Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[created_date] string

    Filter by created date. Can use operands such as >=, <>, > and combine as a range by providing two values separated by comma.

  • filter[updated_date] string

    Filter by last updated date. Can use operands such as >=, <>, > and combine as a range by providing two values separated by comma.

  • filter[completed_date] string

    Filter by completed date. Can use operands such as >=, <>, > and combine as a range by providing two values separated by comma.

  • filter[is_completed] string

    affects whether to include direct debit mandates based on the completed state. Valid options are "exclude", "include", "only". (default: "include")

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at, completed_at]. Negative sign to denote DESC. Defaults to '-created_at'.

  • per_page integer

    Number of results to return with pagination (Default 15. Max 500).

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • uuid string

        The UUID of the resource.

      • created_at string

        The timestamp of when the resource was created.

      • updated_at string

        The timestamp of when the resource was updated.

      • completed_at string

        The timestamp of when the direct debit mandate was completed.

      • firm object

        The firm that the application belongs to.

        Hide firm attributes Show firm attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • slug string
        • address_1 string
        • address_2 string
        • town_city string
        • county string
        • postcode string
        • country string
        • regulatory_text string
        • logo_icon string
        • brand_colours object
          Hide brand_colours attributes Show brand_colours attributes object
          • sidebar_background string
          • sidebar_accent string
          • sidebar_text string
          • sidebar_hover string
          • sidebar_active string
          • sidebar_title_background string
          • sidebar_title_primary string
          • sidebar_title_secondary string
          • sidebar_title_secondary_hover string
          • email_background string
          • email_logo_background_panel string
          • email_sub_text string
          • email_button_background string
          • email_button_text string
          • portal_sidebar_button_background string
          • portal_sidebar_button_hover string
          • portal_sidebar_button_active string
          • portal_brand_title string
          • portal_brand_sub_title string
          • portal_sidebar_title string
          • portal_sidebar_text string
          • portal_sidebar_text_hover string
          • portal_sidebar_text_active string
          • portal_sidebar_icon string
          • portal_sidebar_icon_hover string
          • portal_sidebar_icon_active string
          • portal_background string
          • portal_sidebar_account_title string
          • portal_sidebar_account_email string
          • portal_sidebar_divider string
          • portal_dashboard_bg_one string
          • portal_dashboard_bg_two string
          • portal_sidebar_collapse_button string
          • portal_sidebar_collapse_button_hover string
          • portal_sidebar_user_select_background string
          • portal_sidebar_user_select_hover string
          • portal_sidebar_user_select_text string
          • portal_sidebar_user_select_text_hover string
          • portal_sidebar_user_select_border string
          • portal_sidebar_user_select_border_hover string
        • is_subscribed boolean
        • addon_subscriptions string
        • keep_deleted_files_for integer
        • tax number
        • month_end integer
        • statement_frequency string
        • billing object
          Hide billing attributes Show billing attributes object
          • invoice_address_1 string
          • invoice_address_2 string
          • invoice_town_city string
          • invoice_county string
          • invoice_postcode string
          • invoice_country string
          • invoice_email string
        • task_board_template string
        • ip_whitelist array[string]
        • welcome_paragraph_html string
        • email_welcome_paragraph_html string
        • show_fact_find_illustrations boolean
        • cc_email_addresses array[string]
        • bcc_email_addresses array[string]
        • reply_to_email_address string
      • account object

        The account the direct debit mandate belongs to.

        Hide account attributes Show account attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url string
        • external_references string
      • supported_platform string

        The Platform linked with the direct debit mandate.

