API Overview

Invoicing Developer Guide
- Recent Revisions to This Document
- VISA Platform Connect: Specifications and Conditions for Resellers/Partners

Introduction to Invoicing

Invoicing API Requests
- Create a Draft Invoice
  - Required Fields for Drafting an Invoice
  - Optional Fields for Invoice Creation
  - Optional Fields for Discounts and Taxes
  - Example: Drafting an Invoice
  - REST Interactive Example: Create an Invoice Draft
- Create a Deliverable Draft Invoice
  - Required Fields for Drafting an Invoice
  - Optional Fields for Invoice Creation
  - Optional Fields for Discounts and Taxes
  - Example: Drafting a Deliverable Invoice
  - REST Interactive Example: Create an Invoice Draft
- Create and Send an Invoice Immediately
  - Required Fields for Creating and Sending an Invoice
  - Optional Fields for Invoice Creation
  - Optional Fields for Discounts and Taxes
  - Example: Creating and Sending an Invoice
  - REST Interactive Example: Create and Send an Invoice
- Create an Invoice without Sending it
  - Required Fields for Creating an Invoice
  - Optional Fields for Invoice Creation
  - Optional Fields for Discounts and Taxes
  - Example: Creating an Invoice
  - REST Interactive Example: Create a New Invoice
- Get a List of Invoices
  - Generate an Endpoint with Query Parameters
  - Example: Get a List of Invoices
  - REST Interactive Example: Get a List of Invoices
- Get Invoice Details
  - Example: Get Invoice Details
  - REST Interactive Example: Get Invoice Details
- Update an Invoice
  - Required Fields for Updating an Invoice
  - Optional Fields for Updating an Invoice
  - Example: Updating an Invoice
  - REST Interactive Example: Update an Invoice
- Send an Invoice
  - Example: Send an Invoice
  - REST Interactive Example: Send an Invoice
- Cancel an Invoice
  - Example: Cancelling an Invoice
  - REST Interactive Example: Cancel an Invoice
- Including Line Items in an Invoice

Invoice Settings API Requests
- Update Invoice Settings
  - Fields for Updating Invoice Settings
  - Example: Update Invoice Settings
  - REST Interactive Example: Update Invoice Settings
- Get Invoice Settings
  - Example: Get Invoice Settings
  - REST Interactive Example: Get Invoice Settings

Add Payer Authentication to Invoicing

Add Invoicing Add-In to Outlook
- Set Up Add-In with Existing Account
- Set Up Add-In with New Account
- Create a Simple Invoice
- Create an Itemized Invoice
- Manage Invoices
- Revoke and Reconnect Outlook Permissions
- Sign Out

Webhook Notifications for Invoicing
- Example: Creating an Invoice Webhook Subscription

Manage Invoices Using the Business Center
- Enabling 3-D Secure for Invoices
- Fraud Management for Invoices
- Approving Payment Flagged for Fraud
- Rejecting Payment Flagged for Fraud
- Filtering Invoice Transactions in Transaction Management
- Generating a Report with Invoice Data
- Create a Custom Text Field for an Invoice

Set Up Add-In with Existing Account

Follow these steps to install and set up the Visa Invoicing Add-In for Microsoft Outlook if you already have a production Cybersource account.

Go to the Microsoft AppSource.

Use the AppSource search field to find the Visa Invoicing
add-in.

Click Get it now
to download and install it.

If you are not already signed in to your Microsoft account, enter your account credentials on the Sign in to Microsoft AppSource window, then click Sign in
.

Confirm or edit your details, and click Get it now
.

A window opens asking if you would like to install Visa invoicing. Click Continue
.

The Visa Invoicing Add-in installs on your Outlook desktop application.

Open your Outlook desktop application and click the Visa Invoicing
add-in.

On the Welcome page, click Get started
.

On the next page, choose the Production
or Test
environment, whichever your account is configured for, and then click Sign in to Visa Invoicing
.

On the sign-in page, enter your Business Center organization ID, username, and password. Click Sign in
.

Review the permissions disclosure, and click Allow
to grant Microsoft Outlook access to your Business Center account for invoicing purposes.

When you log in to the Visa Invoicing add-in, the Dashboard opens. You can choose from several tasks such as creating and managing invoices, managing permissions, and signing out. Any invoices you already have are listed.