Invoices API

Endpoint Index

Action	Endpoint
Fetch Invoices for a Quote	GET /billing/{tenantLocator}/invoices/quotes/{quoteLocator}/list
Fetch Invoices for a Policy	GET /billing/{tenantLocator}/invoices/policies/{policyLocator}/list
Fetch Invoices for an Account	GET /billing/{tenantLocator}/invoices/accounts/{accountLocator}/list
Fetch an Invoice with Its Items	GET /billing/{tenantLocator}/invoices/{locator}
Fetch Invoice Details	GET /billing/{tenantLocator}/invoices/{locator}/details
Fetch Payments for an Invoice	GET /billing/{tenantLocator}/invoices/{locator}/payments/list
Fetch Credits for an Invoice	GET /billing/{tenantLocator}/invoices/{locator}/credits/list
Fetch Invoices Targeted By a Payment	GET /billing/{tenantLocator}/payments/{locator}/invoices/list
Preview Invoices for Quote	GET /billing/{tenantLocator}/invoices/quotes/{locator}/previewInvoices
Preview Invoices for Transaction	GET /billing/{tenantLocator}/invoices/transactions/{locator}/previewInvoices
Fetch Invoice with Number	GET /billing/{tenantLocator}/invoices/numbers/{invoiceNumber}
Set Invoice Number	POST /billing/{tenantLocator}/invoices/{locator}/number/set
Initiate Early Invoicing	POST /billing/{tenantLocator}/invoices/earlyInvoicing

Fetch

Fetch Invoices for a Quote

fetchInvoicesForQuote

GET /billing/{tenantLocator}/invoices/quotes/{quoteLocator}/list

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
quoteLocator	path	string	required
includeZeroAmountInvoices	query	boolean?	optional
offset	query	int?	optional
count	query	int?	optional
extended	query	boolean?	optional

Response:InvoiceListResponse
Security Group:invoices   Permissions:read,list

Fetch Invoices for a Policy

fetchInvoicesForPolicy

GET /billing/{tenantLocator}/invoices/policies/{policyLocator}/list

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
policyLocator	path	string	required
includeZeroAmountInvoices	query	boolean?	optional
offset	query	int?	optional
count	query	int?	optional
extended	query	boolean?	optional

Response:InvoiceListResponse
Security Group:invoices   Permissions:read,list

Fetch Invoices for an Account

fetchInvoicesForAccount

GET /billing/{tenantLocator}/invoices/accounts/{accountLocator}/list

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
accountLocator	path	string	required
includeZeroAmountInvoices	query	boolean?	optional
offset	query	int?	optional
count	query	int?	optional
extended	query	boolean?	optional

Response:InvoiceListResponse
Security Group:invoices   Permissions:read,list

Fetch an Invoice with Its Items

getInvoiceWithItems

GET /billing/{tenantLocator}/invoices/{locator}

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required

Response:InvoiceResponse
Security Group:invoices   Permission:read

InvoiceResponse

required
locator string
accountLocator string
startTime datetime
endTime datetime
dueTime datetime
currency string
timezone string
invoiceState Enum open | settled
generatedTime datetime
invoiceItems InvoiceItemResponse[]

optional
invoiceNumber string?
totalAmount number?
totalRemainingAmount number?
unsettledTime datetime?

InvoiceItemResponse

required
locator string
elementStaticLocator string
invoiceLocator string
timezone string
amount number
chargeCategory string
chargeType string
installmentItemLocators string[]

optional
policyLocator string?
transactionLocator string?
quoteLocator string?
elementType string?
remainingAmount number?
settlementTime datetime?

Fetch Invoice Details

fetchInvoiceDetails

GET /billing/{tenantLocator}/invoices/{locator}/details

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required

Response:InvoiceDetailsResponse
Security Group:invoices   Permission:read

InvoiceDetailsResponse

required
accountLocator string
invoiceLocator string
startTime datetime
endTime datetime
dueTime datetime
currency string
timezone string
invoiceState Enum open | settled
generatedTime datetime
totalAmount number
totalRemainingAmount number
policyInvoiceSummaries PolicyInvoiceSummary[]

optional
invoiceNumber string?

