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Invoices(2)

API Version v2

?This API is currently not supported by our SDK

Use the Invoicing API to create, send, and manage invoices. You can also use the API or webhooks to track invoice payments. When you send an invoice to a customer, the invoice moves from draft to payable state. PayPal then emails the customer a link to the invoice on the PayPal website. Customers with a PayPal account can log in and pay the invoice with PayPal. Alternatively, customers can pay as a guest with a debit card or credit card. For more information, see the Invoicing Overview and the Invoicing Integration Guide.

operation/invoices.create Create draft invoice

post/v2/invoicing/invoices

Try it

Creates a draft invoice. To move the invoice from a draft to payable state, you must send the invoice.

In the JSON request body, include invoice details including merchant information. The invoice object must include an items array.

Note: The merchant that you specify in an invoice must have a PayPal account in good standing.

.

SecurityOauth2

Request

Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json required

The invoice details which includes all information of the invoice like items, billing information.

primary_recipientsArray of objects (recipient_info) [ 0 .. 100 ] items
The billing and shipping information. Includes name, email, address, phone and language.
additional_recipientsArray of strings<ppaas_common_email_address_v2> (email_address) [ 0 .. 100 ] items
An array of one or more CC: emails to which notifications are sent. If you omit this parameter, a notification is sent to all CC: email addresses that are part of the invoice.
> Note: Valid values are email addresses in the additional_recipients value associated with the invoice.
itemsArray of objects (item) [ 0 .. 100 ] items
An array of invoice line item information.
detail
required
object (invoice_detail)
The details of the invoice. Includes invoice number, date, payment terms, and audit metadata.
invoicerobject (invoicer_info)
The invoicer business information that appears on the invoice.
configurationobject (configuration)
The invoice configuration details. Includes partial payment, tip, and tax calculated after discount.
amountobject (amount_summary_detail)
The invoice amount summary of item total, discount, tax total, and shipping.
settingsobject (invoice_settings)
The settings for the invoice.
paymentsobject (payments)
An array of payments registered against the invoice.
effective_invoice_totalobject (Money)
The effective total amount of the invoice after applying conditional rules. The conditional rules include early payment discount, late payment surcharge, and auto cancellation details.
effective_due_amountobject (Money)
The effective due amount of the invoice after applying conditional rules. The conditional rules include early payment discount, late payment surcharge, and auto cancellation details.
refundsobject (refunds)
The invoicing refund details. Includes the refund type, date, amount, and method.

Responses

201 A successful request returns the HTTP 201 Created status code. A JSON response body that shows invoice details is returned if you set prefer=return=representation.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 201 - Create Invoice with ThemeSample 1 - 201 - Create Invoice with Theme

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`{"detail": {"reference": "deal-ref",

"invoice_date": "2025-01-15",

"currency_code": "USD",

"note": "Thank you for your business.",

"term": "No refunds after 30 days.",

"memo": "This is a long contract",

"payment_term": {"term_type": "NET_10",

"due_date": "2025-01-25"

},

"order_details": "Order #12345 placed on January 10, 2025.",

"project_details": "Website redesign project for client XYZ Corp.",

"service_details": "Consulting services provided from Jan-Mar 2025.",

"cancellation_policy": "Services may be cancelled with 14-day notice.",

"payment_terms": "Payment due within 10 days of invoice date.",

"return_policy": "All sales are final. No returns accepted after 30 days.",

"service_agreement": "Services provided as per agreement dated Jan 1, 2025.",

"tip_presets": [{"percent": "15"

},

{"percent": "20"

},

{"percent": "25"

}

]

},

"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"address": {"address_line_1": "1234 First Street",

"address_line_2": "337673 Hillside Court",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "merchant@example.com",

"phones": [{"country_code": "001",

"national_number": "4085551234",

"phone_type": "MOBILE"

}

],

"website": "www.test.com",

"tax_id": "ABcNkWSfb5ICTt73nD3QON1fnnpgNKBy- Jb5SeuGj185MNNw6g",

"logo_url": "https://example.com/logo.PNG",

"additional_notes": "2-4"

},

"primary_recipients": [{"billing_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "bill-me@example.com",

"phones": [{"country_code": "001",

"national_number": "4884551234",

"phone_type": "HOME"

}

],

"additional_info_value": "add-info"

},

"shipping_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

}

}

}

],

"items": [{"name": "Yoga Mat",

"description": "Elastic mat to practice yoga.",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "50.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25"

},

"discount": {"percent": "5"

},

"unit_of_measure": "QUANTITY"

},

{"name": "Yoga t-shirt",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"tax_note": "Reduced tax rate"

},

"discount": {"amount": {"currency_code": "USD",

"value": "5.00"

}

},

"unit_of_measure": "QUANTITY"

}

],

"configuration": {"partial_payment": {"allow_partial_payment": true,

"minimum_amount_due": {"currency_code": "USD",

"value": "20.00"

}

},

"allow_tip": true,

"tax_calculated_after_discount": true,

"tax_inclusive": false,

"show_additional_item_fields": true,

"template_id": "TEMP-19V05281TU309413B",

"theme": {"primary_color": "#4A90D9"

}

},

"amount": {"breakdown": {"custom": {"label": "Packing Charges",

"amount": {"currency_code": "USD",

"value": "10.00"

}

},

"shipping": {"amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25"

}

},

"discount": {"invoice_discount": {"percent": "5"

}

}

}

},

"settings": {"invoice_item_settings": [{"field_name": "ITEM_DESCRIPTION",

"display_preference": {"hidden": false

}

},

{"field_name": "ITEM_DATE",

"display_preference": {"hidden": true

}

},

{"field_name": "ITEM_TAX",

"display_preference": {"hidden": false

}

},

{"field_name": "ITEM_DISCOUNT",

"display_preference": {"hidden": false

}

}

],

"invoice_additional_settings": [{"field_name": "ATTACHMENT",

"display_preference": {"hidden": false

}

},

{"field_name": "MEMO",

"display_preference": {"hidden": false

}

},

{"field_name": "REFERENCE",

"display_preference": {"hidden": false

}

}

],

"invoice_policy_and_agreement_settings": [{"field_name": "TERMS_AND_CONDITIONS",

"display_preference": {"hidden": false

}

},

{"field_name": "PAYMENT_TERMS",

"display_preference": {"hidden": false

}

}

],

"invoice_details_settings": [{"field_name": "ORDER_DETAILS",

"display_preference": {"hidden": false

}

},

{"field_name": "PROJECT_DETAILS",

"display_preference": {"hidden": true

}

}

]

}

}`

Response samples

  • 201

application/jsonmultipart/mixedapplication/json

Sample 1 - 201 - Create Invoice with ThemeSample 1 - 201 - Create Invoice with Theme

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`{"id": "INV2-Z56S-5LLA-Q52L-CPZ5",

"status": "DRAFT",

"detail": {"reference": "deal-ref",

"invoice_date": "2025-01-15",

"currency_code": "USD",

"note": "Thank you for your business.",

"term": "No refunds after 30 days.",

"memo": "This is a long contract",

"payment_term": {"term_type": "NET_10",

"due_date": "2025-01-25"

},

"order_details": "Order #12345 placed on January 10, 2025.",

"project_details": "Website redesign project for client XYZ Corp.",

"service_details": "Consulting services provided from Jan-Mar 2025.",

"cancellation_policy": "Services may be cancelled with 14-day notice.",

"payment_terms": "Payment due within 10 days of invoice date.",

"return_policy": "All sales are final. No returns accepted after 30 days.",

"service_agreement": "Services provided as per agreement dated Jan 1, 2025.",

"tip_presets": [{"percent": "15"

},

{"percent": "20"

},

{"percent": "25"

}

],

"metadata": {"create_time": "2025-01-15T08:00:20Z",

"recipient_view_url": "https://www.api-m.paypal.com/invoice/p#Z56S5LLAQ52LCPZ5",

"invoicer_view_url": "https://www.api-m.paypal.com/invoice/details/INV2-Z56S-5LLA-Q52L-CPZ5"

}

},

"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"address": {"address_line_1": "1234 First Street",

"address_line_2": "337673 Hillside Court",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "merchant@example.com",

"phones": [{"country_code": "001",

"national_number": "4085551234",

"phone_type": "MOBILE"

}

],

"website": "https://example.com",

"tax_id": "ABcNkWSfb5ICTt73nD3QON1fnnpgNKBy-Jb5SeuGj185MNNw6g",

"logo_url": "https://example.com/logo.PNG",

"additional_notes": "2-4"

},

"primary_recipients": [{"billing_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "bill-me@example.com",

"phones": [{"country_code": "001",

"national_number": "4884551234",

"phone_type": "HOME"

}

],

"additional_info_value": "add-info"

},

"shipping_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

}

}

}

],

"items": [{"name": "Yoga Mat",

"description": "Elastic mat to practice yoga.",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "50.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "3.27",

"tax_note": "Reduced tax rate"

}

},

"discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "2.5"

}

},

"unit_of_measure": "QUANTITY"

},

{"name": "Yoga T Shirt",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.34",

"tax_note": "Reduced tax rate"

}

},

"discount": {"amount": {"currency_code": "USD",

"value": "5.00"

}

},

"unit_of_measure": "QUANTITY"

}

],

"configuration": {"partial_payment": {"allow_partial_payment": true,

"minimum_amount_due": {"currency_code": "USD",

"value": "20.00"

}

},

"allow_tip": true,

"allow_only_pay_by_bank": true,

"tax_calculated_after_discount": true,

"show_additional_item_fields": true,

"tax_inclusive": false,

"template_id": "TEMP-19V05281TU309413B",

"theme": {"primary_color": "#4A90D9"

}

},

"amount": {"currency_code": "USD",

"value": "74.21",

"breakdown": {"item_total": {"currency_code": "USD",

"value": "60.00"

},

"custom": {"label": "Packing Charges",

"amount": {"currency_code": "USD",

"value": "10.00"

}

},

"shipping": {"amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.73",

"tax_note": "Reduced tax rate"

}

}

},

"discount": {"item_discount": {"currency_code": "USD",

"value": "-7.50"

},

"invoice_discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "-2.63"

}

}

},

"tax_total": {"currency_code": "USD",

"value": "4.34"

}

}

},

"due_amount": {"currency_code": "USD",

"value": "74.21"

},

"settings": {"invoice_item_settings": [{"field_name": "ITEM_DESCRIPTION",

"display_preference": {"hidden": false

}

},

{"field_name": "ITEM_DATE",

"display_preference": {"hidden": true

}

},

{"field_name": "ITEM_TAX",

"display_preference": {"hidden": false

}

},

{"field_name": "ITEM_DISCOUNT",

"display_preference": {"hidden": true

}

}

]

},

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5",

"rel": "self",

"method": "GET"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5/send",

"rel": "send",

"method": "POST"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5/update",

"rel": "replace",

"method": "PUT"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5",

"rel": "delete",

"method": "DELETE"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5/payments",

"rel": "record-payment",

"method": "POST"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5/generate-qr-code",

"rel": "qr-code",

"method": "POST"

}

]

}`

operation/invoices.list List invoices

get/v2/invoicing/invoices

Try it

Lists invoices. To filter the invoices that appear in the response, you can specify one or more optional query parameters.

SecurityOauth2

Request

query Parameters
pageinteger[ 1 .. 1000 ]
Default:1
The page number to be retrieved, for the list of items. So, a combination of page=1 and page_size=20 returns the first 20 invoices. A combination of page=2 and page_size=20 returns the next 20 invoices.
page_sizeinteger[ 1 .. 100 ]
Default:20
The maximum number of invoices to return in the response.
total_requiredboolean
Default:false
Indicates whether the to show total_pages and total_items in the response.
fieldsstring[ 0 .. 2147483647 ] characters^.*$
A comma-separated list of additional fields to return, if available.
Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

any

Responses

200 A successful request returns the HTTP 200 OK status code and a JSON response body that lists invoices with details.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

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{ }

Response samples

  • 200

application/jsonmultipart/mixedapplication/json

Sample 1 - 200 - List InvoicesSample 1 - 200 - List Invoices

Copy

Expand allCollapse all

`{"total_items": 2,

"total_pages": 1,

"items": [{"id": "INV2-Z56S-5LLA-Q52L-CPZ5",

"status": "DRAFT",

"detail": {"invoice_number": "#123",

"reference": "deal-ref",

"invoice_date": "2018-11-12",

"currency_code": "USD",

"note": "Thank you for your business.",

"term": "No refunds after 30 days.",

"memo": "This is a long contract",

"payment_term": {"term_type": "NET_10",

"due_date": "2018-11-22"

},

"metadata": {"create_time": "2018-11-12T08:00:20Z",

"recipient_view_url": "https://www.paypal.com/invoice/p/#Z56S5LLAQ52LCPZ5",

"invoicer_view_url": "https://www.paypal.com/invoice/details/INV2-Z56S-5LLA-Q52L-CPZ5"

}

},

"invoicer": {"email_address": "merchant@example.com"

},

"primary_recipients": [{"billing_info": {"email_address": "bill-me@example.com"

}

}

],

"amount": {"currency_code": "USD",

"value": "74.21"

},

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5",

"rel": "self",

"method": "GET"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5/send",

"rel": "send",

"method": "POST"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5",

"rel": "replace",

"method": "PUT"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5",

"rel": "delete",

"method": "DELETE"

}

]

},

{"id": "INV2-NP6M-C9A8-ZBDA-3TEX",

"status": "SCHEDULED",

"detail": {"invoice_number": "0001",

"invoice_date": "2018-05-14",

"currency_code": "USD",

"payment_term": {"due_date": "2018-05-15"

},

"metadata": {"create_time": "2018-05-15T17:24:12Z"

}

},

"invoicer": {"email_address": "merchant@example.com"

},

"primary_recipients": [{"billing_info": {"email_address": "recipient@example.com"

}

}

],

"amount": {"currency_code": "USD",

"value": "32.00"

},

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-NP6M-C9A8-ZBDA-3TEX",

"rel": "self",

"method": "GET"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-NP6M-C9A8-ZBDA-3TEX",

"rel": "replace",

"method": "PUT"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-NP6M-C9A8-ZBDA-3TEX",

"rel": "delete",

"method": "DELETE"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-NP6M-C9A8-ZBDA-3TEX/payments",

"rel": "record-payment",

"method": "POST"

}

]

}

],

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/invoices?page=1&page_size=20&total_required=false",

"rel": "self",

"method": "GET"

}

]

}`

operation/invoices.send Send invoice

post/v2/invoicing/invoices/{invoice_id}/send

Try it

Sends or schedules an invoice, by ID, to be sent to a customer. The action depends on the invoice issue date:

  • If the invoice issue date is current or in the past, sends the invoice immediately.
  • If the invoice issue date is in the future, schedules the invoice to be sent on that date.

To suppress the merchant's email notification, set the send_to_invoicer body parameter to false. To send the invoice through a share link and not through PayPal, set the send_to_recipient parameter to false in the notification object. The send_to_recipient parameter does not apply to a future issue date because the invoice is scheduled to be sent through PayPal on that date.

Notes:

  • After you send an invoice, resending it has no effect.
  • To send a notification for updates, update the invoice and set the send_to_recipient body parameter to true.

SecurityOauth2

Request

path Parameters
invoice_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the invoice to send.
Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

The email or SMS notification to send to the payer when they send an invoice..

subjectstring[ 0 .. 4000 ] characters^[\S\s]*$
The subject of the email that is sent as a notification to the recipient.
> Note: User-provided values for this field will not be honored and the subject will always be defaulted to a system-defined value.
notestring[ 0 .. 4000 ] characters^[\S\s]*$
A note to the payer.
> Note: User-provided values for this field will not be honored and the note will always be defaulted to a system-defined value.
send_to_invoicerboolean
Default:false
Indicates whether to send a copy of the email to the merchant.
send_to_recipientboolean
Default:true
Indicates whether to send a copy of the email to the recipient.
additional_recipientsArray of strings<ppaas_common_email_address_v2> (email_address) [ 0 .. 100 ] items
An array of one or more CC: emails to which notifications are sent. If you omit this parameter, a notification is sent to all CC: email addresses that are part of the invoice.
> Note: Valid values are email addresses in the additional_recipients value associated with the invoice.

Responses

202 The server has accepted the request and will execute it at a later time.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 202 - Schedules the invoice when the issue date is in future.Sample 1 - 202 - Schedules the invoice when the issue date is in future.

Copy

`{"send_to_invoicer": true

}`

Response samples

  • 202

application/jsonmultipart/mixedapplication/json

Sample 1 - 202 - Schedules the invoice when the issue date is in future.Sample 1 - 202 - Schedules the invoice when the issue date is in future.

Copy

`{"href": "https://api-m.paypal.com/invoice/p#INV2-Z56S-5LLA-Q52L-CPZ5",

"rel": "payer-view",

"method": "GET"

}`

operation/invoices.get Show invoice details

get/v2/invoicing/invoices/{invoice_id}

Try it

Shows details for an invoice, by ID.

SecurityOauth2

Request

path Parameters
invoice_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the invoice for which to show details.

Responses

200 A successful request returns the HTTP 200 OK status code and a JSON response body that shows invoice details.

Request samples

  • cURL
  • Node.js
  • Java
  • Python

Copy

curl -v -X GET https://api-m.sandbox.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5 \
-H 'Authorization: Bearer zekwhYgsYYI0zDg0p_Nf5v78VelCfYR0' \
-H 'Content-Type: application/json'

Response samples

  • 200

application/json

Sample 1 - 200 - Show Invoice Details with ThemeSample 1 - 200 - Show Invoice Details with Theme

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Expand allCollapse all

`{"id": "INV2-Z56S-5LLA-Q52L-CPZ5",

"status": "DRAFT",

"detail": {"reference": "deal-ref",

"invoice_date": "2025-01-15",

"currency_code": "USD",

"note": "Thank you for your business.",

"term": "No refunds after 30 days.",

"memo": "This is a long contract",

"payment_term": {"term_type": "NET_10",

"due_date": "2025-01-25"

},

"order_details": "Order #12345 placed on January 10, 2025.",

"project_details": "Website redesign project for client XYZ Corp.",

"service_details": "Consulting services provided from Jan-Mar 2025.",

"cancellation_policy": "Services may be cancelled with 14-day notice.",

"payment_terms": "Payment due within 10 days of invoice date.",

"return_policy": "All sales are final. No returns accepted after 30 days.",

"service_agreement": "Services provided as per agreement dated Jan 1, 2025.",

"tip_presets": [{"percent": "15"

},

{"percent": "20"

},

{"percent": "25"

}

],

"metadata": {"create_time": "2025-01-15T08:00:20Z",

"recipient_view_url": "https://www.paypal.com/invoice/p/#Z56S5LLAQ52LCPZ5",

"invoicer_view_url": "https://www.paypal.com/invoice/details/INV2-Z56S-5LLA-Q52L-CPZ5"

}

},

"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"address": {"address_line_1": "1234 First Street",

"address_line_2": "337673 Hillside Court",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "merchant@example.com",

"phones": [{"country_code": "001",

"national_number": "4085551234",

"phone_type": "MOBILE"

}

],

"website": "https://example.com",

"tax_id": "ABcNkWSfb5ICTt73nD3QON1fnnpgNKBy-Jb5SeuGj185MNNw6g",

"logo_url": "https://example.com/logo.PNG",

"additional_notes": "2-4"

},

"primary_recipients": [{"billing_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "bill-me@example.com",

"phones": [{"country_code": "001",

"national_number": "4884551234",

"phone_type": "HOME"

}

],

"additional_info_value": "add-info"

},

"shipping_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

}

}

}

],

"items": [{"name": "Yoga Mat",

"description": "Elastic mat to practice yoga.",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "50.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"tax_note": "Reduced tax rate",

"amount": {"currency_code": "USD",

"value": "3.27"

}

},

"discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "2.5"

}

},

"unit_of_measure": "QUANTITY"

},

{"name": "Yoga T Shirt",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.34"

}

},

"discount": {"amount": {"currency_code": "USD",

"value": "5.00"

}

},

"unit_of_measure": "QUANTITY"

}

],

"configuration": {"partial_payment": {"allow_partial_payment": true,

"minimum_amount_due": {"currency_code": "USD",

"value": "20.00"

}

},

"allow_tip": true,

"allow_only_pay_by_bank": true,

"tax_calculated_after_discount": true,

"tax_inclusive": false,

"show_additional_item_fields": false,

"template_id": "TEMP-19V05281TU309413B",

"has_conditional_rule": true,

"theme": {"primary_color": "#4A90D9"

}

},

"amount": {"currency_code": "USD",

"value": "74.21",

"breakdown": {"item_total": {"currency_code": "USD",

"value": "60.00"

},

"custom": {"label": "Packing Charges",

"amount": {"currency_code": "USD",

"value": "10.00"

}

},

"shipping": {"amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.73"

}

}

},

"discount": {"item_discount": {"currency_code": "USD",

"value": "-7.50"

},

"invoice_discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "-2.63"

}

}

},

"tax_total": {"currency_code": "USD",

"value": "4.34"

}

}

},

"due_amount": {"currency_code": "USD",

"value": "74.21"

},

"settings": {"invoice_item_settings": [{"field_name": "ITEM_DESCRIPTION",

"display_preference": {"hidden": false

}

},

{"field_name": "ITEM_DATE",

"display_preference": {"hidden": true

}

},

{"field_name": "ITEM_TAX",

"display_preference": {"hidden": false

}

},

{"field_name": "ITEM_DISCOUNT",

"display_preference": {"hidden": true

}

}

],

"invoice_additional_settings": [{"field_name": "ATTACHMENT",

"display_preference": {"hidden": false

}

},

{"field_name": "MEMO",

"display_preference": {"hidden": true

}

},

{"field_name": "REFERENCE",

"display_preference": {"hidden": false

}

}

],

"invoice_policy_and_agreement_settings": [{"field_name": "PAYMENT_TERMS",

"display_preference": {"hidden": false

}

},

{"field_name": "TERMS_AND_CONDITIONS",

"display_preference": {"hidden": false

}

}

],

"invoice_details_settings": [{"field_name": "ORDER_DETAILS",

"display_preference": {"hidden": true

}

},

{"field_name": "PROJECT_DETAILS",

"display_preference": {"hidden": false

}

},

{"field_name": "SERVICE_DETAILS",

"display_preference": {"hidden": false

}

}

]

},

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5",

"rel": "self",

"method": "GET"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5/send",

"rel": "send",

"method": "POST"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5",

"rel": "replace",

"method": "PUT"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5",

"rel": "delete",

"method": "DELETE"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5/payments",

"rel": "record-payment",

"method": "POST"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5/generate-qr-code",

"rel": "qr-code",

"method": "POST"

}

]

}`

operation/invoices.update Fully update invoice

put/v2/invoicing/invoices/{invoice_id}

Try it

Fully updates an invoice, by ID. In the JSON request body, include a complete invoice object. This call does not support partial updates.

Notes:

  • API caller can change/modify recipient only 2 times in 72 hours.

.

SecurityOauth2

Request

path Parameters
invoice_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the invoice to update.
query Parameters
send_to_recipientboolean
Default:true
Indicates whether to send the invoice update notification to the recipient.
send_to_invoicerboolean
Default:true
Indicates whether to send the invoice update notification to the merchant.
Request Body schema: application/json required

A representation of changes to make in the invoice.

primary_recipientsArray of objects (recipient_info) [ 0 .. 100 ] items
The billing and shipping information. Includes name, email, address, phone and language.
additional_recipientsArray of strings<ppaas_common_email_address_v2> (email_address) [ 0 .. 100 ] items
An array of one or more CC: emails to which notifications are sent. If you omit this parameter, a notification is sent to all CC: email addresses that are part of the invoice.
> Note: Valid values are email addresses in the additional_recipients value associated with the invoice.
itemsArray of objects (item) [ 0 .. 100 ] items
An array of invoice line item information.
detail
required
object (invoice_detail)
The details of the invoice. Includes invoice number, date, payment terms, and audit metadata.
invoicerobject (invoicer_info)
The invoicer business information that appears on the invoice.
configurationobject (configuration)
The invoice configuration details. Includes partial payment, tip, and tax calculated after discount.
amountobject (amount_summary_detail)
The invoice amount summary of item total, discount, tax total, and shipping.
settingsobject (invoice_settings)
The settings for the invoice.
paymentsobject (payments)
An array of payments registered against the invoice.
effective_invoice_totalobject (Money)
The effective total amount of the invoice after applying conditional rules. The conditional rules include early payment discount, late payment surcharge, and auto cancellation details.
effective_due_amountobject (Money)
The effective due amount of the invoice after applying conditional rules. The conditional rules include early payment discount, late payment surcharge, and auto cancellation details.
refundsobject (refunds)
The invoicing refund details. Includes the refund type, date, amount, and method.

Responses

200 A successful request returns the HTTP 200 OK status code. A JSON response body that shows invoice details is returned if you set prefer=return=representation.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/json

Sample 1 - 200 - Update Invoice with ThemeSample 1 - 200 - Update Invoice with Theme

Copy

Expand allCollapse all

`{"id": "INV2-C82X-JNN9-Y6S5-CNXW",

"status": "DRAFT",

"detail": {"reference": "deal-refernce-update",

"invoice_date": "2025-01-15",

"currency_code": "USD",

"note": "Thank you for your business.",

"term": "No refunds after 30 days.",

"memo": "This is a long contract",

"payment_term": {"term_type": "NET_10",

"due_date": "2025-01-25"

},

"order_details": "Updated order #12345 details from Jan 10, 2025.",

"project_details": "Updated website redesign project for XYZ Corp - added mobile optimization.",

"service_details": "Additional consulting services Jan-Apr 2025.",

"cancellation_policy": "Updated: Services may be cancelled with 30-day notice.",

"payment_terms": "Updated: Payment due within 15 days of invoice date.",

"return_policy": "Updated: All sales are final. No returns accepted after 15 days.",

"service_agreement": "Updated: Services provided as per revised agreement dated Feb 1, 2025.",

"tip_presets": [{"percent": "15"

},

{"percent": "20"

},

{"percent": "25"

}

]

},

"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"address": {"address_line_1": "1234 First Street",

"address_line_2": "337673 Hillside Court",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "merchant@example.com",

"phones": [{"country_code": "001",

"national_number": "4085551234",

"phone_type": "MOBILE"

}

],

"website": "www.test.com",

"tax_id": "ABcNkWSfb5ICTt73nD3QON1fnnpgNKBy-Jb5SeuGj185MNNw6g",

"logo_url": "https://example.com/logo.PNG",

"additional_notes": "2-4"

},

"primary_recipients": [{"billing_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "bill-me@example.com",

"phones": [{"country_code": "001",

"national_number": "4884551234",

"phone_type": "HOME"

}

],

"additional_info_value": "add-info"

},

"shipping_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

}

}

}

],

"items": [{"name": "Yoga Mat",

"description": "Elastic mat to practice yoga.",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "50.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"tax_note": "Reduced tax rate",

"amount": {"currency_code": "USD",

"value": "3.27"

}

},

"discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "2.5"

}

},

"unit_of_measure": "QUANTITY"

},

{"name": "Yoga t-shirt",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.34"

}

},

"discount": {"amount": {"currency_code": "USD",

"value": "5.00"

}

},

"unit_of_measure": "QUANTITY"

}

],

"configuration": {"partial_payment": {"allow_partial_payment": true,

"minimum_amount_due": {"currency_code": "USD",

"value": "20.00"

}

},

"allow_tip": true,

"tax_calculated_after_discount": true,

"tax_inclusive": false,

"show_additional_item_fields": true,

"template_id": "TEMP-19V05281TU309413B",

"theme": {"primary_color": "#4A90D9"

}

},

"amount": {"currency_code": "USD",

"value": "74.21",

"breakdown": {"item_total": {"currency_code": "USD",

"value": "60.00"

},

"custom": {"label": "Packing Charges",

"amount": {"currency_code": "USD",

"value": "10.00"

}

},

"shipping": {"amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.73"

}

}

},

"discount": {"item_discount": {"currency_code": "USD",

"value": "-7.50"

},

"invoice_discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "-2.63"

}

}

},

"tax_total": {"currency_code": "USD",

"value": "4.34"

}

}

},

"settings": {"invoice_item_settings": [{"field_name": "ITEM_DESCRIPTION",

"display_preference": {"hidden": false

}

},

{"field_name": "ITEM_DATE",

"display_preference": {"hidden": true

}

},

{"field_name": "ITEM_TAX",

"display_preference": {"hidden": false

}

},

{"field_name": "ITEM_DISCOUNT",

"display_preference": {"hidden": true

}

}

],

"invoice_additional_settings": [{"field_name": "ATTACHMENT",

"display_preference": {"hidden": false

}

},

{"field_name": "MEMO",

"display_preference": {"hidden": false

}

},

{"field_name": "REFERENCE",

"display_preference": {"hidden": true

}

}

],

"invoice_policy_and_agreement_settings": [{"field_name": "TERMS_AND_CONDITIONS",

"display_preference": {"hidden": false

}

},

{"field_name": "PAYMENT_TERMS",

"display_preference": {"hidden": false

}

},

{"field_name": "CANCELLATION_POLICY",

"display_preference": {"hidden": false

}

}

],

"invoice_details_settings": [{"field_name": "SERVICE_DETAILS",

"display_preference": {"hidden": false

}

}

]

}

}`

Response samples

  • 200

application/jsonmultipart/mixedapplication/json

Sample 1 - 200 - Update Invoice with ThemeSample 1 - 200 - Update Invoice with Theme

Copy

Expand allCollapse all

`{"id": "INV2-C82X-JNN9-Y6S5-CNXW",

"status": "DRAFT",

"detail": {"reference": "deal-refernce-update",

"invoice_date": "2025-01-15",

"currency_code": "USD",

"note": "Thank you for your business.",

"term": "No refunds after 30 days.",

"memo": "This is a long contract",

"payment_term": {"term_type": "NET_10",

"due_date": "2025-01-25"

},

"order_details": "Updated order #12345 details from Jan 10, 2025.",

"project_details": "Updated website redesign project for XYZ Corp - added mobile optimization.",

"service_details": "Additional consulting services Jan-Apr 2025.",

"cancellation_policy": "Updated: Services may be cancelled with 30-day notice.",

"payment_terms": "Updated: Payment due within 15 days of invoice date.",

"return_policy": "Updated: All sales are final. No returns accepted after 15 days.",

"service_agreement": "Updated: Services provided as per revised agreement dated Feb 1, 2025.",

"tip_presets": [{"percent": "15"

},

{"percent": "20"

},

{"percent": "25"

}

],

"metadata": {"create_time": "2025-01-15T08:00:20Z",

"recipient_view_url": "https://www.api-m.paypal.com/invoice/p#Z56S5LLAQ52LCPZ5",

"invoicer_view_url": "https://www.api-m.paypal.com/invoice/details/INV2-Z56S-5LLA-Q52L-CPZ5"

}

},

"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"address": {"address_line_1": "1234 First Street",

"address_line_2": "337673 Hillside Court",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "merchant@example.com",

"phones": [{"country_code": "001",

"national_number": "4085551234",

"phone_type": "MOBILE"

}

],

"website": "https://example.com",

"tax_id": "ABcNkWSfb5ICTt73nD3QON1fnnpgNKBy-Jb5SeuGj185MNNw6g",

"logo_url": "https://example.com/logo.PNG",

"additional_notes": "2-4"

},

"primary_recipients": [{"billing_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "bill-me@example.com",

"phones": [{"country_code": "001",

"national_number": "4884551234",

"phone_type": "HOME"

}

],

"additional_info_value": "add-info"

},

"shipping_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

}

}

}

],

"items": [{"name": "Yoga Mat",

"description": "Elastic mat to practice yoga.",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "50.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "3.27"

}

},

"discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "2.5"

}

},

"unit_of_measure": "QUANTITY"

},

{"name": "Yoga t-shirt",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.34"

}

},

"discount": {"amount": {"currency_code": "USD",

"value": "5.00"

}

},

"unit_of_measure": "QUANTITY"

}

],

"configuration": {"partial_payment": {"allow_partial_payment": true,

"minimum_amount_due": {"currency_code": "USD",

"value": "20.00"

}

},

"allow_tip": true,

"allow_only_pay_by_bank": true,

"tax_calculated_after_discount": true,

"show_additional_item_fields": true,

"tax_inclusive": false,

"template_id": "TEMP-19V05281TU309413B",

"theme": {"primary_color": "#4A90D9"

}

},

"amount": {"currency_code": "USD",

"value": "74.21",

"breakdown": {"item_total": {"currency_code": "USD",

"value": "60.00"

},

"custom": {"label": "Packing Charges",

"amount": {"currency_code": "USD",

"value": "10.00"

}

},

"shipping": {"amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.73"

}

}

},

"discount": {"item_discount": {"currency_code": "USD",

"value": "-7.50"

},

"invoice_discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "-2.63"

}

}

},

"tax_total": {"currency_code": "USD",

"value": "4.34"

}

}

},

"due_amount": {"currency_code": "USD",

"value": "74.21"

},

"settings": {"invoice_item_settings": [{"field_name": "ITEM_DESCRIPTION",

"display_preference": {"hidden": false

}

},

{"field_name": "ITEM_DATE",

"display_preference": {"hidden": true

}

},

{"field_name": "ITEM_TAX",

"display_preference": {"hidden": false

}

},

{"field_name": "ITEM_DISCOUNT",

"display_preference": {"hidden": false

}

}

]

},

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5",

"rel": "self",

"method": "GET"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5/send",

"rel": "send",

"method": "POST"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5/update",

"rel": "replace",

"method": "PUT"

},

{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5",

"rel": "delete",

"method": "DELETE"

}

]

}`

operation/invoices.delete Delete invoice

delete/v2/invoicing/invoices/{invoice_id}

Try it

Deletes a draft or scheduled invoice, by ID. Deletes invoices in the draft or scheduled state only. For invoices that have already been sent, you can cancel the invoice. After you delete a draft or scheduled invoice, you can no longer use it or show its details. However, you can reuse its invoice number.

SecurityOauth2

Request

path Parameters
invoice_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the draft invoice to delete.

Responses

204 A successful request returns the HTTP 204 No Content status code with no JSON response body.

Request samples

  • cURL
  • Node.js
  • Java
  • Python

Copy

curl -v -X DELETE https://api-m.sandbox.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5 \
-H 'Authorization: Bearer zekwhYgsYYI0zDg0p_Nf5v78VelCfYR0'

Response samples

  • 204

application/json

Sample 1 - 204 - Delete InvoiceSample 1 - 204 - Delete Invoice

Copy

{ }

operation/invoices.search-invoices Search for invoices

post/v2/invoicing/search-invoices

Try it

Searches for and lists invoices that match search criteria. If you pass multiple criteria, the response lists invoices that match all criteria.

SecurityOauth2

Request

query Parameters
pageinteger[ 1 .. 1000 ]
Default:1
The page number to be retrieved, for the list of items. So, a combination of page=1 and page_size=20 returns the first 20 invoices. A combination of page=2 and page_size=20 returns the next 20 invoices.
page_sizeinteger[ 1 .. 100 ]
Default:20
The page size for the search results.
total_requiredboolean
Default:false
Indicates whether the to show total_pages and total_items in the response.
Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

The invoice search can be used to retrieve the invoices based on the search parameters.

| recipient_email | string[ 0 .. 254 ] characters^[\S\s]*$
Filters the search by the email address. | | recipient_first_name | string[ 0 .. 140 ] characters^[\S\s]*$
Filters the search by the recipient first name. | | recipient_last_name | string[ 0 .. 140 ] characters^[\S\s]*$
Filters the search by the recipient last name. | | recipient_business_name | string[ 0 .. 300 ] characters^[\S\s]*$
Filters the search by the recipient business name. | | invoice_number | string[ 0 .. 25 ] characters^[\S\s]*$
Filters the search by the invoice number. | | status | Array of strings (invoice_status) [ 0 .. 5 ] items

An array of status values.

ItemsEnum ValueDescription
DRAFTThe invoice is in draft state. It is not yet sent to the payer.
SENTThe invoice has been sent to the payer. The payment is awaited from the payer.
SCHEDULEDThe invoice is scheduled on a future date. It is not yet sent to the payer.
PAIDThe payer has paid for the invoice.
MARKED_AS_PAIDThe invoice is marked as paid by the invoicer.
CANCELLEDThe invoice has been cancelled by the invoicer.
REFUNDEDThe invoice has been refunded by the invoicer.
PARTIALLY_PAIDThe payer has partially paid for the invoice.
PARTIALLY_REFUNDEDThe invoice has been partially refunded by the invoicer.
MARKED_AS_REFUNDEDThe invoice is marked as refunded by the invoicer.
UNPAIDThe invoicer is yet to receive the payment from the payer for the invoice.
PAYMENT_PENDINGThe invoicer is yet to receive the payment for the invoice. It is under pending review.
AUTO_CANCELLEDThe invoice was automatically cancelled because the payment was not received within the specified timeframe.
PAID_EXTERNALThe invoice has been paid through an external system or method outside of the standard PayPal payment flow. This status is set manually, indicating payment was received through other means.
REFUNDED_EXTERNALThe invoice has been refunded through an external system or method. This status indicates a refund was issued outside of the standard PayPal payment flow.
SHAREDThe invoice has been shared with the payer, typically via a link or other method. This status is used to track when an invoice has been distributed but not necessarily sent via PayPal.
referencestring[ 0 .. 120 ] characters^[\S\s]*$
The reference data. Includes a Purchase Order (PO) number.
memostring[ 0 .. 500 ] characters^[\S\s]*$
A private bookkeeping memo for the user.
payment_date_rangeobject (Date and Time Range)
The date and time range. Filters invoices by creation date, invoice date, due date, and payment date.
archivedboolean
Indicates whether to list merchant-archived invoices in the response. Value is:
- true. Response lists only merchant-archived invoices.
- false. Response lists only unarchived invoices.
- null. Response lists all invoices.
fieldsArray of strings[ 0 .. 5 ] items
A CSV file of fields to return for the user, if available. Because the invoice object can be very large, field filtering is required. Valid collection fields are items, payments, refunds, additional_recipients_info, and attachments.
currency_codestring<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The three-character ISO-4217 currency code that identifies the currency.
total_amount_rangeobject (amount_range)
The amount range.
invoice_date_rangeobject (date_range)
The date range. Filters invoices by creation date, invoice date, due date, and payment date.
due_date_rangeobject (date_range)
The date range. Filters invoices by creation date, invoice date, due date, and payment date.
creation_date_rangeobject (Date and Time Range)
The date and time range. Filters invoices by creation date, invoice date, due date, and payment date.

Responses

200 A successful request returns the HTTP 200 OK status code and a JSON response body that lists the invoices that match the search criteria.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 200 - Search for InvoicesSample 1 - 200 - Search for Invoices

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`{"total_amount_range": {"lower_amount": {"currency_code": "USD",

"value": "50.00"

},

"upper_amount": {"currency_code": "USD",

"value": "50.00"

}

},

"invoice_date_range": {"start": "2018-06-01",

"end": "2018-06-21"

}

}`

Response samples

  • 200

application/jsonmultipart/mixedapplication/json

Sample 1 - 200 - Search for InvoicesSample 1 - 200 - Search for Invoices

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`{"total_items": 6,

"total_pages": 1,

"items": [{"id": "INV2-Z56S-5LLA-Q52L-CPZ5",

"status": "DRAFT",

"detail": {"invoice_number": "#123",

"reference": "deal-ref",

"invoice_date": "2018-11-12",

"currency_code": "USD",

"note": "Thank you for your business.",

"term": "No refunds after 30 days.",

"memo": "This is a long contract",

"payment_term": {"term_type": "NET_10",

"due_date": "2018-11-22"

},

"metadata": {"create_time": "2018-11-12T08:00:20Z",

"recipient_view_url": "https://www.api-m.paypal.com/invoice/p#Z56S5LLAQ52LCPZ5",

"invoicer_view_url": "https://www.api-m.paypal.com/invoice/details/INV2-Z56S-5LLA-Q52L-CPZ5"

}

},

"invoicer": {"email_address": "merchant@example.com"

},

"primary_recipients": [{"billing_info": {"email_address": "bill-me@example.com"

}

}

],

"amount": {"currency_code": "USD",

"value": "74.21"

},

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5",

"rel": "self",

"method": "GET"

}

]

}

],

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/invoices?page=2&page_size=10&total_required=true",

"rel": "next",

"method": "POST"

}

]

}`

operation/invoices.cancel Cancel sent invoice

post/v2/invoicing/invoices/{invoice_id}/cancel

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Cancels a sent invoice, by ID, and, optionally, sends a notification about the cancellation to the payer, merchant, and CC: emails.

