Create template

POST 
/invoices/template

API to create a template

Request

Version stringrequired

API Version

Available optionsv3

application/json

application/json

Body

Bodyrequired

altIdstringrequired

location Id / company Id based on altType

altTypestringrequired
Alt Type
Available optionslocation
internalboolean
namestringrequired

Name of the template

businessDetailsobjectrequired
currencystringrequired
itemsobject[]required
automaticTaxesEnabledboolean

Automatic taxes enabled for the Invoice

discountobject
termsNotesstring
titlestring

Template title

tipsConfigurationobject

Configuration for tips on invoices

lateFeesConfigurationobject

Late fees configuration for the invoices

invoiceNumberPrefixstring

prefix for invoice number

paymentMethodsobject

Payment Methods for Invoices

attachmentsstring[]

attachments for the invoice

miscellaneousChargesobject

miscellaneous charges for the invoice

Example (auto)

{
  "altId": "6578278e879ad2646715ba9c",
  "altType": "location",
  "internal": true,
  "name": "New Template",
  "businessDetails": {
    "logoUrl": "https://example.com/logo.png",
    "name": "ABC Corp.",
    "phoneNo": "+1-214-559-6993",
    "address": "9931 Beechwood, TX",
    "website": "wwww.example.com",
    "customValues": [
      "string"
    ]
  },
  "currency": "string",
  "items": [
    {
      "name": "ABC Product",
      "description": "ABC Corp.",
      "productId": "6578278e879ad2646715ba9c",
      "priceId": "6578278e879ad2646715ba9c",
      "currency": "USD",
      "amount": 999,
      "qty": 1,
      "taxes": [
        {
          "_id": "string",
          "name": "string",
          "rate": 0,
          "calculation": "exclusive",
          "description": "string",
          "taxId": "string"
        }
      ],
      "automaticTaxCategoryId": "6578278e879ad2646715ba9c",
      "isSetupFeeItem": true,
      "type": "one_time",
      "taxInclusive": true
    }
  ],
  "automaticTaxesEnabled": true,
  "discount": {
    "value": 10,
    "type": "percentage",
    "validOnProductIds": "[ '6579751d56f60276e5bd4154' ]"
  },
  "termsNotes": "string",
  "title": "New Template",
  "tipsConfiguration": {
    "tipsPercentage": [
      5,
      10,
      15
    ],
    "tipsEnabled": true
  },
  "lateFeesConfiguration": {
    "enable": true,
    "value": 10,
    "type": "fixed",
    "frequency": {
      "intervalCount": 10,
      "interval": "day"
    },
    "grace": {
      "intervalCount": 10,
      "interval": "day"
    },
    "maxLateFees": {
      "type": "fixed",
      "value": "10"
    }
  },
  "invoiceNumberPrefix": "INV-",
  "paymentMethods": {
    "stripe": {
      "enableBankDebitOnly": false
    }
  },
  "attachments": [
    "string"
  ],
  "miscellaneousCharges": {
    "charges": [
      null
    ],
    "collectedMiscellaneousCharges": 10,
    "paidCharges": [
      {
        "name": "Processing Fee",
        "charge": 10,
        "amount": 10,
        "_id": "673d01d7d547648a8dab6211"
      }
    ]
  }
}

application/json

Successful response

application/json

Schema

Schema

_idstringrequired

Template Id

altIdstringrequired

Location Id or Agency Id

altTypestringrequired
Available optionslocation
namestringrequired

Name of the Template

businessDetailsobjectrequired

Business Details

currencystringrequired

Currency

discountobject

Discount

itemsstring[]required

Invoice Items

invoiceNumberPrefixstring

prefix for invoice number

totalnumberrequired

Total Amount

createdAtstringrequired

created at

updatedAtstringrequired

updated at

Example (auto)

{
  "_id": "6578278e879ad2646715ba9c",
  "altId": "6578278e879ad2646715ba9c",
  "altType": "location",
  "name": "New Template",
  "businessDetails": {
    "name": "Alex",
    "address": {
      "addressLine1": "9931 Beechwood",
      "city": "St. Houston",
      "state": "TX",
      "countryCode": "USA",
      "postalCode": "559-6993"
    },
    "phoneNo": "+1-214-559-6993",
    "website": "www.example.com"
  },
  "currency": "USD",
  "discount": {
    "type": "percentage",
    "value": 0
  },
  "items": [
    {
      "taxes": [],
      "_id": "c6tZZU0rJBf30ZXx9Gli",
      "productId": "c6tZZU0rJBf30ZXx9Gli",
      "priceId": "c6tZZU0rJBf30ZXx9Gli",
      "currency": "USD",
      "name": "Macbook Pro",
      "qty": 1,
      "amount": 999
    }
  ],
  "invoiceNumberPrefix": "INV-",
  "total": 999,
  "createdAt": "2023-12-12T09:27:42.355Z",
  "updatedAt": "2023-12-12T09:27:42.355Z"
}