Create an invoice using existing Account and Product records

• Step 1: Create a POST request
• Step 2: Configure authorization
• Step 3: Configure headers
• Step 4: Add JSON payload
• Step 5: Send your request

To try out the steps in this section, install Postman and open the Postman collection we have prepared for you. In the collection, open the Create an invoice using existing Account and Product records request and replace variables with actual values.

Download Postman Open Postman Collection

Step 1: Create a POST request

Configure your application to send the following composite request:

POST https://{your_Salesforce_domain}/services/data/v44.0/composite

where

• {your_Salesforce_domain} is your Salesforce sandbox or production domain, for example, my-domain-1234.cs89.my.salesforce.com.
• v44.0 is the Force.com REST API version you want to use.

Step 2: Configure authorization

Make sure your request uses OAuth 2.0. Authorization data must be included in the request URL.

Step 3: Configure headers

Configure the request headers to include the following key-value pairs:

Step 4: Add JSON payload

Add JSON payload to the request body. For example:

{
"allOrNone": true,
"compositeRequest":
    [
        {
        "method": "GET",
        "url": "/services/data/v44.0/sobjects/s2cor__Sage_INV_Trade_Document_Type__c/s2cor__UID__c/SalesInvoice_TD_US?fields=Id",
        "referenceId": "SalesInvoiceType"
        },
        {
        "method": "POST",
        "url": "/services/data/v44.0/sobjects/s2cor__Sage_INV_Trade_Document__c",
        "referenceId": "NewSalesInvoice",
        "body": {
        "s2cor__Account__c": "0011N00001FmNwLQAV",
        "s2cor__Trade_Document_Type__c": "@{SalesInvoiceType.Id}"
            }
        },
        {
        "method": "POST",
        "url": "/services/data/v44.0/sobjects/s2cor__Sage_INV_Trade_Document_Item__c",
        "referenceId": "NewLineItem",
        "body": {
        "s2cor__Product__c": "01t1N00000ErDKHQA3",
        "s2cor__Unit_Price__c": "1000.00",
        "s2cor__Trade_Document__c": "@{NewSalesInvoice.id}"
            }
        },
        {
        "method": "PATCH",
        "url": "/services/data/v44.0/sobjects/s2cor__Sage_INV_Trade_Document__c/@{NewSalesInvoice.id}",
        "referenceId": "PostedInv",
        "body": {
        "s2cor__Status__c": "Submitted"
            }
        }
    ]
}

In this JSON payload:

• GET /services/data/v44.0/sobjects/s2cor__Sage_INV_Trade_Document_Type__c/s2cor__UID__c/SalesInvoice_TD_US?fields=Id
  Retrieves the SalesInvoice_TD_US sales invoice type and stores it in the SalesInvoiceType variable.
• POST /services/data/v44.0/sobjects/s2cor__Sage_INV_Trade_Document__c
  Creates a new invoice for the Account record 0011N00001FmNwLQAV. The invoice is based on the invoice type stored in the SalesInvoiceType variable. The created invoice is stored in the NewSalesInvoice variable.
• POST /services/data/v44.0/sobjects/s2cor__Sage_INV_Trade_Document_Item__c
  Adds a new item to the invoice stored in the NewSalesInvoice variable. The item is for the Product record 01t1N00000ErDKHQA3.
• PATCH /services/data/v44.0/sobjects/s2cor__Sage_INV_Trade_Document__c/@{NewSalesInvoice.id}
  Submits (posts) the invoice stored in the NewSalesInvoice variable.

Step 5: Send your request

Send your request to create the invoice.