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Available in: QUICKBOOKS
Invoice Component [IBiz Integrator for QuickBooks - V4]

Properties   Methods   Events   Configuration Settings  

An Invoice indicates that a CUSTOMER owes money to the QuickBooks company. An Invoice is the opposite of a CREDITMEMO.

NOTE: What follows is a very short description of the component interfaces. For more information, please consult the help files that come with the respective package.

Remarks

The Invoice component represents an invoice sent to a CUSTOMER. When an invoice is added, the total amount is automatically entered into the Accounts Receivable register.

An Invoice should only be used if the CUSTOMER does not make payment at the time of the sale. If payment is made at the time of sale, the transaction should be recorded as a SALESRECEIPT instead.

Required Fields (Add): Customer*, Items

Supported Methods: Add, Get (Id), Cancel, Delete

Online Edition: Leave out IsPending, PONumber, SalesRep*, FOB, ShipMethod, TaxItem, CustomerMessage, and CustomerSalesTax.

Example

   
Invoice1.CustomerName = "John Q. Customer"             '*
Invoice1.TransactionDate = "1/17/03"
Invoice1.ItemCount = 1
Invoice1.ItemName(0) = "Our Company's Product"         '*
Invoice1.ItemAmount(0) = 14000 'number of cents
Invoice1.ShipDate = "1/20/03"
Invoice1.Add()

'*: Item must already exist in QuickBooks.

The total of an Invoice is the total of its item lines. There is no total amount property; when the component represents an invoice returned from QuickBooks, the total amount is divided between AppliedAmount and BalanceRemaining.

Item Lines: Item lines are used to track the sale of goods or services. Line items may be added by first setting ItemCount. Then, for each line, set Item* (ItemId or ItemName) or ItemGroup*, and optionally ItemRate, ItemRatePercent, ItemQuantity, ItemDescription, ItemClass*, ItemTaxCode*, ItemServiceDate, and ItemAmount as well.

The component supports a variety of other operations as well. The component's Get, Cancel, and Delete methods may be used to retrieve, cancel, and delete Invoices, respectively. The OBJSEARCH component may be used to search for Invoices in the QuickBooks database.

Property List


The following is the full list of the properties of the component with short descriptions. Click on the links for complete descriptions.

ARAccountId Reference to the Accounts Receivable account where money goes.
ARAccountName Reference to the Accounts Receivable account where money goes.
AppliedAmount Amount customer has paid on this invoice.
BalanceRemaining Balance remaining.
BillingAddress Address to bill to.
CustomerId A reference to the customer or customer job.
CustomerMessageId Reference to message to appear to customer.
CustomerMessageName Reference to message to appear to customer.
CustomerName A reference to the customer or customer job.
DueDate Date when payment is due.
IncludeLinkedTxns Indicates whether to include linked transactions in the response.
IsFinanceCharge If true, this invoice includes a finance charge.
IsPaid Indicates whether this invoice has been paid.
IsPending If true, this transaction has not been completed.
IsToBePrinted Whether this transaction is to be printed.
ItemAmount Line item property: the total amount of this line.
ItemClassId Line item property: Reference to the class of the item.
ItemClassName Line item property: Reference to the class of the item.
ItemCount Number of line items.
ItemDescription Line item property: Description of item.
ItemGroupId Line item property: Reference to a group of line items.
ItemGroupName Line item property: Reference to a group of line items.
ItemId Line item property: Reference to the kind of item.
ItemName Line item property: Reference to the kind of item.
ItemPriceLevelId Line Item Property: Specify custom pricing for specific customers.
ItemPriceLevelName Line Item Property: Specify custom pricing for specific customers.
ItemQuantity Line item property: Quantity of item or item group.
ItemRate Unit rate of item.
ItemRatePercent Line item property: A markup or discount percentage.
ItemServiceDate Line item property: Date of service.
ItemTaxCodeId Line item property: Sales tax information for this item.
ItemTaxCodeName Line item property: Sales tax information for this item.
LinkedTxnAmount Linked Transaction property: The amount of the transaction.
LinkedTxnCount Linked Transaction property: Number of linked transactions.
LinkedTxnDate Linked Transaction property: The date of the transaction.
LinkedTxnId Linked Transaction property: Reference to the kind of item.
LinkedTxnLinkType Linked Transaction property: Indicates the nature of the link between the transactions.
LinkedTxnRefNumber Linked Transaction property: Reference number for the linked transaction.
LinkedTxnType Linked Transaction property: The type of the transaction.
Memo Memo to appear on internal reports only.
PONumber P.O. number.
QBAddRequestAggregate Request aggregate for an Add.
QBConnectionMode The mode of connection to QuickBooks.
QBConnectionString An aggregate consisting of various QuickBooks connection properties.
QBOpenCompanyFile The file currently open in QuickBooks.
QBRequestId The Id of the next message to be sent to QuickBooks.
QBResponseAggregate The last XML response aggregate received from QuickBooks.
QBUpdateRequestAggregate Request aggregate for an Update.
QBXMLVersion The version of QBXML used in the outgoing message.
RefId An alphanumerical identifier generated by the server.
RefNumber Reference number for the transaction.
SalesRepId Reference to (initials of) sales rep.
SalesRepName Reference to (initials of) sales rep.
SalesTaxTotal Total amount of sales tax.
ShipDate Date of shipping.
ShipMethodId Reference to preferred method of shipping.
ShipMethodName Reference to preferred method of shipping.
ShippingAddress Address to ship to.
Subtotal Gross subtotal; doesn't count taxes/amount already paid.
TaxItemId Reference to detailed taxation information.
TaxItemName Reference to detailed taxation information.
TermsId Reference to terms of payment.
TermsName Reference to terms of payment.
TransactionDate Date of transaction.

