Table of Contents

maxLevel	2

...

Name

Type

Description

token

String

The token retrieved from the login method

invoice_identifier

(mandatory)

Invoice identifier

The identifier of the invoice that should be returned as a result. The allowed invoice identifier fields are the following:

Include Page

	V4:invoice_identifier
	V4:invoice_identifier

fields_set

(optional)

List of Strings, comma separated

A list of fields that should be included in the results. If not specified then all the available fields will be returned

...

Name

Type

Description

token

String

The token retrieved from the login method

accounts_receivable_identifier

(mandatory)

Accounts receivable identifier

The identifier of the accounts receivable in which the invoice that should be returned as a result should be allocated. The allowed accounts receivable identifier fields are the following:

Include Page

	V4:accounts_receivable_identifier
	V4:accounts_receivable_identifier

type_identifier

(optional)

Financial transaction type identifier

The financial transaction type of the invoice that should be returned as a result. The allowed financial transaction type identifier field are the following:

Include Page

	V4:financial_transaction_type_identifier
	V4:financial_transaction_type_identifier

category_identifier

(optional)

Financial transaction category identifier

The financial transaction category of the invoice that should be returned as a result. The allowed financial transaction category identifier fields are the following:

Include Page

	V4:financial_transaction_category_identifier
	V4:financial_transaction_category_identifier

fields_set

(optional)

List of Strings, comma separated

A list of fields that should be included in the results. If not specified then all the available fields will be returned

...

Name

Type

Description

token

String

The token retrieved from the login method

accounts_receivable_identifier

(mandatory)

Accounts receivable identifier

The identifier of the accounts receivable in which the invoice should be allocated to. The allowed accounts receivable identifier fields are the following:

Include Page

	V4:accounts_receivable_identifier
	V4:accounts_receivable_identifier

type_identifier

(mandatory)

Financial transaction type identifier

The financial transaction type of the invoice. The allowed financial transaction type identifier field are the following:

Include Page

	V4:financial_transaction_type_identifier
	V4:financial_transaction_type_identifier

life_cycle_state

(mandatory)

String

The state of the retrieved invoice which can be one of the following:

DRAFT, POSTED

category_identifier

(optional)

Financial transaction category identifier

The financial transaction category of the invoice that should be returned as a result. The allowed financial transaction category identifier fields are the following:

Include Page

	V4:financial_transaction_category_identifier
	V4:financial_transaction_category_identifier

due_on

(optional)

Date

The date that the credit period for that specific invoice is ending.

intended_currency_identifier

(optional)

Currency Identifier

The currency that the user was intended to use for the invoice. If specified then it is validated against the currency of the specified accounts receivable and if they don't match then an error is throw. Note that the intended currency is not saved within CRM.COM; it is just used for validation purposes. The allowed currency identifier fields are the following:

Include Page

	V4:currency_identifier
	V4:currency_identifier

Tip
Available from CRM.COM R11.0.0

notes

(optional)

String

Shared notes for the invoice

back_office_code

(optional)

String

A back office code for the invoice. If specified then it should be unique

Tip
Available from CRM.COM R9.1.0

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

invoice_item_set

(mandatory)

Set of invoice item objects

The items of the invoice

fields_set

(optional)

List of Strings, comma separated

A list of fields that should be included in the results. If not specified then all the available fields will be returned

...

Name

Type

Description

token

String

The token retrieved from the login method

invoice_identifier

(mandatory)

Invoice identifier

The identifier of the invoice that should be returned as a result. The allowed invoice identifier fields are the following:

Include Page

	V4:invoice_identifier
	V4:invoice_identifier

fields_set

(optional)

List of Strings, comma separated

A list of fields that should be included in the results. If not specified then all the available fields will be returned

...

Name

Type

Description

token

String

The token retrieved from the login method

invoice_identifier

(mandatory)

Invoice identifier

The identifier of the invoice that should be rejected. The allowed invoice identifier fields are the following:

Include Page

	V4:invoice_identifier
	V4:invoice_identifier

rejection_reason_identifier

Rejection reason identifier

The reason that the invoice is rejected. The allowed rejection reason identifier fields are the following:

Include Page

	V4:financial_transaction_rejection_reason_identifier
	V4:financial_transaction_rejection_reason_identifier

fields_set

(optional)

List of Strings, comma separated

A list of fields that should be included in the results. If not specified then all the available fields will be returned

...

