Invoice Presets: Sample Flows

This article presents possible use cases and corresponding sample flows that you can support. It provides a useful starting point as you plan your implementation.

Create a custom invoice preset for a business

If a business wants to create a branded invoice template with specific formatting, custom fields, and a default due date, you can create a new invoice preset and optionally make it the default.

To create a custom invoice preset and set it as default:

1. Call Create Invoice Preset with the desired displaySettings, customFields, displayValues, and defaultDaysUntilDue.
2. Call Set Default Invoice Preset with the returned preset ID to make it the default template for new invoices.

Switch the active preset and update its display settings

If a business wants to change which preset is used by default, or update an existing preset's display settings (for example, to start showing the customer's VAT ID on invoices), you can retrieve the preset, update it, and set it as default.

To switch the active preset and update its display settings:

1. Call List Invoice Presets to retrieve all available presets. The current default preset is always listed first with defaultPreset set to true.
2. Identify the preset you want to activate and note its id and revision.
3. Call Update Invoice Preset with the preset id, revision, and the updated displaySettings fields you want to change.
4. Call Set Default Invoice Preset with the preset id to make it the active default.