Class: AdvancedBilling::InvoicesController

Inherits:
BaseController show all
Defined in:
lib/advanced_billing/controllers/invoices_controller.rb

Overview

InvoicesController

Constant Summary

Constants inherited from BaseController

BaseController::GLOBAL_ERRORS

Instance Attribute Summary

Attributes inherited from BaseController

#config, #http_call_back

Instance Method Summary collapse

Methods inherited from BaseController

#initialize, #new_api_call_builder, #new_parameter, #new_request_builder, #new_response_handler, user_agent, user_agent_parameters

Constructor Details

This class inherits a constructor from AdvancedBilling::BaseController

Instance Method Details

#create_invoice(subscription_id, body: nil) ⇒ InvoiceResponse

This endpoint will allow you to create an ad hoc invoice. ### Basic Behavior You can create a basic invoice by sending an array of line items to this endpoint. Each line item, at a minimum, must include a title, a quantity and a unit price. Example: “‘json {

"invoice": {
  "line_items": [
    {
      "title": "A Product",
      "quantity": 12,
      "unit_price": "150.00"
    }
  ]
}

} “‘ ### Catalog items Instead of creating custom products like in above example, You can pass existing items like products, components. “`json {

"invoice": {
  "line_items": [
    {
      "product_id": "handle:gold-product",
      "quantity": 2,
    }
  ]
}

} “‘ The price for each line item will be calculated as well as a total due amount for the invoice. Multiple line items can be sent. ### Line items types When defining line item, You can choose one of 3 types for one line item: #### Custom item Like in basic behavior example above, You can pass `title` and `unit_price` for custom item. #### Product id Product handle (with handle: prefix) or id from the scope of current subscription’s site can be provided with ‘product_id`. By default `unit_price` is taken from product’s default price point, but can be overwritten by passing ‘unit_price` or `product_price_point_id`. If `product_id` is used, following fields cannot be used: `title`, `component_id`. #### Component id Component handle (with handle: prefix) or id from the scope of current subscription’s site can be provided with ‘component_id`. If `component_id` is used, following fields cannot be used: `title`, `product_id`. By default `unit_price` is taken from product’s default price point, but can be overwritten by passing ‘unit_price` or `price_point_id`. At this moment price points are supportted only for quantity based, on/off and metered components. For prepaid and event based billing components `unit_price` is required. ### Coupons When creating ad hoc invoice, new discounts can be applied in following way: “`json {

"invoice": {
  "line_items": [
    {
      "product_id": "handle:gold-product",
      "quantity": 1
    }
  ],
  "coupons": [
    {
      "code": "COUPONCODE",
      "percentage": 50.0
    }
  ]
}

} “‘ If You want to use existing coupon for discount creation, only `code` and optional `product_family_id` is needed “`json …

"coupons": [
     {
       "code": "FREESETUP",
       "product_family_id": 1
     }
 ]

… “‘ ### Coupon options #### Code Coupon `code` will be displayed on invoice discount section. Coupon code can only contain uppercase letters, numbers, and allowed special characters. Lowercase letters will be converted to uppercase. It can be used to select an existing coupon from the catalog, or as an ad hoc coupon when passed with `percentage` or `amount`. #### Percentage Coupon `percentage` can take values from 0 to 100 and up to 4 decimal places. It cannot be used with `amount`. Only for ad hoc coupons, will be ignored if `code` is used to select an existing coupon from the catalog. #### Amount Coupon `amount` takes number value. It cannot be used with `percentage`. Used only when not matching existing coupon by `code`. #### Description Optional `description` will be displayed with coupon `code`. Used only when not matching existing coupon by `code`. #### Product Family id Optional `product_family_id` handle (with handle: prefix) or id is used to match existing coupon within site, when codes are not unique. #### Compounding Strategy Optional `compounding_strategy` for percentage coupons, can take values `compound` or `full-price`. For amount coupons, discounts will be always calculated against the original item price, before other discounts are applied. `compound` strategy: Percentage-based discounts will be calculated against the remaining price, after prior discounts have been calculated. It is set by default. `full-price` strategy: Percentage-based discounts will always be calculated against the original item price, before other discounts are applied. ### Line Item Options #### Period Date Range A custom period date range can be defined for each line item with the `period_range_start` and `period_range_end` parameters. Dates must be sent in the `YYYY-MM-DD` format. `period_range_end` must be greater or equal `period_range_start`. #### Taxes The `taxable` parameter can be sent as `true` if taxes should be calculated for a specific line item. For this to work, the site should be configured to use and calculate taxes. Further, if the site uses Avalara for tax calculations, a `tax_code` parameter should also be sent. For existing catalog items: products/components taxes cannot be overwritten. #### Price Point Price point handle (with handle: prefix) or id from the scope of current subscription’s site can be provided with ‘price_point_id` for components with `component_id` or `product_price_point_id` for products with `product_id` parameter. If price point is passed `unit_price` cannot be used. It can be used only with catalog items products and components. #### Description Optional `description` parameter, it will overwrite default generated description for line item. ### Invoice Options #### Issue Date By default, invoices will be created with a issue date set to today. `issue_date` parameter can be send to alter that. Only dates in the past can be send. `issue_date` should be send in `YYYY-MM-DD` format. #### Net Terms By default, invoices will be created with a due date matching the date of invoice creation. If a different due date is desired, the `net_terms` parameter can be sent indicating the number of days in advance the due date should be. #### Addresses The seller, shipping and billing addresses can be sent to override the site’s defaults. Each address requires to send a ‘first_name` at a minimum in order to work. Please see below for the details on which parameters can be sent for each address object. #### Memo and Payment Instructions A custom memo can be sent with the `memo` parameter to override the site’s default. Likewise, custom payment instructions can be sent with the ‘payment_instrucions` parameter. #### Status By default, invoices will be created with open status. Possible alternative is `draft`. the subscription

