IPP .NET SDK v3 - QBO - Create Invoice with Sales Line Item Details #IppDotNetSdkV3 #Invoice #QBO

V3-QBO-Invoice-Create-SalesLineItem.cs

static void CreateQBOInvoice(DataService dataService, ServiceContext context)
{

    //Find Customer
    QueryService<Customer> customerQueryService = new QueryService<Customer>(context);
    Customer customer = customerQueryService.ExecuteIdsQuery("Select * From Customer StartPosition 1 MaxResults 1").FirstOrDefault<Customer>();

    //Find Tax Code for Invoice - Searching for a tax code named 'StateSalesTax' in this example
    QueryService<TaxCode> stateTaxCodeQueryService = new QueryService<TaxCode>(context);
    TaxCode stateTaxCode = stateTaxCodeQueryService.ExecuteIdsQuery("Select * From TaxCode Where Name='StateSalesTax' StartPosition 1 MaxResults 1").FirstOrDefault<TaxCode>();

    //Find Account - Accounts Receivable account required
    QueryService<Account> accountQueryService = new QueryService<Account>(context);
    Account account = accountQueryService.ExecuteIdsQuery("Select * From Account Where AccountType='Accounts Receivable' StartPosition 1 MaxResults 1").FirstOrDefault<Account>();

    //Find Item
    QueryService<Item> itemQueryService = new QueryService<Item>(context);
    Item item = itemQueryService.ExecuteIdsQuery("Select * From Item StartPosition 1 MaxResults 1").FirstOrDefault<Item>();

    //Find Term
    QueryService<Term> termQueryService = new QueryService<Term>(context);
    Term term = termQueryService.ExecuteIdsQuery("Select * From Term StartPosition 1 MaxResults 1").FirstOrDefault<Term>();

    Invoice invoice = new Invoice();

    //DocNumber - QBO Only, otherwise use DocNumber
    invoice.AutoDocNumber = true;
    invoice.AutoDocNumberSpecified = true;

    //TxnDate
    invoice.TxnDate = DateTime.Now.Date;
    invoice.TxnDateSpecified = true;

    //PrivateNote
    invoice.PrivateNote = "This is a private note";

    //Line
    Line invoiceLine = new Line();
    //Line Description
    invoiceLine.Description = "Invoice line description.";
    //Line Amount
    invoiceLine.Amount = 330m;
    invoiceLine.AmountSpecified = true;
    //Line Detail Type
    invoiceLine.DetailType = LineDetailTypeEnum.SalesItemLineDetail;
    invoiceLine.DetailTypeSpecified = true;
    //Line Sales Item Line Detail
    SalesItemLineDetail lineSalesItemLineDetail = new SalesItemLineDetail();
    //Line Sales Item Line Detail - ItemRef
    lineSalesItemLineDetail.ItemRef = new ReferenceType()
    {
        name = item.Name,
        Value = item.Id
    };
    //Line Sales Item Line Detail - UnitPrice
    lineSalesItemLineDetail.AnyIntuitObject = 33m;
    lineSalesItemLineDetail.ItemElementName = ItemChoiceType.UnitPrice;
    //Line Sales Item Line Detail - Qty
    lineSalesItemLineDetail.Qty = 10;
    lineSalesItemLineDetail.QtySpecified = true;
    //Line Sales Item Line Detail - TaxCodeRef
    //For US companies, this can be 'TAX' or 'NON'
    lineSalesItemLineDetail.TaxCodeRef = new ReferenceType()
    {
        Value = "TAX"
    };
    //Line Sales Item Line Detail - ServiceDate 
    lineSalesItemLineDetail.ServiceDate = DateTime.Now.Date;
    lineSalesItemLineDetail.ServiceDateSpecified = true;
    //Assign Sales Item Line Detail to Line Item
    invoiceLine.AnyIntuitObject = lineSalesItemLineDetail;
    //Assign Line Item to Invoice
    invoice.Line = new Line[] { invoiceLine };

    //TxnTaxDetail
    TxnTaxDetail txnTaxDetail = new TxnTaxDetail();
    txnTaxDetail.TxnTaxCodeRef = new ReferenceType()
    {
        name = stateTaxCode.Name,
        Value = stateTaxCode.Id
    };
    Line taxLine = new Line();
    taxLine.DetailType = LineDetailTypeEnum.TaxLineDetail;
    TaxLineDetail taxLineDetail = new TaxLineDetail();
    //Assigning the fist Tax Rate in this Tax Code
    taxLineDetail.TaxRateRef = stateTaxCode.SalesTaxRateList.TaxRateDetail[0].TaxRateRef;
    taxLine.AnyIntuitObject = taxLineDetail;
    txnTaxDetail.TaxLine = new Line[] { taxLine };
    invoice.TxnTaxDetail = txnTaxDetail;

