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

On This Page

Example: Update Invoice Settings

Request

{
  "invoiceSettingsInformation": {
    "merchantLogo": "/9j/4AAQSkZJRgABAQEAYA",
    "merchantDisplayName": "Custom Merchant Display Name",
    "customEmailMessage": "Custom merchant email message",
    "enableReminders": true,
    "headerStyle": {
      "fontColor": "#000001",
      "backgroundColor": "#FFFFFF"
    },
    "deliveryLanguage": "en-US",
    "defaultCurrencyCode": "USD",
    "payerAuthenticationInInvoicing": "enable",
    "showVatNumber": false,
    "vatRegistrationNumber": "Inv1234"
  }
}

Response to a Successful Request

{
  "submitTimeUtc": "2024-07-27T22:20:52.238332595Z",
  "invoiceSettingsInformation": {
    "merchantDisplayName": "Custom Merchant Display Name",
    "customEmailMessage": "Custom merchant email message",
    "enableReminders": true,
    "headerStyle": {
      "fontColor": "#000001",
      "backgroundColor": "#FFFFFF"
    },
    "deliveryLanguage": "en-US",
    "defaultCurrencyCode": "USD",
    "payerAuthentication3DSVersion": "True",
    "showVatNumber": false,
    "phoneNumber": false,
    "shipTo": false,
    "email": true
  }
}

Back to top