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

Field	Type	Description	Validations
`erp_customer_id`	String	Customer ID in ERP	Must exist in Customers. Rows whose customer does not exist are dropped silently and the upload still reports success
`erp_invoice_id`	String	Invoice ID in ERP	The column must be present
`currency`	String	Currency code	e.g., `COP`, `USD`, `EUR`. The column must be present
`original_amount`	Float	Original invoice amount	Decimal number
`pending_amount`	Float	Pending/outstanding amount	Decimal number
`status`	String	Invoice status	`OPEN` or `CLOSED`, uppercase — `open` and `closed` are rejected
`issue_date`	Date	Invoice issue date	`YYYY-MM-DD` recommended. Other formats are accepted; values that cannot be parsed are stored empty rather than raising an error
`due_date`	Date	Payment due date	`YYYY-MM-DD` recommended. Other formats are accepted; values that cannot be parsed are stored empty rather than raising an error

Optional Fields

Field	Type	Description	Validations	Default
`advance_amount`	Float	Advance payment applied	Decimal number. If omitted or left empty it is stored as `0.00`	`0.00`
`allow_collection`	Boolean	Allow collection	`1` or `0`. The default only applies when the invoice is created; a blank cell is read as `0`, and on updates the existing value is kept	`1`
`invoice_url`	String	URL to invoice document	-	null
`cost_center_1_erp_id`	String	Cost center 1 ID	Must provide matching `_pct`	null
`cost_center_1_pct`	Float	Cost center 1 percentage	Only values greater than 0 are recorded	null
`cost_center_2_erp_id`	String	Cost center 2 ID	Must provide matching `_pct`	null
`cost_center_2_pct`	Float	Cost center 2 percentage	Only values greater than 0 are recorded	null
`cost_center_3_erp_id`	String	Cost center 3 ID	Must provide matching `_pct`	null
`cost_center_3_pct`	Float	Cost center 3 percentage	Only values greater than 0 are recorded	null
`cost_center_4_erp_id`	String	Cost center 4 ID	Must provide matching `_pct`	null
`cost_center_4_pct`	Float	Cost center 4 percentage	Only values greater than 0 are recorded	null
`cost_center_5_erp_id`	String	Cost center 5 ID	Must provide matching `_pct`	null
`cost_center_5_pct`	Float	Cost center 5 percentage	Only values greater than 0 are recorded	null

Cost center allocations

Up to 5 cost center pairs are accepted. For each pair i:

If you send either cost_center_i_erp_id or cost_center_i_pct, you must send both columns, otherwise the upload fails.
Only rows with a percentage greater than 0 produce an allocation.
The percentages are not checked: they need not add up to 100, and values above 100 are not rejected.
cost_center_i_erp_id is stored as given — it is not verified against Cost Centers.
Allocations are replaced per invoice on every upload: send all of an invoice’s cost centers together.

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,,