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latestOpenAPI 3.0.02026-07-2455104.8 MB
ProformaInvoice

🔒 Update proforma invoice V3

This endpoint is currently in Beta and available for testing. It may contain bugs, and breaking changes can occur at any time without prior notice. We do not recommend using Beta endpoints in production environments. Should you choose to use it in production, you assume full responsibility for any resulting issues.

This endpoint requires the following scopes: proformaInvoice:update.

Update a proforma invoice.

patch/api/v3/proformaInvoices/{id}

Path parameters

idstring required

Request body

documentDatestring date

Date of the document

internalDesignationstring

Internal designation, might be displayed in the letterhead

bodyIntroductionstring

Introduction text for the body of the document

bodyOutroductionstring

Outroduction text for the body of the document

vatIdstring

VAT ID of the business partner

deliveryTermsstring

Delivery terms for the document

internalCommentstring

Internal comment for the document

languagestring

Language of the document in an ISO-639-1 format.

deliveryDatestring date

Delivery date for the proforma invoice.

useAlternativeDocumentTitleboolean

Indicates if the alternative document title should be used. The alternative document title can be configured per document type in the system settings.

customerOrderNumberstring

Customer order number / reference.

Example request

{
  "documentDate": "2025-07-15",
  "documentAddress": {
    "type": "company",
    "name": "John Doe",
    "title": "Dr.",
    "contactPerson": "Jane Smith",
    "department": "Sales",
    "subDepartment": "International",
    "addressSupplement": "Building A",
    "street": "123 Main St",
    "zipCode": "12456",
    "city": "Springfield",
    "state": "Illinois",
    "country": "US",
    "gln": "1234567890123",
    "salutation": "Dear John,",
    "email": "john@example.com",
    "phone": "+1-234-567-8900",
    "fax": "+1-234-567-8901",
    "mobile": "+1-234-567-8902"
  },
  "project": {
    "id": "13"
  },
  "internalDesignation": "FB-3860-L",
  "bodyIntroduction": "Sehr geehrte Damen und Herren,",
  "bodyOutroduction": "Mit freundlichen Grüßen",
  "vatId": "DE123456789",
  "deliveryTerms": "Lieferung frei Haus",
  "internalComment": "This is an internal comment.",
  "language": "en",
  "editor": {
    "id": "6"
  },
  "tags": [
    {
      "title": "important"
    }
  ],
  "financials": {
    "tax": {
      "taxation": "domestic"
    },
    "currency": "EUR",
    "exchangeRate": 1.0875
  },
  "sales": {
    "id": "5"
  },
  "deliveryDate": "2025-01-15",
  "customerOrderNumber": "PO-2024-12345"
}

Response

Update a proforma invoice.