Name

Type

Description

token

String

The token retrieved from the login method

invoice_identifier

(mandatory)

Invoice identifier

The identifier of the invoice that should be cancelled. The allowed invoice identifier fields are the following:

Include Page

	V4:invoice_identifier
	V4:invoice_identifier

type_identifier

(mandatory)

Financial transaction type identifier

The financial transaction type of the invoice cancellation. The allowed financial transaction type identifier field are the following:

Include Page

	V4:financial_transaction_type_identifier
	V4:financial_transaction_type_identifier

category_identifier

(optional)

Financial transaction category identifier

The financial transaction category of the invoice cancellation. The allowed financial transaction category identifier fields are the following:

Include Page

	V4:financial_transaction_category_identifier
	V4:financial_transaction_category_identifier

notes

(optional)

String

Shared notes for the invoice cancellation

back_office_code

(optional)

String

A back office code for the invoice cancellation. If specified then it should be unique

Tip
Available from CRM.COM R9.1.0

issue_reason

(optional)

String

A description of the reason that the invoice cancellation is issued

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

fields_set

(optional)

List of Strings, comma separated

A list of fields that should be included in the results. If not specified then all the available fields will be returned

...

Name

Type

Description

token

String

The token retrieved from the login method

invoice_identifier

(mandatory)

Invoice identifier

The identifier of the invoice that should be updated. Only invoices in draft state can be specified.The allowed invoice identifier fields are the following:

Include Page

	V4:invoice_identifier
	V4:invoice_identifier

accounts_receivable_identifier

(optional)

Accounts receivable identifier

The identifier of the invoice's updated accounts receivable. The allowed accounts receivable identifier fields are the following:

Include Page

	V4:accounts_receivable_identifier
	V4:accounts_receivable_identifier

type_identifier

(optional)

Financial Transaction Type identifier

The identifier of the invoice's updated type. Only Financial transaction Types with classification Invoice are allowed to be specified. The allowed financial transaction type identifier fields are the following:

Include Page

	V4:financial_transaction_type_identifier
	V4:financial_transaction_type_identifier

category_identifier

(optional)

Financial Transaction Category identifier

The identifier of the invoice's updated category. The allowed financial transaction category identifier fields are the following:

Include Page

	V4:financial_transaction_category_identifier
	V4:financial_transaction_category_identifier

due_on

(optional)

Date

The Date on which the Invoice will be due on.

intended_currency_identifier

(optional)

Currency Identifier

The currency that the user was intended to use for the invoice. If specified then it is validated against the currency of the specified accounts receivable and if they don't match then an error is throw. Note that the intended currency is not saved within CRM.COM; it is just used for validation purposes. The allowed currency identifier fields are the following:

Include Page

	V4:currency_identifier
	V4:currency_identifier

Tip
Available from CRM.COM R11.0.0

notes

(optional)

String

Shared notes for the invoice

back_office_code

(optional)

String

The back office code of the invoice

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

invoice_item_set

Set of Invoice Item objects

The information related to the items of the invoice to be updated

Include Page

	V4:Web API - Updating Sets
	V4:Web API - Updating Sets

fields_set

(optional)

List of Strings, comma separated

A list of fields that should be included in the results. If not specified then all the available fields will be returned

...

Expand

title	Example 2

HTTP Method: POST

Request:

Body:

