> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rc.cleverhub.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Get Balance History V2

> Access a detailed history of balance transactions over a specified date range. This includes all balance changes in your account, such as incoming payments, refunds, top-ups, and other transactions. Use this endpoint to gain a comprehensive view of how balance values fluctuate due to account activity.




## OpenAPI

````yaml /api/openapi/v2-reference.yaml get /v2/balances/history
openapi: 3.0.2
info:
  title: Multi-currency Payment APIs
  description: >-
    ## Introduction

    The Multi-currency Payment API Solution provides developers with a unified
    API schema to support multiple currencies efficiently. These APIs enable
    seamless transactions for both payin and payout operations, ensuring a
    robust, reliable, and scalable payment infrastructure for businesses dealing
    with various currencies.

    ### Key Features

    - **Single API Schema**: A single schema supports all currencies in your
    account, simplifying integration and management.

    - **Payin and Payout Process**:
      - **Step 1**: Call the **Get payin method list** to retrieve the list of supported methods.
      - **Step 2**: Call the **Get payin required fields** to get specific required fields for each method.
      - **Step 3**: Create the payment using the method and required fields from the previous step.
      - **Step 4**: On the sandbox environment, you can call the **Simulate payin** to simulate the payment.

    <div class="gst-note-red">
      Please note: GST should only be set to <code>true</code> for AU Merchants for <b>AUD</b> currency only. For all other currencies, set GST to <code>false</code>.
    </div>

    This documentation provides detailed guidance for integrating these
    capabilities into your application.
  version: 2.0.0
  termsOfService: https://helloclever.co/terms
  contact:
    email: support@helloclever.co
servers:
  - url: https://api.cleverhub.co/api
    description: Sandbox Environment
  - url: https://api-merchant.helloclever.co/api
    description: Production Environment
security:
  - app-id: []
    secret-key: []
paths:
  /v2/balances/history:
    get:
      tags:
        - Balance
      summary: Get Balance History V2
      description: >
        Access a detailed history of balance transactions over a specified date
        range. This includes all balance changes in your account, such as
        incoming payments, refunds, top-ups, and other transactions. Use this
        endpoint to gain a comprehensive view of how balance values fluctuate
        due to account activity.
      operationId: getBalanceHistory
      parameters:
        - name: from_date
          in: query
          required: true
          schema:
            type: string
            format: date-time
          description: >-
            Start date for querying balance history in the format
            'YYYY-MM-DDThh:mm:ssZ'. Defaults to UTC timezone.
          example: '2026-01-01T00:00:00Z'
        - name: to_date
          in: query
          required: true
          schema:
            type: string
            format: date-time
          description: >-
            End date for querying balance history in the format
            'YYYY-MM-DDThh:mm:ssZ'. Defaults to UTC timezone.
          example: '2026-01-31T00:00:00Z'
        - name: cursor
          in: query
          schema:
            type: string
          description: >-
            Pagination cursor returned as `next_cursor` in the previous
            response. Omit this parameter to fetch the first page.
          example: eyJpZCI6ImJsX3BpX3duNFRXaGxYQnJaSyJ9
        - name: size
          in: query
          schema:
            type: integer
            default: 20
          description: Number of records to return per page.
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  from_date:
                    type: string
                    example: '2026-01-01T00:00:00Z'
                  to_date:
                    type: string
                    example: '2026-01-31T00:00:00Z'
                  account_type:
                    type: string
                    description: The type of the requesting account.
                    example: aggregated
                    enum:
                      - aggregated
                      - dedicated
                  size:
                    type: integer
                    example: 20
                    description: Number of records returned per page.
                  next_cursor:
                    type: string
                    nullable: true
                    example: eyJpZCI6ImJsX3BpX3duNFRXaGxYQnJaSyJ9
                    description: >-
                      Cursor to pass as the `cursor` query parameter to fetch
                      the next page. `null` when there are no more records.
                  has_more:
                    type: boolean
                    example: true
                    description: Whether more records are available after this page.
                  records:
                    type: array
                    items:
                      type: object
                      properties:
                        id:
                          type: string
                          example: bl_pi_wn4TWhlXBrZK
                          description: Balance Id
                        amount:
                          type: number
                          example: 202.66
                          description: Amount of a transaction charged(Net amount)
                        request_type:
                          type: string
                          description: Let me know if the balance will be added or deducted
                          example: money_out
                          enum:
                            - money_out
                            - money_in
                        transaction_type:
                          type: string
                          description: >-
                            The type of transaction that causes a balance
                            change.
                          example: settlement
                          enum:
                            - payment
                            - payout
                            - settlement
                            - refund
                            - topup
                            - withdrawal
                            - dispute
                            - dispute_fee
                            - cashback_payout
                            - transfer_in
                            - transfer_out
                        currency:
                          type: string
                          description: Currency unit.
                          example: AUD
                        payment_method:
                          type: string
                          example: bsb
                          description: The payment method used.
                        status:
                          type: string
                          description: Provide the current status of the balance flow.
                          example: done
                          enum:
                            - waiting
                            - done
                            - failed
                        reference_id:
                          type: string
                          example: BAL_cqxDHqDOSs8=--4
                          description: The identifier code used for referencing.
                        balance_detail:
                          type: object
                          properties:
                            outgoing:
                              type: number
                              example: 205
                              description: Amount of a transaction excluding fees.
                            total:
                              type: number
                              example: 202.66
                              description: >-
                                Amount of a transaction charged (Actual amount
                                will fluctuate).
                            fees:
                              type: number
                              example: 2.34
                              description: The fee of a transaction.
                        created_at:
                          type: string
                          description: >-
                            Timestamp when the balance transaction was created
                            (UTC Time)
                          example: 2026-01-01T00:00:00.000+0000
        '400':
          description: Bad Request
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: object
                properties:
                  errors:
                    type: object
                    properties:
                      code:
                        type: string
                      message:
                        type: string
              example:
                errors:
                  code: REQUIRE_LOGIN
                  message: Not Authorised
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                type: object
                properties:
                  errors:
                    type: object
                    properties:
                      from_date:
                        type: string
              example:
                errors:
                  message: from date not valid
      security:
        - app-id: []
          secret-key: []
components:
  securitySchemes:
    app-id:
      type: apiKey
      in: header
      name: app-id
      description: |
        A unique identifier assigned to each application.
    secret-key:
      type: apiKey
      in: header
      name: secret-key
      description: |
        A secure token associated with the `app-id`.

````

## Related topics

- [Get Balance History](/api/balance/get-balance-history.md)
- [Balance API Reference (v2)](/api/v2/balance.md)
- [AUD Balance API Reference](/api/v1/balance.md)
