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Bettina Borces

Bettina Borces

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Overview


Issuing an invoice or credit memo will transmit the invoice or credit memo to the accounts receivable system and will prevent the addition of further adjustments unless the invoice or credit memo is voided.

On issue the following things occur:

  • Assign an invoice number
  • Render the invoice
  • Prevent financial changes from being made to the invoice. See Preview / Re-Render Invoice to learn exactly what's locked down.
  • Queue an accounts receivable transaction for transmission to the accounting system
  • Optionally email the invoice to the client
  • Optionally download the invoice to your computer
  • Optionally upload the invoice to Projector Web

Request Format


Panel
titlePwsIssueInvoice Request
  • PwsIssueInvoice
    • serviceRequest: 229965825PwsIssueInvoice
      • RequestId: Int32
      • SessionTicket: String
      • AddCommentsToInvoiceMessagesFlag: Boolean
      • FullDetailFlag: Boolean
      • IncludeAdjustmentHistoryFlag: Boolean
      • IncludeFullAdjustmentHistoryFlag: Boolean
      • InvoiceDate: DateTime
      • InvoiceIdentity: PwsInvoiceRef
      • InvoiceTimestamp: String
      • IssuedInvoiceNumber: String
      • LocksToSteal: PwsEntityLockSummary
      • NewInvoiceMessages: String
      • NotifyFinanceTeamFlag: Boolean
      • NotifyManagementTeamFlag: Boolean
      • NotifyPmTeamFlag: Boolean
      • PostFlag: Boolean
      • ProjectorLockSetId: Int32
      • SendFlag: Boolean
      • SkipIfIneligibleFlag: Boolean

Request Elements


Element

Data Type

Required?

Default

Description

RequestId

Int32

No


Click here for more information.

SessionTicket

String

Yes


Click here for more information.

AddCommentsToInvoiceMessagesFlag

Boolean

No

false

If set to 'true', the comments associated with the ivnoice will be added to the invoice message.

FullDetailFlag

Boolean

No

false

If set to 'true', include full detailed invoice element in response.

IncludeAdjustmentHistoryFlag

Boolean

No

false

If set to 'true', include adjustment history in response.

IncludeFullAdjustmentHistoryFlag

Boolean

No

false

If set to 'true', include full adjustment history in response.

InvoiceDate

DateTime

No

The date the invoice is issued

Defaults to the date the invoice is actually issued. This can be overridden here or at the time of issue.

This date:

  • determines the accounting period for the AR transaction
  • start date for payment terms such as net 30

InvoiceIdentity

PwsInvoiceRef

Yes


This structure represents the unique key fields associated with identifying an invoice.

InvoiceTimestamp

String

No


This is a Base64 encoded timestamp optionally utilized for invoice locking.

IssuedInvoiceNumber

String

No


The invoice number is a unique identifier for an issued invoice.

LocksToSteal

PwsEntityLockSummary

No


If stealing existing locks, specify lock holders from PwsFault response.

NewInvoiceMessages

String

No


NotifyFinanceTeamFlag

Boolean




NotifyManagementTeamFlag

Boolean




NotifyPmTeamFlag

Boolean




PostFlag

Boolean




ProjectorLockSetId

Int32




SendFlag

Boolean




SkipIfIneligibleFlag

Boolean





Element

Data Type

Required?

Default

Description

Sample Data

RequestId

Int32

No


Click here for more information.


SessionTicket

String

Yes


Click here for more information.

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DocumentIdentity

PwsDocumentRef

Yes


The identity of the document that is to be undeleted. Click here for more information.


MakeNameUniqueFlagBooleanNo
If the undeleted document shares the same name as an existing document and this flag is set to 'true', then a number will appended to the undeleted document's name to make it unique.true

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