SecurityOauth2

Request

path Parameters
invoice_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the invoice to cancel.
Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json required

The email or SMS notification that will be sent to the payer on cancellation.

subjectstring[ 0 .. 4000 ] characters^[\S\s]*$
The subject of the email that is sent as a notification to the recipient.
> Note: User-provided values for this field will not be honored and the subject will always be defaulted to a system-defined value.
notestring[ 0 .. 4000 ] characters^[\S\s]*$
A note to the payer.
> Note: User-provided values for this field will not be honored and the note will always be defaulted to a system-defined value.
send_to_invoicerboolean
Default:false
Indicates whether to send a copy of the email to the merchant.
send_to_recipientboolean
Default:true
Indicates whether to send a copy of the email to the recipient.
additional_recipientsArray of strings<ppaas_common_email_address_v2> (email_address) [ 0 .. 100 ] items
An array of one or more CC: emails to which notifications are sent. If you omit this parameter, a notification is sent to all CC: email addresses that are part of the invoice.
> Note: Valid values are email addresses in the additional_recipients value associated with the invoice.

Responses

204 A successful request returns the HTTP 204 No Content status code with no JSON response body.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 204 - Cancel InvoiceSample 1 - 204 - Cancel Invoice

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`{"send_to_invoicer": true,

"send_to_recipient": true,

"additional_recipients": ["user@example.com"

]

}`

Response samples

  • 204

application/json

Sample 1 - 204 - Cancel InvoiceSample 1 - 204 - Cancel Invoice

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{ }

operation/invoices.remind Send invoice reminder

post/v2/invoicing/invoices/{invoice_id}/remind

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Sends a reminder to the payer about an invoice, by ID. In the JSON request body, include a notification object that defines the subject of the reminder and other details.

Notes:

  • API caller can send only 2 reminders in a day.

.

SecurityOauth2

Request

path Parameters
invoice_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the invoice for which to send a reminder.
Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

The email or SMS notification that will be sent to the payer for reminder.

subjectstring[ 0 .. 4000 ] characters^[\S\s]*$
The subject of the email that is sent as a notification to the recipient.
> Note: User-provided values for this field will not be honored and the subject will always be defaulted to a system-defined value.
notestring[ 0 .. 4000 ] characters^[\S\s]*$
A note to the payer.
> Note: User-provided values for this field will not be honored and the note will always be defaulted to a system-defined value.
send_to_invoicerboolean
Default:false
Indicates whether to send a copy of the email to the merchant.
send_to_recipientboolean
Default:true
Indicates whether to send a copy of the email to the recipient.
additional_recipientsArray of strings<ppaas_common_email_address_v2> (email_address) [ 0 .. 100 ] items
An array of one or more CC: emails to which notifications are sent. If you omit this parameter, a notification is sent to all CC: email addresses that are part of the invoice.
> Note: Valid values are email addresses in the additional_recipients value associated with the invoice.

Responses

204 A successful request returns the HTTP 204 No Content status code with no JSON response body.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 204 - Remind Payer to Pay InvoiceSample 1 - 204 - Remind Payer to Pay Invoice

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`{"send_to_invoicer": true,

"additional_recipients": ["customer-a@example.com",

"customer@example.com"

]

}`

Response samples

  • 204

application/json

Sample 1 - 204 - Remind Payer to Pay InvoiceSample 1 - 204 - Remind Payer to Pay Invoice

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{ }

operation/invoices.payments Record payment for invoice

post/v2/invoicing/invoices/{invoice_id}/payments

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Records a payment for the invoice. If no payment is due, the invoice is marked as PAID. Otherwise, the invoice is marked as PARTIALLY PAID.

SecurityOauth2

Request

path Parameters
invoice_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the invoice to mark as paid.
Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json required

The details of the payment to record against the invoice.

| payment_id | string[ 0 .. 22 ] characters^[\S\s]*$
The ID for a PayPal payment transaction. Required for the PAYPAL payment type. | | note | string[ 0 .. 2000 ] characters^[\S\s]*$
A note associated with an external cash or check payment. | | payment_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. | | payment_date_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. | | method
required | string (payment_method) [ 0 .. 255 ] characters^[\S\s]*$

The payment mode or method through which the invoicer can accept the payment.

Enum ValueDescription
BANK_TRANSFERPayments can be received through bank transfers.
CASHPayments can be received as cash.
CHECKPayments can be received as check.
CREDIT_CARDPayments can be received through credit card payments.
DEBIT_CARDPayments can be received through debit card payments.
PAYPALPayments can be received through paypal payments.
WIRE_TRANSFERPayments can be received through wire transfer.
OTHERPayments can be received through other modes.
amountobject (Money)
The currency and amount for a financial transaction, such as a balance or payment due.
shipping_infoobject (contact_information)
The contact information of the user. Includes name and address.

Responses

200 A successful request returns the HTTP 200 Created status code and a reference to the recorded payment.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 200 - Record Payment for InvoiceSample 1 - 200 - Record Payment for Invoice

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`{"method": "BANK_TRANSFER",

"payment_date": "2018-05-01",

"amount": {"currency_code": "USD",

"value": "10.00"

}

}`

Response samples

  • 200

application/jsonmultipart/mixedapplication/json

Sample 1 - 200 - Record Payment for InvoiceSample 1 - 200 - Record Payment for Invoice

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`{"payment_id": "EXTR-86F38350LX4353815"

}`

operation/invoices.payments-delete Delete external payment

delete/v2/invoicing/invoices/{invoice_id}/payments/{transaction_id}

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Deletes an external payment, by invoice ID and transaction ID.

SecurityOauth2

Request

path Parameters
invoice_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the invoice from which to delete an external payment transaction.
transaction_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the external payment transaction to delete.

Responses

204 A successful request returns the HTTP 204 No Content status code with no JSON response body.

Request samples

  • cURL
  • Node.js
  • Java
  • Python

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curl -v -X DELETE https://api-m.sandbox.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5/payments/EXTR-86F38350LX4353815 \
-H 'Authorization: Bearer zekwhYgsYYI0zDg0p_Nf5v78VelCfYR0'

Response samples

  • 204

application/json

Sample 1 - 204 - Delete External PaymentSample 1 - 204 - Delete External Payment

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{ }

operation/invoices.refunds Record refund for invoice

post/v2/invoicing/invoices/{invoice_id}/refunds

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Records a refund for the invoice. If all payments are refunded, the invoice is marked as REFUNDED. Otherwise, the invoice is marked as PARTIALLY REFUNDED.

SecurityOauth2

Request

path Parameters
invoice_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the invoice to mark as refunded.
Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json required

The details of the refund to record against the invoice.

| refund_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. | | amount | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. | | method
required | string (payment_method) [ 0 .. 255 ] characters^[\S\s]*$

The payment mode or method through which the invoicer can accept the payments.

Enum ValueDescription
BANK_TRANSFERPayments can be received through bank transfers.
CASHPayments can be received as cash.
CHECKPayments can be received as check.
CREDIT_CARDPayments can be received through credit card payments.
DEBIT_CARDPayments can be received through debit card payments.
PAYPALPayments can be received through paypal payments.
WIRE_TRANSFERPayments can be received through wire transfer.
OTHERPayments can be received through other modes.

Responses

200 A successful request returns the HTTP 200 Created status code and a reference to the recorded refund.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 200 - Record Refund for InvoiceSample 1 - 200 - Record Refund for Invoice

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`{"method": "BANK_TRANSFER",

"refund_date": "2018-05-21",

"amount": {"currency_code": "USD",

"value": "5.00"

}

}`

Response samples

  • 200

application/jsonmultipart/mixedapplication/json

Sample 1 - 200 - Record Refund for InvoiceSample 1 - 200 - Record Refund for Invoice

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`{"refund_id": "EXTR-2LG703375E477444T"

}`

operation/invoices.refunds-delete Delete external refund

delete/v2/invoicing/invoices/{invoice_id}/refunds/{transaction_id}

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Deletes an external refund, by invoice ID and transaction ID.

SecurityOauth2

Request

path Parameters
invoice_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the invoice from which to delete the external refund transaction.
transaction_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the external refund transaction to delete.

Responses

204 A successful request returns the HTTP 204 No Content status code with no JSON response body.

Request samples

  • cURL
  • Node.js
  • Java
  • Python

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curl -v -X DELETE https://api-m.sandbox.paypal.com/v2/invoicing/invoices/INV2-Z56S-5LLA-Q52L-CPZ5/refunds/EXTR-2LG703375E477444T \
-H 'Authorization: Bearer zekwhYgsYYI0zDg0p_Nf5v78VelCfYR0'

Response samples

  • 204

application/json

Sample 1 - 204 - Retry Delete External RefundSample 1 - 204 - Retry Delete External Refund

Copy

{ }

operation/invoicing.generate-next-invoice-number Generate invoice number

post/v2/invoicing/generate-next-invoice-number

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Generates the next invoice number that is available to the merchant. The next invoice number uses the prefix and suffix from the last invoice number and increments the number by one. For example, the next invoice number after INVOICE-1234 is INVOICE-1235.

SecurityOauth2

Request

Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Is the fetch type invoice number or id.

fetch_idboolean
Default:"false"
Optional to decide the number or ID.

Responses

200 A successful request returns the HTTP 200 OK status code and a JSON response body that shows the next invoice number.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 200 - Generate Next Invoice IdSample 1 - 200 - Generate Next Invoice Id

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`{"fetch_id": true

}`

Response samples

  • 200

application/json

Sample 1 - 200 - Generate Next Invoice IdSample 1 - 200 - Generate Next Invoice Id

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`{"invoice_id": "INV2-Z56S-5LLA-Q52L-CPZ5"

}`

operation/invoices.generate-qr-code Generate QR code

post/v2/invoicing/invoices/{invoice_id}/generate-qr-code

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Generates a QR code for an invoice, by ID. The QR code is a PNG image in Base64-encoded format that corresponds to the invoice ID. You can generate a QR code for an invoice and add it to a paper or PDF invoice. When customers use their mobile devices to scan the QR code, they are redirected to the PayPal mobile payment flow where they can view the invoice and pay online with PayPal or a credit card. Before you get a QR code, you must create an invoice and send an invoice to move the invoice from a draft to payable state. Do not include an email address if you do not want the invoice emailed.

SecurityOauth2

Request

path Parameters
invoice_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the invoice for which to generate a QR code.
Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Optional configuration parameters to adjust QR code width, height and the encoded URL.

widthinteger[ 150 .. 500 ]
Default:500
The width, in pixels, of the QR code image. Value is from 150 to 500.
heightinteger[ 150 .. 500 ]
Default:500
The height, in pixels, of the QR code image. Value is from 150 to 500.
actionstring[ 0 .. 7 ] characters(?i)^(pay|details)$
Default:"pay"
The type of URL for which to generate a QR code. Valid values are pay and details.

Responses

200 A successful request returns the HTTP 200 OK status code and a JSON response body that shows the QR code as a PNG image.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 200 - Generate QR Code for InvoiceSample 1 - 200 - Generate QR Code for Invoice

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`{"width": 400,

"height": 400

}`

Response samples

  • 200

multipart/form-data

Sample 1 - 200 - Generate QR Code for InvoiceSample 1 - 200 - Generate QR Code for Invoice

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--95dbdbed-7536-4c24-b5ca-bcdbc0006612 Content-Disposition: form-data; name="image" Content-Type: application/octet-stream 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 --95dbdbed-7536-4c24-b5ca-bcdbc0006612--

operation/templates.list List templates

get/v2/invoicing/templates

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Lists merchant-created templates with associated details. The associated details include the emails, addresses, and phone numbers from the user's PayPal profile.

The user can select which values to show in the business information section of their template.

SecurityOauth2

Request

query Parameters
fieldsstring[ 1 .. 2147483647 ] characters(?i)^(all|none)$
Default:"all"
The fields to return in the response. Value is all or none. To return only the template name, ID, and default attributes, specify none.
pageinteger[ 1 .. 1000 ]
Default:1
The page number to be retrieved, for the list of templates. So, a combination of page=1 and page_size=20 returns the first 20 templates. A combination of page=2 and page_size=20 returns the next 20 templates.
page_sizeinteger[ 1 .. 100 ]
Default:20
The maximum number of templates to return in the response.
Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

any

Responses

200 A successful request returns the HTTP 200 OK status code and a JSON response body that lists invoices.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

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{ }

Response samples

  • 200

application/jsonmultipart/mixedapplication/json

Sample 1 - 200 - List TemplatesSample 1 - 200 - List Templates

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`{"addresses": [{"address_line_1": "1234 First Street",

"address_line_2": "337673 Hillside Court",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

{"address_line_1": "26303 E 8216 N",

"address_line_2": "045608 Ocean Bay Plaza #02",

"admin_area_2": "Garden City",

"admin_area_1": "NY",

"postal_code": "11530",

"country_code": "US"

}

],

"emails": "email@example.com, email2@example.com",

"phones": [{"country_code": "001",

"national_number": "4085551234",

"phone_type": "HOME"

},

{"country_code": "1",

"national_number": "3477832250",

"phone_type": "MOBILE"

},

{"country_code": "1",

"national_number": "3479543267",

"phone_type": "FAX"

},

{"country_code": "1",

"national_number": "7183514942",

"phone_type": "OTHER"

}

],

"templates": [{"id": "TEMP-19V05281TU309413B",

"name": "reference-temp",

"description": "Template description",

"default_template": true,

"template_info": {"configuration": {"tax_calculated_after_discount": true,

"tax_inclusive": false,

"allow_tip": true,

"partial_payment": {"allow_partial_payment": true,

"minimum_amount_due": {"currency_code": "USD",

"value": "20.00"

}

}

},

"detail": {"reference": "deal-ref",

"currency_code": "USD",

"note": "Thank you for your business.",

"terms_and_conditions": "No refunds after 30 days.",

"memo": "This is a long contract",

"attachments": [{"id": "Screen Shot 2018-11-23 at 16.45.01.png",

"reference_url": "https://exxample.com/invoice/payerView/attachments/RkG9ggQbd4Mwm1tYdcF6uuixfFTFq32bBdbE1VbtQLdKSoS2ZOYpfjw9gPp7eTrZmVaFaDWzixHXm-OXWHbmigHigHzURDxJs8IIKqcqP8jawnBEZcraEAPVMULxf5iTyOSpAUc2ugW0PWdwDbM6mg-guFAUyj3Z98H7htWNjQY95jb9heOlcSXUe.sbDUR9smAszzzJoA1NXT6rEEegwQ&version=1&sig=JNODB0xEayW8txMQm6ZsIwDnd4eh3hd6ijiRLi4ipHE"

}

],

"payment_term": {"term_type": "NET_10"

},

"metadata": {"create_time": "2018-12-03T03:38:46z"

}

},

"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"address": {"address_line_1": "1234 First Street",

"address_line_2": "337673 Hillside Court",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "merchant@example.com",

"phones": [{"country_code": "001",

"national_number": "4085551234",

"phone_type": "MOBILE"

}

],

"website": "www.test.com",

"tax_id": "ABcNkWSfb5ICTt73nD3QON1fnnpgNKBy-Jb5SeuGj185MNNw6g",

"logo_url": "https://example.com/logo.PNG",

"additional_notes": "2-4"

},

"primary_recipients": [{"billing_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "bill-me@example.com",

"phones": [{"country_code": "001",

"national_number": "4884551234",

"phone_type": "MOBILE"

}

],

"additional_info": "add-info"

},

"shipping_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

}

}

}

],

"additional_recipients": ["inform-me@example.com"

],

"items": [{"id": "ITEM-9R873787D1610780X",

"name": "Yoga Mat",

"description": "new watch",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "50.00"

},

"tax": {"id": "TAX-9R873787D1610780X",

"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "3.27"

}

},

"discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "2.5"

}

},

"unit_of_measure": "QUANTITY"

},

{"id": "ITEM-4XD34145EH4061035",

"name": "Yoga t-shirt",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"id": "TAX-4XD34145EH4061035",

"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.34"

}

},

"discount": {"amount": {"currency_code": "USD",

"value": "5.00"

}

},

"unit_of_measure": "QUANTITY"

}

],

"amount": {"currency_code": "USD",

"value": "74.21",

"breakdown": {"item_total": {"currency_code": "USD",

"value": "60.00"

},

"custom": {"label": "Packing Charges",

"amount": {"currency_code": "USD",

"value": "10.00"

}

},

"shipping": {"amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.73"

}

}

},

"discount": {"item_discount": {"currency_code": "USD",

"value": "-7.50"

},

"invoice_discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "-2.63"

}

}

},

"tax_total": {"currency_code": "USD",

"value": "4.34"

}

}

}

},

"settings": {"template_item_settings": [{"field_name": "items.date",

"display_preference": {"hidden": true

}

},

{"field_name": "items.discount",

"display_preference": {"hidden": false

}

},

{"field_name": "items.tax",

"display_preference": {"hidden": false

}

},

{"field_name": "items.description",

"display_preference": {"hidden": false

}

},

{"field_name": "items.quantity",

"display_preference": {"hidden": true

}

}

],

"template_subtotal_settings": [{"field_name": "custom",

"display_preference": {"hidden": false

}

},

{"field_name": "discount",

"display_preference": {"hidden": false

}

},

{"field_name": "shipping",

"display_preference": {"hidden": false

}

}

]

},

"unit_of_measure": "QUANTITY",

"standard_template": false,

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B",

"rel": "self",

"method": "GET"

}

]

},

{"default_template": true,

"id": "TEMP-11E67842VH3080617",

"name": "Quantity",

"description": "Default Template description",

"template_info": {"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"email_address": "bill-me@example.com"

},

"detail": {"currency_code": "USD"

}

},

"standard_template": false,

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-11E67842VH3080617",

"rel": "self",

"method": "GET"

}

]

},

{"default_template": false,

"id": "TEMP-6HC14139B8663074X",

"description": "Template description 1",

"name": "Hours",

"template_info": {"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"email_address": "bill-me@example.com"

},

"detail": {"currency_code": "USD"

}

},

"standard_template": false,

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-6HC14139B8663074X",

"rel": "self",

"method": "GET"

}

]

}

]

}`

operation/templates.create Create template

post/v2/invoicing/templates

Try it

Creates an invoice template. You can use details from this template to create an invoice. You can create up to 50 templates.

Note: Every merchant starts with three PayPal system templates that are optimized for the unit type billed. The template includes Quantity, Hours, and Amount.

SecurityOauth2

Request

Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json required

| name | string[ 1 .. 500 ] characters^[\S\s]*$
The template name.
> Note: The template name must be unique. | | description | string[ 1 .. 160 ] characters^[\S\s]*$
The detailed description of the template. | | default_template | boolean
Indicates whether this template is the default template. A invoicer can have one default template. | | template_info | object (template_info)
The template details. Includes invoicer business information, invoice recipients, items, and configuration. | | settings | object (template_settings)
The template settings. Describes which fields to show or hide when you create an invoice. | | unit_of_measure | string (unit_of_measure) [ 0 .. 2147483647 ] characters^[\S\s]*$

The unit of measure for the invoiced item.

Enum ValueDescription
QUANTITYThe unit of measure is quantity. This invoice template is typically used for physical goods.
HOURSThe unit of measure is hours. This invoice template is typically used for services.
AMOUNTThe unit of measure is amount. This invoice template is typically used when only amount is required.

Responses

201 A successful request returns the HTTP 201 Created status code. A JSON response body that shows template details is returned if you set prefer=return=representation.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 201 - Create Template with ThemeSample 1 - 201 - Create Template with Theme

Copy

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`{"description": "Template description",

"default_template": true,

"template_info": {"configuration": {"tax_calculated_after_discount": true,

"show_additional_item_fields": false,

"tax_inclusive": false,

"allow_tip": true,

"partial_payment": {"allow_partial_payment": true,

"minimum_amount_due": {"currency_code": "USD",

"value": "20.00"

}

},

"theme": {"primary_color": "#4A90D9"

}

},

"detail": {"reference": "deal-ref",

"note": "Thank you for your business.",

"currency_code": "USD",

"terms_and_conditions": "No refunds after 30 days.",

"memo": "This is a long contract",

"attachments": [{"id": "Screen Shot 2018-11-23 at 16.45.01.png",

"reference_url": "https://api-m.paypal.com/invoice/payerView/attachments/RkG9ggQbd4Mwm1tYdcF6uuixfFTFq32bBdbE1VbtQLdKSoS2ZOYpfjw9gPp7eTrZmVaFaDWzixHXm-OXWHbmigHigHzURDxJs8IIKqcqP8jawnBEZcraEAPVMULxf5iTyOSpAUc2ugW0PWdwDbM6mg-guFAUyj3Z98H7htWNjQY95jb9heOlcSXUe.sbDUR9smAszzzJoA1NXT6rEEegwQ&version=1&sig=JNODB0xEayW8txMQm6ZsIwDnd4eh3hd6ijiRLi4ipHE"

}

],

"payment_term": {"term_type": "NET_10"

},

"service_agreement": "This agreement covers the terms of the provided consulting services.",

"tip_presets": [{"percent": "10"

},

{"percent": "15"

},

{"percent": "20"

}

]

},

"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"address": {"address_line_1": "1234 First Street",

"address_line_2": "337673 Hillside Court",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "merchant@example.com",

"phones": [{"country_code": "001",

"national_number": "4085551234",

"phone_type": "MOBILE"

}

],

"website": "www.test.com",

"tax_id": "ABcNkWSfb5ICTt73nD3QON1fnnpgNKBy-Jb5SeuGj185MNNw6g",

"logo_url": "https://example.com/logo.PNG",

"additional_notes": "2-4"

},

"primary_recipients": [{"billing_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "bill-me@example.com",

"phones": [{"country_code": "001",

"national_number": "4884551234",

"phone_type": "MOBILE"

}

],

"additional_info": "add-info"

},

"shipping_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

}

}

}

],

"additional_recipients": ["inform-me@example.com"

],

"items": [{"name": "Yoga Mat",

"description": "new watch",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "50.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25"

},

"discount": {"percent": "5"

},

"unit_of_measure": "QUANTITY"

},

{"name": "Yoga T Shirt",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"tax_note": "Reduced tax rate"

},

"discount": {"amount": {"currency_code": "USD",

"value": "5.00"

}

},

"unit_of_measure": "QUANTITY"

}

],

"amount": {"currency_code": "USD",

"value": "74.21",

"breakdown": {"custom": {"label": "Packing Charges",

"amount": {"currency_code": "USD",

"value": "10.00"

}

},

"shipping": {"amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25"

}

},

"discount": {"invoice_discount": {"percent": "5"

}

}

}

}

},

"settings": {"template_item_settings": [{"field_name": "items.date",

"display_preference": {"hidden": true

}

},

{"field_name": "items.discount",

"display_preference": {"hidden": false

}

},

{"field_name": "items.tax",

"display_preference": {"hidden": false

}

},

{"field_name": "items.description",

"display_preference": {"hidden": false

}

},

{"field_name": "items.quantity",

"display_preference": {"hidden": true

}

}

],

"template_subtotal_settings": [{"field_name": "custom",

"display_preference": {"hidden": false

}

},

{"field_name": "discount",

"display_preference": {"hidden": false

}

},

{"field_name": "shipping",

"display_preference": {"hidden": false

}

}

],

"template_invoice_details_settings": [{"field_name": "ORDER_DETAILS",

"display_preference": {"hidden": false

}

},

{"field_name": "PROJECT_DETAILS",

"display_preference": {"hidden": true

}

},

{"field_name": "SERVICE_DETAILS",

"display_preference": {"hidden": true

}

}

],

"template_policy_and_agreement_settings": [{"field_name": "CANCELLATION_POLICY",

"display_preference": {"hidden": true

}

},

{"field_name": "PAYMENT_TERMS",

"display_preference": {"hidden": true

}

},

{"field_name": "RETURN_POLICY",

"display_preference": {"hidden": true

}

},

{"field_name": "SERVICE_AGREEMENT",

"display_preference": {"hidden": true

}

},

{"field_name": "TERMS_AND_CONDITIONS",

"display_preference": {"hidden": false

}

}

],

"template_additional_settings": [{"field_name": "REFERENCE",

"display_preference": {"hidden": false

}

},

{"field_name": "ATTACHMENT",

"display_preference": {"hidden": false

}

},

{"field_name": "MEMO",

"display_preference": {"hidden": false

}

}

]

},

"unit_of_measure": "QUANTITY",

"standard_template": false

}`

Response samples

  • 201

application/jsonmultipart/mixedapplication/json

Sample 1 - 201 - Create Template with ThemeSample 1 - 201 - Create Template with Theme

Copy

Expand allCollapse all

`{"id": "TEMP-19V05281TU309413B",

"name": "reference-temp",

"description": "Template description",

"default_template": true,

"template_info": {"configuration": {"tax_calculated_after_discount": true,

"show_additional_item_fields": false,

"tax_inclusive": false,

"allow_tip": true,

"partial_payment": {"allow_partial_payment": true,

"minimum_amount_due": {"currency_code": "USD",

"value": "20.00"

}

},

"theme": {"primary_color": "#4A90D9"

}

},

"detail": {"reference": "deal-ref",

"note": "Thank you for your business.",

"currency_code": "USD",

"terms_and_conditions": "No refunds after 30 days.",

"memo": "This is a long contract",

"attachments": [{"id": "Screen Shot 2018-11-23 at 16.45.01.png",

"reference_url": "https://api-m.paypal.com/invoice/payerView/attachments/RkG9ggQbd4Mwm1tYdcF6uuixfFTFq32bBdbE1VbtQLdKSoS2ZOYpfjw9gPp7eTrZmVaFaDWzixHXm-OXWHbmigHigHzURDxJs8IIKqcqP8jawnBEZcraEAPVMULxf5iTyOSpAUc2ugW0PWdwDbM6mg-guFAUyj3Z98H7htWNjQY95jb9heOlcSXUe.sbDUR9smAszzzJoA1NXT6rEEegwQ&version=1&sig=JNODB0xEayW8txMQm6ZsIwDnd4eh3hd6ijiRLi4ipHE"

}

],

"payment_term": {"term_type": "NET_10"

},

"tip_presets": [{"percent": "10"

},

{"percent": "15"

},

{"percent": "20"

}

],

"metadata": {"create_time": "2018-12-03T03:38:46z"

}

},

"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"address": {"address_line_1": "1234 First Street",

"address_line_2": "337673 Hillside Court",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "merchant@example.com",

"phones": [{"country_code": "001",

"national_number": "4085551234",

"phone_type": "MOBILE"

}

],

"website": "www.test.com",

"tax_id": "ABcNkWSfb5ICTt73nD3QON1fnnpgNKBy-Jb5SeuGj185MNNw6g",

"logo_url": "https://example.com/logo.PNG",

"additional_notes": "2-4"

},

"primary_recipients": [{"billing_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "bill-me@example.com",

"phones": [{"country_code": "001",

"national_number": "4884551234",

"phone_type": "MOBILE"

}

],

"additional_info": "add-info"

},

"shipping_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

}

}

}

],

"additional_recipients": ["inform-me@example.com"

],

"items": [{"id": "ITEM-9R873787D1610780X",

"name": "Yoga Mat",

"description": "new watch",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "50.00"

},

"tax": {"id": "TAX-9R873787D1610780X",

"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "3.27"

}

},

"discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "2.5"

}

},

"unit_of_measure": "QUANTITY"

},

{"id": "ITEM-4XD34145EH4061035",

"name": "Yoga T Shirt",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"id": "TAX-4XD34145EH4061035",

"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.34"

}

},

"discount": {"amount": {"currency_code": "USD",

"value": "5.00"

}

},

"unit_of_measure": "QUANTITY"

}

],

"amount": {"currency_code": "USD",

"value": "74.21",

"breakdown": {"item_total": {"currency_code": "USD",

"value": "60.00"

},

"custom": {"label": "Packing Charges",

"amount": {"currency_code": "USD",

"value": "10.00"

}

},

"shipping": {"amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.73"

}

}

},

"discount": {"item_discount": {"currency_code": "USD",

"value": "-7.50"

},

"invoice_discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "-2.63"

}

}

},

"tax_total": {"currency_code": "USD",

"value": "4.34"

}

}

}

},

"settings": {"template_item_settings": [{"field_name": "items.date",

"display_preference": {"hidden": true

}

},

{"field_name": "items.discount",

"display_preference": {"hidden": false

}

},

{"field_name": "items.tax",

"display_preference": {"hidden": false

}

},

{"field_name": "items.description",

"display_preference": {"hidden": false

}

},

{"field_name": "items.quantity",

"display_preference": {"hidden": true

}

}

],

"template_subtotal_settings": [{"field_name": "custom",

"display_preference": {"hidden": false

}

},

{"field_name": "discount",

"display_preference": {"hidden": false

}

},

{"field_name": "shipping",

"display_preference": {"hidden": false

}

}

],

"template_invoice_details_settings": [{"field_name": "ORDER_DETAILS",

"display_preference": {"hidden": false

}

},

{"field_name": "PROJECT_DETAILS",

"display_preference": {"hidden": true

}

},

{"field_name": "SERVICE_DETAILS",

"display_preference": {"hidden": true

}

}

],

"template_policy_and_agreement_settings": [{"field_name": "CANCELLATION_POLICY",

"display_preference": {"hidden": true

}

},

{"field_name": "PAYMENT_TERMS",

"display_preference": {"hidden": true

}

},

{"field_name": "RETURN_POLICY",

"display_preference": {"hidden": true

}

},

{"field_name": "SERVICE_AGREEMENT",

"display_preference": {"hidden": true

}

},

{"field_name": "TERMS_AND_CONDITIONS",

"display_preference": {"hidden": false

}

}

],

"template_additional_settings": [{"field_name": "REFERENCE",

"display_preference": {"hidden": false

}

},

{"field_name": "ATTACHMENT",

"display_preference": {"hidden": false

}

},

{"field_name": "MEMO",

"display_preference": {"hidden": false

}

}

]

},

"unit_of_measure": "QUANTITY",

"standard_template": false,

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B",

"rel": "self",

"method": "GET"

},

{"href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B",

"rel": "delete",

"method": "DELETE"

},

{"href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B",

"rel": "replace",

"method": "PUT"

}

]

}`

operation/templates.get Show template details

get/v2/invoicing/templates/{template_id}

Try it

Shows details for a template, by ID.

SecurityOauth2

Request

path Parameters
template_id
required
string[ 1 .. 22 ] characters^(@default|TEMP-[A-Z0-9]{17})$
The ID of the template for which to show details.

Responses

200 A successful request returns the HTTP 200 OK status code and a JSON response body that shows template details.

Request samples

  • cURL
  • Node.js
  • Java
  • Python

Copy

curl -v -X GET https://api-m.sandbox.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B \
-H 'Authorization: Bearer zekwhYgsYYI0zDg0p_Nf5v78VelCfYR0' \
-H 'Content-Type: application/json'

Response samples

  • 200

application/jsonmultipart/mixedapplication/json

Sample 1 - 200 - Show Template Details with ThemeSample 1 - 200 - Show Template Details with Theme

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`{"id": "TEMP-19V05281TU309413B",

"name": "reference-temp",

"description": "Template description",

"default_template": true,

"template_info": {"configuration": {"tax_calculated_after_discount": true,

"tax_inclusive": false,

"allow_tip": true,

"show_additional_item_fields": false,

"partial_payment": {"allow_partial_payment": true,

"minimum_amount_due": {"currency_code": "USD",

"value": "20.00"

}

},

"theme": {"primary_color": "#4A90D9"

}

},

"detail": {"reference": "deal-ref",

"currency_code": "USD",

"note": "Thank you for your business.",

"terms_and_conditions": "No refunds after 30 days.",

"memo": "This is a long contract",

"attachments": [{"id": "Screen Shot 2018-11-23 at 16.45.01.png",

"reference_url": "https://api-m.paypal.com/invoice/payerView/attachments/RkG9ggQbd4Mwm1tYdcF6uuixfFTFq32bBdbE1VbtQLdKSoS2ZOYpfjw9gPp7eTrZmVaFaDWzixHXm-OXWHbmigHigHzURDxJs8IIKqcqP8jawnBEZcraEAPVMULxf5iTyOSpAUc2ugW0PWdwDbM6mg-guFAUyj3Z98H7htWNjQY95jb9heOlcSXUe.sbDUR9smAszzzJoA1NXT6rEEegwQ&version=1&sig=JNODB0xEayW8txMQm6ZsIwDnd4eh3hd6ijiRLi4ipHE"

}

],

"payment_term": {"term_type": "NET_10"

},

"tip_presets": [{"percent": "10"

},

{"percent": "15"

},

{"percent": "20"

}

],

"service_agreement": "This agreement covers the terms of the provided consulting services.",

"metadata": {"create_time": "2018-12-03T03:38:46z"

}

},

"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"address": {"address_line_1": "1234 First Street",

"address_line_2": "337673 Hillside Court",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "merchant@example.com",

"phones": [{"country_code": "001",

"national_number": "4085551234",

"phone_type": "MOBILE"

}

],

"website": "www.test.com",

"tax_id": "ABcNkWSfb5ICTt73nD3QON1fnnpgNKBy-Jb5SeuGj185MNNw6g",

"logo_url": "https://example.com/logo.PNG",

"additional_notes": "2-4"

},

"primary_recipients": [{"billing_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "bill-me@example.com",

"phones": [{"country_code": "001",

"national_number": "4884551234",

"phone_type": "MOBILE"

}

],

"additional_info": "add-info"

},

"shipping_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

}

}

}

],

"additional_recipients": ["inform-me@example.com"

],

"items": [{"id": "ITEM-9R873787D1610780X",

"name": "Yoga Mat",

"description": "new watch",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "50.00"

},

"tax": {"id": "TAX-9R873787D1610780X",

"name": "Sales Tax",

"percent": "7.25",

"tax_note": "Reduced tax rate",

"amount": {"currency_code": "USD",

"value": "3.27"

}

},

"discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "2.5"

}

},

"unit_of_measure": "QUANTITY"

},

{"id": "ITEM-4XD34145EH4061035",

"name": "Yoga T Shirt",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"id": "TAX-4XD34145EH4061035",

"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.34"

}

},

"discount": {"amount": {"currency_code": "USD",

"value": "5.00"

}

},

"unit_of_measure": "QUANTITY"

}

],

"amount": {"currency_code": "USD",

"value": "74.21",

"breakdown": {"item_total": {"currency_code": "USD",

"value": "60.00"

},

"custom": {"label": "Packing Charges",

"amount": {"currency_code": "USD",

"value": "10.00"

}

},

"shipping": {"amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.73"

}

}

},

"discount": {"item_discount": {"currency_code": "USD",

"value": "-7.50"

},

"invoice_discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "-2.63"

}

}

},

"tax_total": {"currency_code": "USD",

"value": "4.34"

}

}

}

},

"settings": {"template_item_settings": [{"field_name": "items.date",

"display_preference": {"hidden": true

}

},

{"field_name": "items.discount",

"display_preference": {"hidden": false

}

},

{"field_name": "items.tax",

"display_preference": {"hidden": false

}

},

{"field_name": "items.description",

"display_preference": {"hidden": false

}

},

{"field_name": "items.quantity",

"display_preference": {"hidden": true

}

}

],

"template_subtotal_settings": [{"field_name": "custom",

"display_preference": {"hidden": false

}

},

{"field_name": "discount",

"display_preference": {"hidden": false

}

},

{"field_name": "shipping",

"display_preference": {"hidden": false

}

}

],

"template_invoice_details_settings": [{"field_name": "ORDER_DETAILS",

"display_preference": {"hidden": false

}

},

{"field_name": "PROJECT_DETAILS",

"display_preference": {"hidden": true

}

},

{"field_name": "SERVICE_DETAILS",

"display_preference": {"hidden": true

}

}

],

"template_policy_and_agreement_settings": [{"field_name": "CANCELLATION_POLICY",

"display_preference": {"hidden": true

}

},

{"field_name": "PAYMENT_TERMS",

"display_preference": {"hidden": true

}

},

{"field_name": "RETURN_POLICY",

"display_preference": {"hidden": true

}

},

{"field_name": "SERVICE_AGREEMENT",

"display_preference": {"hidden": true

}

},

{"field_name": "TERMS_AND_CONDITIONS",

"display_preference": {"hidden": false

}

}

],

"template_additional_settings": [{"field_name": "REFERENCE",

"display_preference": {"hidden": false

}

},

{"field_name": "ATTACHMENT",

"display_preference": {"hidden": false

}

},

{"field_name": "MEMO",

"display_preference": {"hidden": false

}

}

]

},

"unit_of_measure": "QUANTITY",

"standard_template": false,

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B",

"rel": "self",

"method": "GET"

},

{"href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B",

"rel": "delete",

"method": "DELETE"

},

{"href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B",

"rel": "replace",

"method": "PUT"

}

]

}`

operation/templates.update Fully update template

put/v2/invoicing/templates/{template_id}

Try it

Fully updates a template, by ID. In the JSON request body, include a complete template object. This call does not support partial updates.

SecurityOauth2

Request

path Parameters
template_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the template for which to show details.
Request Body schema: application/json required

A representation of changes to make in the template.

| name | string[ 1 .. 500 ] characters^[\S\s]*$
The template name.
> Note: The template name must be unique. | | description | string[ 1 .. 160 ] characters^[\S\s]*$
The detailed description of the template. | | default_template | boolean
Indicates whether this template is the default template. A invoicer can have one default template. | | template_info | object (template_info)
The template details. Includes invoicer business information, invoice recipients, items, and configuration. | | settings | object (template_settings)
The template settings. Describes which fields to show or hide when you create an invoice. | | unit_of_measure | string (unit_of_measure) [ 0 .. 2147483647 ] characters^[\S\s]*$

The unit of measure for the invoiced item.

Enum ValueDescription
QUANTITYThe unit of measure is quantity. This invoice template is typically used for physical goods.
HOURSThe unit of measure is hours. This invoice template is typically used for services.
AMOUNTThe unit of measure is amount. This invoice template is typically used when only amount is required.