GET /api/v2/direct-debit-mandates
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/direct-debit-mandates' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
  "data": [
    {
      "firm": {
        "tax": 17.5,
        "logo": "https://api.plannrcrm.com/images/plannr.jpg",
        "name": "Codepotato",
        "slug": "codepotato",
        "uuid": "9c4d667a-26c3-4fe1-9fd5-bf9c5fdec7db",
        "county": "Hampshire",
        "billing": {
          "invoice_email": "gareth@codepotato.co.uk",
          "invoice_county": "Hampshire",
          "invoice_country": "United Kingdom",
          "invoice_postcode": "PO7 7YH",
          "invoice_address_1": "Suite E, 5 The Briars",
          "invoice_address_2": "Waterberry Drive",
          "invoice_town_city": "Waterlooville"
        },
        "country": "United Kingdom",
        "postcode": "PO7 7YH",
        "address_1": "Suite E, 5 The Briars",
        "address_2": "Waterberry Drive",
        "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
        "month_end": 25,
        "town_city": "Waterlooville",
        "created_at": "2025-12-24T11:03:00+00:00",
        "updated_at": "2025-12-24T11:03:00+00:00",
        "ip_whitelist": [
          "192.168.0.1",
          "127.0.0.1"
        ],
        "brand_colours": {
          "sidebar_text": "#FFFFFF",
          "sidebar_hover": "#0A0A42",
          "email_sub_text": "#FFFFFF",
          "sidebar_accent": "#36367E",
          "sidebar_active": "#53DBB8",
          "email_background": "#0E0E56",
          "email_button_text": "#FFFFFF",
          "portal_background": "#F6F6F6",
          "portal_brand_title": "#323B4B",
          "sidebar_background": "#0E0E56",
          "portal_sidebar_icon": "#828994",
          "portal_sidebar_text": "#323B4B",
          "portal_sidebar_title": "#11151D",
          "sidebar_title_primary": "#FFC634",
          "portal_brand_sub_title": "#828994",
          "portal_sidebar_divider": "#E3E5E9",
          "email_button_background": "#36367E",
          "portal_dashboard_bg_one": "#EF4583",
          "portal_dashboard_bg_two": "#FFC634",
          "sidebar_title_secondary": "#FFFFFF",
          "sidebar_title_background": "#36367E",
          "portal_sidebar_icon_hover": "#828994",
          "portal_sidebar_text_hover": "#323B4B",
          "portal_sidebar_icon_active": "#828994",
          "portal_sidebar_text_active": "#323B4B",
          "email_logo_background_panel": "#36367E",
          "portal_sidebar_button_hover": "#FFFFFF",
          "portal_sidebar_account_email": "#828994",
          "portal_sidebar_account_title": "#11151D",
          "portal_sidebar_button_active": "#FFFFFF",
          "sidebar_title_secondary_hover": "#FFFFFF",
          "portal_sidebar_collapse_button": "#828994",
          "portal_sidebar_user_select_text": "#323B4B",
          "portal_sidebar_button_background": "#F6F6F6",
          "portal_sidebar_user_select_hover": "#F6F6F6",
          "portal_sidebar_user_select_border": "#EEEEEE",
          "portal_sidebar_collapse_button_hover": "#B3B9C4",
          "portal_sidebar_user_select_background": "#F6F6F6",
          "portal_sidebar_user_select_text_hover": "#323B4B",
          "portal_sidebar_user_select_border_hover": "#828994"
        },
        "is_subscribed": true,
        "regulatory_text": "Regulatory text",
        "cc_email_addresses": [
          "jack@example.com",
          "jill@example.com"
        ],
        "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
        "bcc_email_addresses": [
          "jack@example.com",
          "jill@example.com"
        ],
        "statement_frequency": "monthly",
        "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
        "keep_deleted_files_for": 30,
        "reply_to_email_address": "jack@example.com",
        "welcome_paragraph_html": "<h1>Welcome.</h1>",
        "email_welcome_paragraph_html": "Welcome to Plannr!",
        "show_fact_find_illustrations": true
      },
      "uuid": "0b86c48b-9ddb-4d27-87fd-0917d7ab06e5",
      "account": {
        "name": "Gareth Thompson",
        "role": "client",
        "type": "client",
        "uuid": "3e9d1741-3fa7-45f8-ad59-7e6328596abf",
        "email": "gareth@codepotato.co.uk",
        "last_name": "Thompson",
        "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
        "created_at": "2025-12-24T11:03:00+00:00",
        "first_name": "Gareth",
        "updated_at": "2025-12-24T11:03:00+00:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      },
      "created_at": "2025-12-24T11:03:00+00:00",
      "updated_at": "2025-12-24T11:03:00+00:00",
      "completed_at": "2025-12-24T11:03:00+00:00",
      "supported_platform": "seccl"
    }
  ]
}