Sending an Invoice

[chrismarkpd]

I believe I've looked through all of the documentation. Is there a way to send an invoice using this gem? I have tried sending an invoice on the create method with this payload:

BillEmail: { Address: "test@test.com" }, EmailStatus: "EmailSent", DeliveryInfo: { DeliveryType: "Email", DeliveryTime: DateTime.now.to_s },

[itaisoudry]

Yes, but this Json missing lots of data. Take a look at the documentation for the invoice object and you will see the required fields.

[chrismarkpd]

I abbreviated it on purpose. But here's the object i sent:

{:CustomField=> [{:DefinitionId=>"1", :StringValue=>"pochris", :Name=>"P.O. Number", :Type=>"StringType"}, {:DefinitionId=>"2", :StringValue=>"chris", :Name=>"Sales Rep", :Type=>"StringType"}, {:DefinitionId=>"3", :Name=>"Notes", :Type=>"StringType"}], :DocNumber=>"PDWS-41020.1", :Line=> [{:Id=>55, :Amount=>249.75, :DetailType=>"SalesItemLineDetail", :Description=>"Camera Cube - Small / Black", :SalesItemLineDetail=>{:Qty=>10, :ItemRef=>{:value=>55, :name=>"Camera Cube - Small / Black"}}}, {:Id=>199, :Amount=>32.47, :Description=>"HST 0.13", :DetailType=>"SalesItemLineDetail", :SalesItemLineDetail=>{:Qty=>1, :ItemRef=>{:value=>199, :name=>"HST 0.13"}}}, {:Id=>139, :Amount=>139.9, :DetailType=>"SalesItemLineDetail", :Description=>"Capture - Black", :SalesItemLineDetail=>{:Qty=>5, :ItemRef=>{:value=>139, :name=>"Capture - Black"}}}, {:Id=>199, :Amount=>18.19, :Description=>"HST 0.13", :DetailType=>"SalesItemLineDetail", :SalesItemLineDetail=>{:Qty=>1, :ItemRef=>{:value=>199, :name=>"HST 0.13"}}}], :CustomerRef=>{:value=>"58"}, :SalesTermRef=>{:value=>"4"}, :BillEmail=>{:Address=>"chris.mark@peakdesign.com"}, :BillAddr=>{:Line1=>"1321 Sheppard Ave", :Line2=>"", :City=>"Tornto", :CountrySubDivisionCode=>"Canada", :PostalCode=>"M1S 1T4"}, :EmailStatus=>"EmailSent"}

Here's the response I get:

{"Deposit"=>0, "AllowIPNPayment"=>false, "AllowOnlinePayment"=>false, "AllowOnlineCreditCardPayment"=>false, "AllowOnlineACHPayment"=>false, "domain"=>"QBO", "sparse"=>false, "Id"=>"316", "SyncToken"=>"0", "MetaData"=>{"CreateTime"=>"2019-05-16T14:47:33-07:00", "LastUpdatedTime"=>"2019-05-16T14:47:33-07:00"}, "CustomField"=> [{"DefinitionId"=>"1", "Name"=>"P.O. Number", "Type"=>"StringType", "StringValue"=>"pochris"}, {"DefinitionId"=>"2", "Name"=>"Sales Rep", "Type"=>"StringType", "StringValue"=>"chris"}, {"DefinitionId"=>"3", "Name"=>"Notes", "Type"=>"StringType"}], "DocNumber"=>"PDWS-41020.1", "TxnDate"=>"2019-05-16", "CurrencyRef"=>{"value"=>"USD", "name"=>"United States Dollar"}, "LinkedTxn"=>[], "Line"=> [{"Id"=>"1", "LineNum"=>1, "Description"=>"Camera Cube - Small / Black", "Amount"=>249.75, "DetailType"=>"SalesItemLineDetail", "SalesItemLineDetail"=>{"ItemRef"=>{"value"=>"55", "name"=>"BCC-S-BK-1"}, "Qty"=>10, "TaxCodeRef"=>{"value"=>"NON"}}}, {"Id"=>"2", "LineNum"=>2, "Description"=>"HST 0.13", "Amount"=>32.47, "DetailType"=>"SalesItemLineDetail", "SalesItemLineDetail"=>{"ItemRef"=>{"value"=>"199", "name"=>"Sales Tax:HST"}, "Qty"=>1, "TaxCodeRef"=>{"value"=>"NON"}}}, {"Id"=>"3", "LineNum"=>3, "Description"=>"Capture - Black", "Amount"=>139.9, "DetailType"=>"SalesItemLineDetail", "SalesItemLineDetail"=>{"ItemRef"=>{"value"=>"139", "name"=>"CP-BK-3"}, "Qty"=>5, "TaxCodeRef"=>{"value"=>"NON"}}}, {"Id"=>"4", "LineNum"=>4, "Description"=>"HST 0.13", "Amount"=>18.19, "DetailType"=>"SalesItemLineDetail", "SalesItemLineDetail"=>{"ItemRef"=>{"value"=>"199", "name"=>"Sales Tax:HST"}, "Qty"=>1, "TaxCodeRef"=>{"value"=>"NON"}}}, {"Amount"=>440.31, "DetailType"=>"SubTotalLineDetail", "SubTotalLineDetail"=>{}}], "TxnTaxDetail"=>{"TotalTax"=>0}, "CustomerRef"=>{"value"=>"58", "name"=>"Peak Design"}, "BillAddr"=>{"Id"=>"104", "Line1"=>"1321 Sheppard Ave", "City"=>"Tornto", "CountrySubDivisionCode"=>"Canada", "PostalCode"=>"M1S 1T4"}, "ShipAddr"=>{"Id"=>"99", "Line1"=>"1321 Sheppard Ave", "City"=>"Tornto", "CountrySubDivisionCode"=>"Canada", "PostalCode"=>"M1S 1T4"}, "SalesTermRef"=>{"value"=>"4"}, "DueDate"=>"2019-07-15", "TotalAmt"=>440.31, "ApplyTaxAfterDiscount"=>false, "PrintStatus"=>"NeedToPrint", "EmailStatus"=>"EmailSent", "BillEmail"=>{"Address"=>"chris.mark@peakdesign.com"}, "Balance"=>440.31, "DeliveryInfo"=>{"DeliveryType"=>"Email"}}

I tried attaching a datetime converted to a string but it got rid of it.

[itaisoudry]

This request is for creating invoice right? You need to get the invoice I'd after and use the "send" method (with minor version 8 worked for me)

[chrismarkpd]

yes, creating invoice. ah i can just call the send method with the invoice id?

[itaisoudry]

Yes. Same as in the documentation call: /invoice/{invoice Id}/send?minorVersion=8 (or something similar)

[chrismarkpd]

i was able to pull some things from an open pull request and the solution worked. thanks for your help

[nickdemers]

Hi, maybe this can help others developers who try to send invoice or payment with this gem. It works well for me.

path_send = "#{qbo_api.entity_path(:payment)}/#{payment_qb_id}/send"
path = qbo_api.add_params_to_path(path: path_send, params: { sendTo: email })
response = qbo_api.request(:post, path: path, payload: {})

[minimul]

Thanks @nickdemers

A PR around this would be very welcome if you have the time.

[gmhawash]

I just have added a working PR https://github.com/minimul/qbo_api/pull/112 for this