Responses

200 A successful request returns the HTTP 200 OK status code. A JSON response body that shows template details is returned if you set prefer=return=representation.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/json

Sample 1 - 200 - Update Template with ThemeSample 1 - 200 - Update Template with Theme

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`{"description": "Template description updated",

"default_template": true,

"template_info": {"configuration": {"tax_calculated_after_discount": true,

"show_additional_item_fields": false,

"tax_inclusive": false,

"allow_tip": true,

"partial_payment": {"allow_partial_payment": true,

"minimum_amount_due": {"currency_code": "USD",

"value": "20.00"

}

},

"theme": {"primary_color": "#4A90D9"

}

},

"detail": {"reference": "deal-reference-value",

"note": "Thank you for your business.",

"currency_code": "USD",

"terms_and_conditions": "No refunds after 30 days.",

"memo": "This is a long contract",

"attachments": [{"id": "Screen Shot 2018-11-23 at 16.45.01.png",

"reference_url": "https://example.com/invoice/payerView/attachments/RkG9ggQbd4Mwm1tYdcF6uuixfFTFq32bBdbE1VbtQLdKSoS2ZOYpfjw9gPp7eTrZmVaFaDWzixHXm-OXWHbmigHigHzURDxJs8IIKqcqP8jawnBEZcraEAPVMULxf5iTyOSpAUc2ugW0PWdwDbM6mg-guFAUyj3Z98H7htWNjQY95jb9heOlcSXUe.sbDUR9smAszzzJoA1NXT6rEEegwQ&version=1&sig=JNODB0xEayW8txMQm6ZsIwDnd4eh3hd6ijiRLi4ipHE"

}

],

"payment_term": {"term_type": "NET_10"

},

"service_agreement": "This agreement covers the terms of the provided consulting services.",

"tip_presets": [{"percent": "10"

},

{"percent": "15"

},

{"percent": "20"

}

]

},

"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"address": {"address_line_1": "1234 First Street",

"address_line_2": "337673 Hillside Court",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "merchant@example.com",

"phones": [{"country_code": "001",

"national_number": "4085551234",

"phone_type": "MOBILE"

}

],

"website": "www.test.com",

"tax_id": "ABcNkWSfb5ICTt73nD3QON1fnnpgNKBy-Jb5SeuGj185MNNw6g",

"logo_url": "https://example.com/logo.PNG",

"additional_notes": "2-4"

},

"primary_recipients": [{"billing_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "bill-me@example.com",

"phones": [{"country_code": "001",

"national_number": "4884551234",

"phone_type": "MOBILE"

}

],

"additional_info": "add-info"

},

"shipping_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

}

}

}

],

"additional_recipients": ["inform-me@example.com"

],

"items": [{"name": "Yoga Mat",

"description": "new watch",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "50.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"tax_note": "Reduced tax rate"

},

"discount": {"percent": "5"

},

"unit_of_measure": "QUANTITY"

},

{"name": "Yoga T Shirt",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25"

},

"discount": {"amount": {"currency_code": "USD",

"value": "5.00"

}

},

"unit_of_measure": "QUANTITY"

}

],

"amount": {"currency_code": "USD",

"value": "74.21",

"breakdown": {"custom": {"label": "Packing Charges",

"amount": {"currency_code": "USD",

"value": "10.00"

}

},

"shipping": {"amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25"

}

},

"discount": {"invoice_discount": {"percent": "5"

}

}

}

}

},

"settings": {"template_item_settings": [{"field_name": "items.date",

"display_preference": {"hidden": true

}

},

{"field_name": "items.discount",

"display_preference": {"hidden": true

}

},

{"field_name": "items.tax",

"display_preference": {"hidden": false

}

},

{"field_name": "items.description",

"display_preference": {"hidden": false

}

},

{"field_name": "items.quantity",

"display_preference": {"hidden": true

}

}

],

"template_subtotal_settings": [{"field_name": "custom",

"display_preference": {"hidden": false

}

},

{"field_name": "discount",

"display_preference": {"hidden": false

}

},

{"field_name": "shipping",

"display_preference": {"hidden": false

}

}

],

"template_invoice_details_settings": [{"field_name": "ORDER_DETAILS",

"display_preference": {"hidden": false

}

},

{"field_name": "PROJECT_DETAILS",

"display_preference": {"hidden": true

}

},

{"field_name": "SERVICE_DETAILS",

"display_preference": {"hidden": true

}

}

],

"template_policy_and_agreement_settings": [{"field_name": "CANCELLATION_POLICY",

"display_preference": {"hidden": true

}

},

{"field_name": "PAYMENT_TERMS",

"display_preference": {"hidden": true

}

},

{"field_name": "RETURN_POLICY",

"display_preference": {"hidden": true

}

},

{"field_name": "SERVICE_AGREEMENT",

"display_preference": {"hidden": true

}

},

{"field_name": "TERMS_AND_CONDITIONS",

"display_preference": {"hidden": false

}

}

],

"template_additional_settings": [{"field_name": "REFERENCE",

"display_preference": {"hidden": false

}

},

{"field_name": "ATTACHMENT",

"display_preference": {"hidden": false

}

},

{"field_name": "MEMO",

"display_preference": {"hidden": false

}

}

]

},

"unit_of_measure": "QUANTITY",

"standard_template": false

}`

Response samples

  • 200

application/json

Sample 1 - 200 - Update Template with ThemeSample 1 - 200 - Update Template with Theme

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`{"id": "TEMP-19V05281TU309413B",

"name": "reference-temp",

"description": "Template description updated",

"default_template": true,

"template_info": {"configuration": {"tax_calculated_after_discount": true,

"show_additional_item_fields": false,

"tax_inclusive": false,

"allow_tip": true,

"partial_payment": {"allow_partial_payment": true,

"minimum_amount_due": {"currency_code": "USD",

"value": "20.00"

}

},

"theme": {"primary_color": "#4A90D9"

}

},

"detail": {"reference": "deal-reference-value",

"currency_code": "USD",

"note": "Thank you for your business.",

"terms_and_conditions": "No refunds after 30 days.",

"memo": "This is a long contract",

"attachments": [{"id": "Screen Shot 2018-11-23 at 16.45.01.png",

"reference_url": "https://api-m.paypal.com/invoice/payerView/attachments/RkG9ggQbd4Mwm1tYdcF6uuixfFTFq32bBdbE1VbtQLdKSoS2ZOYpfjw9gPp7eTrZmVaFaDWzixHXm-OXWHbmigHigHzURDxJs8IIKqcqP8jawnBEZcraEAPVMULxf5iTyOSpAUc2ugW0PWdwDbM6mg-guFAUyj3Z98H7htWNjQY95jb9heOlcSXUe.sbDUR9smAszzzJoA1NXT6rEEegwQ&version=1&sig=JNODB0xEayW8txMQm6ZsIwDnd4eh3hd6ijiRLi4ipHE"

}

],

"payment_term": {"term_type": "NET_10"

},

"service_agreement": "This agreement covers the terms of the provided consulting services.",

"tip_presets": [{"percent": "10"

},

{"percent": "15"

},

{"percent": "20"

}

],

"metadata": {"create_time": "2018-12-03T03:38:46z"

}

},

"invoicer": {"name": {"given_name": "David",

"surname": "Larusso"

},

"address": {"address_line_1": "1234 First Street",

"address_line_2": "337673 Hillside Court",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "merchant@example.com",

"phones": [{"country_code": "001",

"national_number": "4085551234",

"phone_type": "MOBILE"

}

],

"website": "www.test.com",

"tax_id": "ABcNkWSfb5ICTt73nD3QON1fnnpgNKBy-Jb5SeuGj185MNNw6g",

"logo_url": "https://example.com/logo.PNG",

"additional_notes": "2-4"

},

"primary_recipients": [{"billing_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

},

"email_address": "bill-me@example.com",

"phones": [{"country_code": "001",

"national_number": "4884551234",

"phone_type": "MOBILE"

}

],

"additional_info": "add-info"

},

"shipping_info": {"name": {"given_name": "Stephanie",

"surname": "Meyers"

},

"address": {"address_line_1": "1234 Main Street",

"admin_area_2": "Anytown",

"admin_area_1": "CA",

"postal_code": "98765",

"country_code": "US"

}

}

}

],

"additional_recipients": ["inform-me@example.com"

],

"items": [{"id": "ITEM-9R873787D1610780X",

"name": "Yoga Mat",

"description": "new watch",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "50.00"

},

"tax": {"id": "TAX-9R873787D1610780X",

"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "3.27"

}

},

"discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "2.5"

}

},

"unit_of_measure": "QUANTITY"

},

{"id": "ITEM-4XD34145EH4061035",

"name": "Yoga T Shirt",

"quantity": "1",

"unit_amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"id": "TAX-4XD34145EH4061035",

"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.34"

}

},

"discount": {"amount": {"currency_code": "USD",

"value": "5.00"

}

},

"unit_of_measure": "QUANTITY"

}

],

"amount": {"currency_code": "USD",

"value": "74.21",

"breakdown": {"item_total": {"currency_code": "USD",

"value": "60.00"

},

"custom": {"label": "Packing Charges",

"amount": {"currency_code": "USD",

"value": "10.00"

}

},

"shipping": {"amount": {"currency_code": "USD",

"value": "10.00"

},

"tax": {"name": "Sales Tax",

"percent": "7.25",

"amount": {"currency_code": "USD",

"value": "0.73"

}

}

},

"discount": {"item_discount": {"currency_code": "USD",

"value": "-7.50"

},

"invoice_discount": {"percent": "5",

"amount": {"currency_code": "USD",

"value": "-2.63"

}

}

},

"tax_total": {"currency_code": "USD",

"value": "4.34"

}

}

}

},

"settings": {"template_invoice_details_settings": [{"field_name": "ORDER_DETAILS",

"display_preference": {"hidden": false

}

},

{"field_name": "PROJECT_DETAILS",

"display_preference": {"hidden": true

}

},

{"field_name": "SERVICE_DETAILS",

"display_preference": {"hidden": true

}

}

],

"template_policy_and_agreement_settings": [{"field_name": "CANCELLATION_POLICY",

"display_preference": {"hidden": true

}

},

{"field_name": "PAYMENT_TERMS",

"display_preference": {"hidden": true

}

},

{"field_name": "RETURN_POLICY",

"display_preference": {"hidden": true

}

},

{"field_name": "SERVICE_AGREEMENT",

"display_preference": {"hidden": true

}

},

{"field_name": "TERMS_AND_CONDITIONS",

"display_preference": {"hidden": false

}

}

],

"template_item_settings": [{"field_name": "items.date",

"display_preference": {"hidden": true

}

},

{"field_name": "items.discount",

"display_preference": {"hidden": true

}

},

{"field_name": "items.tax",

"display_preference": {"hidden": false

}

},

{"field_name": "items.description",

"display_preference": {"hidden": false

}

},

{"field_name": "items.quantity",

"display_preference": {"hidden": true

}

}

],

"template_subtotal_settings": [{"field_name": "custom",

"display_preference": {"hidden": false

}

},

{"field_name": "discount",

"display_preference": {"hidden": false

}

},

{"field_name": "shipping",

"display_preference": {"hidden": false

}

}

],

"template_additional_settings": [{"field_name": "REFERENCE",

"display_preference": {"hidden": false

}

},

{"field_name": "ATTACHMENT",

"display_preference": {"hidden": false

}

},

{"field_name": "MEMO",

"display_preference": {"hidden": false

}

}

]

},

"unit_of_measure": "QUANTITY",

"standard_template": false,

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B",

"rel": "self",

"method": "GET"

},

{"href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B",

"rel": "delete",

"method": "DELETE"

},

{"href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B",

"rel": "replace",

"method": "PUT"

}

]

}`

operation/templates.delete Delete template

delete/v2/invoicing/templates/{template_id}

Try it

Deletes a template, by ID.

SecurityOauth2

Request

path Parameters
template_id
required
string[ 0 .. 2147483647 ] characters^.*$
The ID of the template to delete.

Responses

204 A successful request returns the HTTP 204 No Content status code with no JSON response body.

Request samples

  • cURL
  • Node.js
  • Java
  • Python

Copy

curl -v -X DELETE https://api-m.sandbox.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B \
-H 'Authorization: Bearer zekwhYgsYYI0zDg0p_Nf5v78VelCfYR0'

Response samples

  • 204

application/json

Sample 1 - 204 - Delete TemplateSample 1 - 204 - Delete Template

Copy

{ }

operation/auto-reminder-configuration.setup Setup auto reminder configuration.

post/v2/invoicing/setup-reminders

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Initializes the auto reminder configuration for a merchant account. This controller resource accepts an optional array of reminder configuration objects. A maximum of two reminder types are supported: BEFORE_DUE and AFTER_DUE.

Implementation behavior:

  • If both reminder types are provided in the request payload, both reminders are created using the supplied configuration and are set to ACTIVE state.
  • If only one reminder type is provided, the provided reminder is created using the supplied configuration and is set to ACTIVE state. The missing reminder type is automatically created using the default configuration and is set to INACTIVE state.
  • If the request payload is empty, both BEFORE_DUE and AFTER_DUE reminders are created using the default configuration and are set to INACTIVE state.

Default configuration values:

  • BEFORE_DUE: interval_unit = DAY, interval_value = 2, repetition = 1, send_to_invoicer = false
  • AFTER_DUE: interval_unit = DAY, interval_value = 2, repetition = 2, send_to_invoicer = false

Note: After successful execution, both reminder configurations (BEFORE_DUE and AFTER_DUE) will exist for the merchant account. If reminder configurations already exist for the merchant account, the request fails with a 422 Unprocessable Entity error.

SecurityOauth2

Request

Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Request body for initializing invoice auto reminder configuration. The request may include up to two reminder configurations (BEFORE_DUE and AFTER_DUE), which will be applied to all invoices created by the merchant. If only one reminder type is provided, the missing reminder type will be created using the default configuration in INACTIVE state. If the request body is empty, both reminder types will be created using the default configuration in INACTIVE state. Reminder configurations created using the provided payload are set to ACTIVE state. If reminder configurations already exist for the merchant account, the request fails with a 422 Unprocessable Entity error.

configurationsArray of objects (invoice_reminder_configuration) [ 1 .. 2 ] items
An array of invoice auto reminder configurations. The array can contain a maximum of two configurations, one for BEFORE_DUE reminder type and one for AFTER_DUE reminder type.

Responses

200 A successful request returns the HTTP 200 OK status code and a JSON response body.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 200 - Setup auto reminder configuration - SuccessSample 1 - 200 - Setup auto reminder configuration - Success

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`{"configurations": [{"type": "BEFORE_DUE",

"interval": {"unit": "DAY",

"value": 2

},

"repetition": 1,

"notification": {"send_to_invoicer": false

}

},

{"type": "AFTER_DUE",

"interval": {"unit": "DAY",

"value": 2

},

"repetition": 2,

"notification": {"send_to_invoicer": false

}

}

]

}`

Response samples

  • 200

application/json

Sample 1 - 200 - Setup auto reminder configuration - SuccessSample 1 - 200 - Setup auto reminder configuration - Success

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`{"configurations": [{"id": "RC-239531651S471944P",

"type": "BEFORE_DUE",

"status": "ACTIVE",

"interval": {"unit": "DAY",

"value": 2

},

"repetition": 1,

"metadata": {"created_time": "2026-01-28T03:31:53Z",

"updated_time": "2026-01-28T03:31:53Z"

},

"notification": {"send_to_invoicer": false

},

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-239531651S471944P",

"rel": "self",

"method": "GET"

},

{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-239531651S471944P",

"rel": "replace",

"method": "PUT"

},

{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-239531651S471944P/suspend",

"rel": "suspend",

"method": "POST"

},

{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-239531651S471944P/resume",

"rel": "resume",

"method": "POST"

}

]

},

{"id": "RC-19C40543NJ101123L",

"type": "AFTER_DUE",

"status": "ACTIVE",

"interval": {"unit": "DAY",

"value": 2

},

"repetition": 2,

"metadata": {"created_time": "2026-01-28T03:31:53Z",

"updated_time": "2026-01-28T03:31:53Z"

},

"notification": {"send_to_invoicer": false

},

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-19C40543NJ101123L",

"rel": "self",

"method": "GET"

},

{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-19C40543NJ101123L",

"rel": "replace",

"method": "PUT"

},

{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-19C40543NJ101123L/suspend",

"rel": "suspend",

"method": "POST"

},

{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-19C40543NJ101123L/resume",

"rel": "resume",

"method": "POST"

}

]

}

],

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/reminders",

"rel": "collection",

"method": "GET"

}

]

}`

operation/auto-reminder-configuration.get Retrieve an invoice auto reminder configuration

get/v2/invoicing/reminders/

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Retrieves the details of a specific auto reminder configuration by providing its unique configuration ID. This operation returns comprehensive configuration information including the reminder type (BEFORE_DUE or AFTER_DUE), current status, timing interval settings, repetition count, notification preferences, metadata with creation and last update timestamps, and HATEOAS links for performing operations on the configuration.

SecurityOauth2

Request

path Parameters
id
required
string= 20 characters^RC-[A-Z0-9]+$
The ID of the auto reminder configuration to be fetched.

Responses

200 A successful request returns the HTTP 200 OK status code and a JSON response body.

Request samples

  • cURL
  • Node.js
  • Java
  • Python

Copy

curl -v -X GET https://api-m.sandbox.paypal.com/v2/invoicing/reminders/RC-239531651S471944P \
-H 'Content-Type: application/json' \
-H 'Authorization: Bearer zekwhYgsYYI0zDg0p_Nf5v78VelCfYR0'

Response samples

  • 200

application/json

Sample 1 - 200 - Get auto reminder configuration - SuccessSample 1 - 200 - Get auto reminder configuration - Success

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`{"id": "RC-239531651S471944P",

"type": "BEFORE_DUE",

"status": "ACTIVE",

"interval": {"unit": "DAY",

"value": 2

},

"repetition": 1,

"metadata": {"created_time": "2026-01-28T03:31:53Z",

"updated_time": "2026-01-28T03:31:53Z"

},

"notification": {"send_to_invoicer": false

},

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-239531651S471944P",

"rel": "self",

"method": "GET"

},

{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-239531651S471944P",

"rel": "replace",

"method": "PUT"

},

{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-239531651S471944P/suspend",

"rel": "suspend",

"method": "POST"

},

{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-239531651S471944P/resume",

"rel": "resume",

"method": "POST"

}

]

}`

operation/auto-reminder-configuration.update Update invoice auto reminder configuration.

put/v2/invoicing/reminders/

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Updates an existing auto reminder configuration by providing the configuration ID and the updated settings in the request body. This operation allows modification of reminder timing intervals, repetition counts, and notification preferences. Note that this performs a full update of the configuration, so all required fields must be included in the request.

SecurityOauth2

Request

path Parameters
id
required
string= 20 characters^RC-[A-Z0-9]+$
The ID of the auto reminder configuration to be updated.
header Parameters
Preferstring[ 1 .. 16000 ] characters^.*$
The Prefer request header field is used to indicate that particular server behavior is preferred by the client but is not required for successful completion of the request. For example, the value 'return=representation' indicates that the client prefers that the API server include an entity representing the current state of the resource in the response to a successful request.
Request Body schema: application/json required

The invoice reminder configuration note, frequency and send to invoicer fields to be updated.

| type
required | string (reminder_type) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The type of the auto reminder configuration.

Enum ValueDescription
BEFORE_DUERepresents the auto reminder configuration for invoices prior to their due date.
AFTER_DUERepresents the auto reminder configuration for invoices after their due date.
interval
required
object (Invoice auto reminder interval)
Defines the time interval used to determine when a reminder is sent relative to the invoice due date. The interval consists of a unit (for example, DAY) and a numeric value that specifies how many units before or after the due date the reminder is triggered.
repetition
required
integer[ 1 .. 7 ]
The repetition at which the auto reminder has to be set. Note: For BEFORE_DUE reminder type, repetition is always one.
notificationobject (Notification)
The email notification to send to the invoicer or payer on auto reminder configuration.
metadataobject (Invoice auto reminder configuration metadata.)
Invoice auto reminder configuration metadata.

Responses

204 A successful request returns the HTTP 204 NO Content status code.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/json

Sample 1 - 204 - Update auto reminder configuration - Success (No Content)Sample 1 - 204 - Update auto reminder configuration - Success (No Content)

Copy

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`{"type": "BEFORE_DUE",

"interval": {"unit": "DAY",

"value": 1

},

"repetition": 1

}`

Response samples

  • 204

application/json

Sample 1 - 204 - Update auto reminder configuration - Success (No Content)Sample 1 - 204 - Update auto reminder configuration - Success (No Content)

Copy

{ }

operation/auto-reminder-configuration.get-all Get all invoice auto reminder configuration.

get/v2/invoicing/reminders

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Retrieves all auto reminder configurations associated with the merchant account. This operation returns both BEFORE_DUE and AFTER_DUE reminder configurations, regardless of their current status (ACTIVE or INACTIVE). Each configuration includes complete details such as timing intervals, repetition counts, notification preferences, status information, creation and update timestamps, and HATEOAS links for managing the configurations.

SecurityOauth2

Request

query Parameters
typestring[ 1 .. 255 ] characters^[A-Z0-9_]+$
Filters reminder configurations by reminder type. If not provided, all reminder configurations (BEFORE_DUE and AFTER_DUE) are returned.

Responses

200 A successful request returns the HTTP 200 OK status code and a JSON response body.

Request samples

  • cURL
  • Node.js
  • Java
  • Python

Copy

curl -v -X GET https://api-m.sandbox.paypal.com/v2/invoicing/reminders?type=BEFORE_DUE \
-H 'Content-Type: application/json' \
-H 'Authorization: Bearer zekwhYgsYYI0zDg0p_Nf5v78VelCfYR0'

Response samples

  • 200

application/json

Sample 1 - 200 - Get auto reminder configurations by type - SuccessSample 1 - 200 - Get auto reminder configurations by type - Success

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`{"configurations": [{"id": "RC-239531651S471944P",

"type": "BEFORE_DUE",

"status": "ACTIVE",

"interval": {"unit": "DAY",

"value": 2

},

"repetition": 1,

"metadata": {"created_time": "2026-01-28T03:31:53Z",

"updated_time": "2026-01-28T03:31:53Z"

},

"notification": {"send_to_invoicer": false

},

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-239531651S471944P",

"rel": "self",

"method": "GET"

},

{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-239531651S471944P",

"rel": "replace",

"method": "PUT"

},

{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-239531651S471944P/suspend",

"rel": "suspend",

"method": "POST"

},

{"href": "https://api-m.paypal.com/v2/invoicing/reminders/RC-239531651S471944P/resume",

"rel": "resume",

"method": "POST"

}

]

}

],

"links": [{"href": "https://api-m.paypal.com/v2/invoicing/reminders?type=BEFORE_DUE",

"rel": "self",

"method": "GET"

}

]

}`

operation/auto-reminder-configuration.suspend Suspend invoice auto reminder configuration.

post/v2/invoicing/reminders/{id}/suspend

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Temporarily deactivates an active auto reminder configuration by marking it as inactive. This operation stops all scheduled reminder notifications without deleting the configuration. All configuration settings are preserved and can be reactivated at any time using the resume endpoint. This is useful for temporarily pausing reminders during holidays, business closures, or while making adjustments to reminder strategies. A configuration can only be suspended when it is currently in an active state.

SecurityOauth2

Request

path Parameters
id
required
string= 20 characters^RC-[A-Z0-9]+$
The unique identifier of the auto reminder configuration to be suspended.
Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

any

Responses

204 A successful request returns the HTTP 204 NO Content status code.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 204 - Suspend auto reminder configuration - SuccessSample 1 - 204 - Suspend auto reminder configuration - Success

Copy

{ }

Response samples

  • 204

application/json

Sample 1 - 204 - Suspend auto reminder configuration - SuccessSample 1 - 204 - Suspend auto reminder configuration - Success

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{ }

operation/auto-reminder-configuration.resume Resume invoice auto reminder configuration.

post/v2/invoicing/reminders/{id}/resume

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This operation activates the auto reminder configuration. When a suspended configuration is resumed, reminder notifications will be sent for invoices that have invoice-level auto-reminders enabled and still have future scheduled reminder dates. Invoices issued during the suspension period are eligible only if their reminder schedules remain valid. This applies only to invoices with auto-reminders enabled. If reminders were explicitly canceled for an invoice, no reminder notifications will be sent.

SecurityOauth2

Request

path Parameters
id
required
string= 20 characters^RC-[A-Z0-9]+$
The unique identifier of the auto reminder configuration to be reactivated.
Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

any

Responses

204 A successful request returns the HTTP 204 NO Content status code.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 204 - Resume auto reminder configuration - SuccessSample 1 - 204 - Resume auto reminder configuration - Success

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{ }

Response samples

  • 204

application/json

Sample 1 - 204 - Resume auto reminder configuration - SuccessSample 1 - 204 - Resume auto reminder configuration - Success

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{ }

operation/invoices.cancel-reminders Cancel auto reminders for an invoice.

post/v2/invoicing/invoices/{id}/cancel-reminders

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Cancels all scheduled automatic reminders for a specific invoice. This operation is permanent and cannot be reversed - once reminders are cancelled for an invoice, they cannot be re-enabled. The specified invoice will no longer receive automated reminder notifications, while other invoices continue to follow the active reminder configuration. This is typically used when a customer has requested no further reminders, payment arrangements have been made outside the system, or manual communication is preferred for sensitive situations.

SecurityOauth2

Request

path Parameters
id
required
string= 24 characters^INV2-[A-Z0-9-]+$
The ID of the invoice for which reminders have to be canceled.
Request Body schema: application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

any

Responses

204 A successful request returns the HTTP 204 NO Content status code.

Request samples

  • Payload
  • cURL
  • Node.js
  • Java
  • Python

application/jsonmultipart/relatedmultipart/form-datamultipart/mixedapplication/json

Sample 1 - 204 - Cancel auto reminders for an invoice - SuccessSample 1 - 204 - Cancel auto reminders for an invoice - Success

Copy

{ }

Response samples

  • 204

application/json

Sample 1 - 204 - Cancel auto reminders for an invoice - SuccessSample 1 - 204 - Cancel auto reminders for an invoice - Success

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{ }

tag/Definitions Definitions

schema/additional_detail Additional Detail

Optional additional business and descriptive details that can be associated with invoices, templates, and other resources.

referencestring[ 1 .. 120 ] characters^[\S\s]*$
The reference data. Includes a Purchase Order (PO) number.
notestring[ 1 .. 4000 ] characters^[\S\s]*$
A note to the invoice recipient. Also appears on the invoice notification email.
terms_and_conditionsstring[ 1 .. 4000 ] characters^[\S\s]*$
The general terms of the invoice. Can include return or cancellation policy and other terms and conditions.
memostring[ 1 .. 500 ] characters^[\S\s]*$
A private bookkeeping memo for the user.
attachmentsArray of objects (File Reference) [ 0 .. 2147483647 ] items
An array of PayPal IDs for the files that are attached to an invoice.
currency_code
required
string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The three-character ISO-4217 currency code that identifies the currency.
tip_presetsArray of objects (tip_preset) [ 1 .. 3 ] items
Specifies the predefined tip options configured by the invoicer. These preset values are shown to customers at checkout as suggested tipping amounts, in addition to the option to enter a custom tip.
order_detailsstring[ 1 .. 2500 ] characters^[\S\s]*$
Order details information.
project_detailsstring[ 1 .. 2500 ] characters^[\S\s]*$
Project details information.
service_detailsstring[ 1 .. 2500 ] characters^[\S\s]*$
Service details information.
payment_termsstring[ 1 .. 2500 ] characters^[\S\s]*$
Payment terms information.
return_policystring[ 1 .. 2500 ] characters^[\S\s]*$
Return policy information.
cancellation_policystring[ 1 .. 2500 ] characters^[\S\s]*$
Cancellation policy information.
service_agreementstring[ 1 .. 2500 ] characters^[\S\s]*$
Service agreement information.

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`{"reference": "string",

"note": "string",

"terms_and_conditions": "string",

"memo": "string",

"attachments": [{"id": "string",

"reference_url": "http://example.com",

"content_type": "string",

"size": "string",

"create_time": "string"

}

],

"currency_code": "string",

"tip_presets": [{"percent": "19.99"

}

],

"order_details": "string",

"project_details": "string",

"service_details": "string",

"payment_terms": "string",

"return_policy": "string",

"cancellation_policy": "string",

"service_agreement": "string"

}`

schema/aggregated_discount aggregated_discount

The discount. Can be an item- or invoice-level discount, or both. Can be applied as a percent or amount. If you provide both amount and percent, amount takes precedent.

invoice_discountobject (discount)
The discount as a percent or amount at invoice level. The invoice discount amount is subtracted from the item total.
item_discountobject (Money)
The currency and amount for a financial transaction, such as a balance or payment due.

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`{"invoice_discount": {"percent": "string",

"amount": {"currency_code": "str",

"value": "string"

}

},

"item_discount": {"currency_code": "str",

"value": "string"

}

}`

schema/aging_bucket aging_bucket

A single aging bucket containing invoice counts and totals for a specific time range.

| from | integer[ 0 .. 1000 ]
Inclusive lower bound in days; null when not applicable (e.g., NO_DUE). | | to | integer[ 0 .. 1000 ]
Inclusive upper bound in days; null if open-ended (e.g., NET_90+). | | count
required | integer[ 0 .. 2147483647 ]
Number of invoices in this bucket. | | label
required | string (aging_bucket_label) [ 1 .. 100 ] characters^[A-Z0-9_+]+$

Bucket label representing the aging time range.

Enum ValueDescription
NO_DUEInvoices with no due date or not yet due.
NET_30Invoices due within 0-30 days.
NET_30_60Invoices due within 31-60 days.
NET_60_90Invoices due within 61-90 days.
NET_90Invoices due more than 90 days.
total
required
object (Money)
Total amount for invoices in this bucket, in the row currency.

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`{"from": 1000,

"to": 1000,

"count": 2147483647,

"label": "NO_DUE",

"total": {"currency_code": "str",

"value": "string"

}

}`

schema/aging_bucket_label aging_bucket_label

Aging bucket label enum representing different time ranges for invoice aging analysis.

string (aging_bucket_label) [ 1 .. 100 ] characters^[A-Z0-9_+]+$

Aging bucket label enum representing different time ranges for invoice aging analysis.

Enum ValueDescription
NO_DUEInvoices with no due date or not yet due.
NET_30Invoices due within 0-30 days.
NET_30_60Invoices due within 31-60 days.
NET_60_90Invoices due within 61-90 days.
NET_90Invoices due more than 90 days.

Copy

"NO_DUE"

schema/aging_report_result_item aging_report_result_item

A single result item in the aging report representing aging buckets for a specific currency-status combination.

| buckets
required | Array of objects (aging_bucket) [ 1 .. 20 ] items
Aging buckets with counts and totals for this currency-status pair. | | currency
required | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
Three-letter ISO currency code for this summary item. | | status
required | string (invoice_statuses_for_aggregation) [ 1 .. 100 ] characters^[A-Z0-9_]+$

Invoice status for this summary item.

Enum ValueDescription
OUTSTANDINGInvoices that are sent but not yet paid or only partially paid.
PAIDInvoices that have been fully paid.

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`{"buckets": [{"from": 1000,

"to": 1000,

"count": 2147483647,

"label": "NO_DUE",

"total": {"currency_code": "str",

"value": "string"

}

}

],

"currency": "str",

"status": "OUTSTANDING"

}`

schema/amount_range amount_range

The amount range.

lower_amount
required
object (Money)
The currency and amount for a financial transaction, such as a balance or payment due.
upper_amount
required
object (Money)
The currency and amount for a financial transaction, such as a balance or payment due.

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`{"lower_amount": {"currency_code": "str",

"value": "string"

},

"upper_amount": {"currency_code": "str",

"value": "string"

}

}`

schema/amount_summary_detail amount_summary_detail

The invoice amount summary of item total, discount, tax total, and shipping.

currency_codestring<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The three-character ISO-4217 currency code that identifies the currency.
valuestring[ 0 .. 32 ] characters^((-?[0-9]+)|(-?([0-9]+)?[.][0-9]+))$
The value, which might be:
- An integer for currencies like JPY that are not typically fractional.
- A decimal fraction for currencies like TND that are subdivided into thousandths.
For the required number of decimal places for a currency code, see Currency Codes.
breakdownobject (amount_with_breakdown)
The breakdown of the amount. Includes total item amount, total tax amount, custom amount, and shipping and discounts, if any.

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`{"currency_code": "str",

"value": "string",

"breakdown": {"item_total": {"currency_code": "str",

"value": "string"

},

"discount": {"invoice_discount": {"percent": "string",

"amount": {"currency_code": "str",

"value": "string"

}

},

"item_discount": {"currency_code": "str",

"value": "string"

}

},

"tax_total": {"currency_code": "str",

"value": "string"

},

"shipping": {"amount": {"currency_code": "str",

"value": "string"

},

"tax": {"name": "string",

"tax_note": "string",

"percent": "string",

"amount": {"currency_code": "str",

"value": "string"

}

}

},

"custom": {"label": "string",

"amount": {"currency_code": "str",

"value": "string"

}

}

}

}`

schema/amount_with_breakdown amount_with_breakdown

The breakdown of the amount. Includes total item amount, total tax amount, custom amount, and shipping and discounts, if any.

item_totalobject (Money)
The currency and amount for a financial transaction, such as a balance or payment due.
discountobject (aggregated_discount)
The discount. Can be an item- or invoice-level discount, or both. Can be applied as a percent or amount. If you provide both amount and percent, amount takes precedent.
tax_totalobject (Money)
The currency and amount for a financial transaction, such as a balance or payment due.
shippingobject (shipping_cost)
The shipping fee for all items. Includes tax on shipping.
customobject (custom_amount)
The custom amount to apply to an invoice. If you include a label, you must include a custom amount.

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`{"item_total": {"currency_code": "str",

"value": "string"

},

"discount": {"invoice_discount": {"percent": "string",

"amount": {"currency_code": "str",

"value": "string"

}

},

"item_discount": {"currency_code": "str",

"value": "string"

}

},

"tax_total": {"currency_code": "str",

"value": "string"

},

"shipping": {"amount": {"currency_code": "str",

"value": "string"

},

"tax": {"name": "string",

"tax_note": "string",

"percent": "string",

"amount": {"currency_code": "str",

"value": "string"

}

}

},

"custom": {"label": "string",

"amount": {"currency_code": "str",

"value": "string"

}

}

}`

schema/subscription_plan_info An object representing a specific subscription plan info.

An object representing a specific subscription plan info.

idstring= 39 characters^PI-[0-9A-F]{4}-[0-9A-F]{4}-[0-9A-F]{8}-[0-9A...Show pattern
Subscription plan Id. This is a unique Id identifying all the versions in a given set of plans.
namestring[ 1 .. 125 ] characters^[A-Za-z0-9_ ]+$
The plan name.
\
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\
`{"id": "stringstringstringstringstringstringstr",\
\
"name": "string"\
\
}`\
\

schema/association_id association_id\


It is either a template ID or an invoice ID based on the type provided in the request.

string (association_id) [ 1 .. 30 ] characters^(TEMP|INV2)-[A-Z0-9-]+$

It is either a template ID or an invoice ID based on the type provided in the request.

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"string"
\

schema/association_type association_type\


It is an association type, used to fetch theme details.

string (association_type) [ 1 .. 20 ] characters^[A-Z0-9_]+$

It is an association type, used to fetch theme details.

| Enum Value | Description |
| --- | --- |
| TEMPLATE | Fetch theme details for a given template. |
| INVOICE | Fetch theme details for a given invoice. |

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"TEMPLATE"
\

schema/auto_cancellation auto_cancellation\


The auto cancellation details for the invoice. If the payer does not pay by the specified date, the invoice is automatically cancelled.

| | |
| --- | --- |
| is_applied | boolean
Indicates whether the particular rule is applied or not. |
| cancel_by_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. |

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{"is_applied": true,\ \ "cancel_by_date": "string"\ \ }
\

schema/base_configuration base_configuration\


The base configuration details. Includes tax information, tip, and partial payment.

| | |
| --- | --- |
| tax_calculated_after_discount | boolean
Default:true
Indicates whether the tax is calculated before or after a discount. If false, the tax is calculated before a discount. If true, the tax is calculated after a discount. |
| tax_inclusive | boolean
Default:false
Indicates whether the unit price includes tax. |
| allow_tip | boolean
Default:false
Indicates whether the invoice enables the customer to enter a tip amount during payment. If true, the invoice shows a tip amount field so that the customer can enter a tip amount. If false, the invoice does not show a tip amount field.
> Note: This feature is not available for users in Hong Kong, Taiwan, India, or Japan. |
| partial_payment | object (partial_payment)
The partial payment details. Includes the minimum amount that the invoicer wants the payer to pay. |

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{"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }
\

schema/batch_date_range batch_date_range\


Filters between the start and end dates inclusive.
\

  • Both dates cannot be more than 1 month in the past.\
  • Both dates cannot be more than 3 months from current date.\
  • Start date should be before end date.

    | | |
    | --- | --- |
    | start_date
    required | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
    The start date of the range. Cannot be more than 1 month the past. Cannot be more than 3 months in the future. Cannot be after the end date. |
    | end_date
    required | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
    The end date of the range. Cannot be more than 1 month the past. Cannot be more than 3 months in the future. Cannot be before the start date. |

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    {"start_date": "stringstri",\ \ "end_date": "stringstri"\ \ }
    \

schema/batch_task_summary batch_task_summary\


The details about the batch task.

| id | string (id) = 40 characters^(BAT-)1[0-9A-Z]{3}-[0-9A-Z]{4}-[0-9A-Z]{8}-[...Show pattern
A unique id used to reference the batch task. |
| task_type | string (task_type) [ 1 .. 50 ] characters^[A-Z0-9_]*$

Task type of the batch task. Used to determine the batch operation/logic to be performed.

| Enum Value | Description |
| --- | --- |
| RISK_LIMIT_RECENT | Task for processing recent records for the account in Invoicing. |
| RISK_LIMIT_FULL | Task for processing all records in Invoicing. | |
| task_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The task date as specified by the sender, in Internet date and time format. Date cannot be in the past. |

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{"id": "stringstringstringstringstringstringstri",\ \ "task_type": "RISK_LIMIT_RECENT",\ \ "task_date": "stringstri"\ \ }
\

schema/billing_info billing_info\


The billing information of the invoice recipient. Includes name, address, email, phone, and language.

| | |
| --- | --- |
| business_name | string<= 300 characters
Required. The business name of the party. |
| name | object (Name)
The name of the party. |
| address | object (Portable Postal Address (Medium-Grained))
The portable international postal address. Maps to AddressValidationMetadata and HTML 5.1 Autofilling form controls: the autocomplete attribute. |
| phones | Array of objects (phone_detail)
The invoice recipient's phone numbers. Extension number is not supported. |
| additional_info | string<= 40 characters
Any additional information about the recipient. |
| email_address | string (restrictive_email_address) [ 3 .. 254 ] characters^(?!\.)(?:[A-Za-z0-9!#$&'*\/=?^`{|}~_%+-]|\.(...Show pattern
The internationalized email address with more restrictive rules. This version restricts the local-part to a dot-atom as defined in https://www.ietf.org/rfc/rfc5322.txt. It does not allow for a quoted-string or an obs-local-part.
- Allows alphanumeric and RFC-allowed special characters, !#$%&'*+-/=?^_`{|}~
- Ensures that the local part does not start with dot (.), have consecutive dots, or end with dot. Ensures that the domain part does not have consecutive dots.
- Ensures that the local part does not exceed 64 characters.
> Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists. |
| language | string<ppaas_common_language_v3> (language) [ 2 .. 10 ] characters^[a-z]{2}(?:-[A-Z][a-z]{3})?(?😦?:[A-Z]{2}|...Show pattern
The [language tag for the language in which to localize the error-related strings, such as messages, issues, and suggested actions. The tag is made up of the ISO 639-2 language code, the optional ISO-15924 script tag, and the ISO-3166 alpha-2 country code or M49 region code. |

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{"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "additional_info": "string",\ \ "email_address": "string",\ \ "language": "string"\ \ }
\

schema/business_name Business Name\


The business name of the party.

| | |
| --- | --- |
| business_name | string<= 300 characters
Required. The business name of the party. |

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{"business_name": "string"\ \ }
\

schema/color_hex_code Color hex code\


This object defines the color hex code.

string (Color hex code) [ 4 .. 7 ] characters^#([A-Fa-f0-9]{6}|[A-Fa-f0-9]{3})$

This object defines the color hex code.