Method List


The following is the full list of the methods of the component with short descriptions. Click on the links for complete descriptions.

AXMExport Exports the object.
AXMImport Imports the object.
Add Adds the record into QuickBooks.
Cancel Cancels (voids) the transaction.
CheckRequestStatus Checks whether or not the specified request was processed by QuickBooks.
CloseQBConnection Closes a persistent connection to QuickBooks.
Config Sets or retrieves a component configuration setting.
Delete Deletes the record from QuickBooks.
Get Gets a single record from QuickBooks.
GetCustomField Gets a custom field value from QuickBooks.
OpenQBConnection Opens a persistent connection to QuickBooks.
Reset Resets all properties to their defaults.
SetCustomField Sets a custom field value within QuickBooks.
Update Updates the invoice in QuickBooks.
WebExport Exports the object to a web client.

Event List


The following is the full list of the events fired by the component with short descriptions. Click on the links for complete descriptions.

Error Information about errors during data delivery.
Status Shows the progress of the QuickBooks connection.
Warning Fired when a warning occurs.

Configuration Settings


The following is a list of configuration settings for the component with short descriptions. Click on the links for complete descriptions.

AppendAfter Appends an xml tag after the specified QBXML element.
AuthFlags Connection Flags (use for QuickBooks Simple Start).
ClassId A reference to the class of transaction.
ClassName A reference to the class of transaction.
CodePage The system code page used for Unicode to Multibyte translations (Windows/COM only).
CustomerSalesTaxId Reference to sales tax information for the .
CustomerSalesTaxName Reference to sales tax information for the .
EditSequence An identifier for this copy of the object.
EnforceMaxLength Indicates whether to enforce max lengths for QB Fields
ExchangeRate Indicates the exchange rate for the transaction.
FOB Freight On Board: the place from where shipped.
GetHighestVersion Highest QBXMLVersion supported by the installed instance of Quickbooks.
IgnoreQBOEWarnings Ignores warnings returned from QuickBooks Online.
IncludeLinkedTxns Indicates to QuickBooks whether to return transactions linked to this request.
ItemsAggregate Allows the user to set the item xml directly.
SSLAcceptServerCert The SSL certificate being used by the Remote Connector
SSLAcceptServerCertFile The SSL certificate file being used by the Remote Connector
SalesTaxPercentage Percent paid as sales tax.
SendRawXML Sends specified XML to quickbooks without modification.
SuggestedDiscountAmount A suggested discount amount for the Invoice.
SuggestedDiscountDate A suggested discount date for the Invoice.
Tax1Total Canadian field used for Goods and Services Tax, or GST.
Tax2Total Canadian field used for Provincial Sales Taxes, or PST.
TemplateId The ID of an existing template to apply to the transaction.
TemplateName The name of an existing template to apply to the transaction.
TimeCreated The time the object was created.
TimeModified The time the object was created.
{Items[index].Amount} The amount in dollars for the line item at the specified index.
{Items[index].Cost} The cost in dollars for the line item at the specified index.
{Items[index].OverrideItemAccountId} An account which will override the default account for the line item.
{Items[index].OverrideItemAccountName} An account which will override the default account for the line item.
{Items[index].Quantity} The quantity for the line item at the specified index.
{Items[index].Rate} The rate in dollars for the line item at the specified index.

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