Parameters:

  • subscription_id (Integer) —

    Required parameter: The Chargify id of

  • body (CreateInvoiceRequest) (defaults to: nil) —

    Optional parameter: Example:

Returns:



776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 776

def create_invoice(subscription_id,
                   body: nil)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::POST,
                                 '/subscriptions/{subscription_id}/invoices.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(subscription_id, key: 'subscription_id')
                                .is_required(true)
                                .should_encode(true))
               .header_param(new_parameter('application/json', key: 'Content-Type'))
               .body_param(new_parameter(body))
               .header_param(new_parameter('application/json', key: 'accept'))
               .body_serializer(proc do |param| param.to_json unless param.nil? end)
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(InvoiceResponse.method(:from_hash))
                .local_error_template('422',
                                      'HTTP Response Not OK. Status code: {$statusCode}.'\
                                       ' Response: \'{$response.body}\'.',
                                      ErrorArrayMapResponseException))
    .execute
end

#issue_invoice(uid, body: nil) ⇒ Invoice

This endpoint allows you to issue an invoice that is in “pending” status. For example, you can issue an invoice that was created when allocating new quantity on a component and using “accrue charges” option. You cannot issue a pending child invoice that was created for a member subscription in a group. For Remittance subscriptions, the invoice will go into “open” status and payment won’t be attempted. The value for ‘on_failed_payment` would be rejected if sent. Any prepayments or service credits that exist on subscription will be automatically applied. Additionally, if setting is on, an email will be sent for issued invoice. For Automatic subscriptions, prepayments and service credits will apply to the invoice and before payment is attempted. On successful payment, the invoice will go into “paid” status and email will be sent to the customer (if setting applies). When payment fails, the next event depends on the `on_failed_payment` value:

  • ‘leave_open_invoice` - prepayments and credits applied to invoice;

invoice status set to “open”; email sent to the customer for the issued invoice (if setting applies); payment failure recorded in the invoice history. This is the default option.

  • ‘rollback_to_pending` - prepayments and credits not applied; invoice

remains in “pending” status; no email sent to the customer; payment failure recorded in the invoice history.

  • ‘initiate_dunning` - prepayments and credits applied to the invoice;

invoice status set to “open”; email sent to the customer for the issued invoice (if setting applies); payment failure recorded in the invoice history; subscription will most likely go into “past_due” or “canceled” state (depending upon net terms and dunning settings). invoice, this does not refer to the public facing invoice number.

Parameters:

  • uid (String) —

    Required parameter: The unique identifier for the

  • body (IssueInvoiceRequest) (defaults to: nil) —

    Optional parameter: Example:

Returns:

  • (Invoice) —

    response from the API call.



935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 935

def issue_invoice(uid,
                  body: nil)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::POST,
                                 '/invoices/{uid}/issue.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(uid, key: 'uid')
                                .is_required(true)
                                .should_encode(true))
               .header_param(new_parameter('application/json', key: 'Content-Type'))
               .body_param(new_parameter(body))
               .header_param(new_parameter('application/json', key: 'accept'))
               .body_serializer(proc do |param| param.to_json unless param.nil? end)
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(Invoice.method(:from_hash))
                .local_error_template('404',
                                      'Not Found:\'{$response.body}\'',
                                      APIException)
                .local_error_template('422',
                                      'HTTP Response Not OK. Status code: {$statusCode}.'\
                                       ' Response: \'{$response.body}\'.',
                                      ErrorListResponseException))
    .execute
end

#list_consolidated_invoice_segments(options = {}) ⇒ ConsolidatedInvoice

Invoice segments returned on the index will only include totals, not detailed breakdowns for ‘line_items`, `discounts`, `taxes`, `credits`, `payments`, or `custom_fields`. the consolidated invoice pages. By default, the first page of results is displayed. The page parameter specifies a page number of results to fetch. You can start navigating through the pages to consume the results. You do this by passing in a page parameter. Retrieve the next page by adding ?page=2 to the query string. If there are no results to return, then an empty result set will be returned. Use in query `page=1`. many records to fetch in each request. Default value is 20. The maximum allowed values is 200; any per_page value over 200 will be changed to 200. Use in query `per_page=200`. returned segments.

