Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Creating Invoice Documents

createInvoiceDocuments API creates invoice documents for a given list of Invoice. It accepts a list of invoice IDs as input and produces invoice documents for each corresponding invoice ID. It also accepts Invoice Template Name as a parameter if you want to create Invoice Documents using a specific template.

You can generate invoice documents in the following formats:

  • PDF
  • DOCX
  • DOC
  • RTF

The document is generated in the format set at the Billing Preference in Invoice Output Format field.

If you call this API from a batch or a scheduled job, it can process only one Invoice ID. Otherwise, if you call this API from a non-batch or a non-scheduled job, it can process up to 10 Invoices.

There are two ways of creating Invoice Documents:

  • Using the default invoice template
  • Using a specific invoice template

API

Signature

createInvoiceDocuments

static void createInvoiceDocuments(List invoiceIds)

This API uses the defualt Invoice Template specified on the Account or Account Location.

Request

Field

Type

Required?

Description

invoiceIds

List <Id>

Yes

List of Invoice Ids

List<ID> invoiceIDs = new List<ID>();
//invoiceIDs.add('a4t1I000000H5hM');
Apttus_Billing.BillingService.createInvoiceDocuments(invoiceIDs);
Apttus_Billing.BillingService.createInvoiceDocuments(invoiceIDs);

API

Signature

createInvoiceDocuments

static void createInvoiceDocuments(List invoiceIds, String invoiceTemplateName)

This API is used to create invoice documents using a specific invoice template.

If you do not specify a valid template name or pass null as a value, Billing Management System uses the default template specified on the Account or Account Location.

Request

Field

Type

Required?

Description

invoiceIds

List <Id>

Yes

List of Invoice Ids

invoiceTemplateName

String

Yes

Invoice Template Name

List<ID> invoiceIDs = new List<ID>();
//invoiceIDs.add('a4t1I000000H5hM');      
//String invoiceTemplateName = 'myTestTemplate';
Apttus_Billing.BillingService.createInvoiceDocuments(invoiceIDs, invoiceTemplateName);