Create Sales Invoice

Endpoints

Estonia:    https://aktiva.merit.ee/api/v1/sendinvoice

Finland:    https://aktiva.meritaktiva.fi/api/v1/sendinvoice

Poland:     https://program.360ksiegowosc.pl/api/v1/sendinvoice

Query Payload

Example payload 1: payload only

Example payload 2: PHP example with sending

FieldTypeComment 
CustomerCustomerObject
DocDateDate
DueDateDate
TransactionDateDate
InvoiceNoStr 35Required
RefNoStr 36
CurrencyCodeStr 4
DepartmentCodeStr 20If used then must be found in the company database.
ProjectCodeStr 20If used then must be found in the company database.
InvoiceRowArray of InvoiceRow objects
TaxAmountArray of VAT objectsRequired
RoundingAmountDecimal 18.2Use it for getting PDF invoice to round number. Does not affect TotalAmount.
TotalAmountDecimal 18.2Amount without VAT
PaymentPayment object
RefNoString 36Please validate this number yourself.
HcommentString 4KIf not specified, API will get it from client record, if it is written there.
FcommentString 4KIf not specified, API will get it from client record, if it is written there.

CustomerObject

3 use cases:

  1. new customer – you will create new client record when this name was not found
  2. existing customer by name – if this name exists in our system, Merit will take info from client record instead of reading it from the payload.
  3. customer by ID – every time you add new customer, the CustomerId is returned, you can use this ID instead of name, the object = { CustomerId: <guid-of-the-customer }.
ParameterTypeComment 
IdGuidIf filled and customer is found in the database then following fields are not important. If not found, the customer is added using the following fields.
Name Str 150Required when customer is added
RegNoStr 30
NotTDCustomerBoolRequired when customer is added. True for physical persons and foreign companies. Allowed “true” or “false” (lowercase).
VatRegNoStr 30
CurrencyCodeStr 30
PaymentDeadLineIntIf missing then taken from default settings.
OverDueChargeDecimal 5.2If missing then taken from default settings.
AddressStr 100
CityStr 30
CountryStr 100
PostalCodeStr 15
CountryCodeStr 2Required when adding
PhoneNoStr 50
PhoneNo2Str 50
HomePageStr 80
EmailStr 80
SalesInvLangString 8Invoice language for this specific customer.

InvoiceRowObject

Every invoice has its rows. Row has its quantity and price, it also has its general ledger record and that’s why it has its own tax calculation.

FieldTypeComment 
ItemItemObjectSometimes the volume of transactions in the sales software is very high and there is no need to duplicate all the data in accounting. In those cases, you could consider using the same item code for the items with the same VAT rate.

Items with different VAT rates must have a different item codes.

Also, for the VAT declarations to work, goods and services may not be summed up and must have different item codes.
QuantityDecimal 18.3
PriceDecimal 18.7
DiscountPctDecimal 18.2
DiscountAmountDecimal 18.2Amount * Price * (DiscountPCt / 100). This is not rounded. Will be substracted from row amount before row roundings.
TaxIdGuidRequired. Use gettaxes endpoint to detect the guid needed
LocationCodeStr 20Used for stock items and multiple stocks. If used then must be found in the company database.
DepartmentCodeStr 20If used then must be found in the company database.
ItemCostAmountDecimal 18.2Required for credit invoices when crediting stock items.
GLAccountCodeString 10If used, must be found in the company database.
ProjectCodeString 20If used, must be found in the company database.
CostCenterCodeString 20If used, must be found in the company database.

ItemObject

FieldTypeComment 
CodeStr 20Required
DescriptionStr 100Required
TypeInt1 = stock item, 2 = service, 3 = item. Required.
UOMNameStr 64Name for the unit
DefLocationCodeStr 20If company has more than one (default) stock, stock code in this field is required for all stock items.

PaymentObject

You can mark the invoice already paid. This is useful when you create invoice only when internet bank payment is successful, or you have received cash.

FieldTypeComment 
PaymentMethodStr 150Name of the payment method. Must be found in the company database.
PaidAmountDecimal 18.2
PaymDateDateYYYYmmddHHii

TaxObject

Every invoice has section of taxes. Those taxes have to be calculated grouped and summed by TaxId. Every row has its own tax calculation, you have to group and sum them up.

This is because you can have different tax rates for different articles.

API always counts it as well to assure you have correct calculation.

FieldTypeComment 
TaxIdGuidRequired. Use gettaxes endpoint to detect the guid needed
AmountDecimal 18.2