Sign in

v1

latestOpenAPI 3.0.12026-07-245277551.2 MB
Fiscal Documents

Create a fiscal document of the type pro forma invoice

Create a fiscal document of the type pro forma invoice.

Pro Forma Invoice Characteristics:

  • Contains pending transactions that are subject to change
  • Includes payment information
  • Transactions are NOT locked (unlike regular invoices)
  • Can be converted to regular invoices later when transactions are posted
  • Has its own sequence numbering and settings
post/fiscal-document/v1/fiscal-documents/pro-forma-invoice

Headers

X-Property-IDinteger required

Property id

Request body

transactionIdsinteger[] required

List of pending transaction IDs to include in the pro forma invoice (deprecated, use includeTransactionIds instead)

transactionIdToAmountobject nullable

Map of transaction ID to amount (in major currency units, e.g., 10.50 for $10.50) for partial transaction inclusion

paymentIdsinteger[]

List of payment IDs associated with the pending transactions

sourceIdinteger required
sequenceIdinteger nullable
sourceKind'GROUP_PROFILE' | 'RESERVATION' | 'HOUSE_ACCOUNT' | 'ACCOUNTS_RECEIVABLE_LEDGER' required

Kind of the source entity

userIdinteger nullable
invoiceDatestring date

Date for the pro forma invoice (defaults to current date if not provided)

folioIdsinteger[]

Include all transactions from the specified folio IDs

excludeTransactionIdsinteger[]

Exclude transactions with the specified IDs

includeTransactionIdsinteger[]

Include transactions with the specified IDs

emailsstring[] nullable

Optional list of email addresses to send the document to once it is ready

Response

OK

idstring
kind'INVOICE' | 'CREDIT_NOTE' | 'RECEIPT' | 'RECTIFY_INVOICE' | 'PRO_FORMA_INVOICE' | 'REFUND_RECEIPT' | 'INVOICE_RECEIPT' | 'ADVANCE_INVOICE' | 'SETTLEMENT_INVOICE' | 'TAX_WITHHOLDING'

Kind of fiscal document

status'COMPLETED' | 'VOIDED' | 'PAID' | 'PENDING_INTEGRATION' | 'PARTIALLY_PAID' | 'COMPLETED_INTEGRATION' | 'FAILED_INTEGRATION' | 'CORRECTION_NEEDED' | 'CANCELED' | 'CANCEL_REQUESTED' | 'OPEN' | 'REQUESTED' | 'VOID_REQUESTED' | 'FAILED' | 'MANUALLY_RECONCILED' | 'REJECTED' | 'ACCEPTED' | 'PENDING_TRANSACTION' | 'ALLOCATED' | 'APPLIED'

Status of the fiscal document

linkedTostring

Example response

{
  "governmentIntegration": {
    "folioFiscal": "9B3E26F4-1234-4A5B-8C9D-ABCDEF012345"
  }
}