Proforma Invoice?

[Stuart Eastland]

I am able to push sales invoices into Sage using the API, however some of these need to be PROFORMA.  When creating a new invoice online I can set the dropdown to DRAFT or PROFORMA but I cannot see any such option in the API.

[Ben Smith]

Hi Stuart,

If you want to create a proforma invoice, you can use the /sales_invoices endpoint, but ensure you populate the status{} array with an id of `PRO_FORMA`

  "status": {
    "id": "PRO_FORMA",
  },

We have a good guide on all things invoicing in our Key concepts series you can find here: https://developer.sage.com/accounting/guides/concepts/invoicing/

This details how to update the status of a draft, or pro-forma invoice to change them to full invoices etc. also. 

 

Ben