PolicyInvoiceSummary

required
productName string
invoiceItemSummaries InvoiceItemSummary[]

optional
policyLocator string?
quoteLocator string?

InvoiceItemSummary

required
elementStaticLocator string
invoiceItemLocator string
amount number
chargeCategory string
chargeType string
elementType string
remainingAmount number
installmentItemSummaries InstallmentItemSummary[]

optional
settlementTime datetime?

InstallmentItemSummary

required
elementLocator string
installmentItemLocator string
installmentLocator string
amount number

optional
transactionLocator string?
transactionCategory string?
transactionEffectiveTime datetime?
transactionType string?

Fetch Payments for an Invoice

fetchPaymentsForAnInvoice

GET /billing/{tenantLocator}/invoices/{locator}/payments/list

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required
includeReversed	query	boolean?	optional
offset	query	int?	optional
count	query	int?	optional
extended	query	boolean?	optional

Response:PaymentListResponse
Security Group:invoices   Permissions:read,list

Fetch Credits for an Invoice

fetchCreditsForAnInvoice

GET /billing/{tenantLocator}/invoices/{locator}/credits/list

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required
includeReversed	query	boolean?	optional
offset	query	int?	optional
count	query	int?	optional
extended	query	boolean?	optional

Response:CreditListResponse
Security Group:invoices   Permissions:read,list

Fetch Invoices Targeted By a Payment

fetchInvoicesTargetedByAPayment

GET /billing/{tenantLocator}/payments/{locator}/invoices/list

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required
offset	query	int?	optional
count	query	int?	optional
extended	query	boolean?	optional

Response:InvoiceListResponse
Security Group:payments   Permissions:read,list

InvoiceListResponse

required
listCompleted boolean
items InvoiceResponse[]

Invoice Documents

If you have configured invoicing to generate an invoice document, you can fetch it with the Fetch Invoice Document endpoint.

Invoice Preview

Preview Invoices for Quote

previewInvoicesForQuote

GET /billing/{tenantLocator}/invoices/quotes/{locator}/previewInvoices

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required
includeZeroAmountInvoices	query	boolean?	optional

Response:InvoicePreviewResponse[]
Security Group:invoices   Permission:read

Preview Invoices for Transaction

previewInvoicesForTransaction

GET /billing/{tenantLocator}/invoices/transactions/{locator}/previewInvoices

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required
includeZeroAmountInvoices	query	boolean?	optional

Response:InvoicePreviewResponse[]
Security Group:invoices   Permission:read

InvoicePreviewResponse

required
startTime datetime
endTime datetime
dueTime datetime
generateTime datetime
totalAmount number
invoiceItems InvoiceItemPreview[]

InvoiceItemPreview

required
elementStaticLocator string
amount number
chargeCategory string
chargeType string
elementType string

optional
policyLocator string?
quoteLocator string?

Numbering

Fetch Invoice with Number

fetchInvoiceWithNumber

GET /billing/{tenantLocator}/invoices/numbers/{invoiceNumber}

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
invoiceNumber	path	string	required

Response:InvoiceResponse[]
Security Group:invoices   Permission:read

Set Invoice Number

setInvoiceNumber

POST /billing/{tenantLocator}/invoices/{locator}/number/set

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required
locator	path	string	required
invoiceNumber	query	string	required

Response:InvoiceResponse
Security Group:invoices   Permission:write

Early Invoicing

Initiate Early Invoicing

initiateEarlyInvoicing

POST /billing/{tenantLocator}/invoices/earlyInvoicing

Request Parameters:

Name	Position	Type	Required
tenantLocator	path	uuid	required

Request:EarlyInvoicingRequest
Response:EarlyInvoicingResponse
Security Group:invoices   Permission:write

EarlyInvoicingRequest

required
ignoreHolds boolean
installmentLocators string[]

optional
accountLocator string?
timezone string?
invoiceDueTime datetime?
invoiceThroughTime datetime?

EarlyInvoicingResponse

required
jobLocator string