Invoices API

Endpoint Index

ActionEndpoint
Fetch Invoices for a QuoteGET /billing/{tenantLocator}/invoices/quotes/{quoteLocator}/list
Fetch Invoices for a PolicyGET /billing/{tenantLocator}/invoices/policies/{policyLocator}/list
Fetch Invoices for an AccountGET /billing/{tenantLocator}/invoices/accounts/{accountLocator}/list
Fetch an Invoice with Its ItemsGET /billing/{tenantLocator}/invoices/{locator}
Fetch Invoice DetailsGET /billing/{tenantLocator}/invoices/{locator}/details
Fetch Payments for an InvoiceGET /billing/{tenantLocator}/invoices/{locator}/payments/list
Fetch Credits for an InvoiceGET /billing/{tenantLocator}/invoices/{locator}/credits/list
Fetch Invoices Targeted By a PaymentGET /billing/{tenantLocator}/payments/{locator}/invoices/list
Preview Invoices for QuoteGET /billing/{tenantLocator}/invoices/quotes/{locator}/previewInvoices
Preview Invoices for TransactionGET /billing/{tenantLocator}/invoices/transactions/{locator}/previewInvoices
Fetch Invoice with NumberGET /billing/{tenantLocator}/invoices/numbers/{invoiceNumber}
Set Invoice NumberPOST /billing/{tenantLocator}/invoices/{locator}/number/set
Initiate Early InvoicingPOST /billing/{tenantLocator}/invoices/earlyInvoicing

Fetch

Fetch Invoices for a Quote
fetchInvoicesForQuote
GET /billing/{tenantLocator}/invoices/quotes/{quoteLocator}/list
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    quoteLocatorpathlocatorrequired
    includeZeroAmountInvoicesqueryboolean?optional
    offsetqueryint?optional
    countqueryint?optional
    extendedqueryboolean?optional
    Security Group:invoices   Permissions:read,list
Fetch Invoices for a Policy
fetchInvoicesForPolicy
GET /billing/{tenantLocator}/invoices/policies/{policyLocator}/list
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    policyLocatorpathlocatorrequired
    includeZeroAmountInvoicesqueryboolean?optional
    offsetqueryint?optional
    countqueryint?optional
    extendedqueryboolean?optional
    Security Group:invoices   Permissions:read,list
Fetch Invoices for an Account
fetchInvoicesForAccount
GET /billing/{tenantLocator}/invoices/accounts/{accountLocator}/list
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    accountLocatorpathlocatorrequired
    includeZeroAmountInvoicesqueryboolean?optional
    offsetqueryint?optional
    countqueryint?optional
    extendedqueryboolean?optional
    Security Group:invoices   Permissions:read,list
Fetch an Invoice with Its Items
getInvoiceWithItems
GET /billing/{tenantLocator}/invoices/{locator}
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    locatorpathlocatorrequired
    Security Group:invoices   Permission:read
InvoiceResponse
required
locator locator
accountLocator locator
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 locator
elementStaticLocator locator
invoiceLocator locator
timezone string
amount number
chargeCategory string
chargeType string
installmentItemLocators locator[]

optional
policyLocator locator?
transactionLocator locator?
quoteLocator locator?
elementType string?
remainingAmount number?
settlementTime datetime?
Fetch Invoice Details
fetchInvoiceDetails
GET /billing/{tenantLocator}/invoices/{locator}/details
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    locatorpathlocatorrequired
    Security Group:invoices   Permission:read
InvoiceDetailsResponse
required
accountLocator locator
invoiceLocator locator
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 locator?
quoteLocator locator?
InvoiceItemSummary
required
elementStaticLocator locator
invoiceItemLocator locator
amount number
chargeCategory string
chargeType string
elementType string
remainingAmount number
installmentItemSummaries InstallmentItemSummary[]

optional
settlementTime datetime?
InstallmentItemSummary
required
elementLocator locator
installmentItemLocator locator
installmentLocator locator
amount number

optional
transactionLocator locator?
transactionCategory string?
transactionEffectiveTime datetime?
transactionType string?
Fetch Payments for an Invoice
fetchPaymentsForAnInvoice
GET /billing/{tenantLocator}/invoices/{locator}/payments/list
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    locatorpathlocatorrequired
    includeReversedqueryboolean?optional
    offsetqueryint?optional
    countqueryint?optional
    extendedqueryboolean?optional
    Security Group:invoices   Permissions:read,list
Fetch Credits for an Invoice
fetchCreditsForAnInvoice
GET /billing/{tenantLocator}/invoices/{locator}/credits/list
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    locatorpathlocatorrequired
    includeReversedqueryboolean?optional
    offsetqueryint?optional
    countqueryint?optional
    extendedqueryboolean?optional
    Security Group:invoices   Permissions:read,list
Fetch Invoices Targeted By a Payment
fetchInvoicesTargetedByAPayment
GET /billing/{tenantLocator}/payments/{locator}/invoices/list
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    locatorpathlocatorrequired
    offsetqueryint?optional
    countqueryint?optional
    extendedqueryboolean?optional
    Security Group:payments   Permissions:read,list
InvoiceListResponse
required
listCompleted boolean

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:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    locatorpathlocatorrequired
    includeZeroAmountInvoicesqueryboolean?optional
    Security Group:invoices   Permission:read
Preview Invoices for Transaction
previewInvoicesForTransaction
GET /billing/{tenantLocator}/invoices/transactions/{locator}/previewInvoices
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    locatorpathlocatorrequired
    includeZeroAmountInvoicesqueryboolean?optional
    Security Group:invoices   Permission:read
InvoicePreviewResponse
required
startTime datetime
endTime datetime
dueTime datetime
generateTime datetime
totalAmount number
invoiceItems InvoiceItemPreview[]
InvoiceItemPreview
required
elementStaticLocator locator
amount number
chargeCategory string
chargeType string
elementType string

optional
policyLocator locator?
quoteLocator locator?

Numbering

Fetch Invoice with Number
fetchInvoiceWithNumber
GET /billing/{tenantLocator}/invoices/numbers/{invoiceNumber}
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    invoiceNumberpathstringrequired
    Response:InvoiceResponse[]
    Security Group:invoices   Permission:read
Set Invoice Number
setInvoiceNumber
POST /billing/{tenantLocator}/invoices/{locator}/number/set
    Request Parameters:
    NamePositionTypeRequired
    tenantLocatorpathuuidrequired
    locatorpathlocatorrequired
    invoiceNumberquerystringrequired
    Security Group:invoices   Permission:write

Early Invoicing

Initiate Early Invoicing
initiateEarlyInvoicing
POST /billing/{tenantLocator}/invoices/earlyInvoicing
EarlyInvoicingRequest
required
ignoreHolds boolean
installmentLocators locator[]

optional
accountLocator locator?
timezone string?
invoiceDueTime datetime?
invoiceThroughTime datetime?
EarlyInvoicingResponse
required
jobLocator locator