Invoices
Overview
Invoices are a form of record keeping for the exchange of services for payment. Use invoices to copy any financial line items from other objects. Invoices have an export function for sharing with accounting systems.
When working from quotes to cash, invoices are the end step in the process. Rose Rocket copies order line items to invoices. The line items widget shows the review panel in the workflow for any additions before sending.
NOTE
Invoices only have copies of the financial line items from the previous quotes to cash on the order at that time. If an order changes any line items, a new invoice must be made to include those line items only after the previous invoice has been deleted.
API configuration
When using the API to make requests, see the pages below for the process. These guides walk through the requirements and setup to access the Rose Rocket API with your application.
- Authentication - Access Rose Rocket with OAuth 2.0
- Object operations - Configure your requests
Object structure
Use the table below for information about the invoice objects.
Fields | Label | Type | Description |
---|---|---|---|
invoice | Invoice | string | Recording document of services performed for customer and amounts charged |
id | ID | string | Invoice global unique identifier |
fullId | Full ID | string | Human-readable identifier for financial statement For example, INVOICE-{1} |
status | Status | string, enumerated | Invoice status, cannot be null, valid values:created , sent , partiallyPaid , paid NOTE: Defaults to created` |
notes | Notes | string | Invoice notes |
customer | Customer | Customer connected object *See Connected object section | Invoice for customer |
invoiceDate | Invoice date | date | Created date for invoice |
remitToAddress | Remit To Address | Address connected object *See Connected object section | Address for payable recipient party of invoice |
terms | Terms | string, enumerated | Due date payment terms to set payment Term Options type selection, valid values: pia , net0 , net7 , net10 , net15 , net30 , net45 , net60 , net90 , eom |
dueDate | Due date | date | Due date for invoice |
sentAt | Sent | date | Date invoice sent to customer |
lineItems | Line items | FinancialLineItem connected object array *See Connected object section | Various types of charges for an order For example, accessorials , fuel surcharges , etc. |
documents | Documents | Document connected object *See Connected object section | Documents associated with invoice |
subTotal | Subtotal* | float | Total of financial line items connected to invoice without tax NOTE: This field is derived from the lineItems attribute.*See Read-only fields. |
taxTotal | Taxes* | float | Taxed total of all line items on invoice NOTE: This field is derived from the lineItems attribute.*See Read-only fields. |
total | Total* | float | Complete total of all line items on invoice NOTE: This field is derived from the lineItems attribute.*See Read-only fields. |
Updated 2 months ago