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"string"
\

schema/conditional_rule Conditional Rule\


The conditional rule associated with an invoice that defines automated actions or adjustments that apply to an invoice based on specific conditions, such as early payment discounts, or auto cancellation.

| conditional_rule_value | string[ 1 .. 32 ] characters^(([0-9]+)|(([0-9]+)?[.][0-9]+))$
Represents the value of the conditional rule it can be a percentage or absolute value. In case of absolute value, which might be:
- An integer for currencies like JPY that are not typically fractional.
- A decimal fraction for currencies like TND that are subdivided into thousandths.
For the required number of decimal places for a currency code, see Currency Codes. |
| discount_id | string (Stored Discount ID) [ 1 .. 22 ] characters^DISC-[A-Z0-9]+$
The unique identifier for the stored discount that is created when an early payment discount rule is applied to an invoice. |
| discount_name | string[ 1 .. 40 ] characters^[a-zA-Z0-9\s]+$
Represents the name of the stored discount. |
| links | Array of objects (Link Description) [ 1 .. 8 ] items
HATEOAS links. |
| conditional_rule_id | string (conditional_rule_time_based_uuid) = 40 characters^CR-[0-9a-zA-Z]{4}-[0-9a-zA-Z]{4}-[0-9a-zA-Z]...Show pattern
The unique identifier for the conditional rule. |
| conditional_rule_type
required | string (conditional_rule_type) [ 1 .. 30 ] characters^[A-Z0-9_]*$

The type of conditional rule applied to the invoice.

| Enum Value | Description |
| --- | --- |
| EARLY_PAYMENT_DISCOUNT | A discount applied if the invoice is paid before a specified date or within a certain period after the issue date. |
| LATE_PAYMENT_SURCHARGE | A surcharge applied if the invoice is paid after the due date or a specified period after the due date. |
| AUTO_CANCEL | A rule to automatically cancel the invoice if it is not paid by a specified date or a certain period after the due date. | |
| conditional_rule_value_type | string (conditional_rule_value_type) [ 1 .. 20 ] characters^[A-Z0-9_]*$

The value type that indicates how the conditional rule value is applied. Use PERCENT for a percentage-based discount or AMOUNT for an absolute currency value.

| Enum Value | Description |
| --- | --- |
| PERCENT | Percentage of discount used in invoice item or in an invoice. |
| AMOUNT | An absolute value of discount used in invoice item or in an invoice based on the currency in invoice. | |
| rule_expiry_terms
required | object (conditional_rules)
The expiry terms that define when the conditional rule becomes inactive. |
| create_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
Indicates time of rule creation. |
| update_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
Indicates time of rule update. |

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{"conditional_rule_value": "string",\ \ "discount_id": "string",\ \ "discount_name": "string",\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "conditional_rule_id": "string",\ \ "conditional_rule_type": "EARLY_PAYMENT_DISCOUNT",\ \ "conditional_rule_value_type": "PERCENT",\ \ "rule_expiry_terms": {"rule_expiry_condition": "THREE_DAYS_AFTER_ISSUE_DATE",\ \ "condition_rule_end_date": "stringstri"\ \ },\ \ "create_time": "stringstringstringst",\ \ "update_time": "stringstringstringst"\ \ }
\

schema/conditional_rules Conditional Rules\


The conditional rules associated with an invoice. Conditional rules define automated actions or adjustments that apply to an invoice based on specific conditions, such as early payment discounts, or auto cancellation.

| | |
| --- | --- |
| rules | Array of objects (rules) [ 1 .. 5 ] items
The list of conditional rules created by the merchant. |
| links | Array of objects (Link Description) [ 1 .. 8 ] items
HATEOAS link of the created resource. |

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{"rules": [{"conditional_rule_value": "string",\ \ "discount_id": "string",\ \ "discount_name": "string",\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "conditional_rule_id": "string",\ \ "conditional_rule_type": "EARLY_PAYMENT_DISCOUNT",\ \ "conditional_rule_value_type": "PERCENT",\ \ "rule_expiry_terms": {"rule_expiry_condition": "THREE_DAYS_AFTER_ISSUE_DATE",\ \ "condition_rule_end_date": "stringstri"\ \ },\ \ "create_time": "stringstringstringst",\ \ "update_time": "stringstringstringst"\ \ }\ \ ],\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ]\ \ }
\

schema/conditional_rule_conditions conditional_rule_conditions\


Defines the time-based condition that triggers the application of this conditional rule. This is expressed as a period relative to either the invoice issue date (for early payment discounts) or the invoice due date (for late payment surcharges and auto-cancellation). If the value is 'SPECIFIC_DATE', the 'effective_date' field must be provided to specify the exact date.

string (conditional_rule_conditions) [ 1 .. 50 ] characters^[A-Z0-9_]*$

Defines the time-based condition that triggers the application of this conditional rule. This is expressed as a period relative to either the invoice issue date (for early payment discounts) or the invoice due date (for late payment surcharges and auto-cancellation). If the value is 'SPECIFIC_DATE', the 'effective_date' field must be provided to specify the exact date.

| Enum Value | Description |
| --- | --- |
| THREE_DAYS_AFTER_ISSUE_DATE | The rule expires 3 days after the invoice issue date. Applicable for early payment discount rules. |
| SEVEN_DAYS_AFTER_ISSUE_DATE | The rule expires 7 days after the invoice issue date. Applicable for early payment discount rules. |
| FIFTEEN_DAYS_AFTER_ISSUE_DATE | The rule expires 15 days after the invoice issue date. Applicable for early payment discount rules. |
| THIRTY_DAYS_AFTER_ISSUE_DATE | The rule expires 30 days after the invoice issue date. Applicable for early payment discount rules. |
| ONE_DAY_AFTER_DUE_DATE | The rule takes effect 1 day after the invoice due date. Applicable for late payment surcharge and auto-cancellation rules. |
| SEVEN_DAYS_AFTER_DUE_DATE | The rule takes effect 7 days after the invoice due date. Applicable for late payment surcharge and auto-cancellation rules. |
| FIFTEEN_DAYS_AFTER_DUE_DATE | The rule takes effect 15 days after the invoice due date. Applicable for late payment surcharge and auto-cancellation rules. |
| THIRTY_DAYS_AFTER_DUE_DATE | The rule takes effect 30 days after the invoice due date. Applicable for late payment surcharge and auto-cancellation rules. |
| SPECIFIC_DATE | The rule expires or takes effect on a specific date provided in the condition_rule_end_date field. Applicable for all conditional rule types. |

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"THREE_DAYS_AFTER_ISSUE_DATE"
\

schema/conditional_rule_time_based_uuid conditional_rule_time_based_uuid\


A unique identifier for the conditional rule, This ID is generated as a time-based UUID (version 1) to ensure uniqueness and traceability of the rule creation time.

string (conditional_rule_time_based_uuid) = 40 characters^CR-[0-9a-zA-Z]{4}-[0-9a-zA-Z]{4}-[0-9a-zA-Z]...Show pattern

A unique identifier for the conditional rule, This ID is generated as a time-based UUID (version 1) to ensure uniqueness and traceability of the rule creation time.

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"stringstringstringstringstringstringstri"
\

schema/conditional_rule_type conditional_rule_type\


This enum defines what type of rule is applying for the particular invoice.

string (conditional_rule_type) [ 1 .. 30 ] characters^[A-Z0-9_]*$

This enum defines what type of rule is applying for the particular invoice.

| Enum Value | Description |
| --- | --- |
| EARLY_PAYMENT_DISCOUNT | A discount applied if the invoice is paid before a specified date or within a certain period after the issue date. |
| LATE_PAYMENT_SURCHARGE | A surcharge applied if the invoice is paid after the due date or a specified period after the due date. |
| AUTO_CANCEL | A rule to automatically cancel the invoice if it is not paid by a specified date or a certain period after the due date. |

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"EARLY_PAYMENT_DISCOUNT"
\

schema/conditional_rule_value_type conditional_rule_value_type\


Type of the stored discount. Used to determine whether its percentage or absolute currency value.

string (conditional_rule_value_type) [ 1 .. 20 ] characters^[A-Z0-9_]*$

Type of the stored discount. Used to determine whether its percentage or absolute currency value.

| Enum Value | Description |
| --- | --- |
| PERCENT | Percentage of discount used in invoice item or in an invoice. |
| AMOUNT | An absolute value of discount used in invoice item or in an invoice based on the currency in invoice. |

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"PERCENT"
\

schema/rule_expiry_terms conditional_rules\


The expiry terms that define when a conditional rule on an invoice expires, including the expiry condition and the end date.

| rule_expiry_condition
required | string (conditional_rule_conditions) [ 1 .. 50 ] characters^[A-Z0-9_]*$

Defines the time-based condition that triggers the application of this conditional rule. This is expressed as a period relative to either the invoice issue date (for early payment discounts) or the invoice due date (for late payment surcharges and auto-cancellation). If the value is 'SPECIFIC_DATE', the 'effective_date' field must be provided to specify the exact date.

| Enum Value | Description |
| --- | --- |
| THREE_DAYS_AFTER_ISSUE_DATE | The rule expires 3 days after the invoice issue date. Applicable for early payment discount rules. |
| SEVEN_DAYS_AFTER_ISSUE_DATE | The rule expires 7 days after the invoice issue date. Applicable for early payment discount rules. |
| FIFTEEN_DAYS_AFTER_ISSUE_DATE | The rule expires 15 days after the invoice issue date. Applicable for early payment discount rules. |
| THIRTY_DAYS_AFTER_ISSUE_DATE | The rule expires 30 days after the invoice issue date. Applicable for early payment discount rules. |
| ONE_DAY_AFTER_DUE_DATE | The rule takes effect 1 day after the invoice due date. Applicable for late payment surcharge and auto-cancellation rules. |
| SEVEN_DAYS_AFTER_DUE_DATE | The rule takes effect 7 days after the invoice due date. Applicable for late payment surcharge and auto-cancellation rules. |
| FIFTEEN_DAYS_AFTER_DUE_DATE | The rule takes effect 15 days after the invoice due date. Applicable for late payment surcharge and auto-cancellation rules. |
| THIRTY_DAYS_AFTER_DUE_DATE | The rule takes effect 30 days after the invoice due date. Applicable for late payment surcharge and auto-cancellation rules. |
| SPECIFIC_DATE | The rule expires or takes effect on a specific date provided in the condition_rule_end_date field. Applicable for all conditional rule types. | |
| condition_rule_end_date
required | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The calculated end date for the conditional rule based on the rule_expiry_condition. This date indicates when the rule will expire or take effect. Specified in Internet date and time format. Only UTC is supported in response. For example, 2025-03-12T00:00:00Z. |

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{"rule_expiry_condition": "THREE_DAYS_AFTER_ISSUE_DATE",\ \ "condition_rule_end_date": "stringstri"\ \ }
\

schema/configuration configuration\


The invoice configuration details. Includes partial payment, tip, and tax calculated after discount.

| tax_calculated_after_discount | boolean
Default:true
Indicates whether the tax is calculated before or after a discount. If false, the tax is calculated before a discount. If true, the tax is calculated after a discount. |
| tax_inclusive | boolean
Default:false
Indicates whether the unit price includes tax. |
| allow_tip | boolean
Default:false
Indicates whether the invoice enables the customer to enter a tip amount during payment. If true, the invoice shows a tip amount field so that the customer can enter a tip amount. If false, the invoice does not show a tip amount field.
> Note: This feature is not available for users in Hong Kong, Taiwan, India, or Japan. |
| partial_payment | object (partial_payment)
The partial payment details. Includes the minimum amount that the invoicer wants the payer to pay. |
| has_conditional_rule | boolean
Default:false
Indicates whether conditional pricing rules are applied to the invoice. If true, pricing rules (such as discounts or surcharges based on specific conditions) are applied. If false, no conditional pricing rules are applied. |
| save_item_for_future | boolean
Default:true
Indicates whether the item should be saved for future invoices. |
| show_additional_item_fields | boolean
Default:false
Indicates whether items tray should be shown for invoices or not. If true, additional fields containing items tray will be shown. If false, the items tray will be hidden. |
| discount_mode_preference | string (discount_mode_preference) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Represents the user's preferred mode for creating discounts. Determines whether "One-time discount" or "Save for future invoices" is preselected when creating a new discount.

| Enum Value | Description |
| --- | --- |
| ONE_TIME | Indicates that the user prefers creating one-time discounts by default. |
| SAVE_FOR_FUTURE | Indicates that the user prefers saving discounts for future invoices by default. | |
| theme | object (Theme configuration)
The theme configuration for the template. Defines the visual appearance of the invoice buyer experience and email when invoice is created using the template in UI.
> Note: Setting a theme on a template does not automatically carry over to invoices created using this template. To apply a theme to an invoice, set it directly on the invoice configuration. |
| template_id | string<= 30 characters
Default:"PayPal system template"
The template ID. The template determines the layout of the invoice. Includes which fields to show and hide.
> Note: This is an optional field. If you wish to customize the invoice layout using a specific template, provide a valid template ID here. You can either use an existing template ID or create a new template via the create template API and then use the newly created template's ID. |
| payment_method_overrides | Array of objects (override_payment_method_detail) [ 1 .. 15 ] items
The payment method override configurations for the invoice. Defines which payment methods are enabled and any rules that control payment behavior. When provided during invoice creation or update, this array replaces any existing payment method override configuration for the invoice.
> Note: Payment method availability depends on the merchant's country, the buyer's country, and the invoice amount. Override configurations only take effect if the specified payment method is available for the invoice. |

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{"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "has_conditional_rule": false,\ \ "save_item_for_future": true,\ \ "show_additional_item_fields": false,\ \ "discount_mode_preference": "ONE_TIME",\ \ "theme": {"primary_color": "string"\ \ },\ \ "template_id": "PayPal system template",\ \ "payment_method_overrides": [{"payment_method_type": "PAY_BY_BANK",\ \ "enabled": true,\ \ "rules": [{"rule_type": "EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD",\ \ "rule_value": "string"\ \ }\ \ ]\ \ }\ \ ]\ \ }
\

schema/recurring_configuration configuration\


The invoice configuration details. Includes partial payment, tip, and tax calculated after discount.

| | |
| --- | --- |
| tax_calculated_after_discount | boolean
Default:true
Indicates whether the tax is calculated before or after a discount. If false, the tax is calculated before a discount. If true, the tax is calculated after a discount. |
| tax_inclusive | boolean
Default:false
Indicates whether the unit price includes tax. |
| allow_tip | boolean
Default:false
Indicates whether the invoice enables the customer to enter a tip amount during payment. If true, the invoice shows a tip amount field so that the customer can enter a tip amount. If false, the invoice does not show a tip amount field.
> Note: This feature is not available for users in Hong Kong, Taiwan, India, or Japan. |
| partial_payment | object (partial_payment)
The partial payment details. Includes the minimum amount that the invoicer wants the payer to pay. |
| template_id | string= 22 characters^(TEMP-)[A-Z0-9]+$
Default:"PayPal system template"
The template ID. The template determines the layout of the invoice.
> You can either use an existing template ID or create a new template via the create template API and then use the newly created template's ID. |

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{"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "template_id": "PayPal system template"\ \ }
\

schema/connections Connections\


This object contains an array of connection details. It is used to load sync status for a user.

| | |
| --- | --- |
| connections | Array of objects (Connections) [ 1 .. 1000 ] items
An array of connection-level details. |

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{"connections": [{"platform_name": "string",\ \ "last_sync_status": "IN_PROGRESS",\ \ "last_sync_time": "string"\ \ }\ \ ]\ \ }
\

schema/connection Connections\


This lists last sync status and connection platform name.

| platform_name | string[ 1 .. 64 ] characters^.*$
The name of the platform. This property supports Unicode. The pattern is not provided because the value is defined by an external party. |
| last_sync_status | string[ 1 .. 255 ] characters^[A-Z0-9_]+$

The status of the last sync. This property supports Unicode.

| Enum Value | Description |
| --- | --- |
| IN_PROGRESS | The last sync process has started. |
| SUCCESS | The last sync process is success. |
| FAILED | The last sync process failed. | |
| last_sync_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |

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{"platform_name": "string",\ \ "last_sync_status": "IN_PROGRESS",\ \ "last_sync_time": "string"\ \ }
\

schema/contact_name_address contact_information\


The contact information of the user. Includes name and address.

| | |
| --- | --- |
| business_name | string<= 300 characters
Required. The business name of the party. |
| name | object (Name)
The name of the party. |
| address | object (Portable Postal Address (Medium-Grained))
The portable international postal address. Maps to AddressValidationMetadata and HTML 5.1 Autofilling form controls: the autocomplete attribute. |

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{"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }
\

schema/country_code country_code\


The two-character ISO 3166-1 code that identifies the country or region.
\

Note: The country code for Great Britain is GB and not UK as used in the top-level domain names for that country. Use the C2 country code for China worldwide for comparable uncontrolled price (CUP) method, bank card, and cross-border transactions.

string<ppaas_common_country_code_v2> (country_code) = 2 characters^([A-Z]{2}|C2)$

The two-character ISO 3166-1 code that identifies the country or region.

Note: The country code for Great Britain is GB and not UK as used in the top-level domain names for that country. Use the C2 country code for China worldwide for comparable uncontrolled price (CUP) method, bank card, and cross-border transactions.

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"st"
\

schema/country_code_v4 country_code\


The 2-character ISO 3166-1 code that identifies the country or region.
\

Note: The country code for Great Britain is GB and not UK as used in the top-level domain names for that country. Use the C2 country code for China worldwide for comparable uncontrolled price (CUP) method, bank card, and cross-border transactions.

string<ppaas_common_country_code_v2> (country_code) = 2 characters^([A-Z]{2}|C2)$

The 2-character ISO 3166-1 code that identifies the country or region.

Note: The country code for Great Britain is GB and not UK as used in the top-level domain names for that country. Use the C2 country code for China worldwide for comparable uncontrolled price (CUP) method, bank card, and cross-border transactions.

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"st"
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schema/currency_code currency_code\


The three-character ISO-4217 currency code that identifies the currency.

string<ppaas_common_currency_code_v2> (currency_code) = 3 characters

The three-character ISO-4217 currency code that identifies the currency.

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"str"
\

schema/currency_code_v5 currency_code\


The 3-character ISO-4217 currency code that identifies the currency.

string<ppaas_common_currency_code_v2> (currency_code) = 3 characters

The 3-character ISO-4217 currency code that identifies the currency.

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"str"
\

schema/custom_amount custom_amount\


The custom amount to apply to an invoice. If you include a label, you must include a custom amount.

| | |
| --- | --- |
| label
required | string[ 0 .. 50 ] characters^[\S\s]*$
The label to the custom amount of the invoice. |
| amount | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |

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{"label": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }
\

schema/date_time_range Date and Time Range\


The date and time range. Filters invoices by creation date, invoice date, due date, and payment date.

| | |
| --- | --- |
| start
required | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |
| end
required | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |

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{"start": "string",\ \ "end": "string"\ \ }
\

schema/date_no_time date_no_time\


The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years.

string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern

The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years.

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"stringstri"
\

schema/date_no_time_v5 date_no_time\


The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years.

string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern

The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years.

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"stringstri"
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schema/date_range date_range\


The date range. Filters invoices by creation date, invoice date, due date, and payment date.

| | |
| --- | --- |
| start
required | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. |
| end
required | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. |

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{"start": "string",\ \ "end": "string"\ \ }
\

schema/date_time date_time\


The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
\

Note: The regular expression provides guidance but does not reject all invalid dates.

string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern

The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.

Note: The regular expression provides guidance but does not reject all invalid dates.

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"stringstringstringst"
\

schema/date_time_v4 date_time\


The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
\

Note: The regular expression provides guidance but does not reject all invalid dates.

string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern

The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.

Note: The regular expression provides guidance but does not reject all invalid dates.

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"stringstringstringst"
\

schema/date_time_v5 date_time\


The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
\

Note: The regular expression provides guidance but does not reject all invalid dates.

string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern

The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.

Note: The regular expression provides guidance but does not reject all invalid dates.

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"stringstringstringst"
\

schema/detail detail\


The details of the invoice like notes, terms and conditions, memo, attachments.

| | |
| --- | --- |
| reference | string[ 1 .. 120 ] characters^[\S\s]*$
The reference data. Includes a Purchase Order (PO) number. |
| note | string[ 1 .. 4000 ] characters^[\S\s]*$
A note to the invoice recipient. Also appears on the invoice notification email. |
| terms_and_conditions | string[ 1 .. 4000 ] characters^[\S\s]*$
The general terms of the invoice. Can include return or cancellation policy and other terms and conditions. |
| memo | string[ 1 .. 500 ] characters^[\S\s]*$
A private bookkeeping memo for the user. |
| attachments | Array of objects (File Reference) [ 0 .. 2147483647 ] items
An array of PayPal IDs for the files that are attached to an invoice. |
| currency_code
required | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The three-character ISO-4217 currency code that identifies the currency. |

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{"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string"\ \ }
\

schema/discount discount\


The discount as a percent or amount at invoice level. The invoice discount amount is subtracted from the item total.

| | |
| --- | --- |
| percent | string<ppaas_common_percentage_v2> (percentage) ^((-?[0-9]+)|(-?([0-9]+)?[.][0-9]+))$
The percentage, as a fixed-point, signed decimal number. For example, define a 19.99% interest rate as 19.99. |
| amount | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |

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{"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }
\

schema/discount_mode_preference discount_mode_preference\


Represents the user's preferred mode for creating discounts. Determines whether "One-time discount" or "Save for future invoices" is preselected when creating a new discount.

string (discount_mode_preference) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Represents the user's preferred mode for creating discounts. Determines whether "One-time discount" or "Save for future invoices" is preselected when creating a new discount.

| Enum Value | Description |
| --- | --- |
| ONE_TIME | Indicates that the user prefers creating one-time discounts by default. |
| SAVE_FOR_FUTURE | Indicates that the user prefers saving discounts for future invoices by default. |

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"ONE_TIME"
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schema/display_preference display_preference\


The display preference of the field.

| | |
| --- | --- |
| hidden | boolean
Indicates whether to show or hide the field. |

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{"hidden": true\ \ }
\

schema/early_payment_discount early_payment_discount\


The early payment discount for the invoice. If the payer pays before the discount end date, the specified discount is applied.

| | |
| --- | --- |
| is_applied | boolean
Indicates whether the particular rule is applied or not. |
| discount_end_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. |
| percent | string<ppaas_common_percentage_v2> (percentage) ^((-?[0-9]+)|(-?([0-9]+)?[.][0-9]+))$
The percentage, as a fixed-point, signed decimal number. For example, define a 19.99% interest rate as 19.99. |
| amount | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |

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{"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }
\

schema/email email\


The internationalized email address.
\

Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists.

string<merchant_common_email_address_v2> (email) [ 3 .. 254 ] characters(?:[a-zA-Z0-9!#$%&'*+/=?^_`{|}~-]+(?:\.\a-zA-...Show pattern

The internationalized email address.

Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists.

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"string"
\

[schema/email_address email_address\


The internationalized email address.
\

Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists.

string<ppaas_common_email_address_v2> (email_address) [ 3 .. 254 ] characters^(?:[A-Za-z0-9!#$%&'*+/=?^_`{|}~-]+(?:\.\A-Za...Show pattern

The internationalized email address.

Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists.

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"string"
\

[schema/email_address_v4 email_address\


The internationalized email address.
\

Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists.

string<ppaas_common_email_address_v2> (email_address) [ 3 .. 254 ] characters^(?:[A-Za-z0-9!#$%&'*+/=?^_`{|}~-]+(?:\.\A-Za...Show pattern

The internationalized email address.

Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists.

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"string"
\

[schema/email_address_v5 email_address\


The internationalized email address.
\

Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists.

string<ppaas_common_email_address_v2> (email_address) [ 3 .. 254 ] characters^(?:[A-Za-z0-9!#$%&'*+/=?^_`{|}~-]+(?:\.\A-Za...Show pattern

The internationalized email address.

Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists.

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"string"
\

[schema/email_status email_status\


List of delivery statuses to be sent as a part of email callback API.

string (email_status) [ 1 .. 40 ] characters^[A-Z0-9_]+$

List of delivery statuses to be sent as a part of email callback API.

| Enum Value | Description |
| --- | --- |
| SENT | Status Sent from Notifications layer. |
| DELIVERED | Status delivered to the aggregator/vendor/client. |
| OPENED | Status for the notification opened by the end user. |
| FAIL_HARD | Status hard failure - Notification cannot be delivered to the end user. |
| FAIL_SOFT | Status soft failure - This is a temporary failure and can be retried. |
| CLICKED | Status for push notification clicks. |

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"SENT"
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schema/entity_id entity_id\


It is either a merchant ID or an invoice ID based on the type provided in the request.

string (entity_id) [ 1 .. 30 ] characters^.*$

It is either a merchant ID or an invoice ID based on the type provided in the request.

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"string"
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schema/entity_type entity_type\


It is an entity type, used to fetch payment method details.

string (entity_type) [ 1 .. 20 ] characters^[A-Z0-9_]+$

It is an entity type, used to fetch payment method details.

| Enum Value | Description |
| --- | --- |
| MERCHANT | Fetch payment method details for a given merchant. |
| INVOICE | Fetch payment method details for a given invoice. |
| TEMPLATE | Fetch payment method details for a given template. |

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"MERCHANT"
\

schema/error Error\


The error details.

| | |
| --- | --- |
| name
required | string
The human-readable, unique name of the error. |
| message
required | string
The message that describes the error. |
| debug_id
required | string
The PayPal internal ID. Used for correlation purposes. |
| information_link | string
The information link, or URI, that shows detailed information about this error for the developer. |
| details | Array of objects (Error Details)
An array of additional details about the error. |
| links | Array of objects (Link Description)
An array of request-related HATEOAS links. |

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{"name": "string",\ \ "message": "string",\ \ "debug_id": "string",\ \ "information_link": "string",\ \ "details": [{"field": "string",\ \ "value": "string",\ \ "location": "body",\ \ "issue": "string",\ \ "description": "string",\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ]\ \ }\ \ ],\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ]\ \ }
\

schema/error_v5 Error\


The error details.

| | |
| --- | --- |
| name
required | string
The human-readable, unique name of the error. |
| message
required | string
The message that describes the error. |
| debug_id
required | string
The PayPal internal ID. Used for correlation purposes. |
| details | Array of objects (Error Details)
An array of additional details about the error. |
| links | Array of objects (Link Description)
An array of request-related HATEOAS links. |

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{"name": "string",\ \ "message": "string",\ \ "debug_id": "string",\ \ "details": [{"field": "string",\ \ "value": "string",\ \ "location": "body",\ \ "issue": "string",\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "description": "string"\ \ }\ \ ],\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ]\ \ }
\

schema/error_details Error Details\


The error details. Required for client-side 4XX errors.

| | |
| --- | --- |
| field | string
The field that caused the error. If this field is in the body, set this value to the field's JSON pointer value. Required for client-side errors. |
| value | string
The value of the field that caused the error. |
| location | string
Default:"body"
The location of the field that caused the error. Value is body, path, or query. |
| issue
required | string
The unique, fine-grained application-level error code. |
| description | string
The human-readable description for an issue. The description can change over the lifetime of an API, so clients must not depend on this value. |
| links | Array of objects (Link Description) [ 1 .. 4 ] items
An array of request-related HATEOAS links that are either relevant to the issue by providing additional information or offering potential resolutions. |

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{"field": "string",\ \ "value": "string",\ \ "location": "body",\ \ "issue": "string",\ \ "description": "string",\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ]\ \ }
\

schema/error_details_v5 Error Details\


The error details. Required for client-side 4XX errors.

| | |
| --- | --- |
| field | string
The field that caused the error. If this field is in the body, set this value to the field's JSON pointer value. Required for client-side errors. |
| value | string
The value of the field that caused the error. |
| location | string
Default:"body"
The location of the field that caused the error. Value is body, path, or query. |
| issue
required | string
The unique, fine-grained application-level error code. |
| links | Array of objects (Link Description) [ 1 .. 4 ] items
An array of request-related HATEOAS links that are either relevant to the issue by providing additional information or offering potential resolutions. |
| description | string
The human-readable description for an issue. The description can change over the lifetime of an API, so clients must not depend on this value. |

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{"field": "string",\ \ "value": "string",\ \ "location": "body",\ \ "issue": "string",\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "description": "string"\ \ }
\

schema/estimate Estimate\


Estimate information, this contains the information about the estimate like item, amount, billing and shipping information.

| id | string[ 1 .. 30 ] characters^[A-Z0-9_-]+$
The ID of the estimate. |
| status | string[ 1 .. 255 ] characters^[A-Z0-9_]+$

Represents estimate status.

| Enum Value | Description |
| --- | --- |
| DRAFT | Draft estimate. |
| SENT | Estimate sent. |
| CANCELLED | Estimate cancelled. |
| SHARED | Estimate shared. |
| ACCEPTED | Estimate accepted. |
| DELETED | Estimate deleted. |
| INVOICED | Estimate invoiced. |
| EXPIRED | Estimate expired. | |
| detail
required | object (estimate_detail)
The details of the estimate. Includes estimate number, date and audit metadata. |
| invoicer | object (invoicer_info)
The invoicer business information that appears on the invoice. |
| primary_recipients | Array of objects (recipient_info) [ 1 .. 100 ] items
The billing and shipping information. Includes name, email, address, phone and language. |
| additional_recipients | Array of strings<ppaas_common_email_address_v2> (email_address) [ 1 .. 100 ] items
An array of one or more CC: emails to which notifications are sent. If you omit this parameter, a notification is sent to all CC: email addresses that are part of the invoice.
> Note: Valid values are email addresses in the additional_recipients value associated with the invoice. |
| items | Array of objects (item) [ 1 .. 100 ] items
An array of estimate line item information. |
| configuration | object (configuration)
The invoice configuration details. Includes partial payment, tip, and tax calculated after discount. |
| amount | object (amount_summary_detail)
The invoice amount summary of item total, discount, tax total, and shipping. |
| links | Array of objects (Link Description) [ 1 .. 7 ] items
An array of request-related HATEOAS links. |

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{"id": "string",\ \ "status": "DRAFT",\ \ "detail": {"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "estimate_number": "string",\ \ "viewed_by_recipient": true,\ \ "estimate_date": "string",\ \ "estimate_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ },\ \ "expiration_date": "string"\ \ },\ \ "metadata": {"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string",\ \ "cancelled_by": "string",\ \ "last_sent_by": "string",\ \ "recipient_view_url": "http://example.com",\ \ "invoicer_view_url": "http://example.com",\ \ "cancel_time": "string",\ \ "first_sent_time": "string",\ \ "last_sent_time": "string",\ \ "created_by_flow": "MULTIPLE_RECIPIENTS_GROUP"\ \ }\ \ },\ \ "invoicer": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "website": "http://example.com",\ \ "tax_id": "string",\ \ "additional_notes": "string",\ \ "logo_url": "http://example.com",\ \ "email_address": "string"\ \ },\ \ "primary_recipients": [{"billing_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "additional_info": "string",\ \ "email_address": "string",\ \ "language": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }\ \ }\ \ ],\ \ "additional_recipients": ["string"\ \ ],\ \ "items": [{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "quantity": "string",\ \ "unit_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_date": "string",\ \ "discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }\ \ ],\ \ "configuration": {"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "has_conditional_rule": false,\ \ "save_item_for_future": true,\ \ "show_additional_item_fields": false,\ \ "discount_mode_preference": "ONE_TIME",\ \ "theme": {"primary_color": "string"\ \ },\ \ "template_id": "PayPal system template",\ \ "payment_method_overrides": [{"payment_method_type": "PAY_BY_BANK",\ \ "enabled": true,\ \ "rules": [{"rule_type": "EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD",\ \ "rule_value": "string"\ \ }\ \ ]\ \ }\ \ ]\ \ },\ \ "amount": {"currency_code": "str",\ \ "value": "string",\ \ "breakdown": {"item_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "discount": {"invoice_discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_discount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "tax_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping": {"amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ },\ \ "custom": {"label": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }\ \ },\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ]\ \ }
\

schema/estimate_detail estimate_detail\


The details of the estimate. Includes estimate number, date and audit metadata.

| | |
| --- | --- |
| reference | string[ 1 .. 120 ] characters^[\S\s]*$
The reference data. Includes a Purchase Order (PO) number. |
| note | string[ 1 .. 4000 ] characters^[\S\s]*$
A note to the invoice recipient. Also appears on the invoice notification email. |
| terms_and_conditions | string[ 1 .. 4000 ] characters^[\S\s]*$
The general terms of the invoice. Can include return or cancellation policy and other terms and conditions. |
| memo | string[ 1 .. 500 ] characters^[\S\s]*$
A private bookkeeping memo for the user. |
| attachments | Array of objects (File Reference) [ 0 .. 2147483647 ] items
An array of PayPal IDs for the files that are attached to an invoice. |
| currency_code
required | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The three-character ISO-4217 currency code that identifies the currency. |
| estimate_number | string[ 1 .. 127 ] characters^.+$
The invoice number. Default is the number that is auto-incremented number from the last number. |
| viewed_by_recipient | boolean
Represents if the estimate is viewed. |
| estimate_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. |
| estimate_term | object (estimate_payment_term)
The payment term of the invoice. Payment can be due upon receipt, a specified date, or in a set number of days. |
| metadata | object (metadata)
The audit metadata. Captures all invoicing actions on create, send, update, and cancel. |

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{"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "estimate_number": "string",\ \ "viewed_by_recipient": true,\ \ "estimate_date": "string",\ \ "estimate_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ },\ \ "expiration_date": "string"\ \ },\ \ "metadata": {"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string",\ \ "cancelled_by": "string",\ \ "last_sent_by": "string",\ \ "recipient_view_url": "http://example.com",\ \ "invoicer_view_url": "http://example.com",\ \ "cancel_time": "string",\ \ "first_sent_time": "string",\ \ "last_sent_time": "string",\ \ "created_by_flow": "MULTIPLE_RECIPIENTS_GROUP"\ \ }\ \ }
\

schema/estimate_free_text_search_fields estimate_free_text_search_fields\


Supported estimate free text search fields.

string (estimate_free_text_search_fields) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Supported estimate free text search fields.

| Enum Value | Description |
| --- | --- |
| ESTIMATE_NUMBER | Estimate number. |
| NOTES | Notes associated with the invoice. |
| MERCHANT_MEMO | Merchant memo related to the invoice. |
| PAYER_REFERENCE_INFO | Payer's reference information. |
| BILLING_EMAIL | Email address associated with billing. |
| BILLING_NAME | Name associated with billing. |
| BILLING_BUSINESS_NAME | Business name associated with billing. |
| BILLING_PHONE_NUMBER | Phone number associated with billing. |
| SHIPPING_EMAIL | Email address associated with shipping. |
| SHIPPING_NAME | Name associated with shipping. |
| SHIPPING_BUSINESS_NAME | Business name associated with shipping. |
| SHIPPING_PHONE_NUMBER | Phone number associated with shipping. |
| ITEM_NAME | Name of the invoice item. |
| ITEM_TAX_NAME | Tax name associated with the invoice item. |
| ITEM_DISCOUNT_NAME | Discount name associated with the invoice item. |
| ESTIMATE_DISCOUNT_NAME | Discount name associated with the estimate. |
| ALL | Search in all available search fields. |

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"ESTIMATE_NUMBER"
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schema/estimate_payment_term estimate_payment_term\


The payment term of the invoice. Payment can be due upon receipt, a specified date, or in a set number of days.

| term_type | string (payment_term_type) [ 0 .. 255 ] characters^[\S\s]*$

The payment term. Payment can be due upon receipt, a specified date, or in a set number of days.

| Enum Value | Description |
| --- | --- |
| DUE_ON_RECEIPT | The payment for the invoice is due upon receipt of the invoice. |
| DUE_ON_DATE_SPECIFIED | The payment for the invoice is due on the date specified in the invoice. |
| NET_10 | The payment for the invoice is due in 10 days. |
| NET_15 | The payment for the invoice is due in 15 days. |
| NET_30 | The payment for the invoice is due in 30 days. |
| NET_45 | The payment for the invoice is due in 45 days. |
| NET_60 | The payment for the invoice is due in 60 days. |
| NET_90 | The payment for the invoice is due in 90 days. |
| NO_DUE_DATE | The invoice has no payment due date. | |
| conditional_rules | object (payment_term_conditional_rules)
The conditional rules associated with the payment term of the invoice. Includes early payment discount, late payment surcharge, and auto cancellation details. |
| expiration_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. |

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{"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ },\ \ "expiration_date": "string"\ \ }
\

schema/estimate_status estimate_status\


Supported estimate status.

string (estimate_status) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Supported estimate status.

| Enum Value | Description |
| --- | --- |
| DRAFT | Draft estimate. |
| SENT | Estimate sent. |
| CANCELLED | Estimate cancelled. |
| SHARED | Estimate shared. |
| ACCEPTED | Estimate accepted. |
| INVOICED | Estimate invoiced. |
| EXPIRED | Estimate expired. |

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"DRAFT"
\

schema/estimate_suggestion_fields estimate_suggestion_fields\


Supported estimate suggestion fields.

string (estimate_suggestion_fields) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Supported estimate suggestion fields.

| Enum Value | Description |
| --- | --- |
| ESTIMATE_NUMBER | Number associated with it. |
| NOTES | Notes associated with the estimate. |
| MERCHANT_MEMO | Merchant memo related to the estimate. |
| PAYER_REFERENCE_INFO | Payer's reference information. |
| BILLING_EMAIL | Email address associated with billing. |
| BILLING_NAME | Name associated with billing. |
| BILLING_BUSINESS_NAME | Business name associated with billing. |
| BILLING_PHONE_NUMBER | Phone number associated with billing. |
| SHIPPING_EMAIL | Email address associated with shipping. |
| SHIPPING_NAME | Name associated with shipping. |
| SHIPPING_BUSINESS_NAME | Business name associated with shipping. |
| SHIPPING_PHONE_NUMBER | Phone number associated with shipping. |
| ITEM_NAME | Name of the estimate item. |
| ALL | This is used to search in all available search fields. |

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"ESTIMATE_NUMBER"
\

schema/estimate_suggestion estimates\


Suggestion object contains the specified text and the field associated with it.

| suggested_text | string[ 3 .. 800 ] characters^(?!\s*$).+
Represents the text which has been provided in request. |
| fields | Array of strings (estimate_suggestion_fields) [ 1 .. 14 ] itemsunique

An array of matched estimate fields.

| ItemsEnum Value | Description |
| --- | --- |
| ESTIMATE_NUMBER | Number associated with it. |
| NOTES | Notes associated with the estimate. |
| MERCHANT_MEMO | Merchant memo related to the estimate. |
| PAYER_REFERENCE_INFO | Payer's reference information. |
| BILLING_EMAIL | Email address associated with billing. |
| BILLING_NAME | Name associated with billing. |
| BILLING_BUSINESS_NAME | Business name associated with billing. |
| BILLING_PHONE_NUMBER | Phone number associated with billing. |
| SHIPPING_EMAIL | Email address associated with shipping. |
| SHIPPING_NAME | Name associated with shipping. |
| SHIPPING_BUSINESS_NAME | Business name associated with shipping. |
| SHIPPING_PHONE_NUMBER | Phone number associated with shipping. |
| ITEM_NAME | Name of the estimate item. |
| ALL | This is used to search in all available search fields. | |

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{"suggested_text": "string",\ \ "fields": ["ESTIMATE_NUMBER"\ \ ]\ \ }
\

schema/feature Feature Object\


Represents a feature associated with the invoicing product.

| code | string[ 1 .. 255 ] characters^[A-Z0-9_]+$
The feature code. |
| subscription_id | string= 39 characters^SI-[0-9a-zA-Z]{4}-[0-9a-zA-Z]{4}-[0-9a-zA-Z]...Show pattern
Unique identifier for the subscription associated with this feature. |
| status | string (The status of the feature.) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Indicates the status of the feature. If this feature is a paywall feature, it reflects the status of the associated subscription.

| Enum Value | Description |
| --- | --- |
| ACTIVE | Represents the feature is active. |
| CANCELLED | Represents the feature is cancelled. |
| PENDING_CANCELLATION | Represents the feature is in pending cancelled state. |
| PENDING_ACTIVATION | Represents the feature is in pending activation state. |
| SUSPENDED | Represents the feature is suspended. |
| REVOKED | Represents the feature has been revoked. |
| APPROVED | Represents the feature has been approved. |
| IN_REVIEW | Represents the feature is currently under review. |
| NEED_DATA | Represents the feature requires additional data. |
| DENY | Represents the feature has been denied. |
| INACTIVE | Represents the feature is inactive. |
| PENDING | Represents the feature is in a pending state. | |
| type | string (The type of the feature.) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Indicates the type of the feature.

| Enum Value | Description |
| --- | --- |
| PAID | Represents the feature is a paid feature. |
| FREE | Represents the feature is a free feature. | |

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{"code": "string",\ \ "subscription_id": "stringstringstringstringstringstringstr",\ \ "status": "ACTIVE",\ \ "type": "PAID"\ \ }
\

schema/classifiers Feedback Classifiers\


Allows a client to tag requests for future retrieval.

| | |
| --- | --- |
| tags | Array of strings[ 1 .. 10 ] items
A set of simple tags. |
| pairs
required | object (A set of regular JSON style properties and values.)
A set of regular JSON style properties and values. |

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{"tags": ["string"\ \ ],\ \ "pairs": {"property1": "string",\ \ "property2": "string"\ \ }\ \ }
\

schema/feedback_data feedback_data\


The details about the feedback.

| feedback_id | string[ 30 .. 45 ] characters^[0-9a-zA-Z]{4}-[0-9a-zA-Z]{4}-[0-9a-zA-Z]{4}...Show pattern
The feedback identifier. |
| reaction
required | string (reaction) [ 1 .. 255 ] characters^[A-Z0-9_]+$

This indicates the Customer's reaction, which can be a like or dislike.

| Enum Value | Description |
| --- | --- |
| LIKE | Customer likes the seller/goods/service. |
| DISLIKE | Customer dislikes the seller/goods/service. | |
| text | string[ 1 .. 250 ] characters^[\S\s]*$
Detailed feedback from the customer. The pattern is not provided because this property supports Unicode. |

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{"feedback_id": "stringstringstringstringstring",\ \ "reaction": "LIKE",\ \ "text": "string"\ \ }
\

schema/feedback_visibility_updates feedback_visibility_updates\


Updates the visibility of customer feedback comments, allowing merchants to hide or show specific comments.

| | |
| --- | --- |
| feedback_id
required | string[ 30 .. 45 ] characters^[0-9a-zA-Z]{4}-[0-9a-zA-Z]{4}-[0-9a-zA-Z]{8}...Show pattern
The feedback identifier. |
| is_hidden
required | boolean
Default:false
Indicates whether the feedback is hidden to the merchant. If true, the feedback is hidden. If false, the feedback is visible. |

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{"feedback_id": "stringstringstringstringstring",\ \ "is_hidden": false\ \ }
\

schema/feedback_stat Feedbacks Stat\


Aggregated feedback associated with an merchant basded on the type.

| metric | string (metric) [ 1 .. 255 ] characters^[A-Z0-9_]+$

This indicates the metrics of the each dimensions we are aggregating.

| Enum Value | Description |
| --- | --- |
| LIKES_COUNT | Total number of likes for the given time period. |
| DISLIKES_COUNT | Total number of dislikes for the given time period. |
| TOTAL_FEEDBACK_COUNT | Total number of feedbacks for the given time period. |
| INVOICES_RATED_PERCENT | Percentage of invoice rated out of sent for the given time period. | |
| value | string[ 1 .. 10 ] characters(\d+%?|\d+\.\d+%?)
Value of the metric it could be a number or a number with percentage as well. |
| change | string[ 1 .. 10 ] characters([+-]\d+(\.\d+)?%)
Value of the metric it could be a positive or a negative number with percentage as well. |

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{"metric": "LIKES_COUNT",\ \ "value": "string",\ \ "change": "string"\ \ }
\

schema/fetchtype fetchtype\


Is the fetch type invoice number or id.

| | |
| --- | --- |
| fetch_id | boolean
Default:"false"
Optional to decide the number or ID. |

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{"fetch_id": "false"\ \ }
\

schema/file_reference File Reference\


The file reference. Can be a file in PayPal MediaServ, PayPal DMS, or other custom store.

| | |
| --- | --- |
| id | string[ 1 .. 255 ] characters
The ID of the referenced file. |
| reference_url | string<uri>[ 1 .. 2000 ] characters
The reference URL for the file. |
| content_type | string
The Internet Assigned Numbers Authority (IANA) media type of the file. |
| size | string^[0-9]+$
The size of the file, in bytes. |
| create_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |

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{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }
\

schema/records Get Record Count\


This object contains a total record count and array of start date, end date and record count of records created between those dates.

| | |
| --- | --- |
| record_count | integer[ 0 .. 2147483647 ]
Total number of records for the merchant based on the filter. |
| start_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |
| end_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |

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{"record_count": 1250,\ \ "start_time": "string",\ \ "end_time": "string"\ \ }
\

schema/stored_discounts-id.json id\


A unique id used to reference the stored discount.

string (id) [ 1 .. 22 ] characters^DISC-[A-Z0-9]+$

A unique id used to reference the stored discount.