Parameters:

  • invoice_uid (String) —

    Required parameter: The unique identifier of

  • page (Integer) —

    Optional parameter: Result records are organized in

  • per_page (Integer) —

    Optional parameter: This parameter indicates how

  • direction (Direction) —

    Optional parameter: Sort direction of the

Returns:



589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 589

def list_consolidated_invoice_segments(options = {})
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::GET,
                                 '/invoices/{invoice_uid}/segments.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(options['invoice_uid'], key: 'invoice_uid')
                                .is_required(true)
                                .should_encode(true))
               .query_param(new_parameter(options['page'], key: 'page'))
               .query_param(new_parameter(options['per_page'], key: 'per_page'))
               .query_param(new_parameter(options['direction'], key: 'direction'))
               .header_param(new_parameter('application/json', key: 'accept'))
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(ConsolidatedInvoice.method(:from_hash)))
    .execute
end

#list_credit_notes(options = {}) ⇒ ListCreditNotesResponse

Credit Notes are like inverse invoices. They reduce the amount a customer owes. By default, the credit notes returned by this endpoint will exclude the arrays of ‘line_items`, `discounts`, `taxes`, `applications`, or `refunds`. To include these arrays, pass the specific field as a key in the query with a value set to `true`. Advanced Billing id pages. By default, the first page of results is displayed. The page parameter specifies a page number of results to fetch. You can start navigating through the pages to consume the results. You do this by passing in a page parameter. Retrieve the next page by adding ?page=2 to the query string. If there are no results to return, then an empty result set will be returned. Use in query `page=1`. many records to fetch in each request. Default value is 20. The maximum allowed values is 200; any per_page value over 200 will be changed to 200. Use in query `per_page=200`. line items data discounts data data refunds data applications data

Parameters:

  • subscription_id (Integer) —

    Optional parameter: The subscription’s

  • page (Integer) —

    Optional parameter: Result records are organized in

  • per_page (Integer) —

    Optional parameter: This parameter indicates how

  • line_items (TrueClass | FalseClass) —

    Optional parameter: Include

  • discounts (TrueClass | FalseClass) —

    Optional parameter: Include

  • taxes (TrueClass | FalseClass) —

    Optional parameter: Include taxes

  • refunds (TrueClass | FalseClass) —

    Optional parameter: Include

  • applications (TrueClass | FalseClass) —

    Optional parameter: Include

Returns:



415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 415

def list_credit_notes(options = {})
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::GET,
                                 '/credit_notes.json',
                                 Server::DEFAULT)
               .query_param(new_parameter(options['subscription_id'], key: 'subscription_id'))
               .query_param(new_parameter(options['page'], key: 'page'))
               .query_param(new_parameter(options['per_page'], key: 'per_page'))
               .query_param(new_parameter(options['line_items'], key: 'line_items'))
               .query_param(new_parameter(options['discounts'], key: 'discounts'))
               .query_param(new_parameter(options['taxes'], key: 'taxes'))
               .query_param(new_parameter(options['refunds'], key: 'refunds'))
               .query_param(new_parameter(options['applications'], key: 'applications'))
               .header_param(new_parameter('application/json', key: 'accept'))
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(ListCreditNotesResponse.method(:from_hash)))
    .execute
end

#list_invoice_events(options = {}) ⇒ ListInvoiceEventsResponse

This endpoint returns a list of invoice events. Each event contains event “data” (such as an applied payment) as well as a snapshot of the ‘invoice` at the time of event completion. Exposed event types are: + issue_invoice + apply_credit_note + apply_payment + refund_invoice + void_invoice + void_remainder + backport_invoice + change_invoice_status + change_invoice_collection_method + remove_payment + failed_payment + apply_debit_note + create_debit_note + change_chargeback_status Invoice events are returned in ascending order. If both a `since_date` and `since_id` are provided in request parameters, the `since_date` will be used. Note - invoice events that occurred prior to 09/05/2018 __will not__ contain an `invoice` snapshot. `YYYY-MM-DD T HH:MM:SS Z`, or `YYYY-MM-DD`(in this case, it returns data from the beginning of the day). of the event from which you want to start the search. All the events before the `since_date` timestamp are not returned in the response. which you want to start the search(ID is not included. e.g. if ID is set to 2, then all events with ID 3 and more will be shown) This parameter is not used if since_date is defined. pages. By default, the first page of results is displayed. The page parameter specifies a page number of results to fetch. You can start navigating through the pages to consume the results. You do this by passing in a page parameter. Retrieve the next page by adding ?page=2 to the query string. If there are no results to return, then an empty result set will be returned. Use in query `page=1`. many records to fetch in each request. Default value is 100. The maximum allowed values is 200; any per_page value over 200 will be changed to 200. allows for scoping of the invoice events to a single invoice or credit note. parameter if you want to fetch also invoice events with change_invoice_status type. results by event_type. Supply a comma separated list of event types (listed above). Use in query: `event_types=void_invoice,void_remainder`.

