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

Invoicing API Requests

When creating an invoice, you can choose to create a draft or published invoice. If you create a published invoice, you can specify whether the invoice is immediately emailed to the customer or not. This table describes the different methods for creating an invoice.

Invoice Creation Methods
Invoice Method	Description	Field Values Specific to this Method
Create a Draft Invoice	Create an invoice draft that is only viewable by you. When you are ready to share the invoice with the customer, you must publish it by sending a send invoice request. To create a draft invoice that is not sent as an email to the customer when you publish it, see Create a Draft Invoice. To create a draft invoice that is sent as an email to the customer when you publish it, see Create a Deliverable Draft Invoice.	invoiceInformation.deliveryMode Possible values: email none invoiceInformation.sendImmediately Set to false .
Create and Send an Invoice Immediately	Create a published invoice that is immediately emailed to the customer by Cybersource . The customer can view and pay the invoice when they receive the invoice email. For more information, see Create and Send an Invoice Immediately.	invoiceInformation.deliveryMode Set to email . invoiceInformation.sendImmediately Set to true .
Create an Invoice without Sending it	Create a published invoice that you can share with the customer by sending the customer the generated URL. This method gives you control over the distribution of the invoices. For more information, see Create an Invoice without Sending it.	invoiceInformation.deliveryMode Set to none . invoiceInformation.sendImmediately Set to true .

The invoicing API also enables you to perform these follow-on services after creating an invoice:

Send or resend an invoice

Get an invoice's details

Get lists of invoices

Update an invoice

Cancel an invoice

You can also customize your invoices to align with your brand. For more information, see Invoice Settings API Requests.