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"string"
\

schema/id id\


A unique id used to reference the batch task.

string (id) = 40 characters^(BAT-)1[0-9A-Z]{3}-[0-9A-Z]{4}-[0-9A-Z]{8}-...Show pattern

A unique id used to reference the batch task.

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"stringstringstringstringstringstringstri"
\

[schema/invoice invoice\


The invoice details which includes all information of the invoice like items, billing information.

| id | string[ 0 .. 30 ] characters^[\s\S]*$
The ID of the invoice. |
| parent_id | string[ 0 .. 30 ] characters^[\s\S]*$
The parent ID to an invoice that defines the group invoice to which the invoice is related. |
| primary_recipients | Array of objects (recipient_info) [ 0 .. 100 ] items
The billing and shipping information. Includes name, email, address, phone and language. |
| additional_recipients | Array of strings<ppaas_common_email_address_v2> (email_address) [ 0 .. 100 ] items
An array of one or more CC: emails to which notifications are sent. If you omit this parameter, a notification is sent to all CC: email addresses that are part of the invoice.
> Note: Valid values are email addresses in the additional_recipients value associated with the invoice. |
| items | Array of objects (item) [ 0 .. 100 ] items
An array of invoice line item information. |
| links | Array of objects (Link Description) [ 0 .. 2147483647 ] items
An array of request-related HATEOAS links. |
| status | string (invoice_status) [ 0 .. 255 ] characters^[\s\S]*$

The status of the invoice.

| Enum Value | Description |
| --- | --- |
| DRAFT | The invoice is in draft state. It is not yet sent to the payer. |
| SENT | The invoice has been sent to the payer. The payment is awaited from the payer. |
| SCHEDULED | The invoice is scheduled on a future date. It is not yet sent to the payer. |
| PAID | The payer has paid for the invoice. |
| MARKED_AS_PAID | The invoice is marked as paid by the invoicer. |
| CANCELLED | The invoice has been cancelled by the invoicer. |
| REFUNDED | The invoice has been refunded by the invoicer. |
| PARTIALLY_PAID | The payer has partially paid for the invoice. |
| PARTIALLY_REFUNDED | The invoice has been partially refunded by the invoicer. |
| MARKED_AS_REFUNDED | The invoice is marked as refunded by the invoicer. |
| UNPAID | The invoicer is yet to receive the payment from the payer for the invoice. |
| PAYMENT_PENDING | The invoicer is yet to receive the payment for the invoice. It is under pending review. |
| AUTO_CANCELLED | The invoice was automatically cancelled because the payment was not received within the specified timeframe. |
| PAID_EXTERNAL | The invoice has been paid through an external system or method outside of the standard PayPal payment flow. This status is set manually, indicating payment was received through other means. |
| REFUNDED_EXTERNAL | The invoice has been refunded through an external system or method. This status indicates a refund was issued outside of the standard PayPal payment flow. |
| SHARED | The invoice has been shared with the payer, typically via a link or other method. This status is used to track when an invoice has been distributed but not necessarily sent via PayPal. | |
| detail
required | object (invoice_detail)
The details of the invoice. Includes invoice number, date, payment terms, and audit metadata. |
| invoicer | object (invoicer_info)
The invoicer business information that appears on the invoice. |
| configuration | object (configuration)
The invoice configuration details. Includes partial payment, tip, and tax calculated after discount. |
| amount | object (amount_summary_detail)
The invoice amount summary of item total, discount, tax total, and shipping. |
| settings | object (invoice_settings)
The settings for the invoice. |
| due_amount | object (Money)
The due amount, which is the balance amount outstanding after payments. |
| gratuity | object (Money)
The amount paid by the payer as gratuity to the invoicer. |
| payments | object (payments)
An array of payments registered against the invoice. |
| effective_invoice_total | object (Money)
The effective total amount of the invoice after applying conditional rules. The conditional rules include early payment discount, late payment surcharge, and auto cancellation details. |
| effective_due_amount | object (Money)
The effective due amount of the invoice after applying conditional rules. The conditional rules include early payment discount, late payment surcharge, and auto cancellation details. |
| refunds | object (refunds)
The invoicing refund details. Includes the refund type, date, amount, and method. |

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{"id": "string",\ \ "parent_id": "string",\ \ "primary_recipients": [{"billing_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "additional_info": "string",\ \ "email_address": "string",\ \ "language": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }\ \ }\ \ ],\ \ "additional_recipients": ["string"\ \ ],\ \ "items": [{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "quantity": "string",\ \ "unit_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_date": "string",\ \ "discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }\ \ ],\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "status": "DRAFT",\ \ "detail": {"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "tip_presets": [{"percent": "19.99"\ \ }\ \ ],\ \ "order_details": "string",\ \ "project_details": "string",\ \ "service_details": "string",\ \ "payment_terms": "string",\ \ "return_policy": "string",\ \ "cancellation_policy": "string",\ \ "service_agreement": "string",\ \ "invoice_number": "string",\ \ "invoice_date": "string",\ \ "payment_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ },\ \ "due_date": "string"\ \ },\ \ "metadata": {"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string",\ \ "cancelled_by": "string",\ \ "last_sent_by": "string",\ \ "recipient_view_url": "http://example.com",\ \ "invoicer_view_url": "http://example.com",\ \ "cancel_time": "string",\ \ "first_sent_time": "string",\ \ "last_sent_time": "string",\ \ "created_by_flow": "MULTIPLE_RECIPIENTS_GROUP"\ \ }\ \ },\ \ "invoicer": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "website": "http://example.com",\ \ "tax_id": "string",\ \ "additional_notes": "string",\ \ "logo_url": "http://example.com",\ \ "email_address": "string"\ \ },\ \ "configuration": {"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "has_conditional_rule": false,\ \ "save_item_for_future": true,\ \ "show_additional_item_fields": false,\ \ "discount_mode_preference": "ONE_TIME",\ \ "theme": {"primary_color": "string"\ \ },\ \ "template_id": "PayPal system template",\ \ "payment_method_overrides": [{"payment_method_type": "PAY_BY_BANK",\ \ "enabled": true,\ \ "rules": [{"rule_type": "EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD",\ \ "rule_value": "string"\ \ }\ \ ]\ \ }\ \ ]\ \ },\ \ "amount": {"currency_code": "str",\ \ "value": "string",\ \ "breakdown": {"item_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "discount": {"invoice_discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_discount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "tax_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping": {"amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ },\ \ "custom": {"label": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }\ \ },\ \ "settings": {"invoice_item_settings": [{"field_name": "ITEM_DESCRIPTION",\ \ "display_preference": {"hidden": true\ \ }\ \ }\ \ ],\ \ "invoice_additional_settings": [{"field_name": "ATTACHMENT",\ \ "display_preference": {"hidden": true\ \ }\ \ }\ \ ],\ \ "invoice_policy_and_agreement_settings": [{"field_name": "CANCELLATION_POLICY",\ \ "display_preference": {"hidden": true\ \ }\ \ }\ \ ],\ \ "invoice_details_settings": [{"field_name": "ORDER_DETAILS",\ \ "display_preference": {"hidden": true\ \ }\ \ }\ \ ]\ \ },\ \ "due_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "gratuity": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "payments": {"transactions": [{"payment_id": "string",\ \ "note": "string",\ \ "type": "PAYPAL",\ \ "payment_date": "string",\ \ "payment_date_time": "string",\ \ "method": "BANK_TRANSFER",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }\ \ }\ \ ],\ \ "paid_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "effective_invoice_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "effective_due_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "refunds": {"transactions": [{"refund_id": "string",\ \ "type": "PAYPAL",\ \ "refund_date": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "method": "BANK_TRANSFER"\ \ }\ \ ],\ \ "refund_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }
\

schema/search_invoice Invoice\


The invoice details which includes all information of the invoice like items, billing information.

| id | string[ 1 .. 30 ] characters^[\s\S]*$
The ID of the invoice. |
| parent_id | string[ 1 .. 30 ] characters^[\s\S]*$
The parent ID to an invoice that defines the group invoice to which the invoice is related. |
| primary_recipients | Array of objects (recipient_info) [ 1 .. 100 ] items
The billing and shipping information. Includes name, email, address, phone and language. |
| additional_recipients | Array of strings<ppaas_common_email_address_v2> (email_address) [ 1 .. 100 ] items
An array of one or more CC: emails to which notifications are sent. If you omit this parameter, a notification is sent to all CC: email addresses that are part of the invoice.
> Note: Valid values are email addresses in the additional_recipients value associated with the invoice. |
| items | Array of objects (item) [ 1 .. 100 ] items
An array of invoice line item information. |
| links | Array of objects (Link Description) [ 1 .. 2147483647 ] items
An array of request-related HATEOAS links. |
| status | string (invoice_status) [ 0 .. 255 ] characters^[\s\S]*$

The status of the invoice.

| Enum Value | Description |
| --- | --- |
| DRAFT | The invoice is in draft state. It is not yet sent to the payer. |
| SENT | The invoice has been sent to the payer. The payment is awaited from the payer. |
| SCHEDULED | The invoice is scheduled on a future date. It is not yet sent to the payer. |
| PAID | The payer has paid for the invoice. |
| MARKED_AS_PAID | The invoice is marked as paid by the invoicer. |
| CANCELLED | The invoice has been cancelled by the invoicer. |
| REFUNDED | The invoice has been refunded by the invoicer. |
| PARTIALLY_PAID | The payer has partially paid for the invoice. |
| PARTIALLY_REFUNDED | The invoice has been partially refunded by the invoicer. |
| MARKED_AS_REFUNDED | The invoice is marked as refunded by the invoicer. |
| UNPAID | The invoicer is yet to receive the payment from the payer for the invoice. |
| PAYMENT_PENDING | The invoicer is yet to receive the payment for the invoice. It is under pending review. |
| AUTO_CANCELLED | The invoice was automatically cancelled because the payment was not received within the specified timeframe. |
| PAID_EXTERNAL | The invoice has been paid through an external system or method outside of the standard PayPal payment flow. This status is set manually, indicating payment was received through other means. |
| REFUNDED_EXTERNAL | The invoice has been refunded through an external system or method. This status indicates a refund was issued outside of the standard PayPal payment flow. |
| SHARED | The invoice has been shared with the payer, typically via a link or other method. This status is used to track when an invoice has been distributed but not necessarily sent via PayPal. | |
| detail
required | object (invoice_detail)
The details of the invoice. Includes the invoice number, date, payment terms, and audit metadata. |
| invoicer | object (invoicer_info)
The invoicer information. Includes the business name, email, address, phone, fax, tax ID, additional notes, and logo URL. |
| configuration | object (configuration)
The invoice configuration details. Includes partial payment, tip, and tax calculated after discount. |
| amount | object (amount_summary_detail)
The invoice amount summary of item total, discount, tax total and shipping.. |
| due_amount | object (Money)
The due amount, which is the balance amount outstanding after payments. |
| gratuity | object (Money)
The amount paid by the payer as gratuity to the invoicer. |
| payments | object (payments)
List of payments registered against the invoice.. |
| refunds | object (refunds)
List of refunds against this invoice. The invoicing refund details includes refund type, date, amount, and method. |

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{"id": "string",\ \ "parent_id": "string",\ \ "primary_recipients": [{"billing_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "additional_info": "string",\ \ "email_address": "string",\ \ "language": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }\ \ }\ \ ],\ \ "additional_recipients": ["string"\ \ ],\ \ "items": [{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "quantity": "string",\ \ "unit_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_date": "string",\ \ "discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }\ \ ],\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "status": "DRAFT",\ \ "detail": {"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "tip_presets": [{"percent": "19.99"\ \ }\ \ ],\ \ "order_details": "string",\ \ "project_details": "string",\ \ "service_details": "string",\ \ "payment_terms": "string",\ \ "return_policy": "string",\ \ "cancellation_policy": "string",\ \ "service_agreement": "string",\ \ "invoice_number": "string",\ \ "invoice_date": "string",\ \ "payment_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ },\ \ "due_date": "string"\ \ },\ \ "metadata": {"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string",\ \ "cancelled_by": "string",\ \ "last_sent_by": "string",\ \ "recipient_view_url": "http://example.com",\ \ "invoicer_view_url": "http://example.com",\ \ "cancel_time": "string",\ \ "first_sent_time": "string",\ \ "last_sent_time": "string",\ \ "created_by_flow": "MULTIPLE_RECIPIENTS_GROUP"\ \ }\ \ },\ \ "invoicer": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "website": "http://example.com",\ \ "tax_id": "string",\ \ "additional_notes": "string",\ \ "logo_url": "http://example.com",\ \ "email_address": "string"\ \ },\ \ "configuration": {"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "has_conditional_rule": false,\ \ "save_item_for_future": true,\ \ "show_additional_item_fields": false,\ \ "discount_mode_preference": "ONE_TIME",\ \ "theme": {"primary_color": "string"\ \ },\ \ "template_id": "PayPal system template",\ \ "payment_method_overrides": [{"payment_method_type": "PAY_BY_BANK",\ \ "enabled": true,\ \ "rules": [{"rule_type": "EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD",\ \ "rule_value": "string"\ \ }\ \ ]\ \ }\ \ ]\ \ },\ \ "amount": {"currency_code": "str",\ \ "value": "string",\ \ "breakdown": {"item_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "discount": {"invoice_discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_discount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "tax_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping": {"amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ },\ \ "custom": {"label": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }\ \ },\ \ "due_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "gratuity": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "payments": {"transactions": [{"payment_id": "string",\ \ "note": "string",\ \ "type": "PAYPAL",\ \ "payment_date": "string",\ \ "payment_date_time": "string",\ \ "method": "BANK_TRANSFER",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }\ \ }\ \ ],\ \ "paid_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "refunds": {"transactions": [{"refund_id": "string",\ \ "type": "PAYPAL",\ \ "refund_date": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "method": "BANK_TRANSFER"\ \ }\ \ ],\ \ "refund_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }
\

schema/reminder_metadata Invoice auto reminder configuration metadata.\


Invoice auto reminder configuration metadata.

| | |
| --- | --- |
| created_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
Represents the date and time at which this auto reminder configuration was created. |
| updated_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
Represents the date and time at which this auto reminder configuration was last updated. |

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{"created_time": "string",\ \ "updated_time": "string"\ \ }
\

schema/reminder_interval Invoice auto reminder interval\


Defines the time interval used to determine when a reminder is sent relative to the invoice due date. The interval consists of a unit (for example, DAY) and a numeric value that specifies how many units before or after the due date the reminder is triggered.

| unit
required | string (reminder_interval_unit) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Defines the recurrence unit of time for sending automatic reminders.

| Value | Description |
| --- | --- |
| DAY | Reminders are sent daily. | |
| value
required | integer[ 1 .. 7 ]
The number of time units before or after the invoice due date when the reminder is sent. Minimum value is 1 and maximum value is 7. |

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{"unit": "DAY",\ \ "value": 1\ \ }
\

schema/invoice_connection_details Invoice Connection Details\


Returns invoice connection status with timestamp per invoice.

| | |
| --- | --- |
| id | string[ 1 .. 64 ] characters^[A-Za-z0-9\-]+$
The ID of the invoice. This property supports Unicode. |
| connection_status | Array of objects (Connections) [ 1 .. 1000 ] items
An array of connection-level details. |

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{"id": "string",\ \ "connection_status": [{"connections": [{"platform_name": "string",\ \ "last_sync_status": "IN_PROGRESS",\ \ "last_sync_time": "string"\ \ }\ \ ]\ \ }\ \ ]\ \ }
\

schema/invoice_number Invoice Number\


The invoice number.

| | |
| --- | --- |
| invoice_number | string[ 1 .. 25 ] characters^[\S\s]*$
The invoice number. If you omit this value, the default is the auto-incremented number from the last number. |
| invoice_id | string[ 1 .. 24 ] characters^(INV2-)[A-Z0-9\-]{19}$
Resource Id. |

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{"invoice_number": "string",\ \ "invoice_id": "string"\ \ }
\

schema/invoice_additional_setting invoice_additional_setting\


The invoice additional setting.

| field_name | string (invoice_additional_settings_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field names for additional sections in the invoice.

| Enum Value | Description |
| --- | --- |
| ATTACHMENT | The file attachments added to the invoice. |
| MEMO | The internal memo in the invoice that is visible only to the invoicer. |
| REFERENCE | The reference number in the invoice for tracking or correlation. | |
| display_preference | object (display_preference)
The display preference of the field. |

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{"field_name": "ATTACHMENT",\ \ "display_preference": {"hidden": true\ \ }\ \ }
\

schema/invoice_additional_settings_field invoice_additional_settings_field\


The field names for additional sections in the invoice.

string (invoice_additional_settings_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field names for additional sections in the invoice.

| Enum Value | Description |
| --- | --- |
| ATTACHMENT | The file attachments added to the invoice. |
| MEMO | The internal memo in the invoice that is visible only to the invoicer. |
| REFERENCE | The reference number in the invoice for tracking or correlation. |

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"ATTACHMENT"
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schema/invoice_auto_reminder_config_setup invoice_auto_reminder_config_setup\


Request body for initializing invoice auto reminder configuration. The request may include up to two reminder configurations (BEFORE_DUE and AFTER_DUE), which will be applied to all invoices created by the merchant. If only one reminder type is provided, the missing reminder type will be created using the default configuration in INACTIVE state. If the request body is empty, both reminder types will be created using the default configuration in INACTIVE state. Reminder configurations created using the provided payload are set to ACTIVE state.

| | |
| --- | --- |
| configurations | Array of objects (invoice_reminder_configuration) [ 1 .. 2 ] items
An array of invoice auto reminder configurations. The array can contain a maximum of two configurations, one for BEFORE_DUE reminder type and one for AFTER_DUE reminder type. |

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{"configurations": [{"id": "stringstringstringst",\ \ "type": "BEFORE_DUE",\ \ "status": "ACTIVE",\ \ "interval": {"unit": "DAY",\ \ "value": 1\ \ },\ \ "repetition": 1,\ \ "notification": {"send_to_invoicer": false\ \ },\ \ "metadata": {"created_time": "string",\ \ "updated_time": "string"\ \ },\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ]\ \ }\ \ ]\ \ }
\

schema/invoice_creation_flow invoice_creation_flow\


The frequency at which the invoice is sent:
\

  • Multiple recipient. Sent to multiple recipients.\
  • Batch. Sent in a batch.\
  • Regular single. Sent one time to a single recipient.

    string (invoice_creation_flow) [ 0 .. 255 ] characters^[\s\S]*$

    The frequency at which the invoice is sent:
    \
  • Multiple recipient. Sent to multiple recipients.\
  • Batch. Sent in a batch.\
  • Regular single. Sent one time to a single recipient.

    | Enum Value | Description |
    | --- | --- |
    | MULTIPLE_RECIPIENTS_GROUP | The invoice sent to multiple recipients. |
    | BATCH | The invoice sent as a batch. |
    | REGULAR_SINGLE | The regular invoice sent to single recipient. |

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    "MULTIPLE_RECIPIENTS_GROUP"
    \

schema/invoice_detail invoice_detail\


The details of the invoice. Includes invoice number, date, payment terms, and audit metadata.

| | |
| --- | --- |
| reference | string[ 1 .. 120 ] characters^[\S\s]*$
The reference data. Includes a Purchase Order (PO) number. |
| note | string[ 1 .. 4000 ] characters^[\S\s]*$
A note to the invoice recipient. Also appears on the invoice notification email. |
| terms_and_conditions | string[ 1 .. 4000 ] characters^[\S\s]*$
The general terms of the invoice. Can include return or cancellation policy and other terms and conditions. |
| memo | string[ 1 .. 500 ] characters^[\S\s]*$
A private bookkeeping memo for the user. |
| attachments | Array of objects (File Reference) [ 0 .. 2147483647 ] items
An array of PayPal IDs for the files that are attached to an invoice. |
| currency_code
required | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The three-character ISO-4217 currency code that identifies the currency. |
| tip_presets | Array of objects (tip_preset) [ 1 .. 3 ] items
Specifies the predefined tip options configured by the invoicer. These preset values are shown to customers at checkout as suggested tipping amounts, in addition to the option to enter a custom tip. |
| order_details | string[ 1 .. 2500 ] characters^[\S\s]*$
Order details information. |
| project_details | string[ 1 .. 2500 ] characters^[\S\s]*$
Project details information. |
| service_details | string[ 1 .. 2500 ] characters^[\S\s]*$
Service details information. |
| payment_terms | string[ 1 .. 2500 ] characters^[\S\s]*$
Payment terms information. |
| return_policy | string[ 1 .. 2500 ] characters^[\S\s]*$
Return policy information. |
| cancellation_policy | string[ 1 .. 2500 ] characters^[\S\s]*$
Cancellation policy information. |
| service_agreement | string[ 1 .. 2500 ] characters^[\S\s]*$
Service agreement information. |
| invoice_number | string<= 25 characters
The invoice number. Default is the number that is auto-incremented number from the last number. |
| invoice_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. |
| payment_term | object (invoice_payment_term)
The payment term of the invoice. Payment can be due upon receipt, a specified date, or in a set number of days. |
| metadata | object (metadata)
The audit metadata. Captures all invoicing actions on create, send, update, and cancel. |

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{"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "tip_presets": [{"percent": "19.99"\ \ }\ \ ],\ \ "order_details": "string",\ \ "project_details": "string",\ \ "service_details": "string",\ \ "payment_terms": "string",\ \ "return_policy": "string",\ \ "cancellation_policy": "string",\ \ "service_agreement": "string",\ \ "invoice_number": "string",\ \ "invoice_date": "string",\ \ "payment_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ },\ \ "due_date": "string"\ \ },\ \ "metadata": {"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string",\ \ "cancelled_by": "string",\ \ "last_sent_by": "string",\ \ "recipient_view_url": "http://example.com",\ \ "invoicer_view_url": "http://example.com",\ \ "cancel_time": "string",\ \ "first_sent_time": "string",\ \ "last_sent_time": "string",\ \ "created_by_flow": "MULTIPLE_RECIPIENTS_GROUP"\ \ }\ \ }
\

schema/invoice_details_setting invoice_details_setting\


The invoice details setting.

| field_name | string (invoice_details_settings_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field names for the invoice details.

| Enum Value | Description |
| --- | --- |
| ORDER_DETAILS | Order details information in the invoice. |
| PROJECT_DETAILS | Project details information in the invoice. |
| SERVICE_DETAILS | Service details information in the invoice. | |
| display_preference | object (display_preference)
The display preference of the field. |

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{"field_name": "ORDER_DETAILS",\ \ "display_preference": {"hidden": true\ \ }\ \ }
\

schema/invoice_details_settings_field invoice_details_settings_field\


The field names for the invoice details.

string (invoice_details_settings_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field names for the invoice details.

| Enum Value | Description |
| --- | --- |
| ORDER_DETAILS | Order details information in the invoice. |
| PROJECT_DETAILS | Project details information in the invoice. |
| SERVICE_DETAILS | Service details information in the invoice. |

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"ORDER_DETAILS"
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schema/invoice_free_text_search_fields invoice_free_text_search_fields\


Supported invoice free text search fields.

string (invoice_free_text_search_fields) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Supported invoice free text search fields.

| Enum Value | Description |
| --- | --- |
| INVOICE_NUMBER | Invoice number. |
| NOTES | Notes associated with the invoice. |
| MERCHANT_MEMO | Merchant memo related to the invoice. |
| PAYER_REFERENCE_INFO | Payer's reference information. |
| BILLING_EMAIL | Email address associated with billing. |
| BILLING_NAME | Name associated with billing. |
| BILLING_BUSINESS_NAME | Business name associated with billing. |
| BILLING_PHONE_NUMBER | Phone number associated with billing. |
| SHIPPING_EMAIL | Email address associated with shipping. |
| SHIPPING_NAME | Name associated with shipping. |
| SHIPPING_BUSINESS_NAME | Business name associated with shipping. |
| SHIPPING_PHONE_NUMBER | Phone number associated with shipping. |
| ITEM_NAME | Name of the invoice item. |
| ITEM_TAX_NAME | Tax name associated with the invoice item. |
| ITEM_DISCOUNT_NAME | Discount name associated with the invoice item. |
| TRANSACTION_ID | Transaction ID associated with the invoice payment. |
| GROUP_ID | Group ID associated with the invoice. |
| INVOICE_DISCOUNT_NAME | Discount name associated with the invoice. |
| ALL | Search in all available search fields (except GROUP_ID). |

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"INVOICE_NUMBER"
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schema/invoice_item_field invoice_item_field\


The field name for the invoice item.

string (invoice_item_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field name for the invoice item.

| Enum Value | Description |
| --- | --- |
| ITEM_DESCRIPTION | The description of the item. |
| ITEM_DATE | The date of the item. |
| ITEM_TAX | The tax of the item. |
| ITEM_DISCOUNT | The discount of the item. |

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"ITEM_DESCRIPTION"
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schema/invoice_item_setting invoice_item_setting\


The invoice item setting.

| field_name | string (invoice_item_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field name for the invoice item.

| Enum Value | Description |
| --- | --- |
| ITEM_DESCRIPTION | The description of the item. |
| ITEM_DATE | The date of the item. |
| ITEM_TAX | The tax of the item. |
| ITEM_DISCOUNT | The discount of the item. | |
| display_preference | object (display_preference)
The display preference of the field. |

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{"field_name": "ITEM_DESCRIPTION",\ \ "display_preference": {"hidden": true\ \ }\ \ }
\

schema/invoice_payment_term invoice_payment_term\


The payment term of the invoice. Payment can be due upon receipt, a specified date, or in a set number of days.

| term_type | string (payment_term_type) [ 0 .. 255 ] characters^[\S\s]*$

The payment term. Payment can be due upon receipt, a specified date, or in a set number of days.

| Enum Value | Description |
| --- | --- |
| DUE_ON_RECEIPT | The payment for the invoice is due upon receipt of the invoice. |
| DUE_ON_DATE_SPECIFIED | The payment for the invoice is due on the date specified in the invoice. |
| NET_10 | The payment for the invoice is due in 10 days. |
| NET_15 | The payment for the invoice is due in 15 days. |
| NET_30 | The payment for the invoice is due in 30 days. |
| NET_45 | The payment for the invoice is due in 45 days. |
| NET_60 | The payment for the invoice is due in 60 days. |
| NET_90 | The payment for the invoice is due in 90 days. |
| NO_DUE_DATE | The invoice has no payment due date. | |
| conditional_rules | object (payment_term_conditional_rules)
The conditional rules associated with the payment term of the invoice. Includes early payment discount, late payment surcharge, and auto cancellation details. |
| due_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. |

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{"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ },\ \ "due_date": "string"\ \ }
\

schema/invoice_policy_and_agreement_setting invoice_policy_and_agreement_setting\


The invoice policy and agreement setting.

| field_name | string (invoice_policy_and_agreement_settings_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field names for the policy and agreement details in the invoice.

| Enum Value | Description |
| --- | --- |
| CANCELLATION_POLICY | Cancellation policy information in the invoice. |
| PAYMENT_TERMS | Payment terms information in the invoice. |
| RETURN_POLICY | Return policy information in the invoice. |
| SERVICE_AGREEMENT | Service agreement information in the invoice. |
| TERMS_AND_CONDITIONS | Terms and conditions information in the invoice. | |
| display_preference | object (display_preference)
The display preference of the field. |

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{"field_name": "CANCELLATION_POLICY",\ \ "display_preference": {"hidden": true\ \ }\ \ }
\

schema/invoice_policy_and_agreement_settings_field invoice_policy_and_agreement_settings_field\


The field names for the policy and agreement details in the invoice.

string (invoice_policy_and_agreement_settings_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field names for the policy and agreement details in the invoice.

| Enum Value | Description |
| --- | --- |
| CANCELLATION_POLICY | Cancellation policy information in the invoice. |
| PAYMENT_TERMS | Payment terms information in the invoice. |
| RETURN_POLICY | Return policy information in the invoice. |
| SERVICE_AGREEMENT | Service agreement information in the invoice. |
| TERMS_AND_CONDITIONS | Terms and conditions information in the invoice. |

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"CANCELLATION_POLICY"
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schema/invoice_reminder_configuration invoice_reminder_configuration\


Invoice reminder configuration object to specify the frequency, reminder type and other params related to invoice auto reminder configuration.

| id | string= 20 characters^RC-[A-Z0-9]+$
Represents the auto reminder configuration id. |
| type
required | string (reminder_type) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The type of the auto reminder configuration.

| Enum Value | Description |
| --- | --- |
| BEFORE_DUE | Represents the auto reminder configuration for invoices prior to their due date. |
| AFTER_DUE | Represents the auto reminder configuration for invoices after their due date. | |
| status | string (reminder_status) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The status of the auto reminder configuration.

| Enum Value | Description |
| --- | --- |
| ACTIVE | Specifies the configuration is active. |
| INACTIVE | Specifies the configuration is inactive. | |
| interval
required | object (Invoice auto reminder interval)
Defines the time interval used to determine when a reminder is sent relative to the invoice due date. The interval consists of a unit (for example, DAY) and a numeric value that specifies how many units before or after the due date the reminder is triggered. |
| repetition
required | integer[ 1 .. 7 ]
The repetition at which the auto reminder has to be set. Note: For BEFORE_DUE reminder type, repetition is always one. |
| notification | object (Notification)
The email notification to send to the invoicer or payer on auto reminder configuration. |
| metadata | object (Invoice auto reminder configuration metadata.)
Invoice auto reminder configuration metadata. |
| links | Array of objects (Link Description) [ 1 .. 4 ] items
An array of request-related HATEOAS links. |

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{"id": "stringstringstringst",\ \ "type": "BEFORE_DUE",\ \ "status": "ACTIVE",\ \ "interval": {"unit": "DAY",\ \ "value": 1\ \ },\ \ "repetition": 1,\ \ "notification": {"send_to_invoicer": false\ \ },\ \ "metadata": {"created_time": "string",\ \ "updated_time": "string"\ \ },\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ]\ \ }
\

schema/invoice_reminder_configurations invoice_reminder_configurations\


List of invoice reminder configurations.

| | |
| --- | --- |
| configurations | Array of objects (invoice_reminder_configuration) [ 1 .. 2 ] items
An array of invoice auto reminder configurations. |
| links | Array of objects (Link Description) [ 1 .. 4 ] items
An array of request-related HATEOAS links. |

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{"configurations": [{"id": "stringstringstringst",\ \ "type": "BEFORE_DUE",\ \ "status": "ACTIVE",\ \ "interval": {"unit": "DAY",\ \ "value": 1\ \ },\ \ "repetition": 1,\ \ "notification": {"send_to_invoicer": false\ \ },\ \ "metadata": {"created_time": "string",\ \ "updated_time": "string"\ \ },\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ]\ \ }\ \ ],\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ]\ \ }
\

schema/invoice_settings invoice_settings\


The settings for the invoice.

| | |
| --- | --- |
| invoice_item_settings | Array of objects (invoice_item_setting) [ 1 .. 10 ] items
The settings for the invoice items. |
| invoice_additional_settings | Array of objects (invoice_additional_setting) [ 1 .. 10 ] items
The settings for the invoice additional fields. |
| invoice_policy_and_agreement_settings | Array of objects (invoice_policy_and_agreement_setting) [ 1 .. 10 ] items
The settings for the invoice policy and agreement fields. |
| invoice_details_settings | Array of objects (invoice_details_setting) [ 1 .. 10 ] items
The settings for the invoice details fields. |

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{"invoice_item_settings": [{"field_name": "ITEM_DESCRIPTION",\ \ "display_preference": {"hidden": true\ \ }\ \ }\ \ ],\ \ "invoice_additional_settings": [{"field_name": "ATTACHMENT",\ \ "display_preference": {"hidden": true\ \ }\ \ }\ \ ],\ \ "invoice_policy_and_agreement_settings": [{"field_name": "CANCELLATION_POLICY",\ \ "display_preference": {"hidden": true\ \ }\ \ }\ \ ],\ \ "invoice_details_settings": [{"field_name": "ORDER_DETAILS",\ \ "display_preference": {"hidden": true\ \ }\ \ }\ \ ]\ \ }
\

schema/invoice_status invoice_status\


The status of the invoice.

string (invoice_status) [ 0 .. 255 ] characters^[\s\S]*$

The status of the invoice.

| Enum Value | Description |
| --- | --- |
| DRAFT | The invoice is in draft state. It is not yet sent to the payer. |
| SENT | The invoice has been sent to the payer. The payment is awaited from the payer. |
| SCHEDULED | The invoice is scheduled on a future date. It is not yet sent to the payer. |
| PAID | The payer has paid for the invoice. |
| MARKED_AS_PAID | The invoice is marked as paid by the invoicer. |
| CANCELLED | The invoice has been cancelled by the invoicer. |
| REFUNDED | The invoice has been refunded by the invoicer. |
| PARTIALLY_PAID | The payer has partially paid for the invoice. |
| PARTIALLY_REFUNDED | The invoice has been partially refunded by the invoicer. |
| MARKED_AS_REFUNDED | The invoice is marked as refunded by the invoicer. |
| UNPAID | The invoicer is yet to receive the payment from the payer for the invoice. |
| PAYMENT_PENDING | The invoicer is yet to receive the payment for the invoice. It is under pending review. |
| AUTO_CANCELLED | The invoice was automatically cancelled because the payment was not received within the specified timeframe. |
| PAID_EXTERNAL | The invoice has been paid through an external system or method outside of the standard PayPal payment flow. This status is set manually, indicating payment was received through other means. |
| REFUNDED_EXTERNAL | The invoice has been refunded through an external system or method. This status indicates a refund was issued outside of the standard PayPal payment flow. |
| SHARED | The invoice has been shared with the payer, typically via a link or other method. This status is used to track when an invoice has been distributed but not necessarily sent via PayPal. |

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"DRAFT"
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schema/invoice_statuses_for_aggregation invoice_statuses_for_aggregation\


Status of the invoice enum for aggregation purposes.

string (invoice_statuses_for_aggregation) [ 1 .. 100 ] characters^[A-Z0-9_]+$

Status of the invoice enum for aggregation purposes.

| Enum Value | Description |
| --- | --- |
| OUTSTANDING | Invoices that are sent but not yet paid or only partially paid. |
| PAID | Invoices that have been fully paid. |

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"OUTSTANDING"
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schema/invoice_suggestion_fields invoice_suggestion_fields\


Supported invoice suggestion fields.

string (invoice_suggestion_fields) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Supported invoice suggestion fields.

| Enum Value | Description |
| --- | --- |
| INVOICE_NUMBER | Number associated with it. |
| NOTES | Notes associated with the invoice. |
| MERCHANT_MEMO | Merchant memo related to the invoice. |
| PAYER_REFERENCE_INFO | Payer's reference information. |
| BILLING_EMAIL | Email address associated with billing. |
| BILLING_NAME | Name associated with billing. |
| BILLING_BUSINESS_NAME | Business name associated with billing. |
| BILLING_PHONE_NUMBER | Phone number associated with billing. |
| SHIPPING_EMAIL | Email address associated with shipping. |
| SHIPPING_NAME | Name associated with shipping. |
| SHIPPING_BUSINESS_NAME | Business name associated with shipping. |
| SHIPPING_PHONE_NUMBER | Phone number associated with shipping. |
| ITEM_NAME | Name of the invoice item. |
| TRANSACTION_ID | Transaction ID associated with the invoice payment. |
| ALL | This is used to search in all available search fields. |

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"INVOICE_NUMBER"
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schema/invoicer_info invoicer_info\


The invoicer business information that appears on the invoice.