Parameters:

  • since_date (String) —

    Optional parameter: The timestamp in a format

  • since_id (Integer) —

    Optional parameter: The ID of the event from

  • page (Integer) —

    Optional parameter: Result records are organized in

  • per_page (Integer) —

    Optional parameter: This parameter indicates how

  • invoice_uid (String) —

    Optional parameter: Providing an invoice_uid

  • with_change_invoice_status (String) —

    Optional parameter: Use this

  • event_types (Array[InvoiceEventType]) —

    Optional parameter: Filter

Returns:



240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 240

def list_invoice_events(options = {})
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::GET,
                                 '/invoices/events.json',
                                 Server::DEFAULT)
               .query_param(new_parameter(options['since_date'], key: 'since_date'))
               .query_param(new_parameter(options['since_id'], key: 'since_id'))
               .query_param(new_parameter(options['page'], key: 'page'))
               .query_param(new_parameter(options['per_page'], key: 'per_page'))
               .query_param(new_parameter(options['invoice_uid'], key: 'invoice_uid'))
               .query_param(new_parameter(options['with_change_invoice_status'], key: 'with_change_invoice_status'))
               .query_param(new_parameter(options['event_types'], key: 'event_types'))
               .header_param(new_parameter('application/json', key: 'accept'))
               .auth(Single.new('BasicAuth'))
               .array_serialization_format(ArraySerializationFormat::CSV))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(ListInvoiceEventsResponse.method(:from_hash)))
    .execute
end

#list_invoices(options = {}) ⇒ ListInvoicesResponse

By default, invoices returned on the index will only include totals, not detailed breakdowns for ‘line_items`, `discounts`, `taxes`, `credits`, `payments`, `custom_fields`, or `refunds`. To include breakdowns, pass the specific field as a key in the query with a value set to `true`. YYYY-MM-DD) with which to filter the date_field. Returns invoices with a timestamp at or after midnight (12:00:00 AM) in your site’s time zone on the date specified. YYYY-MM-DD) with which to filter the date_field. Returns invoices with a timestamp up to and including 11:59:59PM in your site’s time zone on the date specified. the invoice. Allowed Values: draft, open, paid, pending, voided ID. subscription group you want to fetch consolidated invoices for. This will return a paginated list of consolidated invoices for the specified group. pages. By default, the first page of results is displayed. The page parameter specifies a page number of results to fetch. You can start navigating through the pages to consume the results. You do this by passing in a page parameter. Retrieve the next page by adding ?page=2 to the query string. If there are no results to return, then an empty result set will be returned. Use in query `page=1`. many records to fetch in each request. Default value is 20. The maximum allowed values is 200; any per_page value over 200 will be changed to 200. Use in query `per_page=200`. returned invoices. line items data discounts data data credits data payments data custom fields data refunds data filter you would like to apply to your search. Use in query `date_field=issue_date`. (format YYYY-MM-DD HH:MM:SS) with which to filter the date_field. Returns invoices with a timestamp at or after exact time provided in query. You can specify timezone in query - otherwise your site’s time zone will be used. If provided, this parameter will be used instead of start_date. Allowed to be used only along with date_field set to created_at or updated_at. (format YYYY-MM-DD HH:MM:SS) with which to filter the date_field. Returns invoices with a timestamp at or before exact time provided in query. You can specify timezone in query - otherwise your site’s time zone will be used. If provided, this parameter will be used instead of end_date. Allowed to be used only along with date_field set to created_at or updated_at. invoices with matching customer id based on provided values. Use in query ‘customer_ids=1,2,3`. with matching invoice number based on provided values. Use in query `number=1234,1235`. invoices with matching line items product ids based on provided values. Use in query `product_ids=23,34`. the order of the returned list. Use in query `sort=total_amount`.

