API Overview

Invoicing Developer Guide
- Recent Revisions to This Document
- VISA Platform Connect: Specifications and Conditions for Resellers/Partners

Introduction to Invoicing

Invoicing API
- Create a Draft Invoice
  - Line Items
  - Required Fields for Drafting an Invoice
  - Optional Fields for Invoice Creation
  - Optional Fields for Discounts and Taxes
  - Example: Drafting an Invoice
- Create a Deliverable Draft Invoice
  - Line Items
  - Required Fields for Drafting an Invoice
  - Optional Fields for Invoice Creation
  - Optional Fields for Discounts and Taxes
  - Example: Drafting a Deliverable Invoice
- Create and Send an Invoice Immediately
  - Line Items
  - Required Fields for Creating and Sending an Invoice
  - Optional Fields for Invoice Creation
  - Optional Fields for Discounts and Taxes
  - Example: Creating and Sending an Invoice
- Create an Invoice without Sending it
  - Line Items
  - Required Fields for Creating an Invoice
  - Optional Fields for Invoice Creation
  - Optional Fields for Discounts and Taxes
  - Example: Creating an Invoice
- Get a List of Invoices
  - Generate an Endpoint with Query Parameters
  - Example: Get a List of Invoices
- Get Invoice Details
  - Example: Get Invoice Details
- Update an Invoice
  - Line Items
  - Required Fields for Updating an Invoice
  - Optional Fields for Updating an Invoice
  - Example: Updating an Invoice
- Send an Invoice
  - Example: Send an Invoice
- Cancel an Invoice
  - Example: Cancelling an Invoice

Invoice Settings API
- Update Invoice Settings
  - Fields for Updating Invoice Settings
  - Example: Update Invoice Settings
- Get Invoice Settings
  - Example: Get Invoice Settings

Add Payer Authentication to Invoicing

Add Invoicing Add-In to Outlook
- Set Up Add-In with Existing Account
- Set Up Add-In with New Account
- Create a Simple Invoice
- Create an Itemized Invoice
- Manage Invoices
- Revoke and Reconnect Outlook Permissions
- Sign Out

Webhooks for Invoicing
- Example: Subscribe to Invoicing Webhooks

Manage Invoices Using the Business Center

On This Page

Invoicing Developer Guide

This section describes how to use this guide and where to find further information.

Audience and Purpose: This guide is written for merchants who want to use the invoicing services. It describes tasks that a merchant must complete in order to create, send, and manage invoices using the invoicing API or Microsoft Outlook add-in. It also describes how to include extra security to your invoices with payer authentication and how to set up automated webhook notifications when an invoice is updated. It is intended to help the merchant provide a seamless customer payment experience.
Convention: This special statement is used in this document:

IMPORTANT

An Important
statement contains information essential to successfully completing a task or learning a concept.
Customer Support: For support information about any service, visit the Support Center:

http://support.cybersource.com

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