    //Customer (Client)
    invoice.CustomerRef = new ReferenceType()
    {
        name = customer.DisplayName,
        Value = customer.Id
    };

    //Billing Address
    PhysicalAddress billAddr = new PhysicalAddress();
    billAddr.Line1 = "123 Main St.";
    billAddr.Line2 = "Unit 506";
    billAddr.City = "Brockton";
    billAddr.CountrySubDivisionCode = "MA";
    billAddr.Country = "United States";
    billAddr.PostalCode = "02301";
    billAddr.Note = "Billing Address Note";
    invoice.BillAddr = billAddr;

    //Shipping Address
    PhysicalAddress shipAddr = new PhysicalAddress();
    shipAddr.Line1 = "100 Fifth Ave.";
    shipAddr.City = "Waltham";
    shipAddr.CountrySubDivisionCode = "MA";
    shipAddr.Country = "United States";
    shipAddr.PostalCode = "02452";
    shipAddr.Note = "Shipping Address Note";
    invoice.ShipAddr = shipAddr;

    //SalesTermRef
    invoice.SalesTermRef = new ReferenceType()
    {
        name = term.Name,
        Value = term.Id
    };

    //DueDate
    invoice.DueDate = DateTime.Now.AddDays(30).Date;
    invoice.DueDateSpecified = true;

    //ARAccountRef
    invoice.ARAccountRef = new ReferenceType()
    {
        name = account.Name,
        Value = account.Id
    };

    Invoice invoiceAdded = dataService.Add<Invoice>(invoice);

    #region " Logged Request and Response "

    //Request
    //POST https://<baseUrl>/v3/company/<realmId>/invoice HTTP/1.1
    //Content-Type: application/xml
    //Host: <baseUrl>
    //Authorization: OAuth oauth_token="lvprdTJzbZqooMvYCvU35HwpwYsL1ZaJsvJwRYAIvZcL906W",oauth_nonce="b93219b6-430d-46c8-a217-a0918ed5aff8",oauth_consumer_key="qyprdcAQ7lV9AbDAdMA5WEkHEkvcj4",oauth_signature_method="HMAC-SHA1",oauth_timestamp="1378833234",oauth_version="1.0",oauth_signature="5kWNe6uXOEGHT%2BIAbJHHwxSaV%2BQ%3D"
    //User-Agent: V3DotNetSDK1.0.7
    //Content-Length: 1706
    //Expect: 100-continue

    //<?xml version="1.0"?>
    //<Invoice xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schema.intuit.com/finance/v3">
    //  <TxnDate>2013-09-10-04:00</TxnDate>
    //  <PrivateNote>This is a private note</PrivateNote>
    //  <Line>
    //    <Description>Invoice line description.</Description>
    //    <Amount>330</Amount>
    //    <DetailType>SalesItemLineDetail</DetailType>
    //    <SalesItemLineDetail>
    //      <ItemRef name="Sales">1</ItemRef>
    //      <UnitPrice>33</UnitPrice>
    //      <Qty>10</Qty>
    //      <TaxCodeRef>TAX</TaxCodeRef>
    //      <ServiceDate>2013-09-10-04:00</ServiceDate>
    //    </SalesItemLineDetail>
    //  </Line>
    //  <TxnTaxDetail>
    //    <TxnTaxCodeRef name="StateSalesTax">2</TxnTaxCodeRef>
    //    <TaxLine>
    //      <TaxLineDetail>
    //        <TaxRateRef name="StateSalesTax">1</TaxRateRef>
    //      </TaxLineDetail>
    //    </TaxLine>
    //  </TxnTaxDetail>
    //  <AutoDocNumber>true</AutoDocNumber>
    //  <CustomerRef name="Test Customer">1</CustomerRef>
    //  <BillAddr>
    //    <Line1>123 Main St.</Line1>
    //    <Line2>Unit 506</Line2>
    //    <City>Brockton</City>
    //    <Country>United States</Country>
    //    <CountrySubDivisionCode>MA</CountrySubDivisionCode>
    //    <PostalCode>02301</PostalCode>
    //    <Note>Billing Address Note</Note>
    //  </BillAddr>
    //  <ShipAddr>
    //    <Line1>100 Fifth Ave.</Line1>
    //    <City>Waltham</City>
    //    <Country>United States</Country>
    //    <CountrySubDivisionCode>MA</CountrySubDivisionCode>
    //    <PostalCode>02452</PostalCode>
    //    <Note>Shipping Address Note</Note>
    //  </ShipAddr>
    //  <SalesTermRef name="Due on receipt">1</SalesTermRef>
    //  <DueDate>2013-10-10-04:00</DueDate>
    //  <ARAccountRef name="Accounts Receivable (A/R)">48</ARAccountRef>
    //</Invoice>

    #endregion

    #region " Screenshot of result in QBO UI "

    //http://i.imgur.com/LlrP5ca.png

    #endregion
}