Parameters:

  • start_date (String) —

    Optional parameter: The start date (format

  • end_date (String) —

    Optional parameter: The end date (format

  • status (InvoiceStatus) —

    Optional parameter: The current status of

  • subscription_id (Integer) —

    Optional parameter: The subscription’s

  • subscription_group_uid (String) —

    Optional parameter: The UID of the

  • page (Integer) —

    Optional parameter: Result records are organized in

  • per_page (Integer) —

    Optional parameter: This parameter indicates how

  • direction (Direction) —

    Optional parameter: The sort direction of the

  • line_items (TrueClass | FalseClass) —

    Optional parameter: Include

  • discounts (TrueClass | FalseClass) —

    Optional parameter: Include

  • taxes (TrueClass | FalseClass) —

    Optional parameter: Include taxes

  • credits (TrueClass | FalseClass) —

    Optional parameter: Include

  • payments (TrueClass | FalseClass) —

    Optional parameter: Include

  • custom_fields (TrueClass | FalseClass) —

    Optional parameter: Include

  • refunds (TrueClass | FalseClass) —

    Optional parameter: Include

  • date_field (InvoiceDateField) —

    Optional parameter: The type of

  • start_datetime (String) —

    Optional parameter: The start date and time

  • end_datetime (String) —

    Optional parameter: The end date and time

  • customer_ids (Array[Integer]) —

    Optional parameter: Allows fetching

  • number (Array[String]) —

    Optional parameter: Allows fetching invoices

  • product_ids (Array[Integer]) —

    Optional parameter: Allows fetching

  • sort (InvoiceSortField) —

    Optional parameter: Allows specification of

Returns:



120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 120

def list_invoices(options = {})
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::GET,
                                 '/invoices.json',
                                 Server::DEFAULT)
               .query_param(new_parameter(options['start_date'], key: 'start_date'))
               .query_param(new_parameter(options['end_date'], key: 'end_date'))
               .query_param(new_parameter(options['status'], key: 'status'))
               .query_param(new_parameter(options['subscription_id'], key: 'subscription_id'))
               .query_param(new_parameter(options['subscription_group_uid'], key: 'subscription_group_uid'))
               .query_param(new_parameter(options['page'], key: 'page'))
               .query_param(new_parameter(options['per_page'], key: 'per_page'))
               .query_param(new_parameter(options['direction'], key: 'direction'))
               .query_param(new_parameter(options['line_items'], key: 'line_items'))
               .query_param(new_parameter(options['discounts'], key: 'discounts'))
               .query_param(new_parameter(options['taxes'], key: 'taxes'))
               .query_param(new_parameter(options['credits'], key: 'credits'))
               .query_param(new_parameter(options['payments'], key: 'payments'))
               .query_param(new_parameter(options['custom_fields'], key: 'custom_fields'))
               .query_param(new_parameter(options['refunds'], key: 'refunds'))
               .query_param(new_parameter(options['date_field'], key: 'date_field'))
               .query_param(new_parameter(options['start_datetime'], key: 'start_datetime'))
               .query_param(new_parameter(options['end_datetime'], key: 'end_datetime'))
               .query_param(new_parameter(options['customer_ids'], key: 'customer_ids'))
               .query_param(new_parameter(options['number'], key: 'number'))
               .query_param(new_parameter(options['product_ids'], key: 'product_ids'))
               .query_param(new_parameter(options['sort'], key: 'sort'))
               .header_param(new_parameter('application/json', key: 'accept'))
               .auth(Single.new('BasicAuth'))
               .array_serialization_format(ArraySerializationFormat::CSV))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(ListInvoicesResponse.method(:from_hash)))
    .execute
end

#preview_customer_information_changes(uid) ⇒ CustomerChangesPreviewResponse

Customer information may change after an invoice is issued which may lead to a mismatch between customer information that are present on an open invoice and actual customer information. This endpoint allows to preview these differences, if any. The endpoint doesn’t accept a request body. Customer information differences are calculated on the application side. invoice, this does not refer to the public facing invoice number.

Parameters:

  • uid (String) —

    Required parameter: The unique identifier for the

Returns:



849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 849

def preview_customer_information_changes(uid)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::POST,
                                 '/invoices/{uid}/customer_information/preview.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(uid, key: 'uid')
                                .is_required(true)
                                .should_encode(true))
               .header_param(new_parameter('application/json', key: 'accept'))
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(CustomerChangesPreviewResponse.method(:from_hash))
                .local_error_template('404',
                                      'Not Found:\'{$response.body}\'',
                                      ErrorListResponseException)
                .local_error_template('422',
                                      'HTTP Response Not OK. Status code: {$statusCode}.'\
                                       ' Response: \'{$response.body}\'.',
                                      ErrorListResponseException))
    .execute
end

#read_credit_note(uid) ⇒ CreditNote

Use this endpoint to retrieve the details for a credit note. credit note

Parameters:

  • uid (String) —

    Required parameter: The unique identifier of the

Returns:



