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Edit Document

Method: /documents/[id].[format]

Document Fields:

Name Data Type Description
customer_id String Customer ID
context_id String Determines if it’s an estimate, invoice, or PO
total_cost String Total cost of all items added to the document
total_tax String Total amount of tax (tax1) to be added to subtotal
total_tax2 String Total amount of tax (tax2) to be added to subtotal
total_price String The subtotal of all items without taxes added
issue_date String The date this document was issued (in YYYY-MM-DD format)
shipping_address String This is used when the shipping address is different than the mailing address

Document Items Fields:

Name Data Type Description
item_id String Item ID
description String Used for overriding the items actual description
quantity String The number of items added to this document
tax String Tax 1 rate for this item
tax2 String Tax 2 rate for this item
cost String The cost per unit
price String The price you’re selling each unit for

Permissions Required:

  • Billing Management
  • Modify Invoices and/or Modify Estimates

Syntax

https://[subdomain].salesbinder.com/api/2.0/documents/[id].json

HTTP Request Type: PUT

Example JSON Data to Submit

{  
   "document":{  
      "context_id":5,
      "customer_id":"549490bc-d15c-433c-8e48-03d8a2d10228",
      "issue_date":"2017-02-08",
      "document_items":[  
         {  
            "quantity":2,
            "tax":8,
            "price":134,
            "weight":1,
            "item_id":"58014db1-8dd8-4133-87ca-337f6882ca98"
         }
      ]
   }
}

Success

If you have been successful in updating a document, the response will return the updated data object along with a “message” value of “Saved” as seen below.

Example XML Data to Submit

<?xml version="1.0" encoding="UTF-8" ?>
<document>
  <context_id>5</context_id>
  <customer_id>549490bc-d15c-433c-8e48-03d8a2d10228</customer_id>
  <issue_date>2017-02-08</issue_date>
  <document_items>
    <quantity>2</quantity>
    <tax>8</tax>
    <price>134</price>
    <weight>1</weight>
    <item_id>58014db1-8dd8-4133-87ca-337f6882ca98</item_id>
  </document_items>
</document>
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