| | |
| --- | --- |
| business_name | string<= 300 characters
Required. The business name of the party. |
| name | object (Name)
The name of the party. |
| address | object (Portable Postal Address (Medium-Grained))
The portable international postal address. Maps to AddressValidationMetadata and HTML 5.1 Autofilling form controls: the autocomplete attribute. |
| phones | Array of objects (phone_detail)
An array of invoicer's phone numbers. The invoicer can choose to hide the phone number on the invoice. |
| website | string<uri><= 2048 characters
The invoicer's website. |
| tax_id | string<= 100 characters
The invoicer's tax ID. |
| additional_notes | string<= 400 characters
Any additional information. Includes business hours. |
| logo_url | string<uri><= 2000 characters
The full URL to an external logo image. The logo image must not be larger than 250 pixels wide by 90 pixels high. |
| email_address | string (restrictive_email_address) [ 3 .. 254 ] characters^(?!\.)(?:[A-Za-z0-9!#$&'*\/=?^`{|}~_%+-]|\.(...Show pattern
The internationalized email address with more restrictive rules. This version restricts the local-part to a dot-atom as defined in https://www.ietf.org/rfc/rfc5322.txt. It does not allow for a quoted-string or an obs-local-part.
- Allows alphanumeric and RFC-allowed special characters, !#$%&'*+-/=?^_`{|}~
- Ensures that the local part does not start with dot (.), have consecutive dots, or end with dot. Ensures that the domain part does not have consecutive dots.
- Ensures that the local part does not exceed 64 characters.
> Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists. |

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{"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "website": "http://example.com",\ \ "tax_id": "string",\ \ "additional_notes": "string",\ \ "logo_url": "http://example.com",\ \ "email_address": "string"\ \ }
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schema/invoices invoices\


An array of merchant invoices. Includes the total invoices count and HATEOAS links for navigation.

| | |
| --- | --- |
| total_pages | integer[ 0 .. 2147483647 ]
The total number of pages that are available for the search criteria.
> Note: Clients MUST NOT assume that the value of total_pages is constant. The value MAY change from one request to the next |
| total_items | integer[ 0 .. 2147483647 ]
The total number of invoices that match the search criteria.
> Note: Clients MUST NOT assume that the value of total_items is constant. The value MAY change from one request to the next. |
| items | Array of objects (invoice) [ 0 .. 100 ] items
The list of invoices that match the search criteria. |
| links | Array of objects (Link Description) [ 0 .. 2147483647 ] items
An array of request-related HATEOAS links. |

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{"total_pages": 2147483647,\ \ "total_items": 2147483647,\ \ "items": [{"id": "string",\ \ "parent_id": "string",\ \ "primary_recipients": [{"billing_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": null,\ \ "street_name": null,\ \ "street_type": null,\ \ "delivery_service": null,\ \ "building_name": null,\ \ "sub_building": null\ \ }\ \ },\ \ "phones": [{"country_code": null,\ \ "national_number": null,\ \ "extension_number": null,\ \ "phone_type": null\ \ }\ \ ],\ \ "additional_info": "string",\ \ "email_address": "string",\ \ "language": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": null,\ \ "street_name": null,\ \ "street_type": null,\ \ "delivery_service": null,\ \ "building_name": null,\ \ "sub_building": null\ \ }\ \ }\ \ }\ \ }\ \ ],\ \ "additional_recipients": ["string"\ \ ],\ \ "items": [{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "quantity": "string",\ \ "unit_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_date": "string",\ \ "discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }\ \ ],\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "status": "DRAFT",\ \ "detail": {"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "tip_presets": [{"percent": "19.99"\ \ }\ \ ],\ \ "order_details": "string",\ \ "project_details": "string",\ \ "service_details": "string",\ \ "payment_terms": "string",\ \ "return_policy": "string",\ \ "cancellation_policy": "string",\ \ "service_agreement": "string",\ \ "invoice_number": "string",\ \ "invoice_date": "string",\ \ "payment_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": null,\ \ "value": null\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": null,\ \ "value": null\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ },\ \ "due_date": "string"\ \ },\ \ "metadata": {"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string",\ \ "cancelled_by": "string",\ \ "last_sent_by": "string",\ \ "recipient_view_url": "http://example.com",\ \ "invoicer_view_url": "http://example.com",\ \ "cancel_time": "string",\ \ "first_sent_time": "string",\ \ "last_sent_time": "string",\ \ "created_by_flow": "MULTIPLE_RECIPIENTS_GROUP"\ \ }\ \ },\ \ "invoicer": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "website": "http://example.com",\ \ "tax_id": "string",\ \ "additional_notes": "string",\ \ "logo_url": "http://example.com",\ \ "email_address": "string"\ \ },\ \ "configuration": {"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "has_conditional_rule": false,\ \ "save_item_for_future": true,\ \ "show_additional_item_fields": false,\ \ "discount_mode_preference": "ONE_TIME",\ \ "theme": {"primary_color": "string"\ \ },\ \ "template_id": "PayPal system template",\ \ "payment_method_overrides": [{"payment_method_type": "PAY_BY_BANK",\ \ "enabled": true,\ \ "rules": [{"rule_type": null,\ \ "rule_value": null\ \ }\ \ ]\ \ }\ \ ]\ \ },\ \ "amount": {"currency_code": "str",\ \ "value": "string",\ \ "breakdown": {"item_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "discount": {"invoice_discount": {"percent": "string",\ \ "amount": {"currency_code": null,\ \ "value": null\ \ }\ \ },\ \ "item_discount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "tax_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping": {"amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": null,\ \ "value": null\ \ }\ \ }\ \ },\ \ "custom": {"label": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }\ \ },\ \ "settings": {"invoice_item_settings": [{"field_name": "ITEM_DESCRIPTION",\ \ "display_preference": {"hidden": true\ \ }\ \ }\ \ ],\ \ "invoice_additional_settings": [{"field_name": "ATTACHMENT",\ \ "display_preference": {"hidden": true\ \ }\ \ }\ \ ],\ \ "invoice_policy_and_agreement_settings": [{"field_name": "CANCELLATION_POLICY",\ \ "display_preference": {"hidden": true\ \ }\ \ }\ \ ],\ \ "invoice_details_settings": [{"field_name": "ORDER_DETAILS",\ \ "display_preference": {"hidden": true\ \ }\ \ }\ \ ]\ \ },\ \ "due_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "gratuity": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "payments": {"transactions": [{"payment_id": "string",\ \ "note": "string",\ \ "type": "PAYPAL",\ \ "payment_date": "string",\ \ "payment_date_time": "string",\ \ "method": "BANK_TRANSFER",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": null,\ \ "given_name": null,\ \ "surname": null,\ \ "middle_name": null,\ \ "suffix": null,\ \ "alternate_full_name": null,\ \ "full_name": null\ \ },\ \ "address": {"address_line_1": null,\ \ "address_line_2": null,\ \ "address_line_3": null,\ \ "admin_area_4": null,\ \ "admin_area_3": null,\ \ "admin_area_2": null,\ \ "admin_area_1": null,\ \ "postal_code": null,\ \ "country_code": null,\ \ "address_details": { }\ \ }\ \ }\ \ }\ \ ],\ \ "paid_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "effective_invoice_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "effective_due_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "refunds": {"transactions": [{"refund_id": "string",\ \ "type": "PAYPAL",\ \ "refund_date": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "method": "BANK_TRANSFER"\ \ }\ \ ],\ \ "refund_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }\ \ ],\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ]\ \ }
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schema/invoice_suggestion invoices\


Suggestion object contains the specified text and the field associated with it.

| suggested_text | string[ 3 .. 800 ] characters^(?!\s*$).+
Represents the text which has been provided in request. |
| fields | Array of strings (invoice_suggestion_fields) [ 1 .. 14 ] itemsunique

An array of matched invoice fields.

| ItemsEnum Value | Description |
| --- | --- |
| INVOICE_NUMBER | Number associated with it. |
| NOTES | Notes associated with the invoice. |
| MERCHANT_MEMO | Merchant memo related to the invoice. |
| PAYER_REFERENCE_INFO | Payer's reference information. |
| BILLING_EMAIL | Email address associated with billing. |
| BILLING_NAME | Name associated with billing. |
| BILLING_BUSINESS_NAME | Business name associated with billing. |
| BILLING_PHONE_NUMBER | Phone number associated with billing. |
| SHIPPING_EMAIL | Email address associated with shipping. |
| SHIPPING_NAME | Name associated with shipping. |
| SHIPPING_BUSINESS_NAME | Business name associated with shipping. |
| SHIPPING_PHONE_NUMBER | Phone number associated with shipping. |
| ITEM_NAME | Name of the invoice item. |
| TRANSACTION_ID | Transaction ID associated with the invoice payment. |
| ALL | This is used to search in all available search fields. | |

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{"suggested_text": "string",\ \ "fields": ["INVOICE_NUMBER"\ \ ]\ \ }
\

schema/item item\


An array of invoice line item information. The maximum items for an invoice is 100.

| id | string[ 0 .. 22 ] characters^[\S\s]*$
The ID of the invoice line item. |
| name
required | string[ 0 .. 200 ] characters^[\S\s]*$
The item name for the invoice line item. |
| description | string[ 0 .. 1000 ] characters^[\S\s]*$
The item description for the invoice line item. |
| quantity
required | string[ 0 .. 14 ] characters\d+(.\d{1,5})?$
The quantity of the item that the invoicer provides to the payer. Value is from -1000000 to 1000000. Supports up to five decimal places. |
| unit_amount
required | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |
| tax | object (tax)
The tax information. Includes the tax name and tax rate of invoice items. The tax amount is added to the item total. |
| item_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. |
| discount | object (discount)
The discount as a percent or amount at invoice level. The invoice discount amount is subtracted from the item total. |
| unit_of_measure | string (unit_of_measure) [ 0 .. 2147483647 ] characters^[\S\s]*$

The unit of measure for the invoiced item. For AMOUNT the unit_amount and quantity are not shown on the invoice.
\

Note: If your specify different unit_of_measure values for the same invoice, the invoice uses the first value.

| Enum Value | Description |
| --- | --- |
| QUANTITY | The unit of measure is quantity. This invoice template is typically used for physical goods. |
| HOURS | The unit of measure is hours. This invoice template is typically used for services. |
| AMOUNT | The unit of measure is amount. This invoice template is typically used when only amount is required. | |

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{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "quantity": "string",\ \ "unit_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_date": "string",\ \ "discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }
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schema/language language\


The language tag for the language in which to localize the error-related strings, such as messages, issues, and suggested actions. The tag is made up of the ISO 639-2 language code, the optional ISO-15924 script tag, and the ISO-3166 alpha-2 country code or M49 region code.

string<ppaas_common_language_v3> (language) [ 2 .. 10 ] characters^[a-z]{2}(?:-[A-Z][a-z]{3})?(?😦?:[A-Z]{2}|...Show pattern

The [language tag for the language in which to localize the error-related strings, such as messages, issues, and suggested actions. The tag is made up of the ISO 639-2 language code, the optional ISO-15924 script tag, and the ISO-3166 alpha-2 country code or M49 region code.

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"string"
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schema/late_payment_surcharge late_payment_surcharge\


The late payment surcharge for the invoice. If the payer pays after the surcharge effective date, the specified surcharge is applied.

| | |
| --- | --- |
| is_applied | boolean
Indicates whether the particular rule is applied or not. |
| surcharge_effective_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. |
| percent | string<ppaas_common_percentage_v2> (percentage) ^((-?[0-9]+)|(-?([0-9]+)?[.][0-9]+))$
The percentage, as a fixed-point, signed decimal number. For example, define a 19.99% interest rate as 19.99. |
| amount | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |

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{"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }
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schema/layout layout\


Supported invoice layouts.

string (layout) [ 1 .. 155 ] characters^[A-Z0-9_]+$

Supported invoice layouts.

| Enum Value | Description |
| --- | --- |
| CLASSIC | Default classic invoice layout. |
| BRANDED | Customised invoice layout. |

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"CLASSIC"
\


The request-related HATEOAS link information.

| | |
| --- | --- |
| href
required | string
The complete target URL. To make the related call, combine the method with this URI Template-formatted link. For pre-processing, include the $, (, and ) characters. The href is the key HATEOAS component that links a completed call with a subsequent call. |
| rel
required | string
The link relation type, which serves as an ID for a link that unambiguously describes the semantics of the link. See Link Relations. |
| method | string
The HTTP method required to make the related call.
Enum:"GET""POST""PUT""DELETE""HEAD""CONNECT""OPTIONS""PATCH" |

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{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }
\


The request-related HATEOAS link information.

| | |
| --- | --- |
| href
required | string
The complete target URL. To make the related call, combine the method with this URI Template-formatted link. For pre-processing, include the $, (, and ) characters. The href is the key HATEOAS component that links a completed call with a subsequent call. |
| rel
required | string
The link relation type, which serves as an ID for a link that unambiguously describes the semantics of the link. See Link Relations. |
| method | string
The HTTP method required to make the related call.
Enum:"GET""POST""PUT""DELETE""HEAD""CONNECT""OPTIONS""PATCH" |

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{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }
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schema/metadata metadata\


The audit metadata. Captures all invoicing actions on create, send, update, and cancel.

| created_by | string[ 0 .. 2147483647 ] characters^[\S\s]*$
The email address of the account that created the resource. |
| last_updated_by | string[ 0 .. 2147483647 ] characters^[\S\s]*$
The email address of the account that last edited the resource. |
| create_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |
| last_update_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |
| cancelled_by | string
The actor who canceled the resource. |
| last_sent_by | string
The email address of the account that last sent the resource. |
| recipient_view_url | string<uri>
The URL for the invoice payer view hosted on paypal.com. |
| invoicer_view_url | string<uri>
The URL for the invoice merchant view hosted on paypal.com. |
| cancel_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |
| first_sent_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |
| last_sent_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |
| created_by_flow | string (invoice_creation_flow) [ 0 .. 255 ] characters^[\s\S]*$

The flow variation that created this invoice.

| Enum Value | Description |
| --- | --- |
| MULTIPLE_RECIPIENTS_GROUP | The invoice sent to multiple recipients. |
| BATCH | The invoice sent as a batch. |
| REGULAR_SINGLE | The regular invoice sent to single recipient. | |

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{"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string",\ \ "cancelled_by": "string",\ \ "last_sent_by": "string",\ \ "recipient_view_url": "http://example.com",\ \ "invoicer_view_url": "http://example.com",\ \ "cancel_time": "string",\ \ "first_sent_time": "string",\ \ "last_sent_time": "string",\ \ "created_by_flow": "MULTIPLE_RECIPIENTS_GROUP"\ \ }
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schema/metric metric\


This indicates the metrics of the each dimensions we are aggregating.

string (metric) [ 1 .. 255 ] characters^[A-Z0-9_]+$

This indicates the metrics of the each dimensions we are aggregating.

| Enum Value | Description |
| --- | --- |
| LIKES_COUNT | Total number of likes for the given time period. |
| DISLIKES_COUNT | Total number of dislikes for the given time period. |
| TOTAL_FEEDBACK_COUNT | Total number of feedbacks for the given time period. |
| INVOICES_RATED_PERCENT | Percentage of invoice rated out of sent for the given time period. |

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"LIKES_COUNT"
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schema/money Money\


The currency and amount for a financial transaction, such as a balance or payment due.

| | |
| --- | --- |
| currency_code
required | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The three-character ISO-4217 currency code that identifies the currency. |
| value
required | string<= 32 characters^((-?[0-9]+)|(-?([0-9]+)?[.][0-9]+))$
The value, which might be:
- An integer for currencies like JPY that are not typically fractional.
- A decimal fraction for currencies like TND that are subdivided into thousandths.
For the required number of decimal places for a currency code, see Currency Codes. |

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{"currency_code": "str",\ \ "value": "string"\ \ }
\

schema/money_v5 Money\


The currency and amount for a financial transaction, such as a balance or payment due.

| | |
| --- | --- |
| currency_code
required | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The 3-character ISO-4217 currency code that identifies the currency. |
| value
required | string<= 32 characters^((-?[0-9]+)|(-?([0-9]+)?[.][0-9]+))$
The value, which might be:
- An integer for currencies like JPY that are not typically fractional.
- A decimal fraction for currencies like TND that are subdivided into thousandths.
For the required number of decimal places for a currency code, see Currency Codes. |

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{"currency_code": "str",\ \ "value": "string"\ \ }
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schema/name Name\


The name of the party.

| | |
| --- | --- |
| prefix | string<= 140 characters
The prefix, or title, to the party's name. |
| given_name | string<= 140 characters
When the party is a person, the party's given, or first, name. |
| surname | string<= 140 characters
When the party is a person, the party's surname or family name. Also known as the last name. Required when the party is a person. Use also to store multiple surnames including the matronymic, or mother's, surname. |
| middle_name | string<= 140 characters
When the party is a person, the party's middle name. Use also to store multiple middle names including the patronymic, or father's, middle name. |
| suffix | string<= 140 characters
The suffix for the party's name. |
| alternate_full_name | string<= 300 characters
DEPRECATED. The party's alternate name. Can be a business name, nickname, or any other name that cannot be split into first, last name. Required when the party is a business. |
| full_name | string<= 300 characters
When the party is a person, the party's full name. |

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{"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ }
\

schema/notification notification\


The email or SMS notification to send to the invoicer or payer on sending an invoice.

| | |
| --- | --- |
| subject | string[ 0 .. 4000 ] characters^[\S\s]*$
The subject of the email that is sent as a notification to the recipient.
> Note: User-provided values for this field will not be honored and the subject will always be defaulted to a system-defined value. |
| note | string[ 0 .. 4000 ] characters^[\S\s]*$
A note to the payer.
> Note: User-provided values for this field will not be honored and the note will always be defaulted to a system-defined value. |
| send_to_invoicer | boolean
Default:false
Indicates whether to send a copy of the email to the merchant. |
| send_to_recipient | boolean
Default:true
Indicates whether to send a copy of the email to the recipient. |
| additional_recipients | Array of strings<ppaas_common_email_address_v2> (email_address) [ 0 .. 100 ] items
An array of one or more CC: emails to which notifications are sent. If you omit this parameter, a notification is sent to all CC: email addresses that are part of the invoice.
> Note: Valid values are email addresses in the additional_recipients value associated with the invoice. |

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{"subject": "string",\ \ "note": "string",\ \ "send_to_invoicer": false,\ \ "send_to_recipient": true,\ \ "additional_recipients": ["string"\ \ ]\ \ }
\

schema/reminder_notification Notification\


The email notification to send to the invoicer or payer on auto reminder configuration.

| | |
| --- | --- |
| send_to_invoicer | boolean
Default:false
Indicates whether to send a copy of the email to the merchant. |

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{"send_to_invoicer": false\ \ }
\

schema/override_payment_method_detail override_payment_method_detail\


The details about a payment method override configured for the invoice via payment method overrides object.

| payment_method_type | string (override_payment_method_type) [ 1 .. 120 ] characters^[A-Z0-9_]*$

The payment method types that can be configured in the payment method overrides object for invoice payments.
\

Note: To use PAY_BY_BANK, you must first complete the onboarding process. Visit the onboarding page to get started. Once onboarding is complete, you can configure PAY_BY_BANK as a payment method.

| Value | Description |
| --- | --- |
| PAY_BY_BANK | Enables the buyer to pay the invoice directly from their bank account. Available only for US-based merchants and invoices with USD currency. | |
| enabled | boolean
Indicates whether the specified payment method is enabled for the invoice. When set to true, the payment method is available for the buyer to use. When set to false, the payment method is disabled. |
| rules | Array of objects (override_payment_method_rule) [ 1 .. 10 ] items
The list of payment method override rules applied to the invoice via payment method overrides object. Each rule defines a specific restriction or behavior for the payment method, such as making it the exclusive payment option when the invoice total exceeds a system-defined threshold. |

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{"payment_method_type": "PAY_BY_BANK",\ \ "enabled": true,\ \ "rules": [{"rule_type": "EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD",\ \ "rule_value": "string"\ \ }\ \ ]\ \ }
\

schema/override_payment_method_rule override_payment_method_rule\


The details about a payment method override rule applied to the invoice via payment method overrides object.

| rule_type
required | string (override_payment_method_rule_type) [ 1 .. 150 ] characters^[A-Z0-9_]*$

The type of rule that can be applied to a payment method configured via payment method overrides object on an invoice. Each rule controls how a payment method behaves based on the invoice total.
\

System-defined threshold limits by payment method:
\

  1. PAY_BY_BANK - $1000

    | Value | Description |
    | --- | --- |
    | EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD | When the invoice total exceeds the system-defined threshold, this rule restricts the invoice to accept only the specified payment method and disables all other payment methods. This rule is currently compatible only with the PAY_BY_BANK payment method. | |
    | rule_value
    required | string[ 1 .. 100 ] characters^[a-zA-Z0-9\s,.]+$
    The value associated with the payment method override rule. For the EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD rule type, set this to true to enable the rule or false to disable it. |

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    {"rule_type": "EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD",\ \ "rule_value": "string"\ \ }
    \

schema/override_payment_method_rule_type override_payment_method_rule_type\


The type of rule that can be applied to a payment method configured via payment method overrides object on an invoice. Each rule controls how a payment method behaves based on the invoice total.
\

System-defined threshold limits by payment method:
\

  1. PAY_BY_BANK - $1000

    string (override_payment_method_rule_type) [ 1 .. 150 ] characters^[A-Z0-9_]*$

    The type of rule that can be applied to a payment method configured via payment method overrides object on an invoice. Each rule controls how a payment method behaves based on the invoice total.

    System-defined threshold limits by payment method:
    \
  2. PAY_BY_BANK - $1000

    | Value | Description |
    | --- | --- |
    | EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD | When the invoice total exceeds the system-defined threshold, this rule restricts the invoice to accept only the specified payment method and disables all other payment methods. This rule is currently compatible only with the PAY_BY_BANK payment method. |

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    "EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD"
    \

schema/override_payment_method_type override_payment_method_type\


The payment method types that can be configured in the payment method overrides object for invoice payments.
\

Note: To use PAY_BY_BANK, you must first complete the onboarding process. Visit the onboarding page to get started. Once onboarding is complete, you can configure PAY_BY_BANK as a payment method.

string (override_payment_method_type) [ 1 .. 120 ] characters^[A-Z0-9_]*$

The payment method types that can be configured in the payment method overrides object for invoice payments.

Note: To use PAY_BY_BANK, you must first complete the onboarding process. Visit the onboarding page to get started. Once onboarding is complete, you can configure PAY_BY_BANK as a payment method.

| Value | Description |
| --- | --- |
| PAY_BY_BANK | Enables the buyer to pay the invoice directly from their bank account. Available only for US-based merchants and invoices with USD currency. |

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"PAY_BY_BANK"
\

schema/partial_payment partial_payment\


The partial payment details. Includes the minimum amount that the invoicer expects from the payer.

| | |
| --- | --- |
| allow_partial_payment | boolean
Default:false
Indicates whether the invoice allows a partial payment. If false, the invoice must be paid in full. If true, the invoice allows partial payments.
> Note: This feature is not available for users in India, Brazil, or Israel. |
| minimum_amount_due | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |

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{"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }
\

schema/patch Patch\


The JSON patch object to apply partial updates to resources.

| op
required | string

The operation.

| Enum Value | Description |
| --- | --- |
| add | Depending on the target location reference, completes one of these functions:
- The target location is an array index. Inserts a new value into the array at the specified index.
- The target location is an object parameter that does not already exist. Adds a new parameter to the object.
- The target location is an object parameter that does exist. Replaces that parameter's value.
The value parameter defines the value to add. For more information, see 4.1. add. |
| remove | Removes the value at the target location. For the operation to succeed, the target location must exist. For more information, see 4.2. remove. |
| replace | Replaces the value at the target location with a new value. The operation object must contain a value parameter that defines the replacement value. For the operation to succeed, the target location must exist. For more information, see 4.3. replace. |
| move | Removes the value at a specified location and adds it to the target location. The operation object must contain a from parameter, which is a string that contains a JSON pointer value that references the location in the target document from which to move the value. For the operation to succeed, the from location must exist. For more information, see 4.4. move. |
| copy | Copies the value at a specified location to the target location. The operation object must contain a from parameter, which is a string that contains a JSON pointer value that references the location in the target document from which to copy the value. For the operation to succeed, the from location must exist. For more information, see 4.5. copy. |
| test | Tests that a value at the target location is equal to a specified value. The operation object must contain a value parameter that defines the value to compare to the target location's value. For the operation to succeed, the target location must be equal to the value value. For test, equal indicates that the value at the target location and the value that value defines are of the same JSON type. The data type of the value determines how equality is defined:

| Type | Considered equal if both values |
| --- | --- |
| strings | Contain the same number of Unicode characters and their code points are byte-by-byte equal. |
| numbers | Are numerically equal. |
| arrays | Contain the same number of values, and each value is equal to the value at the corresponding position in the other array, by using these type-specific rules. |
| objects | Contain the same number of parameters, and each parameter is equal to a parameter in the other object, by comparing their keys (as strings) and their values (by using these type-specific rules). |
| literals (false, true, and null) | Are the same. The comparison is a logical comparison. For example, whitespace between the parameter values of an array is not significant. Also, ordering of the serialization of object parameters is not significant. |

For more information, see 4.6. test. | |
| path | string
The JSON Pointer to the target document location at which to complete the operation. |
| value | any (Patch Value)
The value to apply. The remove, copy, and move operations do not require a value. Since JSON Patch allows any type for value, the type property is not specified. |
| from | string
The JSON Pointer to the target document location from which to move the value. Required for the move operation. |

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{"op": "add",\ \ "path": "string",\ \ "value": null,\ \ "from": "string"\ \ }
\

schema/payables_summary_item payables_summary_item\


A single summary item representing aggregated payables data for a specific currency-status combination.

| count
required | integer[ 0 .. 2147483647 ]
Total number of invoices matching this currency-status combination. |
| currency
required | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
Three-letter ISO currency code for this summary item. |
| status
required | string (invoice_statuses_for_aggregation) [ 1 .. 100 ] characters^[A-Z0-9_]+$

Invoice status for this summary item.

| Enum Value | Description |
| --- | --- |
| OUTSTANDING | Invoices that are sent but not yet paid or only partially paid. |
| PAID | Invoices that have been fully paid. | |
| total_amount
required | object (Money)
Total monetary amount for invoices in this currency-status combination. |
| change_percentage | string<ppaas_common_percentage_v2> (percentage) ^((-?[0-9]+)|(-?([0-9]+)?[.][0-9]+))$
Percentage change in total amount compared to the previous period for this currency-status combination. Null if no previous period data is available. |

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{"count": 2147483647,\ \ "currency": "str",\ \ "status": "OUTSTANDING",\ \ "total_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "change_percentage": "string"\ \ }
\

schema/payables_summary_period payables_summary_period\


Time period for the summary report.

string (payables_summary_period) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Time period for the summary report.

| Enum Value | Description |
| --- | --- |
| LAST_30_DAYS | Summary for the last 30 days. |
| THIS_WEEK | Summary for the current week. |
| THIS_MONTH | Summary for the current month. |
| THIS_QUARTER | Summary for the current quarter. |
| THIS_YEAR | Summary for the current year. |
| CUSTOM | Custom date range specified by from and to parameters. |

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"LAST_30_DAYS"
\

schema/payment_detail payment_detail\


The payment details of the invoice. Includes payment type, method, date, discount, and transaction type.

| payment_id | string[ 0 .. 22 ] characters^[\S\s]*$
The ID for a PayPal payment transaction. Required for the PAYPAL payment type. |
| note | string[ 0 .. 2000 ] characters^[\S\s]*$
A note associated with an external cash or check payment. |
| type | string (payment_type) [ 0 .. 255 ] characters^[\S\s]*$

The payment type in an invoicing flow which can be PayPal or an external cash or check payment.

| Enum Value | Description |
| --- | --- |
| PAYPAL | The payment type is PayPal. |
| EXTERNAL | The payment type is an external cash or a check payment. | |
| payment_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. |
| payment_date_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |
| method
required | string (payment_method) [ 0 .. 255 ] characters^[\S\s]*$

The payment mode or method through which the invoicer can accept the payment.

| Enum Value | Description |
| --- | --- |
| BANK_TRANSFER | Payments can be received through bank transfers. |
| CASH | Payments can be received as cash. |
| CHECK | Payments can be received as check. |
| CREDIT_CARD | Payments can be received through credit card payments. |
| DEBIT_CARD | Payments can be received through debit card payments. |
| PAYPAL | Payments can be received through paypal payments. |
| WIRE_TRANSFER | Payments can be received through wire transfer. |
| OTHER | Payments can be received through other modes. | |
| amount | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |
| shipping_info | object (contact_information)
The contact information of the user. Includes name and address. |

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{"payment_id": "string",\ \ "note": "string",\ \ "type": "PAYPAL",\ \ "payment_date": "string",\ \ "payment_date_time": "string",\ \ "method": "BANK_TRANSFER",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }\ \ }
\

schema/payment_method payment_method\


The payment mode or method through which the invoicer can accept the payments.

string (payment_method) [ 0 .. 255 ] characters^[\S\s]*$

The payment mode or method through which the invoicer can accept the payments.

| Enum Value | Description |
| --- | --- |
| BANK_TRANSFER | Payments can be received through bank transfers. |
| CASH | Payments can be received as cash. |
| CHECK | Payments can be received as check. |
| CREDIT_CARD | Payments can be received through credit card payments. |
| DEBIT_CARD | Payments can be received through debit card payments. |
| PAYPAL | Payments can be received through paypal payments. |
| WIRE_TRANSFER | Payments can be received through wire transfer. |
| OTHER | Payments can be received through other modes. |

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"BANK_TRANSFER"
\

schema/payment_method_detail payment_method_detail\


The details about payment methods.

| payment_method_type | string (override_payment_method_type) [ 1 .. 120 ] characters^[A-Z0-9_]*$

The payment method types that can be configured in the payment method overrides object for invoice payments.
\

Note: To use PAY_BY_BANK, you must first complete the onboarding process. Visit the onboarding page to get started. Once onboarding is complete, you can configure PAY_BY_BANK as a payment method.

| Value | Description |
| --- | --- |
| PAY_BY_BANK | Enables the buyer to pay the invoice directly from their bank account. Available only for US-based merchants and invoices with USD currency. | |
| enabled | boolean
Indicates whether the particular payment method is enabled or not. |
| display_order | integer[ 1 .. 100 ]
The display order of the payment method. |
| rules | Array of objects (rules) [ 1 .. 10 ] items
The list of payment method rules created by the merchant. |
| create_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
Indicates time of rule creation. |
| update_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
Indicates time of rule updation. |

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{"payment_method_type": "PAY_BY_BANK",\ \ "enabled": true,\ \ "display_order": 1,\ \ "rules": [{"rule_type": "EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD",\ \ "rule_value": "string",\ \ "active": true\ \ }\ \ ],\ \ "create_time": "stringstringstringst",\ \ "update_time": "stringstringstringst"\ \ }
\

schema/payment_reference payment_reference\


The reference to the payment detail.

| | |
| --- | --- |
| payment_id | string[ 1 .. 22 ] characters^[0-9A-Za-z_-]+$
The ID for the invoice payment. |

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{"payment_id": "string"\ \ }
\

schema/payment_term payment_term\


The payment term of the invoice. Payment can be due upon receipt, a specified date, or in a set number of days.

| term_type | string (payment_term_type) [ 0 .. 255 ] characters^[\S\s]*$

The payment term. Payment can be due upon receipt, a specified date, or in a set number of days.

| Enum Value | Description |
| --- | --- |
| DUE_ON_RECEIPT | The payment for the invoice is due upon receipt of the invoice. |
| DUE_ON_DATE_SPECIFIED | The payment for the invoice is due on the date specified in the invoice. |
| NET_10 | The payment for the invoice is due in 10 days. |
| NET_15 | The payment for the invoice is due in 15 days. |
| NET_30 | The payment for the invoice is due in 30 days. |
| NET_45 | The payment for the invoice is due in 45 days. |
| NET_60 | The payment for the invoice is due in 60 days. |
| NET_90 | The payment for the invoice is due in 90 days. |
| NO_DUE_DATE | The invoice has no payment due date. | |
| conditional_rules | object (payment_term_conditional_rules)
The conditional rules associated with the payment term of the invoice. Includes early payment discount, late payment surcharge, and auto cancellation details. |

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{"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ }\ \ }
\

schema/payment_term_conditional_rules payment_term_conditional_rules\


The conditional rules associated with the payment term of the invoice. Includes early payment discount, late payment surcharge, and auto cancellation details.

| | |
| --- | --- |
| early_payment_discount | object (early_payment_discount)
The early payment discount for the invoice. If the payer pays before the discount end date, the specified discount is applied. |
| late_payment_surcharge | object (late_payment_surcharge)
The late payment surcharge for the invoice. If the payer pays after the surcharge effective date, the specified surcharge is applied. |
| auto_cancellation | object (auto_cancellation)
The auto cancellation details for the invoice. If the payer does not pay by the specified date, the invoice is automatically cancelled. |

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{"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ }
\

schema/payment_term_type payment_term_type\


The payment term. Payment can be due upon receipt, a specified date, or in a set number of days.

string (payment_term_type) [ 0 .. 255 ] characters^[\S\s]*$

The payment term. Payment can be due upon receipt, a specified date, or in a set number of days.

| Enum Value | Description |
| --- | --- |
| DUE_ON_RECEIPT | The payment for the invoice is due upon receipt of the invoice. |
| DUE_ON_DATE_SPECIFIED | The payment for the invoice is due on the date specified in the invoice. |
| NET_10 | The payment for the invoice is due in 10 days. |
| NET_15 | The payment for the invoice is due in 15 days. |
| NET_30 | The payment for the invoice is due in 30 days. |
| NET_45 | The payment for the invoice is due in 45 days. |
| NET_60 | The payment for the invoice is due in 60 days. |
| NET_90 | The payment for the invoice is due in 90 days. |
| NO_DUE_DATE | The invoice has no payment due date. |

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"DUE_ON_RECEIPT"
\

schema/payment_type payment_type\


The payment type. Can be PayPal or an external payment. Includes cash or a check.

string (payment_type) [ 0 .. 255 ] characters^[\S\s]*$

The payment type. Can be PayPal or an external payment. Includes cash or a check.

| Enum Value | Description |
| --- | --- |
| PAYPAL | The payment type is PayPal. |
| EXTERNAL | The payment type is an external cash or a check payment. |

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"PAYPAL"
\

schema/payments payments\


An array of payments registered against the invoice.

| | |
| --- | --- |
| transactions | Array of objects (payment_detail) [ 0 .. 100 ] items
An array of payment details for the invoice. The payment details of the invoice like payment type, method, date, discount and transaction type. |
| paid_amount | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |

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{"transactions": [{"payment_id": "string",\ \ "note": "string",\ \ "type": "PAYPAL",\ \ "payment_date": "string",\ \ "payment_date_time": "string",\ \ "method": "BANK_TRANSFER",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }\ \ }\ \ ],\ \ "paid_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }
\

schema/account_id PayPal Account Identifier\


The account identifier for a PayPal account.

string<ppaas_payer_id_v3> (PayPal Account Identifier) = 13 characters^[2-9A-HJ-NP-Z]{13}$

The account identifier for a PayPal account.

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"stringstrings"
\

schema/percentage percentage\


The percentage, as a fixed-point, signed decimal number. For example, define a 19.99% interest rate as 19.99.

string<ppaas_common_percentage_v2> (percentage) ^((-?[0-9]+)|(-?([0-9]+)?[.][0-9]+))$

The percentage, as a fixed-point, signed decimal number. For example, define a 19.99% interest rate as 19.99.

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"string"
\

schema/percentage_v3 percentage\


The percentage, as a fixed-point, signed decimal number. For example, define a 19.99% interest rate as 19.99.

string<ppaas_common_percentage_v2> (percentage) ^((-?[0-9]+)|(-?([0-9]+)?[.][0-9]+))$

The percentage, as a fixed-point, signed decimal number. For example, define a 19.99% interest rate as 19.99.

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"string"
\

schema/phone Phone\


The phone number, in its canonical international E.164 numbering plan format.

| | |
| --- | --- |
| country_code
required | string[ 1 .. 3 ] characters^[0-9]{1,3}?$
The country calling code (CC), in its canonical international E.164 numbering plan format. The combined length of the CC and the national number must not be greater than 15 digits. The national number consists of a national destination code (NDC) and subscriber number (SN). |
| national_number
required | string[ 1 .. 14 ] characters^[0-9]{1,14}?$
The national number, in its canonical international E.164 numbering plan format. The combined length of the country calling code (CC) and the national number must not be greater than 15 digits. The national number consists of a national destination code (NDC) and subscriber number (SN). |
| extension_number | string[ 1 .. 15 ] characters^[0-9]{1,15}?$
The extension number. |

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{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string"\ \ }
\

schema/customized_phone_1 Phone\


The phone number, in its canonical international E.164 numbering plan format.

| | |
| --- | --- |
| national_number
required | string[ 1 .. 14 ] characters^[0-9]{1,14}?$
The national number, in its canonical international E.164 numbering plan format. The combined length of the country calling code (CC) and the national number must not be greater than 15 digits. The national number consists of a national destination code (NDC) and subscriber number (SN). |

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{"national_number": "string"\ \ }
\

schema/phone_type Phone Type\


The phone type.

string (Phone Type)

The phone type.

Enum:"FAX""HOME""MOBILE""OTHER""PAGER"

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"FAX"
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schema/phone_type_v3 Phone Type\


The phone type.

string (Phone Type)

The phone type.

