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
  - Line Items
  - 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
  - Line Items
  - 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
  - Line Items
  - 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
  - Line Items
  - 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
  - Line Items
  - 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

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

Webhooks for Invoicing
- Example: Subscribe to Invoicing Webhooks

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 with Transaction Management
- Generating a Report with Invoice Data
- Create a Custom Text Field for an Invoice

On This Page

Required Fields for Creating an Invoice

This section lists the required fields necessary to create these types of invoices:

In-person invoice

Email invoice

Itemized email invoice

The invoice created using these fields and specified values is not immediately sent to the customer.

Required Fields for Creating an In-Person Invoice

invoiceInformation.deliveryMode: Set to
none
.
invoiceInformation.description
invoiceInformation.dueDate
invoiceInformation.sendImmediately: Set to
true
.
orderInformation.amountDetails.currency
orderInformation.amountDetails.totalAmount

Required Fields for Creating an Email Invoice

customerInformation.email
customerInformation.name
invoiceInformation.deliveryMode: Set to
none
.
invoiceInformation.dueDate
invoiceInformation.sendImmediately: Set to
true
.
orderInformation.amountDetails.currency
orderInformation.amountDetails.totalAmount

Required Fields for Creating an Itemized Email Invoice

customerInformation.email
customerInformation.name
invoiceInformation.deliveryMode: Set to
none
.
invoiceInformation.dueDate
invoiceInformation.sendImmediately: Set to
true
.
orderInformation.amountDetails.currency
orderInformation.amountDetails.totalAmount
orderInformation.lineItems[].productName: Include for each item listed in the invoice.
orderInformation.lineItems[].productSku: Include for each item listed in the invoice.
orderInformation.lineItems[].quantity: Include for each item listed in the invoice.
orderInformation.lineItems[].totalAmount: Include for each item listed in the invoice.
orderInformation.lineItems[].unitPrice: Include for each item listed in the invoice.

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