Actions196
- Address Actions
- Contact Actions
- Credit Note Actions
- Customer Actions
- Delivery Note Actions
- Delivery Terms Actions
- Employee Actions
- Goods Receipt Actions
- Invoice Actions
- Liability Actions
- Offer Actions
- Payment Method Actions
- Payment Terms Group Actions
- Production Actions
- Product Actions
- Proforma Invoice Actions
- Project Actions
- Purchase Order Actions
- Purchase Price Actions
- Return Actions
- Sales Channel Actions
- Sales Order Actions
- Sales Price Actions
- Shipment Actions
- Shipping Method Actions
- Storage Location Actions
- Supplier Actions
- Tag Actions
- Warehouse Actions
- Webhook Actions
Proforma Invoice → Create
AI-generatedSummary
Create a new proforma invoice in Xentral by specifying the required Customer ID and optional additional fields to customize the invoice's content, financials, addresses, sales information, and print settings.
Inputs
- Customer ID (required) — The ID of the customer (business contact), used as address.id in the API.
- Additional Fields — Optional collection of fields to customize the proforma invoice, including body introduction, closing text, customer order number, delivery information, document address override, document date, editor ID, currency, internal comments and designation, language, project ID, related sales order ID, print settings (such as without letterhead or product text), sales representative ID, tags, taxation type, alternative document title usage, and VAT ID.
Output shape
a single created proforma invoice record as returned by the Xentral API
The operation returns the newly created proforma invoice object including identifiers and all submitted details. This output can be used downstream for further processing or reference in the workflow.