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Tip

Available from CRM.COM R9.1.0

...

Excerpt

This method is used to update a single invoice but only as long it is in Draft life cycle state.

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 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

member_accounts_receivable_identifier

(optional)

Accounts receivable identifierThe member accounts receivable. Applicable only if the invoice is issues against a parent accounts receivable which fund its member accounts. The allowed accounts receivable identifier fields are the following:

Include Page
V4:accounts_receivable_identifier
V4:accounts_receivable_identifier

due_on

(optional)

DateThe 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 PageV4:currency_identifierV4:currency_identifier

. 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


due_on

(optional)

DateThe Date on which the Invoice will be due on.

posted_on

(optional)

Date

The posting date of the financial transaction which is before or equal to the current date and not included in already closed accounting periods. If not specified then the current date is applied. 

Tip

Available from CRM.COM

R11

R14.

0

11.0


notes

(optional)

StringShared 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_setSet 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

Anchor
invoice_update referred objects parameters
invoice_update referred objects parameters
Referred Parameters Objects Data

...

Expand
titleExample 1

HTTP Method: POST

 


Request:

Body:

Code Block
language
languagejavascript
themeConfluence
javascriptlinenumberstrue
{
 "token":"35FA3612DEB94BF7A2FE2C9EC9EF406D",
  "invoice_identifier":{"reference_number":"1013"},
   "accounts_receivable_identifier":{"name":"Mathew Spector 3"},
   "type_identifier":{"name":"Invoice 2"},
   "category_identifier":{"name":"Invoice Categories"},
   "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 2"},
         "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"
       },
    {
         "action":"remove",
         "invoice_item_identifier": {"id": "09E3B818BB644A57AD1D19FB95007C64"}
       }
    ]
}


Response:

