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

Webhook Notifications for Invoicing

Webhooks are automated notifications generated by system events that occur in your organization. You can create a webhook subscription for invoicing events to receive a notification when an invoice is:

Cancelled

Five-day early reminder

Fully paid

Overdue reminder

Partially paid

Sent

You must have a URL for the webhook notifications to be sent to.

Notifications that contain sensitive, personally identifiable information (PII), such as account numbers, are sent using message-level encryption. Transport Layer Security is required in order to ensure data integrity.

There are additional requirements for implementing webhooks that are not discussed in this guide. To create to webhook subscription to receive invoicing related notifications, see the Webhooks Implementation Guide for the REST API
.

Invoicing Product ID and Event Types

When you send a create a webhook subscription
request, set the

products.productId

field to

customerInvoicing

and set the

products.eventTypes

field to one or more of the values listed in the Event Type Field Value column in the table below. If you include multiple event types in your request, separate each event type field value with the comma character (

,

).

Invoicing Webhook Product ID and Event Types
Product ID	Event Type Field Value	Description
customerInvoicing	invoicing.customer.invoice.cancel	Merchants can subscribe to this event type to automate how their system is informed when an invoice is cancelled.
	invoicing.customer.invoice.overdue-reminder	Notifies you 1 day after the invoice payment is due. This event is triggered if you have invoice reminders enabled in your invoice settings.
	invoicing.customer.invoice.paid	Merchants can subscribe to this event type to automate how their system is informed when an invoice is fully paid.
	invoicing.customer.invoice.partial-payment	Merchants can subscribe to this event type to automate how their system is informed when an invoice is partially paid.
	invoicing.customer.invoice.reminder	Notifies you 5 days before the invoice payment is due. This event is triggered if you have invoice reminders enabled in your invoice settings.
	invoicing.customer.invoice.send	Merchants can subscribe to this event type to automate how their system is informed when an invoice is sent to the customer.