Invoices

Manage accounts receivable invoices.


Accounts receivable invoices issued to customers.

Dependency: Requires Customers to be uploaded first.

Endpoint

POST /full-csv-integration/upload-invoices

  • Form Field: invoicesFile

Required Fields

FieldTypeDescriptionValidations
erp_customer_idStringCustomer ID in ERPMust exist in Customers
erp_invoice_idStringInvoice ID in ERPCannot be empty
currencyStringCurrency codee.g., COP, USD, EUR
original_amountFloatOriginal invoice amountPositive decimal
pending_amountFloatPending/outstanding amountDecimal number
statusStringInvoice statusOPEN or CLOSED
issue_dateDateInvoice issue dateFormat: YYYY-MM-DD
due_dateDatePayment due dateFormat: YYYY-MM-DD

Optional Fields

FieldTypeDescriptionValidationsDefault
advance_amountFloatAdvance payment appliedDecimalnull
allow_collectionBooleanAllow collection1 or 01
invoice_urlStringURL to invoice document-null
cost_center_1_erp_idStringCost center 1 IDMust provide matching _pctnull
cost_center_1_pctFloatCost center 1 percentage0-100null
cost_center_2_erp_idStringCost center 2 IDMust provide matching _pctnull
cost_center_2_pctFloatCost center 2 percentage0-100null
Up to 5 cost centers

Example CSV

erp_customer_id,erp_invoice_id,currency,original_amount,pending_amount,status,issue_date,due_date,advance_amount,allow_collection,cost_center_1_erp_id,cost_center_1_pct,cost_center_2_erp_id,cost_center_2_pct
CUST001,INV001,COP,1000000.00,500000.00,OPEN,2024-01-15,2024-02-15,0.00,1,CC001,60.0,CC002,40.0
CUST002,INV002,COP,500000.00,0.00,CLOSED,2024-01-20,2024-02-20,0.00,1,CC001,100.0,,