Use this endpoint to create a new payee application link. A payee can select to be an individual or company. A company payee will require some information link Owners information.

Deactivate an existing Payee

Note: The payee has to have gone through the identity process before you can activate/deactivate a Payee

Returns all Payees that belong to your Partner account.

Retrieve the details about a given Payee

Returns all Payee Applications that belong to your Partner account.

Here you can check the status of payee application, if the payee is created for an application you can also monitor is status with this endpoint.

You can review an existing Location that's assigned to a specific Business. Note: You can only review Business that you have access to.

Business Locations are always editable, please keep this information updated as your information changes.

If a Location needs to be deleted, you can use this endpoint to delete a Location at Forward.

You can find all Locations that you have access to. Further filter on Business Location name and Business Id can be applied on the list of Locations.

This endpoint can be used to create a new Business Location only two fields are needed Business Id and Location Name.

Get user details

You can keep information regarding your user updated here.

You can activate or deactivate your user.

Here you can create a user for a specific Business. Provide all the necessary details about the user. We will send an automated email out informing your user to setup a password and login. You can also generated a one time login link for this user.

You can retrieve a magic link for a specific Business user that you have access to.

You can review a submitted boarding application by providing the unique Application id.

Updates to boarding Application are allowed as needed. Note: An existing boarding draft Application can be updated as long as the boarding status is in a status that allows further updates. Once an boarding Application reaches a terminal state no further updates will be allowed on the boarding Application.

You can only delete an Application if its in DRAFT or CANCELLED state. Once an application has been deleted you will not see it in the list of Applications.

You can list all the boarding applications submitted with the option of filtering on Statuses, BusinessId or Created timestamps

Create a new boarding Application to get started on Forward. Once the boarding Application has been submitted it will processed and go through our process for approval. You can monitor the submitted applications here.This is the mapping of the Company ownership types and the corresponding owners title. Note: These are optional and you don't need in the 'Create Application Step'.

LIMITED LIABILITY COMPANY

• PRESIDENT
• VICE_PRESIDENT
• TREASURER
• CEO
• CFO
• COO
• SECRETARY
• MEMBER

PRIVATE

• PRESIDENT
• VICE_PRESIDENT
• SECRETARY
• TREASURER
• CEO
• CFO
• COO

TAX EXEMPT ORGANIZATION

• ADMINISTRATOR

SOLO TRADER

• OWNER

PARTNERSHIP

• PARTNER

GOVERNMENT

• ADMINISTRATOR

PUBLIC

• ADMINISTRATOR

Here you are able to generate a link for the Boarding Application. If you have your own Hosted Application domain the link will be generated based of your domain. Otherwise the link is hosted on Forward. Note its required that a Processing Plan be selected to able to generate the application link. Also each Application link can expire, once a link is expired a new Application Link will need to regenerated.

Use this endpoint to list all of the MCCs that have been assigned to you. Please verify this information as it plays a key role in our payment processing flows, as well as the Application creation process.

Use this endpoint to create a new contractor application link. A contractor can select to be an individual or company. A company contractor will require some information link Owners information. ⚠️ DEPRECATED: Use payees/link instead.

Deactivate an existing Contractor. ⚠️ DEPRECATED: Use payees/{id}/deactivate instead.

Note: The contractor has to have gone through the identity process before you can activate/deactivate a Contractor. ⚠️ DEPRECATED: Use payees/{id}/activate instead.

Please provide the x-business-id so that all the Contractors can be retrieved for a given Business. If you don't provide this header you will get back all the Contractors that belong to you and none of our business specific Contractors. ⚠️ DEPRECATED: Use payees instead.

Retrieve the details about a given Contractor. ⚠️ DEPRECATED: Use payees/{id} instead.

Here you can check the status of contractor application, if the contractor is created for an application you can also monitor is status with this endpoint. ⚠️ DEPRECATED: Use payees/application/{id} instead.

You can fetch all the Accounts that are associated with you. Additionally there is further filtering available for Account Name or Business Id

You will need the unique id for the Account.

You can find all Businesses or specifically filter by Name or Contact information.

You can create a new Business that will be linked to your Account. We encourage you to complete all the fields while creating a new Business. Once you have created a Business you can start creating Applications and get associated Accounts.

Each Business has a unique id and must be associated with your Account. You can only search a Business you have access to.

Here you can find all the Processing Plans, if you specify Name you can filter on specific Name as well.The Processing Plan data will be returned to you in a list.

Here you can review Processing Plan that has been created and verify the information is accurate. If there are any discrepancies in the Fees data please reach out as these play a key role processing payouts.

Here you can fetch all the Bank Accounts that have been linked to Businesses that are linked to you.

Here you can fetch a Bank Account and retrieve the status of a given bank account.