Create a billing document

Creates different types of billing document objects, including invoices, credit memos, and debit memos.

SecuritybearerAuth
Request
query Parameters
fields[]
Array of strings

Allows you to specify which fields are returned in the response.

Accepted values custom_fields, created_by_id, updated_by_id, created_time, id, updated_time, account_id, balance, description, state, tax

Example: fields[]=id,created_time
billing_document_items.fields[]
Array of strings

Allows you to specify which fields are returned in the response.

Accepted values custom_fields, created_by_id, updated_by_id, created_time, id, updated_time, price_id, discount_item, deferred_revenue_account, description, name, quantity, recognized_revenue_account, service_end, service_start, accounts_receivable_account, subscription_id, subscription_item_id, tax, tax_inclusive, unit_amount

Example: billing_document_items.fields[]=id,created_time
taxation_items.fields[]
Array of strings

Allows you to specify which fields are returned in the response.

Accepted values custom_fields, created_by_id, updated_by_id, created_time, id, updated_time, amount, amount_exempt, tax_date, jurisdiction, location_code, name, sales_tax_payable_account, tax_code, tax_code_name, tax_rate, tax_rate_name, tax_inclusive, tax_rate_type

Example: taxation_items.fields[]=id,created_time
expand[]
Array of strings

Allows you to expand responses by including related object information in a single call. See the Expand responses section of the Quickstart API Tutorials for detailed instructions.

filter[]
Array of strings

A case-sensitive filter on the list. See the Filter lists section of the Quickstart API Tutorial for detailed instructions.
Note that the filters on this operation are only applicable to the related objects. For example, when you are calling the "Retrieve a billing document" operation, you can use the filter[] parameter on the related objects such as filter[]=items[account_id].EQ:8ad09e208858b5cf0188595208151c63

page_size
integer [ 1 .. 99 ]

The maximum number of results to return in a single page. If the specified page_size is less than 1 or greater than 99, Zuora will return a 400 error.

header Parameters
zuora-track-id
string

A custom identifier for tracking API requests. If you set a value for this header, Zuora returns the same value in the response header. This header enables you to track your API calls to assist with troubleshooting in the event of an issue. The value of this field must use the US-ASCII character set and must not include any of the following characters: colon (:), semicolon (;), double quote ("), or quote (').

async
boolean
Default: false

Making asynchronous requests allows you to scale your applications more efficiently by leveraging Zuora's infrastructure to enqueue and execute requests for you without blocking. These requests also use built-in retry semantics, which makes them much less likely to fail for non-deterministic reasons, even in extreme high-throughput scenarios. Meanwhile, when you send a request to one of these endpoints, you can expect to receive a response in less than 150 milliseconds and these calls are unlikely to trigger rate limit errors. If set to true, Zuora returns a 202 Accepted response, and the response body contains only a request ID.

zuora-entity-ids
string

An entity ID. If you have Multi-entity enabled and the authorization token is valid for more than one entity, you must use this header to specify which entity to perform the operation on. If the authorization token is only valid for a single entity or you do not have Multi-entity enabled, you do not need to set this header.

idempotency-key
string

Specify a unique idempotency key if you want to perform an idempotent POST or PATCH request. Do not use this header in other request types. This idempotency key should be a unique value, and the Zuora server identifies subsequent retries of the same request using this value. For more information, see Idempotent Requests.

accept-encoding
string

Include a accept-encoding: gzip header to compress responses, which can reduce the bandwidth required for a response. If specified, Zuora automatically compresses responses that contain over 1000 bytes. For more information about this header, see Request and Response Compression.

content-encoding
string

Include a content-encoding: gzip header to compress a request. Upload a gzipped file for the payload if you specify this header. For more information, see Request and Response Compression.

Request Body schema: application/json
required
account_id
string

Identifier of the account that owns the billing document.

account_number
string

Human-readable identifier of the account that owns the billing document.

description
string

An arbitrary string associated with the object. Often useful for displaying to users.

due_date
string <date>

The date on which payment for the billing document is due.

document_date
string <date>

The date when the billing document takes effect.

reason_code
string

Reason for issuing this billing document. This field is applicable only if the type field is set to credit_memo or debit_memo.

invoice_id
string

The identifier of the invoice billing document from which this credit memo or debit memo billing document is created. This field is applicable only if the type field is set to credit_memo or debit_memo.

transfer_to_accounting
boolean

Whether to transfer to an external accounting system.

object (CustomFields)

Set of user-defined fields associated with this object. Useful for storing additional information about the object in a structured format.

exclude_from_auto_apply_rules
boolean

Indicates whether to exclude this credit memo billing document from the rule of automatically applying it to invoices. This field is applicable only if the type field is set to credit_memo.

pay
boolean

Indicates whether the billing document is automatically picked up for processing in the corresponding payment run.

type
required
string

The type of billing document. Can be one of the credit memo, debit memo, or invoice.

Enum: "credit_memo" "debit_memo" "invoice"
Array of objects (BillingDocumentItemCreateRequest)

Information of all billing document items.

apply
boolean

Whether to automatically apply the billing document upon posting.

post
boolean

Whether to automatically post a billing document after it is created.

Responses
201

Default Response

400

Bad Request

401

Unauthorized

404

Not Found

405

Method Not Allowed

429

Too Many Requests

500

Internal Server Error

502

Bad Gateway

503

Service Unavailable

504

Gateway Timeout

post/billing_documents
Request samples
application/json
{
  • "accountId": "2c92c0f96abc17de016abd62bd0c5854",
  • "pay": false,
  • "description": "comments",
  • "documentDate": "2020-02-01",
  • "type": "invoice",
  • "post": true,
  • "items": [
    ]
}
Response samples
application/json
{
  • "id": "8ad09b7d82d9662c0182daeaa9f4477e",
  • "billing_document_number": "INV00006723",
  • "created_by_id": "2c92c0946a6dffc0016a7faab604299b",
  • "updated_by_id": "2c92c0946a6dffc0016a7faab604299b",
  • "created_time": "2022-08-26T09:09:48-07:00",
  • "updated_time": "2022-08-26T09:09:48-07:00",
  • "posted_by_id": "2c92c0946a6dffc0016a7faab604299b",
  • "state_transitions": {
    },
  • "type": "invoice",
  • "state": "open",
  • "account_id": "2c92c0f86a8dd422016a9e7a70116b0d",
  • "items": {
    },
  • "total": 11.5,
  • "subtotal": 10,
  • "tax": 1.5,
  • "remaining_balance": 11.5,
  • "amount_paid": 0,
  • "paid": false,
  • "past_due": false,
  • "document_date": "2022-08-23",
  • "due_date": "2022-09-22",
  • "custom_fields": {
    },
  • "amount_refunded": 0
}