440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 440

def read_credit_note(uid)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::GET,
                                 '/credit_notes/{uid}.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(uid, key: 'uid')
                                .is_required(true)
                                .should_encode(true))
               .header_param(new_parameter('application/json', key: 'accept'))
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(CreditNote.method(:from_hash)))
    .execute
end

#read_invoice(uid) ⇒ Invoice

Use this endpoint to retrieve the details for an invoice. ## PDF Invoice retrieval Individual PDF Invoices can be retrieved by using the “Accept” header application/pdf or appending .pdf as the format portion of the URL: “‘curl -u <api_key>:x -H Accept:application/pdf -H acme.chargify.com/invoices/inv_8gd8tdhtd3hgr.pdf > output_file.pdf URL: `https://<subdomain>.chargify.com/invoices/<uid>.<format>` Method: GET Required parameters: `uid` Response: A single Invoice. “` invoice, this does not refer to the public facing invoice number.

Parameters:

  • uid (String) —

    Required parameter: The unique identifier for the

Returns:

  • (Invoice) —

    response from the API call.



171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 171

def read_invoice(uid)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::GET,
                                 '/invoices/{uid}.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(uid, key: 'uid')
                                .is_required(true)
                                .should_encode(true))
               .header_param(new_parameter('application/json', key: 'accept'))
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(Invoice.method(:from_hash)))
    .execute
end

#record_payment_for_invoice(uid, body: nil) ⇒ Invoice

This API call should be used when you want to record a payment of a given type against a specific invoice. If you would like to apply a payment across multiple invoices, you can use the Bulk Payment endpoint. ## Create a Payment from the existing payment profile In order to apply a payment to an invoice using an existing payment profile, specify ‘type` as `payment`, the amount less than the invoice total, and the customer’s ‘payment_profile_id`. The ID of a payment profile might be retrieved via the Payment Profiles API endpoint. “` {

"type": "payment",
"payment": {
  "amount": 10.00,
  "payment_profile_id": 123
}

} “‘ ## Create a Payment from the Subscription’s Prepayment Account In order apply a prepayment to an invoice, specify the ‘type` as `prepayment`, and also the `amount`. “` {

"type": "prepayment",
"payment": {
  "amount": 10.00
}

} “‘ Note that the `amount` must be less than or equal to the Subscription’s Prepayment account balance. ## Create a Payment from the Subscription’s Service Credit Account In order to apply a service credit to an invoice, specify the ‘type` as `service_credit`, and also the `amount`: “` {

"type": "service_credit",
"payment": {
  "amount": 10.00
}

} “‘ Note that Advanced Billing will attempt to fully pay the invoice’s ‘due_amount` from the Subscription’s Service Credit account. At this time, partial payments from a Service Credit Account are only allowed for consolidated invoices (subscription groups). Therefore, for normal invoices the Service Credit account balance must be greater than or equal to the invoice’s ‘due_amount`. invoice, this does not refer to the public facing invoice number.

Parameters:

  • uid (String) —

    Required parameter: The unique identifier for the

  • body (CreateInvoicePaymentRequest) (defaults to: nil) —

    Optional parameter: Example:

Returns:

  • (Invoice) —

    response from the API call.



312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 312

def record_payment_for_invoice(uid,
                               body: nil)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::POST,
                                 '/invoices/{uid}/payments.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(uid, key: 'uid')
                                .is_required(true)
                                .should_encode(true))
               .header_param(new_parameter('application/json', key: 'Content-Type'))
               .body_param(new_parameter(body))
               .header_param(new_parameter('application/json', key: 'accept'))
               .body_serializer(proc do |param| param.to_json unless param.nil? end)
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(Invoice.method(:from_hash))
                .local_error_template('422',
                                      'HTTP Response Not OK. Status code: {$statusCode}.'\
                                       ' Response: \'{$response.body}\'.',
                                      ErrorListResponseException))
    .execute
end

#record_payment_for_multiple_invoices(body: nil) ⇒ MultiInvoicePaymentResponse

This API call should be used when you want to record an external payment against multiple invoices.

