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Pro Forma Invoice → Insert/Update
AI-generatedSummary
Insert or update a Pro Forma Invoice in Acumatica by specifying various invoice details including approval, billing, financial, progress billing, tax, and time and material information.
Inputs
- Approval Details — Set multiple approval detail entries each containing approved by, approver, date, status, and workgroup.
- Billing Settings — Configure billing settings such as Bill To address and contact details, overrides, and customer location.
- Financial Details — Specify financial parameters including AR document type and reference number, branch, discount and due dates, customer tax zone, usage type, and terms.
- Progress Billing — Add multiple progress billing items with detailed fields like amounts, branch, cost code, descriptions, inventory and project task identifiers, tax category, and retainage.
- Tax Details — Provide multiple tax detail entries including retained tax and taxable amounts, tax amount, ID, and rate.
- Time And Material — Specify multiple time and material items with fields such as billed amount and quantity, dates, employee, inventory and project task IDs, vendor, and pricing details.
- Additional Fields — Include extra optional invoice fields such as amount due, currency ID, customer ID, description, dates, invoice totals, status, project ID, and tax totals.
Output shape
a single record representing the inserted or updated Pro Forma Invoice
The operation constructs the invoice from provided input fields and sends it to Acumatica; the response includes the created or updated invoice data. Optional fields can be omitted, and only specified data will be set or updated.