Manage complex billing scenarios with new APIs for billing arrangement, payment and credit application based on predefined rules, and credit memo voidance. Generate on-demand invoices and comprehensive financial statements for transparent, complete financial reporting.
- Get a specified billing arrangement and the associated billing arrangement lines
- Make a GET request to the
/revenue/billing/billing-arrangement/billingArrangementIdresource. - New response body: Billing Arrangement
- Apply payments and credits to an account’s invoices based on specified rules based on Billing Settings
- Make a POST request to the
/revenue/billing/transactions/actions/applyresource. - New request body: Rules Application Input
- New response body: Rules Application
- Void a credit memo in posted state
- Make a POST request to the
/commerce/billing/credit-memos/creditMemoId/actions/voidresource. - New request body: Void Posted Credit Memo Input
- New response body: Void Posted Credit Memo
- Generate an invoice document for a record, and update any junction object record
- Make a POST request to the
/revenue/billing/document/actions/generateresource. - New request body: On Demand Document Generation Input
- New response body: On Demand Document Generation
- Generate comprehensive financial statements with transaction history and balance information
- Make a POST request to the
/revenue/billing/accounts/accountId/statementresource. - New request body: Statement Of Account Input
- New response body: Statement Of Account
Changed Connect REST API Request Bodies
Convert debit memos to invoices for consistent and gapless numbering for credit memo records through these API enhancements.
- Invoice Ingestion Input
- This request body has an update.
referenceEntityId—Specify the debit memo ID to convert debit memos to invoices.- Sequence Policy Input
- This request body has an update.
targetObject—Use the newCreditMemoenum value to create a sequence policy for a credit memo.- Sequence Gap Reconciliation Input
- This request body has an update.
targetObjects—Use the newCreditMemoenum value to identify gaps in gapless-enabled sequences for a credit memo.