Example response

{
  "data": {
    "id": "1",
    "documentNumber": "I-12343",
    "documentDate": "2023-10-01",
    "customerNumber": "CUST-54321",
    "address": {
      "id": "42",
      "createdAt": "2025-03-15T09:27:00+01:00",
      "updatedAt": "2025-10-20T14:45:12+01:00"
    },
    "project": {
      "id": "54",
      "name": "Standard Project",
      "abbreviation": "STANDARD"
    },
    "tags": [
      {
        "id": "4",
        "title": "important"
      }
    ],
    "documentAddress": {
      "name": "John",
      "type": "mr",
      "title": "Ms.",
      "contactPerson": "Laura Schneider",
      "department": "Research & Development",
      "subDepartment": "CAI Lab",
      "addressSupplement": "Gebäude B, 4. Etage",
      "street": "Fuggerstraße 11",
      "zipCode": "86150",
      "city": "Augsburg",
      "state": "BY",
      "country": "DE",
      "salutation": "Sehr geehrte Damen und Herren",
      "gln": "1234567890123",
      "email": "alice@example.com",
      "phone": "+1-234-567-8900",
      "fax": "+1-234-567-8901",
      "mobile": "+1-234-567-8902"
    },
    "internalDesignation": "FB-3860-L",
    "language": "de",
    "bodyIntroduction": "Dear customer, we are pleased to send you the following invoice.",
    "bodyOutroduction": "Thank you for your business.",
    "vatId": "DE123456789",
    "deliveryTerms": "DDP",
    "internalComment": "This is an internal comment.",
    "editor": {
      "id": "4"
    },
    "activity": [
      {
        "message": "Invoice released",
        "causer": "John Doe",
        "causedAt": "2023-01-01T00:00:00Z"
      }
    ],
    "customFields": [
      {
        "key": "customer_category",
        "value": "Premium",
        "label": "Customer Category"
      },
      {
        "key": "priority_level",
        "value": "High",
        "label": "Priority Level"
      }
    ],
    "updatedAt": "2023-10-01T12:00:00Z",
    "createdAt": "2023-10-01T12:00:00Z",
    "financials": {
      "paymentMethod": {
        "id": "1"
      },
      "paymentTerms": {
        "paymentTargetDays": 30,
        "paymentTargetDiscount": 2.5,
        "paymentTargetDiscountDays": 10
      },
      "tax": {
        "taxation": "domestic",
        "taxRates": {
          "standard": 19,
          "reduced": 7
        }
      },
      "currency": "EUR",
      "exchangeRate": 1.0875
    },
    "totals": {
      "net": {
        "amount": "13.37",
        "currency": "EUR"
      },
      "gross": {
        "amount": "13.37",
        "currency": "EUR"
      },
      "contributionMargin": 42
    },
    "salesOrder": {
      "id": "13"
    },
    "customerOrderNumber": "PO-12345",
    "deliveryDate": "2023-10-15",
    "deviatingShipToAddress": {
      "name": "John",
      "type": "mr",
      "title": "Ms.",
      "contactPerson": "Laura Schneider",
      "department": "Research & Development",
      "subDepartment": "CAI Lab",
      "addressSupplement": "Gebäude B, 4. Etage",
      "street": "Fuggerstraße 11",
      "zipCode": "86150",
      "city": "Augsburg",
      "state": "BY",
      "country": "DE",
      "salutation": "Sehr geehrte Damen und Herren",
      "gln": "1234567890123",
      "email": "alice@example.com",
      "phone": "+1-234-567-8900",
      "fax": "+1-234-567-8901",
      "mobile": "+1-234-567-8902"
    },
    "deviatingCustomsToAddress": {
      "name": "John",
      "type": "mr",
      "title": "Ms.",
      "contactPerson": "Laura Schneider",
      "department": "Research & Development",
      "subDepartment": "CAI Lab",
      "addressSupplement": "Gebäude B, 4. Etage",
      "street": "Fuggerstraße 11",
      "zipCode": "86150",
      "city": "Augsburg",
      "state": "BY",
      "country": "DE",
      "salutation": "Sehr geehrte Damen und Herren",
      "gln": "1234567890123",
      "email": "alice@example.com",
      "phone": "+1-234-567-8900",
      "fax": "+1-234-567-8901",
      "mobile": "+1-234-567-8902"
    },
    "customsInformation": "Goods shipped from Germany. Please contact us for any questions regarding customs clearance.",
    "addCustomsInformation": true,
    "lineItems": [
      {
        "type": "product",
        "id": "1",
        "number": "2462-SK-D",
        "name": "Strawberry Jam",
        "description": "Delicious strawberry jam made from fresh strawberries.",
        "quantity": 2,
        "product": {
          "createdAt": "2025-03-15T09:27:00+01:00",
          "updatedAt": "2025-10-20T14:45:12+01:00"
        },
        "customFields": [
          {
            "key": "customer_category",
            "value": "Premium",
            "label": "Customer Category"
          },
          {
            "key": "priority_level",
            "value": "High",
            "label": "Priority Level"
          }
        ],
        "unit": "kg",
        "packagingUnit": "box",
        "internalComment": "This is an internal comment.",
        "customerProductNumber": "CUS-10077",
        "order": 5,
        "updatedAt": "2023-10-01T12:00:00Z",
        "createdAt": "2023-10-01T12:00:00Z",
        "salesOrderLineItem": {
          "id": "1"
        },
        "deliveredQuantity": 2,
        "taxRate": "standard",
        "effectiveTaxRate": 19,
        "price": {
          "net": {
            "amount": "13.37",
            "currency": "EUR"
          },
          "gross": {
            "amount": "13.37",
            "currency": "EUR"
          }
        },
        "discount": 10,
        "taxLegalNotice": "Tax exempt according to §19 UStG"
      }
    ],
    "effectiveAddresses": {
      "soldTo": {
        "name": "John",
        "type": "mr",
        "title": "Ms.",
        "contactPerson": "Laura Schneider",
        "department": "Research & Development",
        "subDepartment": "CAI Lab",
        "addressSupplement": "Gebäude B, 4. Etage",
        "street": "Fuggerstraße 11",
        "zipCode": "86150",
        "city": "Augsburg",
        "state": "BY",
        "country": "DE",
        "salutation": "Sehr geehrte Damen und Herren",
        "gln": "1234567890123",
        "email": "alice@example.com",
        "phone": "+1-234-567-8900",
        "fax": "+1-234-567-8901",
        "mobile": "+1-234-567-8902"
      },
      "shipTo": {
        "name": "John",
        "type": "mr",
        "title": "Ms.",
        "contactPerson": "Laura Schneider",
        "department": "Research & Development",
        "subDepartment": "CAI Lab",
        "addressSupplement": "Gebäude B, 4. Etage",
        "street": "Fuggerstraße 11",
        "zipCode": "86150",
        "city": "Augsburg",
        "state": "BY",
        "country": "DE",
        "salutation": "Sehr geehrte Damen und Herren",
        "gln": "1234567890123",
        "email": "alice@example.com",
        "phone": "+1-234-567-8900",
        "fax": "+1-234-567-8901",
        "mobile": "+1-234-567-8902"
      },
      "customsTo": {
        "name": "John",
        "type": "mr",
        "title": "Ms.",
        "contactPerson": "Laura Schneider",
        "department": "Research & Development",
        "subDepartment": "CAI Lab",
        "addressSupplement": "Gebäude B, 4. Etage",
        "street": "Fuggerstraße 11",
        "zipCode": "86150",
        "city": "Augsburg",
        "state": "BY",
        "country": "DE",
        "salutation": "Sehr geehrte Damen und Herren",
        "gln": "1234567890123",
        "email": "alice@example.com",
        "phone": "+1-234-567-8900",
        "fax": "+1-234-567-8901",
        "mobile": "+1-234-567-8902"
      }
    }
  }
}