In order apply a payment to multiple invoices, at minimum, specify the

‘amount` and `applications` (i.e., `invoice_uid` and `amount`) details. “` {

"payment": {
  "memo": "to pay the bills",
  "details": "check number 8675309",
  "method": "check",
  "amount": "250.00",
  "applications": [
    {
      "invoice_uid": "inv_8gk5bwkct3gqt",
      "amount": "100.00"
    },
    {
      "invoice_uid": "inv_7bc6bwkct3lyt",
      "amount": "150.00"
    }
  ]
}

} “‘ Note that the invoice payment amounts must be greater than 0. Total amount must be greater or equal to invoices payment amount sum. Example:

Parameters:

Returns:



365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 365

def record_payment_for_multiple_invoices(body: nil)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::POST,
                                 '/invoices/payments.json',
                                 Server::DEFAULT)
               .header_param(new_parameter('application/json', key: 'Content-Type'))
               .body_param(new_parameter(body))
               .header_param(new_parameter('application/json', key: 'accept'))
               .body_serializer(proc do |param| param.to_json unless param.nil? end)
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(MultiInvoicePaymentResponse.method(:from_hash))
                .local_error_template('422',
                                      'HTTP Response Not OK. Status code: {$statusCode}.'\
                                       ' Response: \'{$response.body}\'.',
                                      ErrorListResponseException))
    .execute
end

#record_payment_for_subscription(subscription_id, body: nil) ⇒ RecordPaymentResponse

Record an external payment made against a subscription that will pay partially or in full one or more invoices. Payment will be applied starting with the oldest open invoice and then next oldest, and so on until the amount of the payment is fully consumed. Excess payment will result in the creation of a prepayment on the Invoice Account. Only ungrouped or primary subscriptions may be paid using the “bulk” payment request. the subscription

Parameters:

  • subscription_id (Integer) —

    Required parameter: The Chargify id of

  • body (RecordPaymentRequest) (defaults to: nil) —

    Optional parameter: Example:

Returns:



468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 468

def record_payment_for_subscription(subscription_id,
                                    body: nil)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::POST,
                                 '/subscriptions/{subscription_id}/payments.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(subscription_id, key: 'subscription_id')
                                .is_required(true)
                                .should_encode(true))
               .header_param(new_parameter('application/json', key: 'Content-Type'))
               .body_param(new_parameter(body))
               .header_param(new_parameter('application/json', key: 'accept'))
               .body_serializer(proc do |param| param.to_json unless param.nil? end)
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(RecordPaymentResponse.method(:from_hash))
                .local_error_template('422',
                                      'HTTP Response Not OK. Status code: {$statusCode}.'\
                                       ' Response: \'{$response.body}\'.',
                                      ErrorListResponseException))
    .execute
end

#refund_invoice(uid, body: nil) ⇒ Invoice

Refund an invoice, segment, or consolidated invoice. ## Partial Refund for Consolidated Invoice A refund less than the total of a consolidated invoice will be split across its segments. A $50.00 refund on a $100.00 consolidated invoice with one $60.00 and one $40.00 segment, the refunded amount will be applied as 50% of each ($30.00 and $20.00 respectively). invoice, this does not refer to the public facing invoice number.

Parameters:

  • uid (String) —

    Required parameter: The unique identifier for the

  • body (RefundInvoiceRequest) (defaults to: nil) —

    Optional parameter: Example:

Returns:

  • (Invoice) —

    response from the API call.



20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 20

def refund_invoice(uid,
                   body: nil)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::POST,
                                 '/invoices/{uid}/refunds.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(uid, key: 'uid')
                                .is_required(true)
                                .should_encode(true))
               .header_param(new_parameter('application/json', key: 'Content-Type'))
               .body_param(new_parameter(body))
               .header_param(new_parameter('application/json', key: 'accept'))
               .body_serializer(proc do |param| param.to_json unless param.nil? end)
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(Invoice.method(:from_hash))
                .local_error_template('422',
                                      'HTTP Response Not OK. Status code: {$statusCode}.'\
                                       ' Response: \'{$response.body}\'.',
                                      ErrorListResponseException))
    .execute
end

#reopen_invoice(uid) ⇒ Invoice

This endpoint allows you to reopen any invoice with the “canceled” status. Invoices enter “canceled” status if they were open at the time the subscription was canceled (whether through dunning or an intentional cancellation). Invoices with “canceled” status are no longer considered to be due. Once reopened, they are considered due for payment. Payment may then be captured in one of the following ways:

  • Reactivating the subscription, which will capture all open invoices (See

note below about automatic reopening of invoices.)

  • Recording a payment directly against the invoice

A note about reactivations: any canceled invoices from the most recent active period are automatically opened as a part of the reactivation process. Reactivating via this endpoint prior to reactivation is only necessary when you wish to capture older invoices from previous periods during the reactivation. ### Reopening Consolidated Invoices When reopening a consolidated invoice, all of its canceled segments will also be reopened. invoice, this does not refer to the public facing invoice number.

Parameters:

  • uid (String) —

    Required parameter: The unique identifier for the

Returns:

  • (Invoice) —

    response from the API call.



