Import sales invoice or order salesinvoice.nv

Resource: salesinvoice.nv

HTTP-method: POST

The API makes it possible to add or edit a sales invoice, it's product-, sub- and comment lines, attachments, voucher lines and customer specific fields in Netvisor.

The required fields for importing a sales invoice are:

• Date of the invoice
• Sum total
• Invoice status
• Customer's linking information
• Net day of the terms of payment or due date
• At least one invoice line with the following information
  • Product linking information
  • Product name
  • Product's unit price
  • Product's VAT percentage and code
  • Product's unit count

The salesinvoice can be imported as a salesinvoice draft with status "invoicedraft". It is not possible to give invoice number or import invoice voucherlines for invoice drafts. Invoice draft can be updated to salesinvoice with the parameter edit.

Credit note is imported trough the API with the same message structure. The only difference is that unit count and sum total are set to negative numbers. Also productline vat sum and productline sum are set to negative numbers if they are given. Credit note is not automatically matched to existing sales invoice. Connecting credit note and sales invoice must be done either via API using resource matchcreditnote.nv or manually in Netvisor UI.

Netvisor rounds invoice line rowsum and invoice total sum by 2 digits when importing XML

Billing and delivery customer is focused to sales invoice by Netvisor key or by customer code. Netvisor key is database ID and customer code is individual code given in customer register by Netvisor user. These can be fetched by using customerlist.nv resource.

When only Invoicingcustomeridentifier is given in the Sales Invoice XML and no other invoicing address or delivery address details are on the XML, the API will retrieve this information automatically from customer register. In other hand if any other billing customer detail (i.e. postal address) is given, nothing is retrieved from the customer register.

If an alternative billing customer has been determined to target customer, the API will automatically retrieve the alternative customers information to the imported invoice. In this case, the billing address information in the imported material is not used.

The sales invoice can be accrued either on invoice or invoice row level using either equal division or allocation curve. Accrual can be imported for both unsent or open invoices. The accrual voucers are generated according to data on the xml after the invoice is sent or when importing open invoices, when the invoice is imported automaticallyby the system. Please note that accruing one month is possible only when the accrual is not on the same month as the invoice date. E.g. if the sales invoice date is in April the accrual can be done earliest for May or for any time after that. The accrual cannot be done to the past. It is possible to edit a sales invoice imported in Unsent mode afterwards. If a sales invoice is imported in open mode, editing is disabled.

Querystring parameters:

The following describes the XML message to import (POST) a sales invoice into Netvisor:

Invoice lines can be either product lines, sublines or comment lines. Product in a product line must exist in Netvisor and be linked to the line either with Netvisor-key or customer specific key. However product name, price and other information can be altered. 

VAT-code is compulsory for product lines. You can check the VAT-codes from the table below. The given VAT-code is used on the voucher if the status of the imported invoice is open. If the invoice status is unsent the VAT-code on the voucher is taken from the accounting account settings. 

If the imported invoice has both product- and comment lines, their order will be the same as in the imported material.

The sales invoice can be accrued on invoice row level using either equal division or allocation curve. When using equal division elements endmonth and endyear are given on the xml. When using allocation curve these elements are not used but the element divisioncurvename is given on the xml. Please note that accruing one month is possible only when the accrual is not on the same month as the invoice date. E.g. if the sales invoice date is in April the accrual can be done earliest for May or for any time after that. The accrual cannot be done to the past.

If product lines are needed, structure for InvoiceLine aggregate is this:

If comment lines are needed, use the following structure for InvoiceLine aggregate:

If sublines are needed, use the following structure for InvoiceLine aggregate:

After the invoice lines, the structure continues as follows:

1*) If value is other than DomesticConstructionService is used in SalesInvoiceTaxHandling field, then value of this field is overriden with value DomesticConstructionService if invoice contains at least one line containing tax code Construction_Service_Sales. All lines in invoice must have same tax code.

2*) While importing a sales invoice, the material can include separate voucher lines, if the voucher is wanted to be formed manually. The system will use the voucher lines of the imported material, and not form voucher lines automatically if they have been included. The voucher lines in sales invoice are similar to those in Get Accounting Data request. Allowed VAT-classes and VAT-codes are listed here.

Changelog

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