Code Block

theme	Confluence
language	javascript
linenumbers	true

   {
    "token":"{{token}}",
  "invoice_identifier":{"number":"I00000581"},
   "type_identifier":{"name":"Invoice"},
   "due_on":"2014-11-05T15:49:59",
   "notes":"to be issued later",
   "back_office_code":"000112",
   "udf_string_1":"udf string 1",
   "udf_string_2":"udf string 2",
   "udf_string_3":"udf string 3",
   "udf_string_4":"udf string 4",
   "udf_string_5":"udf string 5",
   "udf_string_6":"udf string 6",
   "udf_string_7":"udf string 7",
   "udf_string_8":"udf string 8",
   "udf_float_1":10,
   "udf_float_2":20,
   "udf_float_3":30,
   "udf_float_4":40,
   "udf_float_5":50,
   "udf_float_6":60,
   "udf_float_7":70,
   "udf_float_8":80,
   "udf_date_1":"2014-05-05T15:49:59",
   "udf_date_2":"2014-06-05T15:49:59",
   "udf_date_3":"2014-07-05T15:49:59",
   "udf_date_4":"2014-08-05T15:49:59",
"invoice_item_set":
   [
      {
         "action":"add",
         "product_identifier": {"code": "Smartcard"},
         "quantity":2,
         "cost":15,
         "discount_percentage":5,
         "vat_rate_identifier":{"name":"Zero"},
         "udf_string_1":"udf string 1",
         "udf_string_2":"udf string 2",
         "udf_string_3":"udf string 3",
         "udf_string_4":"udf string 4",
         "udf_string_5":"udf string 5",
         "udf_string_6":"udf string 6",
         "udf_string_7":"udf string 7",
         "udf_string_8":"udf string 8",
         "udf_float_1":10,
         "udf_float_2":20,
         "udf_float_3":30,
         "udf_float_4":40,
         "udf_date_1":"2014-05-05T15:49:59",
         "udf_date_2":"2014-06-05T15:49:59",
         "udf_date_3":"2014-07-05T15:49:59",
         "udf_date_4":"2014-08-05T15:49:59"
       }
    ]
}

Response:

Code Block

theme	Confluence
language	js
linenumbers	true

{
  "data": {
    "notes": "CRM COM\t5/7/2016 18:55:07\tto be issued later",
    "log_information": {
      "created_by_unit": {
        "alternative_code": "adminunit",
        "group_name": "Main Group",
        "community_name": "Community",
        "name": "Admin Unit",
        "description": "admin unit",
        "id": "1"
      },
      "updated_by_unit": {
        "alternative_code": "adminunit",
        "group_name": "Main Group",
        "community_name": "Community",
        "name": "Admin Unit",
        "description": "admin unit",
        "id": "1"
      },
      "created_date": "2015-04-14T06:42:47",
      "updated_date": "2016-07-05T15:55:07",
      "updated_by_user": {
        "person_name": "CRM COM",
        "id": "1",
        "email": "dev@crm.com",
        "username": "MPAdministrator"
      },
      "created_by_user": {
        "person_name": "k_clerides",
        "id": "1C21EB0EDC614C6888A77D076C1B7018",
        "email": null,
        "username": "k_clerides"
      }
    },
    "discount_amount": 1.5,
    "currency_rate_period": null,
    "udf_date_2": "2014-06-05T15:49:59",
    "type": {
      "alternative_code": "INV",
      "name": "Invoice",
      "description": null,
      "id": "INVOICE",
      "classification": "INVOICE"
    },
    "udf_date_1": "2014-05-05T15:49:59",
    "due_on": "2014-11-05T15:49:59",
    "udf_date_4": "2014-08-05T15:49:59",
    "udf_date_3": "2014-07-05T15:49:59",
    "invoice_item_set": [
      {
        "product": {
          "code": "Smartcard",
          "product_type": {
            "service_type": null,
            "used_for_provisioning": true,
            "alternative_code": "S",
            "composition_method": "FLAT",
            "name": "SMARTCARD",
            "description": "SMARTCARD",
            "id": "D6BE0209EC0149989A89972CE889DF8B",
            "classification": "PHYSICALGOODS",
            "physical_good_type": "TRACEABLE"
          },
          "alternative_code": "S",
          "description": null,
          "id": "4F656ED5DAC44168B0805227881202CD"
        },
        "quantity": 2,
        "cost": 15,
        "vat_amount": 0,
        "discount_amount": 1.5,
        "sub_total": 28.5,
        "id": "6097885683D243B092D48BB90274F595",
        "net_amount": 30,
        "discount_percentage": 5,
        "vat_percentage": 0,
        "vat_rate": {
          "alternative_code": "Z",
          "name": "Zero",
          "description": null,
          "id": "B975C041156341D8A9D2F83FC8D36E87"
        }
      },
      {
        "product": {
          "code": "aionet",
          "product_type": {
            "service_type": "TERMED",
            "used_for_provisioning": true,
            "alternative_code": "Main Packages",
            "composition_method": "FLAT",
            "name": "Main Packages",
            "description": null,
            "id": "E186E293AAAB49EE86A729540A4287FE",
            "classification": "SERVICES",
            "physical_good_type": null
          },
          "alternative_code": "aionet",
          "description": null,
          "id": "100D15C611CD4B0591EF62F2163266B9"
        },
        "quantity": 1,
        "cost": 9,
        "vat_amount": 0,
        "discount_amount": 0,
        "sub_total": 9,
        "id": "641A3AA0B58146D1818239931BA17C4B",
        "net_amount": 9,
        "discount_percentage": 0,
        "vat_percentage": 0,
        "vat_rate": {
          "alternative_code": "VAT 9%",
          "name": "VAT 9%",
          "description": null,
          "id": "48ADFA77916048328685049A3B7E3F64"
        }
      }
    ],
    "number": "I00000581",
    "udf_float_3": 30,
    "udf_float_4": 40,
    "vat_amount": 0,
    "rejection_reason": null,
    "id": "00115409F875439DBF1C757039AA3D08",
    "udf_float_1": 10,
    "udf_float_2": 20,
    "udf_string_2": "udf string 2",
    "udf_string_3": "udf string 3",
    "accounting_period_information": null,
    "udf_string_4": "udf string 4",
    "udf_string_5": "udf string 5",
    "udf_string_1": "udf string 1",
    "accounts_receivable": {
      "number": "ACR0000000217",
      "name": "ACR0000000217 Andreas1 Georgiou",
      "id": "38A43B82198F4E508AD05F88EE6ACCFA",
      "life_cycle_state": "ACTIVE",
      "account_owner": {
        "company_profile": null,
        "company_name": null,
        "name": null,
        "last_name": "Georgiou",
        "id": "5E106D94863C4709BA3A8AA5621D1789",
        "life_cycle_state": "FINANCIAL",
        "middle_name": null,
        "title": null,
        "type": "PERSON",
        "first_name": "Andreas1",
        "demographics": {
          "name_day": {
            "month": null,
            "day": null
          },
          "id_number": "6453214",
          "gender": null,
          "date_of_birth": {
            "month": null,
            "year": null,
            "day": null
          },
          "industry_sector": null,
          "passport_number": null,
          "industry": null,
          "social_security_number": null,
          "id_issued_by_country": null,
          "passport_issued_by_country": null
        }
      }
    },
    "life_cycle_state": "DRAFT",
    "reference_number": "57",
    "posted_on": "2015-04-14T06:43:18",
    "total_amount": 37.5,
    "unsettled_amount": null,
    "issued_on": "2015-04-14T06:42:47",
    "net_amount": 39,
    "outstanding_amount": null,
    "udf_string_6": "udf string 6",
    "category": null,
    "udf_string_7": "udf string 7",
    "udf_string_8": "udf string 8",
    "back_office_code": "000112"
  },
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}