Enum:"FAX""HOME""MOBILE""OTHER""PAGER"

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"FAX"
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schema/phone_detail phone_detail\


The phone details. Includes the phone number and type.

| | |
| --- | --- |
| country_code
required | string[ 1 .. 3 ] characters^[0-9]{1,3}?$
The country calling code (CC), in its canonical international E.164 numbering plan format. The combined length of the CC and the national number must not be greater than 15 digits. The national number consists of a national destination code (NDC) and subscriber number (SN). |
| national_number
required | string[ 1 .. 14 ] characters^[0-9]{1,14}?$
The national number, in its canonical international E.164 numbering plan format. The combined length of the country calling code (CC) and the national number must not be greater than 15 digits. The national number consists of a national destination code (NDC) and subscriber number (SN). |
| extension_number | string[ 1 .. 15 ] characters^[0-9]{1,15}?$
The extension number. |
| phone_type
required | string (Phone Type)
The phone type.
Enum:"FAX""HOME""MOBILE""OTHER""PAGER" |

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{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }
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schema/plan plan\


The scheduling and recurrence configuration that defines when and how often invoices are automatically generated and sent to customers in a recurring series.

| | |
| --- | --- |
| total_cycles | integer[ 0 .. 99 ]
The total number of billing cycles (invoices) that will be generated in this recurring series. Once all cycles are completed, the series automatically expires. Note: if not set, then the series will be indefinite. |
| completed_cycles | integer[ 0 .. 2147483647 ]
The number of billing cycles (invoices) that have already been generated and sent in this recurring series. This counter increments with each invoice sent and helps track progress toward the total cycles. |
| frequency
required | object (plan_frequency)
The billing frequency that determines the time interval between successive invoice generations. Defines how often invoices are sent to the customer (e.g., weekly, monthly, yearly). |
| start_series_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date when the recurring series begins and the first invoice is generated. Must be specified in yyyy-MM-DD format and cannot be a past date. The start date must be either today or a future date. Note: If it is not explicitly passed then the system will assume current date as start series date. |
| next_occurrence_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The calculated date when the next invoice in the series will be automatically generated and sent. This date is determined based on the frequency and the last invoice sent date. |

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{"total_cycles": 99,\ \ "completed_cycles": 2147483647,\ \ "frequency": {"interval_unit": "DAY",\ \ "interval_count": 1\ \ },\ \ "start_series_date": "stringstri",\ \ "next_occurrence_date": "stringstri"\ \ }
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schema/plan_frequency plan_frequency\


The frequency of the recurring invoice series cycle.

| interval_unit
required | string[ 1 .. 24 ] characters^[A-Z0-9_]+$

The time unit for the recurring invoice cycle interval. Used together with interval_count to determine the frequency of invoice generation.

| Enum Value | Description |
| --- | --- |
| DAY | A daily cycle. |
| WEEK | A weekly cycle. |
| MONTH | A monthly cycle. |
| YEAR | A yearly cycle. | |
| interval_count
required | integer[ 1 .. 52 ]
Default:1
The number of intervals between each recurring invoice cycle. For example, an interval_count of 2 with interval_unit of MONTH means the invoice recurs every 2 months. |

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{"interval_unit": "DAY",\ \ "interval_count": 1\ \ }
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schema/address_portable Portable Postal Address (Medium-Grained)\


The portable international postal address. Maps to AddressValidationMetadata and HTML 5.1 Autofilling form controls: the autocomplete attribute.

| | |
| --- | --- |
| address_line_1 | string<= 300 characters
The first line of the address. For example, number or street. For example, 173 Drury Lane. Required for data entry and compliance and risk checks. Must contain the full address. |
| address_line_2 | string<= 300 characters
The second line of the address. For example, suite or apartment number. |
| address_line_3 | string<= 100 characters
The third line of the address, if needed. For example, a street complement for Brazil, direction text, such as next to Walmart, or a landmark in an Indian address. |
| admin_area_4 | string<= 100 characters
The neighborhood, ward, or district. Smaller than admin_area_level_3 or sub_locality. Value is:
- The postal sorting code for Guernsey and many French territories, such as French Guiana.
- The fine-grained administrative levels in China. |
| admin_area_3 | string<= 100 characters
A sub-locality, suburb, neighborhood, or district. Smaller than admin_area_level_2. Value is:
- Brazil. Suburb, bairro, or neighborhood.
- India. Sub-locality or district. Street name information is not always available but a sub-locality or district can be a very small area. |
| admin_area_2 | string<= 120 characters
A city, town, or village. Smaller than admin_area_level_1. |
| admin_area_1 | string<= 300 characters
The highest level sub-division in a country, which is usually a province, state, or ISO-3166-2 subdivision. Format for postal delivery. For example, CA and not California. Value, by country, is:
- UK. A county.
- US. A state.
- Canada. A province.
- Japan. A prefecture.
- Switzerland. A kanton. |
| postal_code | string<= 60 characters
The postal code, which is the zip code or equivalent. Typically required for countries with a postal code or an equivalent. See postal code. |
| country_code
required | string<ppaas_common_country_code_v2> (country_code) = 2 characters^([A-Z]{2}|C2)$
The two-character ISO 3166-1 code that identifies the country or region.
> Note: The country code for Great Britain is GB and not UK as used in the top-level domain names for that country. Use the C2 country code for China worldwide for comparable uncontrolled price (CUP) method, bank card, and cross-border transactions. |
| address_details | object (Address Details)
The non-portable additional address details that are sometimes needed for compliance, risk, or other scenarios where fine-grain address information might be needed. Not portable with common third party and open source. Redundant with core fields.
For example, address_portable.address_line_1 is usually a combination of address_details.street_number, street_name, and street_type. |

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{"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }
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schema/qr_config qr_config\


The configuration for a QR code.

| | |
| --- | --- |
| width | integer[ 150 .. 500 ]
Default:500
The width, in pixels, of the QR code image. Value is from 150 to 500. |
| height | integer[ 150 .. 500 ]
Default:500
The height, in pixels, of the QR code image. Value is from 150 to 500. |
| action | string[ 0 .. 7 ] characters(?i)^(pay|details)$
Default:"pay"
The type of URL for which to generate a QR code. Valid values are pay and details. |

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{"width": 500,\ \ "height": 500,\ \ "action": "pay"\ \ }
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schema/reaction reaction\


This indicates the Customer's reaction, which can be a like or dislike.

string (reaction) [ 1 .. 255 ] characters^[A-Z0-9_]+$

This indicates the Customer's reaction, which can be a like or dislike.

| Enum Value | Description |
| --- | --- |
| LIKE | Customer likes the seller/goods/service. |
| DISLIKE | Customer dislikes the seller/goods/service. |

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"LIKE"
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schema/recipient_info recipient_info\


The billing and shipping information. Includes name, email, address, phone, and language.

| | |
| --- | --- |
| billing_info | object (billing_info)
The billing information of the invoice recipient. Includes name, address, email, phone, and language. |
| shipping_info | object (contact_information)
The contact information of the user. Includes name and address. |

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{"billing_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "additional_info": "string",\ \ "email_address": "string",\ \ "language": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }\ \ }
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schema/recurring_info recurring_info\


Comprehensive information about a recurring invoice series, including invoice details, participant information, line items, and amount calculations.

| | |
| --- | --- |
| primary_recipients
required | Array of objects (recipient_info) = 1 items
The primary recipient of the recurring invoices. Contains billing and shipping information including the recipient's name, email address, physical address, phone number, and preferred language. |
| additional_recipients | Array of strings<ppaas_common_email_address_v2> (email_address) [ 1 .. 100 ] items
Additional email addresses to receive carbon copy (CC) notifications when invoices in this series are sent. |
| items | Array of objects (item) [ 1 .. 100 ] items
The line items that will appear on each invoice in the recurring series. Each item includes product or service details, quantity, unit price, and any applicable discounts or taxes. |
| detail
required | object (recurring_series_detail)
The recurring series configuration details, including payment terms and scheduling information. |
| invoicer | object (invoicer_info)
The merchant or business information for the party issuing the recurring invoices. Includes business name, contact details (email, address, phone, fax), tax identification number, additional notes, and logo URL. |
| configuration | object (configuration)
Configuration settings for invoices in this series. Defines whether partial payments are allowed, tip options, and whether tax is calculated before or after applying discounts. |
| amount | object (amount_summary_detail)
The calculated amount breakdown for each invoice in the series, including subtotal of all items, total discounts applied, tax amounts, and shipping costs. Note: Only invoice-level discount, shipping, and custom amounts are accepted. The rest of the fields are not mandatory and are ignored if set. They are automatically computed irrespective of the values set in the request. |

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{"primary_recipients": [{"billing_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "additional_info": "string",\ \ "email_address": "string",\ \ "language": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }\ \ }\ \ ],\ \ "additional_recipients": ["string"\ \ ],\ \ "items": [{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "quantity": "string",\ \ "unit_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_date": "string",\ \ "discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }\ \ ],\ \ "detail": {"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "payment_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ }\ \ }\ \ },\ \ "invoicer": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "website": "http://example.com",\ \ "tax_id": "string",\ \ "additional_notes": "string",\ \ "logo_url": "http://example.com",\ \ "email_address": "string"\ \ },\ \ "configuration": {"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "template_id": "PayPal system template"\ \ },\ \ "amount": {"currency_code": "str",\ \ "value": "string",\ \ "breakdown": {"item_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "discount": {"invoice_discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_discount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "tax_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping": {"amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ },\ \ "custom": {"label": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }\ \ }\ \ }
\

schema/recurring_metadata recurring_metadata\


Comprehensive audit and tracking metadata that captures key lifecycle events and actions performed on the recurring invoice series, including creation, updates and cancellation.

| | |
| --- | --- |
| created_by | string[ 0 .. 2147483647 ] characters^[\S\s]*$
The email address of the account that created the resource. |
| last_updated_by | string[ 0 .. 2147483647 ] characters^[\S\s]*$
The email address of the account that last edited the resource. |
| create_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |
| last_update_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |
| canceled_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |

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{"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string",\ \ "canceled_time": "string"\ \ }
\

schema/recurring_series recurring_series\


A recurring invoice series that automatically generates and sends invoices to customers on a scheduled basis. Contains all configuration, status, and metadata for the series.

| id | string= 20 characters^(RI-)[A-Z0-9]+$
The unique identifier for the recurring invoice series. This ID is used to reference and manage the series in all API operations. |
| status | string (recurring_status) [ 1 .. 155 ] characters^[A-Z0-9_]+$

The lifecycle status of a recurring invoice series. Determines the operational state and whether invoices are actively being generated.

| Enum Value | Description |
| --- | --- |
| DRAFT | The recurring series is in draft state. No invoices are generated or sent until the series is activated. The series configuration can be edited while in draft status. |
| ACTIVE | The recurring series is active and operational. Invoices are automatically generated and sent to recipients according to the configured schedule and payment plan. |
| CANCELLED | The recurring series has been canceled and is no longer active. No additional invoices will be generated or sent. This action is typically irreversible. |
| EXPIRED | The recurring series has reached its scheduled end date or maximum number of invoices and is now expired. No additional invoices will be generated or sent. | |
| links | Array of objects (Link Description) [ 1 .. 5 ] items
An array of request-related HATEOAS links. |
| plan_detail
required | object (plan)
The schedule and frequency configuration that controls when invoices are automatically generated and sent to customers. |
| recurring_info
required | object (recurring_info)
The complete invoice template information used for generating each invoice in the series, including line items, recipients, and amount calculations. |
| metadata | object (recurring_metadata)
Audit and tracking information for the recurring series, including creation timestamp, last update timestamp and cancellation information if applicable. |

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{"id": "stringstringstringst",\ \ "status": "DRAFT",\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "plan_detail": {"total_cycles": 99,\ \ "completed_cycles": 2147483647,\ \ "frequency": {"interval_unit": "DAY",\ \ "interval_count": 1\ \ },\ \ "start_series_date": "stringstri",\ \ "next_occurrence_date": "stringstri"\ \ },\ \ "recurring_info": {"primary_recipients": [{"billing_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "additional_info": "string",\ \ "email_address": "string",\ \ "language": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }\ \ }\ \ ],\ \ "additional_recipients": ["string"\ \ ],\ \ "items": [{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "quantity": "string",\ \ "unit_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_date": "string",\ \ "discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }\ \ ],\ \ "detail": {"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "payment_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ }\ \ }\ \ },\ \ "invoicer": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "website": "http://example.com",\ \ "tax_id": "string",\ \ "additional_notes": "string",\ \ "logo_url": "http://example.com",\ \ "email_address": "string"\ \ },\ \ "configuration": {"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "template_id": "PayPal system template"\ \ },\ \ "amount": {"currency_code": "str",\ \ "value": "string",\ \ "breakdown": {"item_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "discount": {"invoice_discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_discount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "tax_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping": {"amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ },\ \ "custom": {"label": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }\ \ }\ \ },\ \ "metadata": {"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string",\ \ "canceled_time": "string"\ \ }\ \ }
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schema/recurring_series_detail recurring_series_detail\


The detailed information for a recurring invoice series, including payment terms and other configuration settings.

| | |
| --- | --- |
| reference | string[ 1 .. 120 ] characters^[\S\s]*$
The reference data. Includes a Purchase Order (PO) number. |
| note | string[ 1 .. 4000 ] characters^[\S\s]*$
A note to the invoice recipient. Also appears on the invoice notification email. |
| terms_and_conditions | string[ 1 .. 4000 ] characters^[\S\s]*$
The general terms of the invoice. Can include return or cancellation policy and other terms and conditions. |
| memo | string[ 1 .. 500 ] characters^[\S\s]*$
A private bookkeeping memo for the user. |
| attachments | Array of objects (File Reference) [ 0 .. 2147483647 ] items
An array of PayPal IDs for the files that are attached to an invoice. |
| currency_code
required | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The three-character ISO-4217 currency code that identifies the currency. |
| payment_term | object (payment_term)
The payment term of the invoice. Payment can be due upon receipt, a specified date, or in a set number of days. |

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{"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "payment_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ }\ \ }\ \ }
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schema/recurring_series_free_text_search_fields recurring_series_free_text_search_fields\


Supported recurring invoices series free text search fields.

string (recurring_series_free_text_search_fields) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Supported recurring invoices series free text search fields.

| Enum Value | Description |
| --- | --- |
| NOTES | Notes associated with the recurring invoices series. |
| MERCHANT_MEMO | Merchant memo related to the recurring invoices series. |
| PAYER_REFERENCE_INFO | Payer's reference information. |
| BILLING_EMAIL | Email address associated with billing. |
| BILLING_NAME | Name associated with billing. |
| BILLING_BUSINESS_NAME | Business name associated with billing. |
| BILLING_PHONE_NUMBER | Phone number associated with billing. |
| SHIPPING_NAME | Name associated with shipping. |
| SHIPPING_BUSINESS_NAME | Business name associated with shipping. |
| SHIPPING_PHONE_NUMBER | Phone number associated with shipping. |
| ITEM_NAME | Name of the recurring invoices series item. |
| ITEM_TAX_NAME | Tax name associated with the recurring invoices series item. |
| ITEM_DISCOUNT_NAME | Discount name associated with the recurring invoices series item. |
| INVOICE_DISCOUNT_NAME | Discount name associated with the recurring invoices series. |
| ALL | Search in all available search fields. |

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"NOTES"
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schema/recurring_status recurring_status\


The lifecycle status of a recurring invoice series. Determines the operational state and whether invoices are actively being generated.

string (recurring_status) [ 1 .. 155 ] characters^[A-Z0-9_]+$

The lifecycle status of a recurring invoice series. Determines the operational state and whether invoices are actively being generated.

| Enum Value | Description |
| --- | --- |
| DRAFT | The recurring series is in draft state. No invoices are generated or sent until the series is activated. The series configuration can be edited while in draft status. |
| ACTIVE | The recurring series is active and operational. Invoices are automatically generated and sent to recipients according to the configured schedule and payment plan. |
| CANCELLED | The recurring series has been canceled and is no longer active. No additional invoices will be generated or sent. This action is typically irreversible. |
| EXPIRED | The recurring series has reached its scheduled end date or maximum number of invoices and is now expired. No additional invoices will be generated or sent. |

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"DRAFT"
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schema/refund_detail refund_detail\


The refund details of the invoice. Includes the refund type, date, amount, and method.

| refund_id | string[ 0 .. 22 ] characters^[\S\s]*$
The ID for a PayPal payment transaction. Required for the PAYPAL payment type. |
| type | string (payment_type) [ 0 .. 255 ] characters^[\S\s]*$

The PayPal refund type. Indicates whether the refund was paid through PayPal or externally in the invoicing flow. The record refund method supports the EXTERNAL refund type. The PAYPAL refund type is supported for backward compatibility.

| Enum Value | Description |
| --- | --- |
| PAYPAL | The payment type is PayPal. |
| EXTERNAL | The payment type is an external cash or a check payment. | |
| refund_date | string<ppaas_date_notime_v2> (date_no_time) = 10 characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The stand-alone date, in Internet date and time format. To represent special legal values, such as a date of birth, you should use dates with no associated time or time-zone data. Whenever possible, use the standard date_time type. This regular expression does not validate all dates. For example, February 31 is valid and nothing is known about leap years. |
| amount | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |
| method
required | string (payment_method) [ 0 .. 255 ] characters^[\S\s]*$

The payment mode or method through which the invoicer can accept the payments.

| Enum Value | Description |
| --- | --- |
| BANK_TRANSFER | Payments can be received through bank transfers. |
| CASH | Payments can be received as cash. |
| CHECK | Payments can be received as check. |
| CREDIT_CARD | Payments can be received through credit card payments. |
| DEBIT_CARD | Payments can be received through debit card payments. |
| PAYPAL | Payments can be received through paypal payments. |
| WIRE_TRANSFER | Payments can be received through wire transfer. |
| OTHER | Payments can be received through other modes. | |

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{"refund_id": "string",\ \ "type": "PAYPAL",\ \ "refund_date": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "method": "BANK_TRANSFER"\ \ }
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schema/refund_reference refund_reference\


The reference to the refund payment detail.

| | |
| --- | --- |
| refund_id | string[ 1 .. 22 ] characters^[0-9A-Za-z_-]+$
The ID of the refund of an invoice payment. |

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{"refund_id": "string"\ \ }
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schema/refunds refunds\


The invoicing refund details. Includes the refund type, date, amount, and method.

| | |
| --- | --- |
| transactions | Array of objects (refund_detail) [ 0 .. 100 ] items
An array of refund details for the invoice. Includes the refund type, date, amount, and method. |
| refund_amount | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |

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{"transactions": [{"refund_id": "string",\ \ "type": "PAYPAL",\ \ "refund_date": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "method": "BANK_TRANSFER"\ \ }\ \ ],\ \ "refund_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }
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schema/reminder_interval_unit reminder_interval_unit\


Defines the recurrence unit of time for sending automatic reminders.

string (reminder_interval_unit) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Defines the recurrence unit of time for sending automatic reminders.

| Value | Description |
| --- | --- |
| DAY | Reminders are sent daily. |

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"DAY"
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schema/reminder_status reminder_status\


The status of the auto reminder configuration.

string (reminder_status) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The status of the auto reminder configuration.

| Enum Value | Description |
| --- | --- |
| ACTIVE | Specifies the configuration is active. |
| INACTIVE | Specifies the configuration is inactive. |

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"ACTIVE"
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schema/reminder_type reminder_type\


The type of the auto reminder configuration.

string (reminder_type) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The type of the auto reminder configuration.

| Enum Value | Description |
| --- | --- |
| BEFORE_DUE | Represents the auto reminder configuration for invoices prior to their due date. |
| AFTER_DUE | Represents the auto reminder configuration for invoices after their due date. |

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"BEFORE_DUE"
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schema/restrictive_email_address restrictive_email_address\


The internationalized email address with more restrictive rules. This version restricts the local-part to a dot-atom as defined in https://www.ietf.org/rfc/rfc5322.txt. It does not allow for a quoted-string or an obs-local-part.
\

  • Allows alphanumeric and RFC-allowed special characters, !#$%&'*+-/=?^_`{|}~\
  • Ensures that the local part does not start with dot (.), have consecutive dots, or end with dot. Ensures that the domain part does not have consecutive dots.\
  • Ensures that the local part does not exceed 64 characters.
    \

Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists.

string (restrictive_email_address) [ 3 .. 254 ] characters^(?!\.)(?:[A-Za-z0-9!#$&'*\/=?^`{|}~_%+-]|\.(...Show pattern

The internationalized email address with more restrictive rules. This version restricts the local-part to a dot-atom as defined in https://www.ietf.org/rfc/rfc5322.txt. It does not allow for a quoted-string or an obs-local-part.
\

  • Allows alphanumeric and RFC-allowed special characters, !#$%&'*+-/=?^_`{|}~\
  • Ensures that the local part does not start with dot (.), have consecutive dots, or end with dot. Ensures that the domain part does not have consecutive dots.\
  • Ensures that the local part does not exceed 64 characters.
    \

Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists.

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"string"
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schema/restrictive_email_address_v5 restrictive_email_address\


The internationalized email address with more restrictive rules. This version restricts the local-part to a dot-atom as defined in https://www.ietf.org/rfc/rfc5322.txt. It does not allow for a quoted-string or an obs-local-part.
\

  • Allows alphanumeric and RFC-allowed special characters, !#$%&'*+-/=?^_`{|}~\
  • Ensures that the local part does not start with dot (.), have consecutive dots, or end with dot. Ensures that the domain part does not have consecutive dots.\
  • Ensures that the local part does not exceed 64 characters.
    \

Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists.

string (restrictive_email_address) [ 3 .. 254 ] characters^(?!\.)(?:[A-Za-z0-9!#$&'*\/=?^`{|}~_%+-]|\.(...Show pattern

The internationalized email address with more restrictive rules. This version restricts the local-part to a dot-atom as defined in https://www.ietf.org/rfc/rfc5322.txt. It does not allow for a quoted-string or an obs-local-part.
\

  • Allows alphanumeric and RFC-allowed special characters, !#$%&'*+-/=?^_`{|}~\
  • Ensures that the local part does not start with dot (.), have consecutive dots, or end with dot. Ensures that the domain part does not have consecutive dots.\
  • Ensures that the local part does not exceed 64 characters.
    \

Note: Up to 64 characters are allowed before and 255 characters are allowed after the @ sign. However, the generally accepted maximum length for an email address is 254 characters. The pattern verifies that an unquoted @ sign exists.

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"string"
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schema/rules rules\


The conditional rule fields that define automated actions or adjustments applied by the merchant to an invoice, such as early payment discounts or auto cancellation.

| conditional_rule_value | string[ 1 .. 32 ] characters^(([0-9]+)|(([0-9]+)?[.][0-9]+))$
Represents the value of the conditional rule it can be a percentage or absolute value. In case of absolute value, which might be:
- An integer for currencies like JPY that are not typically fractional.
- A decimal fraction for currencies like TND that are subdivided into thousandths.
For the required number of decimal places for a currency code, see Currency Codes. |
| discount_id | string (Stored Discount ID) [ 1 .. 22 ] characters^DISC-[A-Z0-9]+$
The unique identifier for the stored discount that is created when an early payment discount rule is applied to an invoice. |
| discount_name | string[ 1 .. 40 ] characters^[a-zA-Z0-9\s]+$
Represents the name of the stored discount. |
| links | Array of objects (Link Description) [ 1 .. 10 ] items
HATEOAS links. |
| conditional_rule_id | string (conditional_rule_time_based_uuid) = 40 characters^CR-[0-9a-zA-Z]{4}-[0-9a-zA-Z]{4}-[0-9a-zA-Z]...Show pattern
The unique identifier for the conditional rule. |
| conditional_rule_type
required | string (conditional_rule_type) [ 1 .. 30 ] characters^[A-Z0-9_]*$

The type of conditional rule applied to the invoice.

| Enum Value | Description |
| --- | --- |
| EARLY_PAYMENT_DISCOUNT | A discount applied if the invoice is paid before a specified date or within a certain period after the issue date. |
| LATE_PAYMENT_SURCHARGE | A surcharge applied if the invoice is paid after the due date or a specified period after the due date. |
| AUTO_CANCEL | A rule to automatically cancel the invoice if it is not paid by a specified date or a certain period after the due date. | |
| conditional_rule_value_type | string (conditional_rule_value_type) [ 1 .. 20 ] characters^[A-Z0-9_]*$

The value type that indicates how the conditional rule value is applied. Use PERCENT for a percentage-based discount or AMOUNT for an absolute currency value.

| Enum Value | Description |
| --- | --- |
| PERCENT | Percentage of discount used in invoice item or in an invoice. |
| AMOUNT | An absolute value of discount used in invoice item or in an invoice based on the currency in invoice. | |
| rule_expiry_terms
required | object (conditional_rules)
The expiry terms that define when the conditional rule becomes inactive. |
| create_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
Indicates time of rule creation. |
| update_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
Indicates time of rule update. |

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{"conditional_rule_value": "string",\ \ "discount_id": "string",\ \ "discount_name": "string",\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "conditional_rule_id": "string",\ \ "conditional_rule_type": "EARLY_PAYMENT_DISCOUNT",\ \ "conditional_rule_value_type": "PERCENT",\ \ "rule_expiry_terms": {"rule_expiry_condition": "THREE_DAYS_AFTER_ISSUE_DATE",\ \ "condition_rule_end_date": "stringstri"\ \ },\ \ "create_time": "stringstringstringst",\ \ "update_time": "stringstringstringst"\ \ }
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schema/payment_method_rule rules\


The details about payment method rules applied by the merchant.

| rule_type
required | string (override_payment_method_rule_type) [ 1 .. 150 ] characters^[A-Z0-9_]*$

The type of rule that can be applied to a payment method configured via payment method overrides object on an invoice. Each rule controls how a payment method behaves based on the invoice total.
\

System-defined threshold limits by payment method:
\

  1. PAY_BY_BANK - $1000

    | Value | Description |
    | --- | --- |
    | EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD | When the invoice total exceeds the system-defined threshold, this rule restricts the invoice to accept only the specified payment method and disables all other payment methods. This rule is currently compatible only with the PAY_BY_BANK payment method. | |
    | rule_value
    required | string[ 1 .. 100 ] characters^[a-zA-Z0-9\s,.]+$
    Represents the value of the payment method rule it can be amount or country. |
    | active | boolean
    Default:true
    Indicates whether the rule is active or inactive. Default is true. |

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    {"rule_type": "EXCLUSIVE_ABOVE_AMOUNT_THRESHOLD",\ \ "rule_value": "string",\ \ "active": true\ \ }
    \

schema/recurring_series_search_data Search criteria - to search recurring invoices series.\


Search criteria - to search recurring invoices series.

| search_text | string[ 3 .. 800 ] characters^(?!\s*$).+
Describes the search text, which will be used to check if this particular search_text present in any of the recurring invoice series fields, specified by search_fields. |
| search_fields | Array of strings (recurring_series_free_text_search_fields) [ 1 .. 5 ] itemsunique

Describes the set of fields on which the search will be performed.
\

Note:
\

  • If search_fields is provided with a single value 'ALL', the search will be performed across all the available fields in [search fields] (/recurring_series_free_text_search_fields.json).

    | ItemsEnum Value | Description |
    | --- | --- |
    | NOTES | Notes associated with the recurring invoices series. |
    | MERCHANT_MEMO | Merchant memo related to the recurring invoices series. |
    | PAYER_REFERENCE_INFO | Payer's reference information. |
    | BILLING_EMAIL | Email address associated with billing. |
    | BILLING_NAME | Name associated with billing. |
    | BILLING_BUSINESS_NAME | Business name associated with billing. |
    | BILLING_PHONE_NUMBER | Phone number associated with billing. |
    | SHIPPING_NAME | Name associated with shipping. |
    | SHIPPING_BUSINESS_NAME | Business name associated with shipping. |
    | SHIPPING_PHONE_NUMBER | Phone number associated with shipping. |
    | ITEM_NAME | Name of the recurring invoices series item. |
    | ITEM_TAX_NAME | Tax name associated with the recurring invoices series item. |
    | ITEM_DISCOUNT_NAME | Discount name associated with the recurring invoices series item. |
    | INVOICE_DISCOUNT_NAME | Discount name associated with the recurring invoices series. |
    | ALL | Search in all available search fields. | |
    | search_filters | object (Search filters properties.)
    Search filters - to retrieve recurring invoices series.
    > Note: This API currently supports only one criterion for range queries, so specify only one of the following criteria: creation_date_range or next_occurrence_date_range. |

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    {"search_text": "string",\ \ "search_fields": ["NOTES"\ \ ],\ \ "search_filters": {"status": ["DRAFT"\ \ ],\ \ "archived": true,\ \ "creation_date_range": {"start": "string",\ \ "end": "string"\ \ },\ \ "next_occurrence_date_range": {"start": "string",\ \ "end": "string"\ \ },\ \ "total_amount_range": {"lower_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "upper_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "currency_code": "string"\ \ }\ \ }
    \

schema/invoice_search_filters Search filters properties.\


Search filters - to retrieve invoices.
\

Note: This API currently supports only one criterion for range queries, so specify only one of the following criteria: invoice_date_range, due_date_range, or payment_date_range.

| currency_code | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The three-character ISO-4217 currency code that identifies the currency. |
| status | Array of strings (invoice_status) [ 1 .. 5 ] itemsunique

An array of invoice status.

| ItemsEnum Value | Description |
| --- | --- |
| DRAFT | The invoice is in draft state. It is not yet sent to the payer. |
| SENT | The invoice has been sent to the payer. The payment is awaited from the payer. |
| SCHEDULED | The invoice is scheduled on a future date. It is not yet sent to the payer. |
| PAID | The payer has paid for the invoice. |
| MARKED_AS_PAID | The invoice is marked as paid by the invoicer. |
| CANCELLED | The invoice has been cancelled by the invoicer. |
| REFUNDED | The invoice has been refunded by the invoicer. |
| PARTIALLY_PAID | The payer has partially paid for the invoice. |
| PARTIALLY_REFUNDED | The invoice has been partially refunded by the invoicer. |
| MARKED_AS_REFUNDED | The invoice is marked as refunded by the invoicer. |
| UNPAID | The invoicer is yet to receive the payment from the payer for the invoice. |
| PAYMENT_PENDING | The invoicer is yet to receive the payment for the invoice. It is under pending review. |
| AUTO_CANCELLED | The invoice was automatically cancelled because the payment was not received within the specified timeframe. |
| PAID_EXTERNAL | The invoice has been paid through an external system or method outside of the standard PayPal payment flow. This status is set manually, indicating payment was received through other means. |
| REFUNDED_EXTERNAL | The invoice has been refunded through an external system or method. This status indicates a refund was issued outside of the standard PayPal payment flow. |
| SHARED | The invoice has been shared with the payer, typically via a link or other method. This status is used to track when an invoice has been distributed but not necessarily sent via PayPal. | |
| archived | boolean
Indicates whether to list merchant-archived invoices in the response. If 'true', the response lists only merchant-archived invoices. If 'false', the response lists only unarchived invoices. If 'null', the response lists all invoices. |
| creation_date_range | object (Date and Time Range)
The date and time range. Filters invoices by creation date, invoice date, due date, and payment date. |
| total_amount_range | object (amount_range)
The amount range. |
| invoice_date_range | object (date_range)
The date range. Filters invoices by creation date, invoice date, due date, and payment date. |
| due_date_range | object (date_range)
The date range. Filters invoices by creation date, invoice date, due date, and payment date. |
| payment_date_range | object (Date and Time Range)
The date and time range. Filters invoices by creation date, invoice date, due date, and payment date. |

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{"currency_code": "str",\ \ "status": ["DRAFT"\ \ ],\ \ "archived": true,\ \ "creation_date_range": {"start": "string",\ \ "end": "string"\ \ },\ \ "total_amount_range": {"lower_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "upper_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "invoice_date_range": {"start": "string",\ \ "end": "string"\ \ },\ \ "due_date_range": {"start": "string",\ \ "end": "string"\ \ },\ \ "payment_date_range": {"start": "string",\ \ "end": "string"\ \ }\ \ }
\

schema/estimate_search_filters Search filters properties.\


Search filters - to retrieve estimates.

| currency_code | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The three-character ISO-4217 currency code that identifies the currency. |
| status | Array of strings (estimate_status) [ 1 .. 5 ] itemsunique

An array of estimate status.

| ItemsEnum Value | Description |
| --- | --- |
| DRAFT | Draft estimate. |
| SENT | Estimate sent. |
| CANCELLED | Estimate cancelled. |
| SHARED | Estimate shared. |
| ACCEPTED | Estimate accepted. |
| INVOICED | Estimate invoiced. |
| EXPIRED | Estimate expired. | |
| archived | boolean
Indicates whether to list merchant-archived invoices in the response. If 'true', the response lists only merchant-archived invoices. If 'false', the response lists only unarchived invoices. If 'null', the response lists all invoices. |
| creation_date_range | object (Date and Time Range)
The date and time range. Filters invoices by creation date, invoice date, due date, and payment date. |
| total_amount_range | object (amount_range)
The amount range. |
| estimate_date_range | object (date_range)
The date range. Filters invoices by creation date, invoice date, due date, and payment date. |

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{"currency_code": "str",\ \ "status": ["DRAFT"\ \ ],\ \ "archived": true,\ \ "creation_date_range": {"start": "string",\ \ "end": "string"\ \ },\ \ "total_amount_range": {"lower_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "upper_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "estimate_date_range": {"start": "string",\ \ "end": "string"\ \ }\ \ }
\

schema/recurring_series_search_filters Search filters properties.\


Search filters - to retrieve recurring invoices series.
\

Note: This API currently supports only one criterion for range queries, so specify only one of the following criteria: creation_date_range or next_occurrence_date_range.

| status | Array of strings (recurring_status) [ 1 .. 5 ] itemsunique

An array of recurring invoice series status.

| ItemsEnum Value | Description |
| --- | --- |
| DRAFT | The recurring series is in draft state. No invoices are generated or sent until the series is activated. The series configuration can be edited while in draft status. |
| ACTIVE | The recurring series is active and operational. Invoices are automatically generated and sent to recipients according to the configured schedule and payment plan. |
| CANCELLED | The recurring series has been canceled and is no longer active. No additional invoices will be generated or sent. This action is typically irreversible. |
| EXPIRED | The recurring series has reached its scheduled end date or maximum number of invoices and is now expired. No additional invoices will be generated or sent. | |
| archived | boolean
Indicates whether to list merchant-archived recurring invoice series in the response. If 'true', the response lists only merchant-archived invoices. If 'false', the response lists only unarchived invoices. If 'null', the response defaults to false. |
| creation_date_range | object (Date and Time Range)
The date and time range. Filters invoices by creation date, invoice date, due date, and payment date. |
| next_occurrence_date_range | object (date_range)
The date range. Filters invoices by creation date, invoice date, due date, and payment date. |
| total_amount_range | object (amount_range)
The amount range. |
| currency_code | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The 3-character ISO-4217 currency code that identifies the currency. |

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{"status": ["DRAFT"\ \ ],\ \ "archived": true,\ \ "creation_date_range": {"start": "string",\ \ "end": "string"\ \ },\ \ "next_occurrence_date_range": {"start": "string",\ \ "end": "string"\ \ },\ \ "total_amount_range": {"lower_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "upper_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "currency_code": "string"\ \ }
\

schema/multiple_recurring_series Search recurring invoices series - response object.\


An array of merchant recurring invoices series. It includes HATEOAS links for navigation.

| | |
| --- | --- |
| recurring_invoices | Array of objects (recurring_series) [ 1 .. 100 ] items
The list of recurring invoices series that match the search criteria. |
| links | Array of objects (Link Description) [ 1 .. 4 ] items
An array of request-related HATEOAS links. |

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{"recurring_invoices": [{"id": "stringstringstringst",\ \ "status": "DRAFT",\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "plan_detail": {"total_cycles": 99,\ \ "completed_cycles": 2147483647,\ \ "frequency": {"interval_unit": "DAY",\ \ "interval_count": 1\ \ },\ \ "start_series_date": "stringstri",\ \ "next_occurrence_date": "stringstri"\ \ },\ \ "recurring_info": {"primary_recipients": [{"billing_info": {"business_name": "string",\ \ "name": {"prefix": null,\ \ "given_name": null,\ \ "surname": null,\ \ "middle_name": null,\ \ "suffix": null,\ \ "alternate_full_name": null,\ \ "full_name": null\ \ },\ \ "address": {"address_line_1": null,\ \ "address_line_2": null,\ \ "address_line_3": null,\ \ "admin_area_4": null,\ \ "admin_area_3": null,\ \ "admin_area_2": null,\ \ "admin_area_1": null,\ \ "postal_code": null,\ \ "country_code": null,\ \ "address_details": { }\ \ },\ \ "phones": [null\ \ ],\ \ "additional_info": "string",\ \ "email_address": "string",\ \ "language": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": null,\ \ "given_name": null,\ \ "surname": null,\ \ "middle_name": null,\ \ "suffix": null,\ \ "alternate_full_name": null,\ \ "full_name": null\ \ },\ \ "address": {"address_line_1": null,\ \ "address_line_2": null,\ \ "address_line_3": null,\ \ "admin_area_4": null,\ \ "admin_area_3": null,\ \ "admin_area_2": null,\ \ "admin_area_1": null,\ \ "postal_code": null,\ \ "country_code": null,\ \ "address_details": { }\ \ }\ \ }\ \ }\ \ ],\ \ "additional_recipients": ["string"\ \ ],\ \ "items": [{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "quantity": "string",\ \ "unit_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": null,\ \ "value": null\ \ }\ \ },\ \ "item_date": "string",\ \ "discount": {"percent": "string",\ \ "amount": {"currency_code": null,\ \ "value": null\ \ }\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }\ \ ],\ \ "detail": {"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "payment_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": null,\ \ "discount_end_date": null,\ \ "percent": null,\ \ "amount": null\ \ },\ \ "late_payment_surcharge": {"is_applied": null,\ \ "surcharge_effective_date": null,\ \ "percent": null,\ \ "amount": null\ \ },\ \ "auto_cancellation": {"is_applied": null,\ \ "cancel_by_date": null\ \ }\ \ }\ \ }\ \ },\ \ "invoicer": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "website": "http://example.com",\ \ "tax_id": "string",\ \ "additional_notes": "string",\ \ "logo_url": "http://example.com",\ \ "email_address": "string"\ \ },\ \ "configuration": {"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "template_id": "PayPal system template"\ \ },\ \ "amount": {"currency_code": "str",\ \ "value": "string",\ \ "breakdown": {"item_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "discount": {"invoice_discount": {"percent": null,\ \ "amount": null\ \ },\ \ "item_discount": {"currency_code": null,\ \ "value": null\ \ }\ \ },\ \ "tax_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping": {"amount": {"currency_code": null,\ \ "value": null\ \ },\ \ "tax": {"name": null,\ \ "tax_note": null,\ \ "percent": null,\ \ "amount": null\ \ }\ \ },\ \ "custom": {"label": "string",\ \ "amount": {"currency_code": null,\ \ "value": null\ \ }\ \ }\ \ }\ \ }\ \ },\ \ "metadata": {"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string",\ \ "canceled_time": "string"\ \ }\ \ }\ \ ],\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ]\ \ }
\

schema/search_data search_data\


The invoice search parameters.

| recipient_email | string[ 0 .. 254 ] characters^[\S\s]*$
Filters the search by the email address. |
| recipient_first_name | string[ 0 .. 140 ] characters^[\S\s]*$
Filters the search by the recipient first name. |
| recipient_last_name | string[ 0 .. 140 ] characters^[\S\s]*$
Filters the search by the recipient last name. |
| recipient_business_name | string[ 0 .. 300 ] characters^[\S\s]*$
Filters the search by the recipient business name. |
| invoice_number | string[ 0 .. 25 ] characters^[\S\s]*$
Filters the search by the invoice number. |
| status | Array of strings (invoice_status) [ 0 .. 5 ] items

An array of status values.

| ItemsEnum Value | Description |
| --- | --- |
| DRAFT | The invoice is in draft state. It is not yet sent to the payer. |
| SENT | The invoice has been sent to the payer. The payment is awaited from the payer. |
| SCHEDULED | The invoice is scheduled on a future date. It is not yet sent to the payer. |
| PAID | The payer has paid for the invoice. |
| MARKED_AS_PAID | The invoice is marked as paid by the invoicer. |
| CANCELLED | The invoice has been cancelled by the invoicer. |
| REFUNDED | The invoice has been refunded by the invoicer. |
| PARTIALLY_PAID | The payer has partially paid for the invoice. |
| PARTIALLY_REFUNDED | The invoice has been partially refunded by the invoicer. |
| MARKED_AS_REFUNDED | The invoice is marked as refunded by the invoicer. |
| UNPAID | The invoicer is yet to receive the payment from the payer for the invoice. |
| PAYMENT_PENDING | The invoicer is yet to receive the payment for the invoice. It is under pending review. |
| AUTO_CANCELLED | The invoice was automatically cancelled because the payment was not received within the specified timeframe. |
| PAID_EXTERNAL | The invoice has been paid through an external system or method outside of the standard PayPal payment flow. This status is set manually, indicating payment was received through other means. |
| REFUNDED_EXTERNAL | The invoice has been refunded through an external system or method. This status indicates a refund was issued outside of the standard PayPal payment flow. |
| SHARED | The invoice has been shared with the payer, typically via a link or other method. This status is used to track when an invoice has been distributed but not necessarily sent via PayPal. | |
| reference | string[ 0 .. 120 ] characters^[\S\s]*$
The reference data. Includes a Purchase Order (PO) number. |
| memo | string[ 0 .. 500 ] characters^[\S\s]*$
A private bookkeeping memo for the user. |
| payment_date_range | object (Date and Time Range)
The date and time range. Filters invoices by creation date, invoice date, due date, and payment date. |
| archived | boolean
Indicates whether to list merchant-archived invoices in the response. Value is:
- true. Response lists only merchant-archived invoices.
- false. Response lists only unarchived invoices.
- null. Response lists all invoices. |
| fields | Array of strings[ 0 .. 5 ] items
A CSV file of fields to return for the user, if available. Because the invoice object can be very large, field filtering is required. Valid collection fields are items, payments, refunds, additional_recipients_info, and attachments. |
| currency_code | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The three-character ISO-4217 currency code that identifies the currency. |
| total_amount_range | object (amount_range)
The amount range. |
| invoice_date_range | object (date_range)
The date range. Filters invoices by creation date, invoice date, due date, and payment date. |
| due_date_range | object (date_range)
The date range. Filters invoices by creation date, invoice date, due date, and payment date. |
| creation_date_range | object (Date and Time Range)
The date and time range. Filters invoices by creation date, invoice date, due date, and payment date. |

