TemplateVersion: v3
Create template
POST/invoices/template
API to create a template
Authorizations
Authorizationstringheaderrequired
Bearer authentication header of the form Bearer <token>, where <token> is your access token.
Scope:
invoices/Auth methods:
OAuthPrivate IntegrationToken types:
Sub-Account TokenAgency TokenRequest
Headers
Versionstringrequired
API Version
Available options
v3Body
altIdstringrequired
location Id / company Id based on altType
Example:
6578278e879ad2646715ba9caltTypestringrequired
Alt Type
Available options
locationExample:
locationinternalboolean
namestringrequired
Name of the template
Example:
New TemplatebusinessDetailsobjectrequired
currencystringrequired
itemsobject[]required
automaticTaxesEnabledboolean
Automatic taxes enabled for the Invoice
Example:
truediscountobject
termsNotesstring
titlestring
Template title
Example:
New TemplatetipsConfigurationobject
Configuration for tips on invoices
lateFeesConfigurationobject
Late fees configuration for the invoices
invoiceNumberPrefixstring
prefix for invoice number
Example:
INV-paymentMethodsobject
Payment Methods for Invoices
attachmentsstring[]
attachments for the invoice
miscellaneousChargesobject
miscellaneous charges for the invoice
Response
Successful response
_idstringrequired
Template Id
Example:
6578278e879ad2646715ba9caltIdstringrequired
Location Id or Agency Id
Example:
6578278e879ad2646715ba9caltTypestringrequired
Available options
locationnamestringrequired
Name of the Template
Example:
New TemplatebusinessDetailsobjectrequired
Business Details
currencystringrequired
Currency
Example:
USDdiscountobject
Discount
itemsstring[]required
Invoice Items
invoiceNumberPrefixstring
prefix for invoice number
Example:
INV-totalnumberrequired
Total Amount
Example:
999createdAtstringrequired
created at
Example:
2023-12-12T09:27:42.355ZupdatedAtstringrequired
updated at
Example:
2023-12-12T09:27:42.355Z