POST invoices/

...

write_off

Tip
Available from CRM.COM R13.0.0

This method is used to write off a single invoice but only as long it is in Posted life cycle state and does not have any allocated amount to it,fully allocated

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

invoice_identifier

(mandatory)

Invoice identifier

The identifier of the invoice that should be written off. Only Invoices in Posted life cycle state are allowed to be specified and only as long as they have no allocationsare not paid. The allowed invoice identifier fields are the following:

Include Page

	V4:invoice_identifier
	V4:invoice_identifier

type_identifier

(mandatory)

Financial transaction type identifier

The financial transaction type of the Invoice Write Off. The allowed financial transaction type identifier fields are the following:

Include Page

	V4:financial_transaction_type_identifier
	V4:financial_transaction_type_identifier

category_identifier

(optional)

Financial transaction category identifier

The financial transaction category of the Invoice Write Off. The allowed financial transaction category identifier fields are the following:

Include Page

	V4:financial_transaction_category_identifier
	V4:financial_transaction_category_identifier

notes

(optional)

String

Shared notes for the invoice cancellation

back_office_code

(optional)

String

A back office code for the invoice cancellation. If specified then it should be unique

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

fields_set

(optional)

Lis of Strings, comma separated

A list of fields that should be included in the results. If not specified then all the available fields will be returned

...

Name	Type	Description
invoice	Invoice object	The invoice that was written off
invoice_write_off	Invoice Write Off object	The invoice write off that was created

...

Versions Compared

Old Version 43

New Version 44

Key

POST invoices/

write_off

Resource URL

Parameters

Page Comparison

Versions Compared

Old Version 43

New Version 44

Key

POST invoices/

write_off

Resource URL

Parameters