How to access Invoice object via XML worksheet

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This article provides the information about how to access the Invoice object via XML worksheet.

For Invoice, you can use XML request for the following:

Inserting Invoices
Updating Invoices
Deleting Invoices
Posting and Voiding Invoices

Invoice

Inserting Invoices

Here is an example XML request to add new Invoice in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Invoice op="insert">
    <NumberString>3284</NumberString>
    <InvoiceDate>2005-05-25</InvoiceDate>
    <ReceivedDate>2005-05-25</ReceivedDate>
    <Vendor keymap="SsOrTaxNumberString">625-85-3214</Vendor>
    <Currency>GBP</Currency>
    <ManualTotal>12,575.00</ManualTotal>
    <PeriodStartOn>2005-05-25</PeriodStartOn>
    <PeriodEndOn>2005-05-30</PeriodEndOn>
    <NoteText>This is the first installment of Invoices sent by this vendor. We will be getting a number of invoices from this vendor 
    and most likely we will be doing business with them for a long time to come.</NoteText>
    <DefaultCategory>INVC_ATTY</DefaultCategory>
    <LineItem>
        <TypeIID>E</TypeIID>
        <Project keymap="Name">Samantha Palmer Home Owner Claim</Project>
        <ExpenseCategory>EXPE_ACCO</ExpenseCategory>
        <AdjustmentReason>Very Good Client</AdjustmentReason>
        <ShortDescription>Hotel</ShortDescription>
        <VendorRep keymap="SsOrTaxNumberString">623-52-8541</VendorRep>
        <ServiceDate>2005-05-25</ServiceDate>
        <OriginalRate>3500</OriginalRate>
        <OriginalQuantity>3</OriginalQuantity>
        <OriginalDiscount>200</OriginalDiscount>
        <RateAdjustment>75</RateAdjustment>
        <QuantityAdjustment>2</QuantityAdjustment>
        <DiscountAdjustment>325</DiscountAdjustment>
    </LineItem>
    <LineItem>
        <TypeIID>T</TypeIID>
        <Project keymap="Name">Samantha Palmer Home Owner Claim</Project>
        <TaskCategory>TASK_GAIN</TaskCategory>
        <ActivityItem>ACTI_BILL</ActivityItem>
        <ShortDescription>Meet with client to discuss case</ShortDescription>
        <VendorRep keymap="SsOrTaxNumberString">623-52-8541</VendorRep>
        <ServiceDate>2005-05-25</ServiceDate>
        <OriginalRate>50</OriginalRate>
        <OriginalQuantity>10</OriginalQuantity>
        <OriginalDiscount>100</OriginalDiscount>
        <RateAdjustment>0</RateAdjustment>
        <QuantityAdjustment>0</QuantityAdjustment>
        <DiscountAdjustment>0</DiscountAdjustment>
    </LineItem>
    <SecurityTypeIID>2</SecurityTypeIID>
</Invoice>
</TeamConnectRequest>

Updating Invoices

Here is an example XML request to update an Invoice in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Invoice op="update" NumberString="3285">
    <LineItem op="delete" ShortDescription="Hotel" />
</Invoice>
</TeamConnectRequest>

Deleting Invoices

Here is an example XML request to delete an Invoice in TeamConnect via XML worksheet:

Note: You can only delete voided Invoices

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Invoice op="delete" NumberString="3285" />
</TeamConnectRequest>

Posting and Voiding Invoices

Here is an example XML request to delete Invoice relations in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Invoice op="update" NumberString="3286" action="postTransaction" />
<Invoice op="update" NumberString="3287" action="voidTransaction" />
</TeamConnectRequest>