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SET DocsAPI reference and complianceUpdated 2026-11-09
Browse: SET Merchant API

SET Merchant API · Statements & tax

Build a monthly statement

POST/v1/statements

Key scope: write · Success: 201

One customer's month (UTC) of everything GET /v1/balance_transactions lists, in sections by type with subtotals and a summary, as JSON totals, CSV and PDF. Built in steps: read the statement until state is ready.

Merchant key A merchant's own statement (self) also lists its card payments and refunds.

Headers

Idempotency-Key string
Optional. The same key and body run once; a replay answers with Idempotent-Replayed: true. Kept 24 hours.

Body

customer stringrequired
One of your customers.
month YYYY-MMrequired
A month that has started.
rebuild boolean
Replace an existing statement, for example one built before its month ended.

Notes

  • Each read of GET /v1/statements/{id} builds more, and SET's scheduler builds one step every ten minutes.
  • A statement built before its month ended says complete: false; rebuild it after the month with rebuild: true.
  • Amounts, states and ids only: no payer, recipient, bank or card details.

Errors

  • 400 body_invalid
  • 400 month_invalid
  • 400 month_in_future
  • 404 customer_unknown
  • 409 statement_conflict
  • 401 api_key_required
  • 401 api_key_invalid
  • 401 api_key_wrong_mode
  • 403 scope_missing
  • 429 rate_limited

All codes: Errors.