QuickBooks Invoice Documentation

Overview

An Invoice represents a sales form where the customer pays for a product or service later.

Business Rules

• An invoice must contain at least one Line Item.
• CustomerRef is required.
• DocNumber is auto-generated if not provided.
• If ShipAddr or BillAddr are missing, QuickBooks will use the customer's saved address.

Invoice Attributes

Essential Fields

• Id: Unique identifier for the invoice.
• Line Items: Individual transaction line items.
• CustomerRef: Reference to the customer or job.
• SyncToken: Version number for preventing concurrent modifications.

Conditionally Required Fields

• ShipFromAddr: Required for tax calculation if automated tax is enabled.
• CurrencyRef: Required if multi-currency is enabled.
• DocNumber: Transaction reference number.

Optional Fields

• TxnDate: Date when the transaction occurred.
• ShipDate: Delivery date.
• TrackingNum: Shipping provider tracking number.
• PrintStatus: Invoice printing status.

Invoice Actions

Creating an Invoice

• Minimum required fields: CustomerRef and at least one Line Item.

Deleting an Invoice

• Requires Invoice.Id and SyncToken.
• Unlink any associated transactions before deleting.

Response Format

• Invoice ID
• CustomerRef
• TotalAmt
• Tax Details (if applicable)
• Invoice Status