513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 513

def reopen_invoice(uid)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::POST,
                                 '/invoices/{uid}/reopen.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(uid, key: 'uid')
                                .is_required(true)
                                .should_encode(true))
               .header_param(new_parameter('application/json', key: 'accept'))
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(Invoice.method(:from_hash))
                .local_error_template('404',
                                      'Not Found:\'{$response.body}\'',
                                      APIException)
                .local_error_template('422',
                                      'HTTP Response Not OK. Status code: {$statusCode}.'\
                                       ' Response: \'{$response.body}\'.',
                                      ErrorListResponseException))
    .execute
end

#send_invoice(uid, body: nil) ⇒ void

This method returns an undefined value.

This endpoint allows for invoices to be programmatically delivered via email. This endpoint supports the delivery of both ad-hoc and automatically generated invoices. Additionally, this endpoint supports email delivery to direct recipients, carbon-copy (cc) recipients, and blind carbon-copy (bcc) recipients. Please note that if no recipient email addresses are specified in the request, then the subscription’s default email configuration will be used. For example, if ‘recipient_emails` is left blank, then the invoice will be delivered to the subscription’s customer email address. On success, a 204 no-content response will be returned. Please note that this does not indicate that email(s) have been delivered, but instead indicates that emails have been successfully queued for delivery. If any invalid or malformed email address is found in the request body, the entire request will be rejected and a 422 response will be returned. invoice, this does not refer to the public facing invoice number.

Parameters:

  • uid (String) —

    Required parameter: The unique identifier for the

  • body (SendInvoiceRequest) (defaults to: nil) —

    Optional parameter: Example:



818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 818

def send_invoice(uid,
                 body: nil)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::POST,
                                 '/invoices/{uid}/deliveries.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(uid, key: 'uid')
                                .is_required(true)
                                .should_encode(true))
               .header_param(new_parameter('application/json', key: 'Content-Type'))
               .body_param(new_parameter(body))
               .body_serializer(proc do |param| param.to_json unless param.nil? end)
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .is_response_void(true)
                .local_error_template('422',
                                      'HTTP Response Not OK. Status code: {$statusCode}.'\
                                       ' Response: \'{$response.body}\'.',
                                      ErrorListResponseException))
    .execute
end

#update_customer_information(uid) ⇒ Invoice

This endpoint updates customer information on an open invoice and returns the updated invoice. If you would like to preview changes that will be applied, use the ‘/invoices/uid/customer_information/preview.json` endpoint before. The endpoint doesn’t accept a request body. Customer information differences are calculated on the application side. invoice, this does not refer to the public facing invoice number.

Parameters:

  • uid (String) —

    Required parameter: The unique identifier for the

Returns:

  • (Invoice) —

    response from the API call.



881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 881

def update_customer_information(uid)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::PUT,
                                 '/invoices/{uid}/customer_information.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(uid, key: 'uid')
                                .is_required(true)
                                .should_encode(true))
               .header_param(new_parameter('application/json', key: 'accept'))
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(Invoice.method(:from_hash))
                .local_error_template('404',
                                      'Not Found:\'{$response.body}\'',
                                      ErrorListResponseException)
                .local_error_template('422',
                                      'HTTP Response Not OK. Status code: {$statusCode}.'\
                                       ' Response: \'{$response.body}\'.',
                                      ErrorListResponseException))
    .execute
end

#void_invoice(uid, body: nil) ⇒ Invoice

This endpoint allows you to void any invoice with the “open” or “canceled” status. It will also allow voiding of an invoice with the “pending” status if it is not a consolidated invoice. invoice, this does not refer to the public facing invoice number.

Parameters:

  • uid (String) —

    Required parameter: The unique identifier for the

  • body (VoidInvoiceRequest) (defaults to: nil) —

    Optional parameter: Example:

Returns:

  • (Invoice) —

    response from the API call.



543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
 
# File 'lib/advanced_billing/controllers/invoices_controller.rb', line 543

def void_invoice(uid,
                 body: nil)
  new_api_call_builder
    .request(new_request_builder(HttpMethodEnum::POST,
                                 '/invoices/{uid}/void.json',
                                 Server::DEFAULT)
               .template_param(new_parameter(uid, key: 'uid')
                                .is_required(true)
                                .should_encode(true))
               .header_param(new_parameter('application/json', key: 'Content-Type'))
               .body_param(new_parameter(body))
               .header_param(new_parameter('application/json', key: 'accept'))
               .body_serializer(proc do |param| param.to_json unless param.nil? end)
               .auth(Single.new('BasicAuth')))
    .response(new_response_handler
                .deserializer(APIHelper.method(:custom_type_deserializer))
                .deserialize_into(Invoice.method(:from_hash))
                .local_error_template('404',
                                      'Not Found:\'{$response.body}\'',
                                      APIException)
                .local_error_template('422',
                                      'HTTP Response Not OK. Status code: {$statusCode}.'\
                                       ' Response: \'{$response.body}\'.',
                                      ErrorListResponseException))
    .execute
end