Match the sales invoice with the corresponding payment voucher

Create the invoice

To create an invoice via API, perform a POST request to "Invoice" using the API specified below:

https://rest.reviso.com/v2/invoices/drafts

with the following payload.

{
"lines": [
{
"description": "Prodotto 04",
"discountPercentage": 0.00,
"lineNumber": 1,
"marginInBaseCurrency": 1000.00,
"marginPercentage": 100.00,
"product": {
"recommendedCostPrice": 0.0,
"productNumber": "04"
},
"quantity": 1.0000000000,
"sortKey": 1,
"totalNetAmount": 100.00,
"totalGrossAmount": 122.00,
"totalVatAmount": 22.00,
"unitCostPrice": 0.0000000000,
"unitNetPrice": 100.0000000000,
"manuallyEditedSalesPrice": true,
"vatInfo": {
"vatAccount": {
"vatCode": "V022"
},
"vatRate": 22.00000000
},
"movementChainId": "c7912096-81f3-42ec-8979-69bc7fad5e81"
}

],
"vatCodeGroups": [
{
"vatAccount": {
"vatCode": "V022"
},
"vatRate": 22.00000000,
"totalNetAmount": 100.00,
"totalVatAmount": 22.00,
"totalGrossAmount": 122.00
}
],
"costPriceInBaseCurrency": 0.00,
"currency": "EUR",
"deductionInfo": {
"deductionAmount": 0.00
},
"customer": {
"splitPayment": false,
"customerNumber": 1
},
"date": "2025-02-27",
"dueDate": "2025-02-27",
"exchangeRate": 100.000000,
"grossAmount": 1220.00,
//"id": 196,
"layout": {
"isDefault": false,
"layoutNumber": 9
},
"marginInBaseCurrency": 1000.00,
"marginPercentage": 100.00,
"netAmount": 1000.00,
"netAmountInBaseCurrency": 1000.00,
"numberSeries": {
"prefix": "FVL",
"allowGaps": false,
"entrySubtype": {
"entrySubtypeNumber": 10,
"entryType": "customerInvoice",
"hideInUi": false,
"isNumberSeriesCreationAllowed": true,
"isVoucherCreationAllowed": true,
"isAcrossAccountingYears": false,
"name": "Electronic Invoice"
},
"entryType": "customerInvoice",
"name": "Fattura vendita elettronica",
"peeks": [
{
"accountingYear": {
"year": "2020"
},
"nextVoucherNumber": 1
},
{
"accountingYear": {
"year": "2019"
},
"nextVoucherNumber": 1
},
{
"accountingYear": {
"year": "2018"
},
"nextVoucherNumber": 1
},
{
"accountingYear": {
"year": "2017"
},
"nextVoucherNumber": 1
}
],
"systemGenerated": false,
"isOrdered": false,
"sequenceType": "continious",
"numberSeriesNumber": 26
},
"paymentTerms": {
"daysOfCredit": 30,
"name": "30gg data fattura",
"paymentTermsType": "net",
"paymentTermsNumber": 11
},
"pdf": {
"download": "https://rest.reviso.com/v2/invoices/drafts/196/pdf"
},
"project": {
"projectNumber": 1
},
"recipient": {
"address": "Via Cliente, 10",
"attention": {
"customerContactNumber": 2
},
"city": "MILANO",
"country": "Italia",
"name": "Cliente 1",
"vatZone": {
"enabledForCustomer": true,
"enabledForSupplier": true,
"isDomestic": true,
"isExemptVatZone": false,
"isProjectAccount": false,
"name": "Domestic",
"textId": "SHARED_RECEIVABLESVATZONE_DENMARK",
"vatZoneNumber": 1
},
"zip": "20100"
},
"roundingAmount": 0.00,
"vatAmount": 220.00,
"vatIncluded": true,
"deliveryDetails": {
"deliveryStartDateTime": "2025-02-27T09:53:39Z",
"carrierInfo": {}
},
"number": 151,
"paymentType": {
"fields": [],
"paymentTypeNumber": 21
},
"priceList": {
"number": 0
},
"paymentManagementDocument": {
"paymentManagementDocumentId": 33156700
},
"salesDocumentType": "invoice",
"deliveryStatus": "notDelivered"
}

Identify the linked installments

After creating the invoice, perform a GET request on Invoice, filtering by the "id" of the invoice to retrieve the "paymentManagementDocumentId".

API Endpoint:
https://rest.reviso.com/v2/invoices/drafts/<id>

Next, perform a GET request on Payment Management, filtering by the retrieved paymentManagementDocumentId to obtain the installments linked to the invoice.

API Endpoint:
https://rest.reviso.com/payment-management/documents/<paymentManagementDocumentId>

This API returns the list of installments associated with the invoice.

Identify the payment voucherId

Perform a GET request on voucher, filtering by CustomerPayment to retrieve the payment voucherId.

API Endpoint:

https://rest.reviso.com/vouchers/?filter=voucherType$eq:customerpayment

Identify the payment rateid

Perform a GET request on Payment Management, filtering by the payment voucherId to identify the corresponding rateid.

API Endpoint

https://rest.reviso.com/payment-management/documents?filter=voucher.id$eq:<id>

Create the match between the invoice and the payment

Perform a PUT request on Payment Management, specifying the PaymentManagementDocumentId of the invoice and the rateid of the related installments.

API Endpoint

https://rest.reviso.com/payment-management/documents/paymentManagementDocumentId/rates/idrate(invoice)/matches

Where "idrate" is the one retrieved from the GET request on Payment Management.

For example:

https://rest.reviso.com/payment-management/documents/16711300/rates/53405163/matches

The payload to use is as follows:

[ 
 { 
   "matchedAmount":120.00,
   "matchedAmountInBaseCurrency":120.00,
   "targetPaymentRate":
  { 
    "id": 53247068, 
    "currency": "EUR" 
  } 
 } 
]

Where the id corresponds to the idrate of the voucher.