    group_id: group-1
                  - sales_statement_id: sales-2
                    statement_date: '2024-01-01T00:00:00.000Z'
                    business_id: business-id
                    sales_amount: 500
                    group_id: group-2
        required: true
      responses:
        '200':
          description: Aggregated batch payment data.
          content:
            application/json:
              schema:
                $ref: '#/paths/~1api~1v1~1capital~1sales-statements~1batches~1{id}/get/responses/200/content/application~1json/schema'
              examples:
                single_business_sales:
                  value:
                    id: batch-id
                    repayment_amount: 111.11
                    platform_commission_amount: 12.34
                    data:
                    - business_id: business-id
                      credit_id: 00000000-0000-0000-0000-000000000001
                      group_id: null
                      sales_amount: 823
                      net_amount: 823
                      repayment_amount: 111.11
                      platform_commission_amount: 12.34
                      repayment_percent: 15
                multiple_businesses_sales:
                  value:
                    id: batch-id
                    repayment_amount: 156.78
                    platform_commission_amount: 16.67
                    data:
                    - business_id: business-id-1
                      credit_id: 00000000-0000-0000-0000-000000000001
                      group_id: null
                      sales_amount: 823
                      net_amount: 823
                      repayment_amount: 111.11
                      platform_commission_amount: 12.34
                      repayment_percent: 15
                    - business_id: business-id-2
                      credit_id: 00000000-0000-0000-0000-000000000002
                      group_id: null
                      sales_amount: 500
                      net_amount: 400
                      repayment_amount: 45.67
                      platform_commission_amount: 4.33
                      repayment_percent: 10
                sales_with_groups:
                  value:
                    id: batch-id
                    repayment_amount: 177.78
                    platform_commission_amount: 20.67
                    data:
                    - business_id: business-id
                      credit_id: 00000000-0000-0000-0000-000000000001
                      group_id: group-1
                      sales_amount: 823
                      net_amount: 823
                      repayment_amount: 111.11
                      platform_commission_amount: 12.34
                      repayment_percent: 15
                    - business_id: business-id
                      credit_id: 00000000-0000-0000-0000-000000000001
                      group_id: group-2
                      sales_amount: 500
                      net_amount: 500
                      repayment_amount: 66.67
                      platform_commission_amount: 8.33
                      repayment_percent: 15
        '400':
          description: The request is invalid or failed validation.
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/paths/~1api~1v1~1transaction/post/responses/400/content/application~1json/schema/allOf/0'
                - type: object
                  properties:
                    code:
                      type: string
                      enum:
                      - validation_error
                      - currency_conflict
                      - batch_conflict
                      - batch_repaid
                      - business_not_found
                    description:
                      example: Sales statements data was not provided
              examples:
                batch_repaid:
                  value:
                    code: batch_repaid
                    description: Batch has already been repaid
                duplicate_sales_ids:
                  value:
                    code: validation_error
                    description: 'Duplicate sales statements ids in the request: [sales-1, sales-2]'
        '401':
          $ref: '#/paths/~1api~1v1~1capital~1businesses/post/responses/401'
        '500':
          $ref: '#/paths/~1api~1v1~1capital~1businesses/post/responses/500'
components:
  securitySchemes:
    apiKeyScheme:
      type: apiKey
      in: header
      name: X-API-KEY
x-provenance:
  method: searched
  source: https://docs.finmid.com/reference
  harvested: '2026-10-14'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
  assembled_from:
  - https://docs.finmid.com/reference/accept-funding-application.md
  - https://docs.finmid.com/reference/add-business-kyb-data.md
  - https://docs.finmid.com/reference/add-sales-statements.md
  - https://docs.finmid.com/reference/cancel-funding-application.md
  - https://docs.finmid.com/reference/complete-payment.md
  - https://docs.finmid.com/reference/create-business.md
  - https://docs.finmid.com/reference/create-csp-document-upload.md
  - https://docs.finmid.com/reference/create-kyb-business-document-upload.md
  - https://docs.finmid.com/reference/create-signature-link.md
  - https://docs.finmid.com/reference/delete-csp-document.md
  - https://docs.finmid.com/reference/execute-payment-transaction.md
  - https://docs.finmid.com/reference/fail-payment.md
  - https://docs.finmid.com/reference/finalize-csp-document-submission.md
  - https://docs.finmid.com/reference/get-active-offer-group.md
  - https://docs.finmid.com/reference/get-business.md
  - https://docs.finmid.com/reference/get-capital-max.md
  - https://docs.finmid.com/reference/get-current-offer-state.md
  - https://docs.finmid.com/reference/get-document-url.md
  - https://docs.finmid.com/reference/get-funding-applications.md
  - https://docs.finmid.com/reference/get-fundings-for-business.md
  - https://docs.finmid.com/reference/get-latest-onboarding.md
  - https://docs.finmid.com/reference/get-payment-batch.md
  - https://docs.finmid.com/reference/get-payments-for-credit.md
  - https://docs.finmid.com/reference/get-sales-statements.md
  - https://docs.finmid.com/reference/list-csp-documents.md
  - https://docs.finmid.com/reference/list-funding-documents.md
  - https://docs.finmid.com/reference/payout-credit.md
  - https://docs.finmid.com/reference/receive-incoming-webhook.md
  - https://docs.finmid.com/reference/receive-payout-outcome.md
  - https://docs.finmid.com/reference/reject-credit.md
  - https://docs.finmid.com/reference/reject-funding-application.md
  - https://docs.finmid.com/reference/report-funds-collection.md
  - https://docs.finmid.com/reference/report-payment.md
  - https://docs.finmid.com/reference/report-platform-check.md
  - https://docs.finmid.com/reference/schedule-payment.md
  - https://docs.finmid.com/reference/simulate-accept-offers.md
  - https://docs.finmid.com/reference/simulate-batch-payment.md
  - https://docs.finmid.com/reference/simulate-capital-max-review.md
  - https://docs.finmid.com/reference/simulate-create-funding.md
  - https://docs.finmid.com/reference/simulate-create-offers.md
  - https://docs.finmid.com/reference/simulate-expire-offers.md
  - https://docs.finmid.com/reference/submit-business-performance-data.md
  - https://docs.finmid.com/reference/update-business-non-pi.md
  merge:
    pages: 43
    deduped: 199
    conflicts_kept_first: 0