Invoice Preset Object


An invoice preset is a reusable template that defines the appearance, content structure, and default settings for invoices. Each site always has at least one preset, and one preset is designated as the default, which is automatically applied when creating invoices.

Properties
createdDatestringRead-onlyformat date-time

Date and time the invoice preset was created.


customFieldsCustomFields

Custom fields for adding additional information to invoices, such as header details, business information, customer information, and a footer.


defaultDaysUntilDueintegerminimum 0maximum 365format int32

Number of days after invoice creation until the invoice is due. Set to 0 for due on receipt.

Default: 30


defaultPresetbooleanRead-only

Whether this preset is the default preset.


displaySettingsDisplaySettings

Display settings that control which sections and fields appear on invoices created with this preset.


displayValuesDisplayValues

Display value overrides for invoices created with this preset. When set, these values replace the corresponding values on the generated invoice document.


idstringRead-onlyformat GUIDimmutable

Invoice preset ID.


namestringminLength 1maxLength 100

Name of the preset.


revisionstringRead-onlyformat int64

Revision number, which increments by 1 each time the invoice preset is updated. To prevent conflicting changes, the current revision must be passed when updating the invoice preset.

Ignored when creating an invoice preset.


updatedDatestringRead-onlyformat date-time

Date and time the invoice preset was last updated.

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