InvoiceTemplates

This entity describes an Autotask Invoice Template that defines the content and appearance of an Autotask Invoice. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. The template determines what account, billing item, tax and financial related details the Autotask user wants to include on the invoice, and how the output will be grouped and presented. Invoice templates are added through the UI in the Admin module: Contracts (and Billing) > Invoices > Templates.

NOTE  The API provides the information needed for an external application to reproduce all information and content on an Autotask invoice, but not necessarily create an exact visual reproduction of the invoice.

NOTE  You can refer to the Online Help to find root and child access URLs of the entity you wish to query. Refer to Finding resource and child access URLs of REST API entities for more information.

Entity details

Entity Name: InvoiceTemplates

Entity Path:

/atservicesrest/v1.0/InvoiceTemplates

Can Create:  
Can Update:  
Can Query:
Can Delete:  
Can Have UDFs:  

Field definitions

NOTE  This entity includes the webServiceDate field. It allows the external application to flag the date and time that the object is processed. It does not appear in the Autotask interface. The API provides this field as a convenience for applications that work specifically with the Invoice entity via the REST API.

NOTE  currencyNegativeFormat represents the format used for negative currency values on the invoice.
CurrencyPostiveFormat represents the format used for positive currency values on the invoice.

Field Name Datatype Read-Only Is Re-
quired
Reference Name Picklist
coveredByBlockRetainerContractLabel string (50)      
coveredByRecurringServiceFixedPricePerTicketContractLabel string (50)    
currencyNegativeFormat string (10)      
currencyPositiveFormat string (10)      
dateFormat integer    
displayFixedPriceContractLabor boolean    
displayRecurringServiceContractLabor boolean    
displaySeparateLineItemForEachTax boolean    
displayTaxCategory boolean    
displayTaxCategorySuperscripts boolean    
displayZeroAmountRecurringServicesAndBundles boolean  
groupBy integer    
id long    
itemizeItemsInEachGroup integer  
ItemizeServicesAndBundles boolean    
name string (50)    
nonBillableLaborLabel string (50)    
numberFormat integer  
pageLayout integer  
pageNumberFormat integer  
paymentTerms integer   PaymentTerms  
rateCostExpression string (50)      
showGridHeader boolean    
showVerticalGridLines boolean    
sortBy integer  
timeFormat integer  

Additional resources