API Overview

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

Introduction to Invoicing

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

Invoice Settings API Requests
- Update Invoice Settings
  - Fields for Updating Invoice Settings
  - Example: Update Invoice Settings
  - REST Interactive Example: Update Invoice Settings
- Get Invoice Settings
  - Example: Get Invoice Settings
  - REST Interactive 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

Webhook Notifications for Invoicing
- Example: Creating an Invoice Webhook Subscription

Manage Invoices Using the Business Center
- Enabling 3-D Secure for Invoices
- Fraud Management for Invoices
- Approving Payment Flagged for Fraud
- Rejecting Payment Flagged for Fraud
- Filtering Invoice Transactions in Transaction Management
- Generating a Report with Invoice Data
- Create a Custom Text Field for an Invoice

On This Page

Payment Method Fields

Fields in this group prepend the field name with “PaymentMethod:”

Field Name	Description
AccountSuffix	Last four digits of the customer’s payment account number.
PaymentMethod. BankAccountName	Bank's account name.
PaymentMethod.BankCode	Bank's code. Used for some countries when you are not using the IBAN. Contact `Visa Acceptance Solutions` customer support for required country-specific bank account information.
BoletoBarCodeNumber	Numeric representation of the boleto barcode.
BoletoNumber	Boleto Bancário payment number.
CardCategory	Type of card used.
CardCategoryCode	Code for card type used.
CardType	Type of card to authorize.
CheckNumber	Check number.
ExpirationMonth	Two-digit month in which the credit card expires.
ExpirationYear	Four-digit year in which the credit card expires.
IssueNumber	Number of times a Maestro (UK Domestic) card has been issued to the account holder.
MandateId	Identification reference for the direct debit mandate.
MandateType	Type of mandate.
SignatureDate	Date of signature.
StartMonth	Month of the start of the Maestro (UK Domestic) card validity period.
StartYear	Year of the start of the Maestro (UK Domestic) card validity period.
WalletType	Type of wallet.

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