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{"recipient_email": "string",\ \ "recipient_first_name": "string",\ \ "recipient_last_name": "string",\ \ "recipient_business_name": "string",\ \ "invoice_number": "string",\ \ "status": ["DRAFT"\ \ ],\ \ "reference": "string",\ \ "memo": "string",\ \ "payment_date_range": {"start": "string",\ \ "end": "string"\ \ },\ \ "archived": true,\ \ "fields": ["string"\ \ ],\ \ "currency_code": "string",\ \ "total_amount_range": {"lower_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "upper_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "invoice_date_range": {"start": "string",\ \ "end": "string"\ \ },\ \ "due_date_range": {"start": "string",\ \ "end": "string"\ \ },\ \ "creation_date_range": {"start": "string",\ \ "end": "string"\ \ }\ \ }
\

schema/shipping_cost shipping_cost\


The shipping fee for all items. Includes tax on shipping.

| | |
| --- | --- |
| amount | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |
| tax | object (tax)
The tax information. Includes the tax name and tax rate of invoice items. The tax amount is added to the item total. |

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{"amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }
\

schema/stored_discount stored_discount\


The details about the stored discount.

| id | string (id) = 40 characters^(BAT-)1[0-9A-Z]{3}-[0-9A-Z]{4}-[0-9A-Z]{8}-[...Show pattern
A unique id used to reference the batch task. |
| name
required | string[ 1 .. 40 ] characters^[a-zA-Z0-9\s]+$
Represents the name of the stored discount. |
| value
required | string[ 1 .. 32 ] characters^((-?[0-9]+)|(-?([0-9]+)?[.][0-9]+))$
Represents the value of the stored discount it can be a percentage or absolute value. In case of absolute value, which might be:
- An integer for currencies like JPY that are not typically fractional.
- A decimal fraction for currencies like TND that are subdivided into thousandths.
For the required number of decimal places for a currency code, see Currency Codes. |
| type
required | string (type) [ 1 .. 20 ] characters^[A-Z0-9_]*$

Type of the stored discount. Used to determine wheather its percentage or absolute currency value.

| Enum Value | Description |
| --- | --- |
| PERCENT | Percentage of discount used in invoice item or in an invoice. |
| AMOUNT | An absolute value of discount used in invoice item or in an invoice based on the currency in invoice. | |
| active | boolean
Indicates whether given stored discount is active or not. |
| created_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
Indicates time of stored discount creation. |
| updated_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
Indicates time of stored discount updation. |

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{"id": "stringstringstringstringstringstringstri",\ \ "name": "string",\ \ "value": "string",\ \ "type": "PERCENT",\ \ "active": true,\ \ "created_time": "stringstringstringst",\ \ "updated_time": "stringstringstringst"\ \ }
\

schema/subscription_info Subscription Info\


Detailed information about a subscription.

| id | string= 39 characters^SI-[0-9a-zA-Z]{4}-[0-9a-zA-Z]{4}-[0-9a-zA-Z]...Show pattern
Identifier of the subscription. |
| status | string (Subscription status) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The subscription status.

| Enum Value | Description |
| --- | --- |
| ACTIVE | Represents the subscription is created. |
| CANCELLED | Represents the subscription is cancelled. |
| PENDING_CANCELLATION | Represents the subscription is in pending cancelled state. |
| PENDING_ACTIVATION | Represents the subscription is in pending activation state. |
| TRIAL | Represents the subscription status is in TRIAL. | |
| plan | object (An object representing a specific subscription plan info.)
An object representing a specific subscription plan info. |
| next_billing_date_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The subscription plan next billing date time. |

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{"id": "stringstringstringstringstringstringstr",\ \ "status": "ACTIVE",\ \ "plan": {"id": "stringstringstringstringstringstringstr",\ \ "name": "string"\ \ },\ \ "next_billing_date_time": "string"\ \ }
\

schema/subscription_status Subscription status\


The subscription status.

string (Subscription status) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The subscription status.

| Enum Value | Description |
| --- | --- |
| ACTIVE | Represents the subscription is created. |
| CANCELLED | Represents the subscription is cancelled. |
| PENDING_CANCELLATION | Represents the subscription is in pending cancelled state. |
| PENDING_ACTIVATION | Represents the subscription is in pending activation state. |
| TRIAL | Represents the subscription status is in TRIAL. |

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"ACTIVE"
\

schema/task_type task_type\


Task type of the batch task. Used to determine the batch operation/logic to be performed.

string (task_type) [ 1 .. 50 ] characters^[A-Z0-9_]*$

Task type of the batch task. Used to determine the batch operation/logic to be performed.

| Enum Value | Description |
| --- | --- |
| RISK_LIMIT_RECENT | Task for processing recent records for the account in Invoicing. |
| RISK_LIMIT_FULL | Task for processing all records in Invoicing. |

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"RISK_LIMIT_RECENT"
\

schema/tax tax\


The tax information. Includes the tax name and tax rate of invoice items. The tax amount is added to the item total.

| | |
| --- | --- |
| name
required | string[ 0 .. 100 ] characters^[\s\S]*$
The name of the tax applied on the invoice items. |
| tax_note | string[ 0 .. 40 ] characters^[\s\S]*$
The tax note used to track the tax related data. |
| percent
required | string<ppaas_common_percentage_v2> (percentage) ^((-?[0-9]+)|(-?([0-9]+)?[.][0-9]+))$
The percentage, as a fixed-point, signed decimal number. For example, define a 19.99% interest rate as 19.99. |
| amount | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |

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{"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }
\

schema/template template\


The template with invoice details to load with all captured fields.

| id | string[ 0 .. 30 ] characters^[\S\s]*$
The ID of the template. |
| name | string[ 1 .. 500 ] characters^[\S\s]*$
The template name.
> Note: The template name must be unique. |
| description | string[ 1 .. 160 ] characters^[\S\s]*$
The detailed description of the template. |
| default_template | boolean
Indicates whether this template is the default template. A invoicer can have one default template. |
| standard_template | boolean
Indicates whether this template is a invoicer-created custom template. The system generates non-custom templates. |
| links | Array of objects (Link Description) [ 0 .. 2147483647 ] items
An array of request-related HATEOAS links. |
| template_info | object (template_info)
The template details. Includes invoicer business information, invoice recipients, items, and configuration. |
| settings | object (template_settings)
The template settings. Describes which fields to show or hide when you create an invoice. |
| unit_of_measure | string (unit_of_measure) [ 0 .. 2147483647 ] characters^[\S\s]*$

The unit of measure for the invoiced item.

| Enum Value | Description |
| --- | --- |
| QUANTITY | The unit of measure is quantity. This invoice template is typically used for physical goods. |
| HOURS | The unit of measure is hours. This invoice template is typically used for services. |
| AMOUNT | The unit of measure is amount. This invoice template is typically used when only amount is required. | |

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{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "default_template": true,\ \ "standard_template": true,\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "template_info": {"primary_recipients": [{"billing_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "additional_info": "string",\ \ "email_address": "string",\ \ "language": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }\ \ }\ \ ],\ \ "additional_recipients": ["string"\ \ ],\ \ "items": [{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "quantity": "string",\ \ "unit_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_date": "string",\ \ "discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }\ \ ],\ \ "detail": {"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "tip_presets": [{"percent": "19.99"\ \ }\ \ ],\ \ "order_details": "string",\ \ "project_details": "string",\ \ "service_details": "string",\ \ "payment_terms": "string",\ \ "return_policy": "string",\ \ "cancellation_policy": "string",\ \ "service_agreement": "string",\ \ "payment_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ }\ \ },\ \ "metadata": {"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string"\ \ }\ \ },\ \ "invoicer": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "website": "http://example.com",\ \ "tax_id": "string",\ \ "additional_notes": "string",\ \ "logo_url": "http://example.com",\ \ "email_address": "string"\ \ },\ \ "configuration": {"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "has_conditional_rule": false,\ \ "save_item_for_future": true,\ \ "show_additional_item_fields": false,\ \ "discount_mode_preference": "ONE_TIME",\ \ "theme": {"primary_color": "string"\ \ }\ \ },\ \ "amount": {"currency_code": "str",\ \ "value": "string",\ \ "breakdown": {"item_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "discount": {"invoice_discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_discount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "tax_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping": {"amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ },\ \ "custom": {"label": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }\ \ },\ \ "due_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "settings": {"template_item_settings": [{"field_name": "ITEMS_QUANTITY",\ \ "display_preference": {"hidden": false\ \ }\ \ }\ \ ],\ \ "template_subtotal_settings": [{"field_name": "DISCOUNT",\ \ "display_preference": {"hidden": false\ \ }\ \ }\ \ ],\ \ "template_details_settings": [{"display_preference": {"hidden": true\ \ },\ \ "field_name": "ORDER_DETAILS"\ \ }\ \ ],\ \ "template_policy_and_agreement_settings": [{"display_preference": {"hidden": true\ \ },\ \ "field_name": "CANCELLATION_POLICY"\ \ }\ \ ],\ \ "template_additional_settings": [{"display_preference": {"hidden": true\ \ },\ \ "field_name": "ATTACHMENT"\ \ }\ \ ]\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }
\

schema/template_additional_setting template_additional_setting\


The template additional setting. Includes the field name and display preference.

| display_preference | object (template_setting_display_preference)
The template setting display preference. |
| field_name | string (template_additional_settings_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Indicates which field or section of the invoice template this display preference applies to, as defined in template_additional_settings_field.json.

| Enum Value | Description |
| --- | --- |
| ATTACHMENT | The file attachments added to the invoice template. |
| MEMO | The internal memo in the invoice template that is visible only to the invoicer. |
| REFERENCE | The reference number in the invoice template for tracking or correlation. | |

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{"display_preference": {"hidden": true\ \ },\ \ "field_name": "ATTACHMENT"\ \ }
\

schema/template_additional_settings_field template_additional_settings_field\


The field names in the invoice template for additional sections, such as reference, attachments, or memo.

string (template_additional_settings_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field names in the invoice template for additional sections, such as reference, attachments, or memo.

| Enum Value | Description |
| --- | --- |
| ATTACHMENT | The file attachments added to the invoice template. |
| MEMO | The internal memo in the invoice template that is visible only to the invoicer. |
| REFERENCE | The reference number in the invoice template for tracking or correlation. |

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"ATTACHMENT"
\

schema/template_configuration template_configuration\


The template configuration details. Includes tax information, tip, and partial payment.

| tax_calculated_after_discount | boolean
Default:true
Indicates whether the tax is calculated before or after a discount. If false, the tax is calculated before a discount. If true, the tax is calculated after a discount. |
| tax_inclusive | boolean
Default:false
Indicates whether the unit price includes tax. |
| allow_tip | boolean
Default:false
Indicates whether the invoice enables the customer to enter a tip amount during payment. If true, the invoice shows a tip amount field so that the customer can enter a tip amount. If false, the invoice does not show a tip amount field.
> Note: This feature is not available for users in Hong Kong, Taiwan, India, or Japan. |
| partial_payment | object (partial_payment)
The partial payment details. Includes the minimum amount that the invoicer wants the payer to pay. |
| has_conditional_rule | boolean
Default:false
Indicates whether conditional pricing rules are applied to the invoice. If true, pricing rules (such as discounts or surcharges based on specific conditions) are applied. If false, no conditional pricing rules are applied. |
| save_item_for_future | boolean
Default:true
Indicates whether the item should be saved for future invoices. |
| show_additional_item_fields | boolean
Default:false
Indicates whether items tray should be shown for invoices or not. If true, additional fields containing items tray will be shown. If false, the items tray will be hidden. |
| discount_mode_preference | string (discount_mode_preference) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Represents the user's preferred mode for creating discounts. Determines whether "One-time discount" or "Save for future invoices" is preselected when creating a new discount.

| Enum Value | Description |
| --- | --- |
| ONE_TIME | Indicates that the user prefers creating one-time discounts by default. |
| SAVE_FOR_FUTURE | Indicates that the user prefers saving discounts for future invoices by default. | |
| theme | object (Theme configuration)
The theme configuration for the template. Defines the visual appearance of the invoice buyer experience and email when invoice is created using the template in UI.
> Note: Setting a theme on a template does not automatically carry over to invoices created using this template. To apply a theme to an invoice, set it directly on the invoice configuration. |

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{"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "has_conditional_rule": false,\ \ "save_item_for_future": true,\ \ "show_additional_item_fields": false,\ \ "discount_mode_preference": "ONE_TIME",\ \ "theme": {"primary_color": "string"\ \ }\ \ }
\

schema/template_detail template_detail\


The template-related details. Includes notes, terms and conditions, memo, and attachments.

| | |
| --- | --- |
| reference | string[ 1 .. 120 ] characters^[\S\s]*$
The reference data. Includes a Purchase Order (PO) number. |
| note | string[ 1 .. 4000 ] characters^[\S\s]*$
A note to the invoice recipient. Also appears on the invoice notification email. |
| terms_and_conditions | string[ 1 .. 4000 ] characters^[\S\s]*$
The general terms of the invoice. Can include return or cancellation policy and other terms and conditions. |
| memo | string[ 1 .. 500 ] characters^[\S\s]*$
A private bookkeeping memo for the user. |
| attachments | Array of objects (File Reference) [ 0 .. 2147483647 ] items
An array of PayPal IDs for the files that are attached to an invoice. |
| currency_code
required | string<ppaas_common_currency_code_v2> (currency_code) = 3 characters
The three-character ISO-4217 currency code that identifies the currency. |
| tip_presets | Array of objects (tip_preset) [ 1 .. 3 ] items
Specifies the predefined tip options configured by the invoicer. These preset values are shown to customers at checkout as suggested tipping amounts, in addition to the option to enter a custom tip. |
| order_details | string[ 1 .. 2500 ] characters^[\S\s]*$
Order details information. |
| project_details | string[ 1 .. 2500 ] characters^[\S\s]*$
Project details information. |
| service_details | string[ 1 .. 2500 ] characters^[\S\s]*$
Service details information. |
| payment_terms | string[ 1 .. 2500 ] characters^[\S\s]*$
Payment terms information. |
| return_policy | string[ 1 .. 2500 ] characters^[\S\s]*$
Return policy information. |
| cancellation_policy | string[ 1 .. 2500 ] characters^[\S\s]*$
Cancellation policy information. |
| service_agreement | string[ 1 .. 2500 ] characters^[\S\s]*$
Service agreement information. |
| payment_term | object (payment_term)
The payment term of the invoice. Payment can be due upon receipt, a specified date, or in a set number of days. |
| metadata | object (template_metadata)
The audit metadata. Captures all template actions on create and update. |

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{"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "tip_presets": [{"percent": "19.99"\ \ }\ \ ],\ \ "order_details": "string",\ \ "project_details": "string",\ \ "service_details": "string",\ \ "payment_terms": "string",\ \ "return_policy": "string",\ \ "cancellation_policy": "string",\ \ "service_agreement": "string",\ \ "payment_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ }\ \ },\ \ "metadata": {"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string"\ \ }\ \ }
\

schema/template_details_setting template_details_setting\


The template invoice details setting. Includes the field name and display preference for order, project, and service details.

| display_preference | object (template_setting_display_preference)
The template setting display preference. |
| field_name | string (template_details_settings_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field name for which to map corresponding display preferences.

| Enum Value | Description |
| --- | --- |
| ORDER_DETAILS | Order details information in the invoice template. |
| PROJECT_DETAILS | Project details information in the invoice template. |
| SERVICE_DETAILS | Service details information in the invoice template. | |

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{"display_preference": {"hidden": true\ \ },\ \ "field_name": "ORDER_DETAILS"\ \ }
\

schema/template_details_settings_field template_details_settings_field\


The field names for the invoice details in the template.

string (template_details_settings_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field names for the invoice details in the template.

| Enum Value | Description |
| --- | --- |
| ORDER_DETAILS | Order details information in the invoice template. |
| PROJECT_DETAILS | Project details information in the invoice template. |
| SERVICE_DETAILS | Service details information in the invoice template. |

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"ORDER_DETAILS"
\

schema/template_display_preference template_display_preference\


The template display preference.

| | |
| --- | --- |
| hidden | boolean
Default:false
Indicates whether to show or hide this field. |

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{"hidden": false\ \ }
\

schema/template_info template_info\


The template details. Includes invoicer business information, invoice recipients, items, and configuration.

| | |
| --- | --- |
| primary_recipients | Array of objects (recipient_info) [ 0 .. 100 ] items
The billing and shipping information. Includes name, email, address, phone, and language. |
| additional_recipients | Array of strings<ppaas_common_email_address_v2> (email_address) [ 0 .. 100 ] items
An array of one or more CC: emails to which notifications are sent. If you omit this parameter, a notification is sent to all CC: email addresses that are part of the invoice.
> Note: Valid values are email addresses in the additional_recipients value associated with the invoice. |
| items | Array of objects (item) [ 0 .. 100 ] items
An array of invoice line-item information. |
| detail | object (template_detail)
The template-related details. Includes notes, terms and conditions, memo, and attachments. |
| invoicer | object (invoicer_info)
The invoicer business information that appears on the invoice. |
| configuration | object (template_configuration)
The template configuration details. Includes tax information, tip, and partial payment. |
| amount | object (amount_summary_detail)
The invoice amount summary of item total, discount, tax total, and shipping. |
| due_amount | object (Money)
The currency and amount for a financial transaction, such as a balance or payment due. |

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{"primary_recipients": [{"billing_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "additional_info": "string",\ \ "email_address": "string",\ \ "language": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ }\ \ }\ \ ],\ \ "additional_recipients": ["string"\ \ ],\ \ "items": [{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "quantity": "string",\ \ "unit_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_date": "string",\ \ "discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }\ \ ],\ \ "detail": {"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "tip_presets": [{"percent": "19.99"\ \ }\ \ ],\ \ "order_details": "string",\ \ "project_details": "string",\ \ "service_details": "string",\ \ "payment_terms": "string",\ \ "return_policy": "string",\ \ "cancellation_policy": "string",\ \ "service_agreement": "string",\ \ "payment_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": true,\ \ "discount_end_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "late_payment_surcharge": {"is_applied": true,\ \ "surcharge_effective_date": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "auto_cancellation": {"is_applied": true,\ \ "cancel_by_date": "string"\ \ }\ \ }\ \ },\ \ "metadata": {"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string"\ \ }\ \ },\ \ "invoicer": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "website": "http://example.com",\ \ "tax_id": "string",\ \ "additional_notes": "string",\ \ "logo_url": "http://example.com",\ \ "email_address": "string"\ \ },\ \ "configuration": {"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "has_conditional_rule": false,\ \ "save_item_for_future": true,\ \ "show_additional_item_fields": false,\ \ "discount_mode_preference": "ONE_TIME",\ \ "theme": {"primary_color": "string"\ \ }\ \ },\ \ "amount": {"currency_code": "str",\ \ "value": "string",\ \ "breakdown": {"item_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "discount": {"invoice_discount": {"percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "item_discount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "tax_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping": {"amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ },\ \ "custom": {"label": "string",\ \ "amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }\ \ }\ \ },\ \ "due_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ }
\

schema/template_item_field template_item_field\


The field names for the invoice line items in the template.

string (template_item_field) [ 0 .. 2147483647 ] characters^[\S\s]*$

The field names for the invoice line items in the template.

| Enum Value | Description |
| --- | --- |
| ITEMS_QUANTITY | The quantity of the item in the template that the invoicer provides to the payer. Value is from -1000000 to 1000000. Supports up to five decimal places. |
| ITEMS_DESCRIPTION | The description of the item in the invoice template. |
| ITEMS_DATE | The date in invoice template when the item or service was provided, in Internet date and time format. For example, yyyy- MM- dd T z. |
| ITEMS_DISCOUNT | The item discount in the invoice template. Discount as a percent or amount at invoice level. Invoice discount amount is subtracted from the item total. |
| ITEMS_TAX | The tax associated with the item in the invoice template. The tax amount is added to the item total. Value is from 0 to 100. Supports up to five decimal places. |

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"ITEMS_QUANTITY"
\

schema/template_item_setting template_item_setting\


The template item setting. Sets a template as the default template or edit template.

| field_name | string (template_item_field) [ 0 .. 2147483647 ] characters^[\S\s]*$

The field name in template_data for which to map corresponding display preferences.

| Enum Value | Description |
| --- | --- |
| ITEMS_QUANTITY | The quantity of the item in the template that the invoicer provides to the payer. Value is from -1000000 to 1000000. Supports up to five decimal places. |
| ITEMS_DESCRIPTION | The description of the item in the invoice template. |
| ITEMS_DATE | The date in invoice template when the item or service was provided, in Internet date and time format. For example, yyyy- MM- dd T z. |
| ITEMS_DISCOUNT | The item discount in the invoice template. Discount as a percent or amount at invoice level. Invoice discount amount is subtracted from the item total. |
| ITEMS_TAX | The tax associated with the item in the invoice template. The tax amount is added to the item total. Value is from 0 to 100. Supports up to five decimal places. | |
| display_preference | object (template_display_preference)
The display preference. |

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{"field_name": "ITEMS_QUANTITY",\ \ "display_preference": {"hidden": false\ \ }\ \ }
\

schema/template_metadata template_metadata\


The audit metadata. Captures all template actions on create and update.

| | |
| --- | --- |
| created_by | string[ 0 .. 2147483647 ] characters^[\S\s]*$
The email address of the account that created the resource. |
| last_updated_by | string[ 0 .. 2147483647 ] characters^[\S\s]*$
The email address of the account that last edited the resource. |
| create_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |
| last_update_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time, in Internet date and time format. Seconds are required while fractional seconds are optional.
> Note: The regular expression provides guidance but does not reject all invalid dates. |

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{"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string"\ \ }
\

schema/template_policy_and_agreement_setting template_policy_and_agreement_setting\


The template policy and agreement setting. Includes the field name and display preference for policy and agreement related fields.

| display_preference | object (template_setting_display_preference)
The template setting display preference. |
| field_name | string (template_policy_and_agreement_settings_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field name for which to map corresponding display preferences.

| Enum Value | Description |
| --- | --- |
| CANCELLATION_POLICY | Cancellation policy information in the invoice template. |
| PAYMENT_TERMS | Payment terms information in the invoice template. |
| RETURN_POLICY | Return policy information in the invoice template. |
| SERVICE_AGREEMENT | Service agreement information in the invoice template. |
| TERMS_AND_CONDITIONS | Terms and conditions information in the invoice template. | |

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{"display_preference": {"hidden": true\ \ },\ \ "field_name": "CANCELLATION_POLICY"\ \ }
\

schema/template_policy_and_agreement_settings_field template_policy_and_agreement_settings_field\


The field names for the policy and agreement details in the template.

string (template_policy_and_agreement_settings_field) [ 1 .. 255 ] characters^[A-Z0-9_]+$

The field names for the policy and agreement details in the template.

| Enum Value | Description |
| --- | --- |
| CANCELLATION_POLICY | Cancellation policy information in the invoice template. |
| PAYMENT_TERMS | Payment terms information in the invoice template. |
| RETURN_POLICY | Return policy information in the invoice template. |
| SERVICE_AGREEMENT | Service agreement information in the invoice template. |
| TERMS_AND_CONDITIONS | Terms and conditions information in the invoice template. |

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"CANCELLATION_POLICY"
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schema/template_setting_display_preference template_setting_display_preference\


The template setting display preference.

| | |
| --- | --- |
| hidden | boolean
Indicates whether to show or hide this field. |

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{"hidden": true\ \ }
\

schema/template_settings template_settings\


The template settings. Sets a template as the default template or edit template.

| | |
| --- | --- |
| template_item_settings | Array of objects (template_item_setting) [ 0 .. 2147483647 ] items
The template item headers display preference. |
| template_subtotal_settings | Array of objects (template_subtotal_setting) [ 0 .. 2147483647 ] items
The template subtotal headers display preference. |
| template_details_settings | Array of objects (template_details_setting) [ 0 .. 2147483647 ] items
The template invoice details settings for order, project, and service details. |
| template_policy_and_agreement_settings | Array of objects (template_policy_and_agreement_setting) [ 0 .. 2147483647 ] items
The template policy and agreement settings for terms, cancellation, and return policies. |
| template_additional_settings | Array of objects (template_additional_setting) [ 1 .. 10 ] items
The template additional fields that define display preferences for references, attachments, and memos. |

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{"template_item_settings": [{"field_name": "ITEMS_QUANTITY",\ \ "display_preference": {"hidden": false\ \ }\ \ }\ \ ],\ \ "template_subtotal_settings": [{"field_name": "DISCOUNT",\ \ "display_preference": {"hidden": false\ \ }\ \ }\ \ ],\ \ "template_details_settings": [{"display_preference": {"hidden": true\ \ },\ \ "field_name": "ORDER_DETAILS"\ \ }\ \ ],\ \ "template_policy_and_agreement_settings": [{"display_preference": {"hidden": true\ \ },\ \ "field_name": "CANCELLATION_POLICY"\ \ }\ \ ],\ \ "template_additional_settings": [{"display_preference": {"hidden": true\ \ },\ \ "field_name": "ATTACHMENT"\ \ }\ \ ]\ \ }
\

schema/template_subtotal_field template_subtotal_field\


The field names in the template for discount, shipping, and custom amounts.

string (template_subtotal_field) [ 1 .. 2147483647 ] characters^[\S\s]*$

The field names in the template for discount, shipping, and custom amounts.

| Enum Value | Description |
| --- | --- |
| DISCOUNT | The discount as a percent or amount at invoice level. The invoice discount amount is subtracted from the item total. |
| SHIPPING | The shipping fee for all items in the invoice template. Also includes the tax on shipping. |
| CUSTOM | The custom amount to apply to an invoice in the template. If you include a label, you must include the custom amount. |
| SHIPPING_TAX | The tax on shipping fee for all items in the invoice template. |

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"DISCOUNT"
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schema/template_subtotal_setting template_subtotal_setting\


The template subtotal setting. Includes the field name and display preference.

| field_name | string (template_subtotal_field) [ 1 .. 2147483647 ] characters^[\S\s]*$

The field name in template_data for which to map corresponding display preferences.

| Enum Value | Description |
| --- | --- |
| DISCOUNT | The discount as a percent or amount at invoice level. The invoice discount amount is subtracted from the item total. |
| SHIPPING | The shipping fee for all items in the invoice template. Also includes the tax on shipping. |
| CUSTOM | The custom amount to apply to an invoice in the template. If you include a label, you must include the custom amount. |
| SHIPPING_TAX | The tax on shipping fee for all items in the invoice template. | |
| display_preference | object (template_display_preference)
The display preference. |

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{"field_name": "DISCOUNT",\ \ "display_preference": {"hidden": false\ \ }\ \ }
\

schema/templates templates\


An array of merchant-created templates with associated details that include the emails, addresses, and phone numbers from the user's PayPal profile.

| | |
| --- | --- |
| addresses | Array of objects (Portable Postal Address (Medium-Grained)) [ 0 .. 2147483647 ] items
An array of addresses in the user's PayPal profile. |
| phones | Array of objects (phone_detail) [ 0 .. 2147483647 ] items
An array of phone numbers in the user's PayPal profile. |
| templates | Array of objects (template) [ 0 .. 2147483647 ] items
An array of details for each template. If fields is none, returns only the template name, ID, and default status. |
| links | Array of objects (Link Description) [ 0 .. 2147483647 ] items
An array of request-related HATEOAS links. |
| emails | string<ppaas_common_email_address_v2> (email_address) [ 3 .. 254 ] characters^(?:[A-Za-z0-9!#$%&'*+/=?^_`{|}~-]+(?:\.[A-Za...Show pattern
An array of emails in the user's PayPal profile. |

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{"addresses": [{"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ }\ \ ],\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "templates": [{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "default_template": true,\ \ "standard_template": true,\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "template_info": {"primary_recipients": [{"billing_info": {"business_name": "string",\ \ "name": {"prefix": null,\ \ "given_name": null,\ \ "surname": null,\ \ "middle_name": null,\ \ "suffix": null,\ \ "alternate_full_name": null,\ \ "full_name": null\ \ },\ \ "address": {"address_line_1": null,\ \ "address_line_2": null,\ \ "address_line_3": null,\ \ "admin_area_4": null,\ \ "admin_area_3": null,\ \ "admin_area_2": null,\ \ "admin_area_1": null,\ \ "postal_code": null,\ \ "country_code": null,\ \ "address_details": { }\ \ },\ \ "phones": [null\ \ ],\ \ "additional_info": "string",\ \ "email_address": "string",\ \ "language": "string"\ \ },\ \ "shipping_info": {"business_name": "string",\ \ "name": {"prefix": null,\ \ "given_name": null,\ \ "surname": null,\ \ "middle_name": null,\ \ "suffix": null,\ \ "alternate_full_name": null,\ \ "full_name": null\ \ },\ \ "address": {"address_line_1": null,\ \ "address_line_2": null,\ \ "address_line_3": null,\ \ "admin_area_4": null,\ \ "admin_area_3": null,\ \ "admin_area_2": null,\ \ "admin_area_1": null,\ \ "postal_code": null,\ \ "country_code": null,\ \ "address_details": { }\ \ }\ \ }\ \ }\ \ ],\ \ "additional_recipients": ["string"\ \ ],\ \ "items": [{"id": "string",\ \ "name": "string",\ \ "description": "string",\ \ "quantity": "string",\ \ "unit_amount": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "tax": {"name": "string",\ \ "tax_note": "string",\ \ "percent": "string",\ \ "amount": {"currency_code": null,\ \ "value": null\ \ }\ \ },\ \ "item_date": "string",\ \ "discount": {"percent": "string",\ \ "amount": {"currency_code": null,\ \ "value": null\ \ }\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }\ \ ],\ \ "detail": {"reference": "string",\ \ "note": "string",\ \ "terms_and_conditions": "string",\ \ "memo": "string",\ \ "attachments": [{"id": "string",\ \ "reference_url": "http://example.com",\ \ "content_type": "string",\ \ "size": "string",\ \ "create_time": "string"\ \ }\ \ ],\ \ "currency_code": "string",\ \ "tip_presets": [{"percent": "19.99"\ \ }\ \ ],\ \ "order_details": "string",\ \ "project_details": "string",\ \ "service_details": "string",\ \ "payment_terms": "string",\ \ "return_policy": "string",\ \ "cancellation_policy": "string",\ \ "service_agreement": "string",\ \ "payment_term": {"term_type": "DUE_ON_RECEIPT",\ \ "conditional_rules": {"early_payment_discount": {"is_applied": null,\ \ "discount_end_date": null,\ \ "percent": null,\ \ "amount": null\ \ },\ \ "late_payment_surcharge": {"is_applied": null,\ \ "surcharge_effective_date": null,\ \ "percent": null,\ \ "amount": null\ \ },\ \ "auto_cancellation": {"is_applied": null,\ \ "cancel_by_date": null\ \ }\ \ }\ \ },\ \ "metadata": {"created_by": "string",\ \ "last_updated_by": "string",\ \ "create_time": "string",\ \ "last_update_time": "string"\ \ }\ \ },\ \ "invoicer": {"business_name": "string",\ \ "name": {"prefix": "string",\ \ "given_name": "string",\ \ "surname": "string",\ \ "middle_name": "string",\ \ "suffix": "string",\ \ "alternate_full_name": "string",\ \ "full_name": "string"\ \ },\ \ "address": {"address_line_1": "string",\ \ "address_line_2": "string",\ \ "address_line_3": "string",\ \ "admin_area_4": "string",\ \ "admin_area_3": "string",\ \ "admin_area_2": "string",\ \ "admin_area_1": "string",\ \ "postal_code": "string",\ \ "country_code": "st",\ \ "address_details": {"street_number": "string",\ \ "street_name": "string",\ \ "street_type": "string",\ \ "delivery_service": "string",\ \ "building_name": "string",\ \ "sub_building": "string"\ \ }\ \ },\ \ "phones": [{"country_code": "str",\ \ "national_number": "string",\ \ "extension_number": "string",\ \ "phone_type": "FAX"\ \ }\ \ ],\ \ "website": "http://example.com",\ \ "tax_id": "string",\ \ "additional_notes": "string",\ \ "logo_url": "http://example.com",\ \ "email_address": "string"\ \ },\ \ "configuration": {"tax_calculated_after_discount": true,\ \ "tax_inclusive": false,\ \ "allow_tip": false,\ \ "partial_payment": {"allow_partial_payment": false,\ \ "minimum_amount_due": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "has_conditional_rule": false,\ \ "save_item_for_future": true,\ \ "show_additional_item_fields": false,\ \ "discount_mode_preference": "ONE_TIME",\ \ "theme": {"primary_color": "string"\ \ }\ \ },\ \ "amount": {"currency_code": "str",\ \ "value": "string",\ \ "breakdown": {"item_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "discount": {"invoice_discount": {"percent": null,\ \ "amount": null\ \ },\ \ "item_discount": {"currency_code": null,\ \ "value": null\ \ }\ \ },\ \ "tax_total": {"currency_code": "str",\ \ "value": "string"\ \ },\ \ "shipping": {"amount": {"currency_code": null,\ \ "value": null\ \ },\ \ "tax": {"name": null,\ \ "tax_note": null,\ \ "percent": null,\ \ "amount": null\ \ }\ \ },\ \ "custom": {"label": "string",\ \ "amount": {"currency_code": null,\ \ "value": null\ \ }\ \ }\ \ }\ \ },\ \ "due_amount": {"currency_code": "str",\ \ "value": "string"\ \ }\ \ },\ \ "settings": {"template_item_settings": [{"field_name": "ITEMS_QUANTITY",\ \ "display_preference": {"hidden": false\ \ }\ \ }\ \ ],\ \ "template_subtotal_settings": [{"field_name": "DISCOUNT",\ \ "display_preference": {"hidden": false\ \ }\ \ }\ \ ],\ \ "template_details_settings": [{"display_preference": {"hidden": true\ \ },\ \ "field_name": "ORDER_DETAILS"\ \ }\ \ ],\ \ "template_policy_and_agreement_settings": [{"display_preference": {"hidden": true\ \ },\ \ "field_name": "CANCELLATION_POLICY"\ \ }\ \ ],\ \ "template_additional_settings": [{"display_preference": {"hidden": true\ \ },\ \ "field_name": "ATTACHMENT"\ \ }\ \ ]\ \ },\ \ "unit_of_measure": "QUANTITY"\ \ }\ \ ],\ \ "links": [{"href": "string",\ \ "rel": "string",\ \ "method": "GET"\ \ }\ \ ],\ \ "emails": "string"\ \ }
\

schema/feature_status The status of the feature.\


Indicates the status of the feature. If this feature is a paywall feature, it reflects the status of the associated subscription.

string (The status of the feature.) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Indicates the status of the feature. If this feature is a paywall feature, it reflects the status of the associated subscription.

| Enum Value | Description |
| --- | --- |
| ACTIVE | Represents the feature is active. |
| CANCELLED | Represents the feature is cancelled. |
| PENDING_CANCELLATION | Represents the feature is in pending cancelled state. |
| PENDING_ACTIVATION | Represents the feature is in pending activation state. |
| SUSPENDED | Represents the feature is suspended. |
| REVOKED | Represents the feature has been revoked. |
| APPROVED | Represents the feature has been approved. |
| IN_REVIEW | Represents the feature is currently under review. |
| NEED_DATA | Represents the feature requires additional data. |
| DENY | Represents the feature has been denied. |
| INACTIVE | Represents the feature is inactive. |
| PENDING | Represents the feature is in a pending state. |

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"ACTIVE"
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schema/feature_type The type of the feature.\


Indicates the type of the feature.

string (The type of the feature.) [ 1 .. 255 ] characters^[A-Z0-9_]+$

Indicates the type of the feature.

| Enum Value | Description |
| --- | --- |
| PAID | Represents the feature is a paid feature. |
| FREE | Represents the feature is a free feature. |

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"PAID"
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schema/theme Theme\


This object represents a merchant pre-defined layout and visual representation that defines the appearance of Invoicing buyer view page for branding a merchant.

| layout | string (layout) [ 1 .. 155 ] characters^[A-Z0-9_]+$

Represent the layout opted by merchant.

| Enum Value | Description |
| --- | --- |
| CLASSIC | Default classic invoice layout. |
| BRANDED | Customised invoice layout. | |
| primary_color | string (Color hex code) [ 4 .. 7 ] characters^#([A-Fa-f0-9]{6}|[A-Fa-f0-9]{3})$
Represents the primary color opted by merchant. |
| create_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time when the theme is created. |
| update_time | string<ppaas_date_time_v3> (date_time) [ 20 .. 64 ] characters^[0-9]{4}-(0[1-9]|1[0-2])-(0[1-9]|[1-2][0-9]|...Show pattern
The date and time when the theme is updated. |

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{"layout": "CLASSIC",\ \ "primary_color": "string",\ \ "create_time": "stringstringstringst",\ \ "update_time": "stringstringstringst"\ \ }
\

schema/configurable_theme Theme configuration\


The theme configuration that defines the visual appearance of the invoice buyer experience and email. Pass an empty object to use the default theme.

| | |
| --- | --- |
| primary_color | string[ 4 .. 7 ] characters^#([A-Fa-f0-9]{6}|[A-Fa-f0-9]{3})$
The primary color chosen by the merchant for branding the invoice buyer experience and email. Accepts a hex color code in #RGB or #RRGGBB format. |

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{"primary_color": "string"\ \ }
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schema/tip_preset tip_preset\


Defines a tip option that can be presented to the customer as a percentage of the invoice total. Note: This preset represents a tip configuration where the percentage value is applied during checkout to calculate the tip amount.

| | |
| --- | --- |
| percent | string[ 1 .. 20 ] characters^(([0-9]+)|(([0-9]+)?[.][0-9]+))$
The percentage, as a fixed-point, signed decimal number. For example, define a 19.99% interest rate as 19.99.The tip percentage ranges from 0.00001 to 100.00000 inclusive and supports up to five decimal places. |

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{"percent": "19.99"\ \ }
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schema/transmission_type transmission_type\


Indicates the channel of the notification delivery.

string (transmission_type) [ 1 .. 40 ] characters^[A-Z0-9_]+$

Indicates the channel of the notification delivery.

| Enum Value | Description |
| --- | --- |
| SMS | Transmission Type is SMS. |
| EMAIL | Transmission Type is EMAIL. |
| PUSH | Transmission Type is PUSH. |
| PAPER | Transmission Type is PAPER. |
| HTTP | Transmission Type is HTTP. |

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"SMS"
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schema/type type\


Type of the stored discount. Used to determine wheather its percentage or absolute currency value.

string (type) [ 1 .. 20 ] characters^[A-Z0-9_]*$

Type of the stored discount. Used to determine wheather its percentage or absolute currency value.

| Enum Value | Description |
| --- | --- |
| PERCENT | Percentage of discount used in invoice item or in an invoice. |
| AMOUNT | An absolute value of discount used in invoice item or in an invoice based on the currency in invoice. |

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"PERCENT"
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schema/unit_of_measure unit_of_measure\


The unit of measure for the invoiced item.

string (unit_of_measure) [ 0 .. 2147483647 ] characters^[\S\s]*$

The unit of measure for the invoiced item.

| Enum Value | Description |
| --- | --- |
| QUANTITY | The unit of measure is quantity. This invoice template is typically used for physical goods. |
| HOURS | The unit of measure is hours. This invoice template is typically used for services. |
| AMOUNT | The unit of measure is amount. This invoice template is typically used when only amount is required. |

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"QUANTITY"
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schema/uuid uuid\


The universally unique identifier (UUID) in Universally Unique IDentifier (UUID) URN Namespace format.

string<ppaas_uuid_v3> (uuid) = 36 characters^[0-9a-zA-Z]{8}-[0-9a-zA-Z]{4}-[0-9a-zA-Z]{4}...Show pattern

The universally unique identifier (UUID) in Universally Unique IDentifier (UUID) URN Namespace format.

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"stringstringstringstringstringstring"
\

Self-contained PayPal REST API documentation reference. Updated 2026-05-18.