Invoice Download — Real-Time Invoice PDF from the ERP

The Live Invoice PDF feature provides access to invoice PDFs for logged-in users on your EvolutionX webstore. Customers can conveniently find and access their invoice PDFs within the Invoices module. This feature serves as an additional functionality to the live invoice list.

New ERP Integrations for Live Invoice Download

We work either directly with the API for your ERP or through a partner integrator (who provides API support) to setup Live Endpoint for new systems. This typically is a fast-tracked development to ensure you are up and running quickly. Contact our team today to discuss your options and questions.

Current ERP Systems with Live Invoice PDF Integrations

The following systems are already integrated for Live Invoice PDF and are easy to setup:

Spruce
DIY ERP

Alternatives to Live Orders

EvolutionX incorporates a built-in feature for invoice PDFs. Logged-in users have the capability to download a PDF version of the invoice, mirroring the content displayed on the invoice view page.

The following requests and responses are examples for Live Download Invoices:

Request Header

Notes:

Bearer Token is preferred but oAuth2 and other authorization types can be supported too.
The Method for the endpoint should be POST.

Example Request Header:

Content-Type: application/json
Accept: application/json
Authorization: Bearer Token or username & password

Request Body

Notes:

The Customer Code attribute will use the references of the ERP for the account number. It is not required for the ERP to store EvolutionX IDs for these entities. If needed, the EvolutionX Customer Account can store a GUID or Record ID in the Seller Reference as well (ask DevOps if you need this value in this integration).
The most important fields to support are:
- customer_code — the ERP customer code as stored in the EvolutionX Customer Account Number attribute.
- document_id — the ERP document id to download. This will be the invoice id provided on the Live invoice list.
- document_type — currently we only support: [ invoice ]

Example Request Body

{
  "customer_code": "ACME001",
  "document_id": "123456",
  "document_type": "invoice",
}

Response Body

Notes:

There are 2 possible responses.
If the provided customer does not include a document ID, please throw an error.
HTTP Response Status
- Return HTTP response status 2xx for success.
- Return HTTP response status 4xx for malformed requests.
- Return HTTP response status 5xx for internal errors.

Base64_encoded:

{
  "data": {
    "customer_code": "ACME001",
    "file_base64": "base64string"
  }
}

Document URL:

Contact customer support before implementing this option.

{
  "data": {
    "customer_code": "ACME001",
    "file_url": "https://assets.s3.amazonaws.com/document.pdf"
  }
}

ERP DIY Integration

To use this feature you need the ERP DIY Integration App see the full article.

Contact the customer success team to discuss an integration project.