Customer Invoice Templates

1. New Endpoint: List Customer Invoice Templates

   • A new endpoint is now available to retrieve all customer invoice templates for a company
   • Endpoint: GET /api/v2/customer_invoice_templates
   • API Reference Documentation

2. Document Creation with customer_invoice_template_id

   • You can now create documents using templates by providing the customer_invoice_template_id field
   • The template ID can be obtained from the new list templates endpoint
   • This feature is available for:
     • Creating a finalized invoice
     • Create a credit note
     • Create a draft invoice

3. Document Update with customer_invoice_template_id

   • Draft invoices can also be updated with a new template
   • Api Reference Documentation

4. Updated Response Schema

   • The customer_invoice_template_id field is now included in all the responses of endpoints for:
     • Customer Invoices
     • Draft Invoices
     • Credit Notes

Example Usage

When creating or updating a document, include the template ID in your request:

{
  "customer_invoice_template_id": "template_id_from_list_endpoint",
  // ... other invoice fields
}