Send the original document date as the calculation date

Element type: Required

Enpoints/models used: Invoice

Your integration must provide a way for users to specify the date to use for tax calculations when adjusting transactions. This is done using the date field on the Invoice model. Keep in mind that when specifying a date, if the transaction is an out-of-period adjustment, use the date on the previous invoice to properly credit the tax.

View example:

"inv": [
    {
        "doc": "CR-",
        "bill": {
            "pcd": 1363100
        },
        "cust": 0,
        "date": "2022-03-02",  // if this is an out of period adjustment use the date on the previous invoice to properly credit the tax
        "itms": [
            {
                "ref": "1_CertTest0_PCD_Only_StreamingVideo",
                "chg": 500,
                "sale": 1,
                "incl": false,
                "tran": 57,
                "serv": 674,
                "adj": true
            }
        ],
        "invm": true,
        "dtl": true,
        "summ": true,
        "acct": "CertCompany",
        "custref": "CertTest0",
        "invn": "CR-12345", // Must match the Billing Invoice reference value so data can be reconciled between systems
        "bcyc": "202203",
        "bpd": {
            "month": "03",
            "year": "2022"
        }
    }
]