Code Block
languagejavascript
themeConfluence
languagejavascript
linenumberstrue
{
  "status": {
    "message": "",
    "description": "",
    "code": "OK"
  },
  "data": {
    "notes": "Marios Lannister\t4/5/2016 00:21:36\tto be issued later\tMarios Lannister\t4/5/2016 00:25:07\tto be issued later\tMarios Lannister\t4/5/2016 09:18:53\tto be issued later\tMarios Lannister\t4/5/2016 11:30:01\tto be issued later\tMarios Lannister\t4/5/2016 11:38:58\tto be issued later\tMarios Lannister\t4/5/2016 11:42:25\tto be issued later\tMarios Lannister\t4/5/2016 11:44:12\tto be issued later\tMarios Lannister\t4/5/2016 11:45:35\tto be issued later",
    "udf_float_1": 10,
    "udf_float_2": 20,
    "invoice_item_set": [
      {
        "vat_percentage": 0,
        "sub_total": 0,
        "discount_amount": 0,
        "vat_rate": {
          "id": "EDE5318C0AA394902E8C7DAE0227CB01",
          "name": "Zero",
          "description": "No VAT applied",
          "alternative_code": "ZR"
        },
        "discount_percentage": 0,
        "net_amount": 0,
        "id": "C21B99AA435742EF89B9398C60593DE9",
        "quantity": 1,
        "cost": 0,
        "vat_amount": 0,
        "product": {
          "product_type": {
            "service_type": null,
            "physical_good_type": "TRACEABLE",
            "used_for_provisioning": false,
            "classification": "PHYSICALGOODS",
            "composition_method": "FLAT",
            "id": "6173FC99331504AD1ACB5D697D54DA8C",
            "name": "Smartcards",
            "description": "Smartcards",
            "alternative_code": "SC"
          },
          "id": "EAC7A30429364176616CFEF5DF709941",
          "description": "Smartcard 1",
          "code": "Smartcard 1",
          "alternative_code": "SC1"
        }
      },
      {
        "vat_percentage": 0,
        "sub_total": 28.5,
        "discount_amount": 1.5,
        "vat_rate": {
          "id": "EDE5318C0AA394902E8C7DAE0227CB01",
          "name": "Zero",
          "description": "No VAT applied",
          "alternative_code": "ZR"
        },
        "discount_percentage": 5,
        "net_amount": 30,
        "id": "794A7B5C1660432D906A487062376666",
        "quantity": 2,
        "cost": 15,
        "vat_amount": 0,
        "product": {
          "product_type": {
            "service_type": null,
            "physical_good_type": "TRACEABLE",
            "used_for_provisioning": false,
            "classification": "PHYSICALGOODS",
            "composition_method": "FLAT",
            "id": "6173FC99331504AD1ACB5D697D54DA8C",
            "name": "Smartcards",
            "description": "Smartcards",
            "alternative_code": "SC"
          },
          "id": "80EEE8F6F46767AE32E6ABE68603E9F2",
          "description": "SmartCards 2",
          "code": "Smartcard 2",
          "alternative_code": "SC2"
        }
      }
    ],
    "udf_float_3": 30,
    "udf_float_4": 40,
    "number": null,
    "due_on": "2014-11-05T15:49:59",
    "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",
    "accounts_receivable": {
      "account_owner": {
        "last_name": "Spector",
        "middle_name": null,
        "life_cycle_state": "FINANCIAL",
        "company_profile": null,
        "title": null,
        "first_name": "Mathew",
        "type": "PERSON",
        "id": "95548C3522A249E6B452D20C700BA95C",
        "name": null,
        "company_name": null,
        "demographics": {
          "gender": null,
          "passport_issued_by_country": null,
          "social_security_number": "1245",
          "passport_number": null,
          "industry_sector": null,
          "name_day": {
            "month": null,
            "day": null
          },
          "date_of_birth": {
            "month": null,
            "day": null,
            "year": null
          },
          "id_number": "454545",
          "industry": null,
          "id_issued_by_country": null
        }
      },
      "life_cycle_state": "ACTIVE",
      "number": "168",
      "id": "B3FB252765AF2AA339BAA0156E15E3C3",
      "name": "Mathew Spector 3"
    },
    "discount_amount": 1.5,
    "id": "4015E251C7CC4F738918454379B988C5",
    "outstanding_amount": null,
    "posted_on": null,
    "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",
    "vat_amount": 0,
    "log_information": {
      "updated_date": "2016-05-04T08:45:37",
      "created_date": "2015-04-07T17:36:43",
      "created_by_unit": {
        "community_name": "Internal Community",
        "id": "48305F8849E3C18B227C5BE3A27BA6DF",
        "name": "Admin Unit",
        "group_name": "Main Group",
        "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
        "alternative_code": "MG"
      },
      "updated_by_unit": {
        "community_name": "Internal Community",
        "id": "48305F8849E3C18B227C5BE3A27BA6DF",
        "name": "Admin Unit",
        "group_name": "Main Group",
        "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
        "alternative_code": "MG"
      },
      "created_by_user": {
        "person_name": "MPAdministrator",
        "username": "MPAdministrator",
        "id": "1",
        "email": "sakkascy1986@hotmail.com"
      },
      "updated_by_user": {
        "person_name": "Marios Lannister",
        "username": "MPAdministrator",
        "id": "1"
      }
    },
    "issued_on": "2015-04-07T17:36:43",
    "total_amount": 28.5,
    "life_cycle_state": "DRAFT",
    "unsettled_amount": null,
    "back_office_code": "000112",
    "rejection_reason": null,
    "type": {
      "classification": "INVOICE",
      "id": "AD2930A767CA6BDB51E2BF7072D82E68",
      "name": "Invoice 2",
      "description": "Invoice 2",
      "alternative_code": "I2"
    },
    "net_amount": 30,
    "reference_number": "1013",
    "category": {
      "id": "1AABE70F46D5937ABE25B2FDCBD7BCF5",
      "name": "Invoice Categories",
      "description": "Invoice Categories",
      "code": "IC"
    }
  }
}


...

Expand
titleExample 2

HTTP Method: POST 


Request:

Body:

Code Block
language
languagejavascript
themeConfluence
javascriptlinenumberstrue
   {
    "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
languagejs
themeConfluencelanguagejs
linenumberstrue
{
  "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": ""
  }
}


...