Invoice Creation (POST)

This API request creates billing period items for the matching billing schedules. The billing period items are created for the period between the next charge date of the billing schedule and the specified target date. Invoice lines are created by processing these billing period items. These invoice lines are then grouped into invoices based on the defined grouping criteria on the billing schedule.

Special Access Rules

You need the Generate Invoices From Billing Schedule API, Billing Operations User, or Billing Customer Service permission set to use this API. Commerce B2B and D2C customers can call this API if Commerce Subscriptions is enabled.

Resource

1/commerce/invoicing/invoices/collection/actions/generate

Resource example

1https://yourInstance.salesforce.com/services/data/v66.0/commerce/invoicing/invoices/collection/actions/generate

Available version

62.0

HTTP methods

POST

Request body for POST

The billing​TransactionId property takes precedence over the accountId property followed by the billing​ScheduleIds property when values for these properties are specified in the input request.

Note

JSON example

1{
2  "accountId": "001SG00000mYtRWYA0",
3  "action": "Posted",
4  "billingScheduleIds": [
5    "44bSG000000CVeMYAW"
6  ],
7  "billingTransactionId": "801SG00000mYtaXYAS",
8  "correlationId": null,
9  "invoiceDate": "2024-01-12",
10  "targetDate": "2024-01-12"
11}

Properties

Name	Type	Description	Required or Optional	Available Version
accountId	String	ID of the account record to create the invoices for.	Required if the billing​ScheduleIds or billing​TransactionId property isn’t specified.	63.0
action	String	Type of invoice to be created. Valid values are: Draft Posted	Required	62.0
billing​ScheduleIds	String[]	List of billing schedule IDs that’s used to create the invoices. You can specify a maximum of 200 billing schedules.	Required if the accountId or billing​TransactionId property isn’t specified.	62.0
billing​TransactionId	String	ID of the billing transaction record, which is the order ID, to create the invoices for.	Required if the accountId or billing​ScheduleIds property isn’t specified.	63.0
configuration​Overrides	Invoice API Configuration Override Input	Additional configuration details for generating an invoice. These details specify whether the generation of payment schedules and payment schedule items must be skipped.	Optional	63.0
correlation​Id	String	Property that’s tagged against the published InvoiceProcessedEvent event, if specified.	Optional	62.0
invoice​Date	String	Stamping date of the invoice in ISO 8601 format.	Required	62.0
target​Date	String	Date in ISO 8601 format used to decide the billing periods that are included to create invoices.	Required	62.0

Response body for POST

Revenue Async Response