e-invoicing

Configuration

Use the Configuration v2 endpoints for setting up companies and branches, and managing existing entities.

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Some countries and features require using the Configuration v2 resource before you can send documents through Indirect Tax API.

Note:

For countries that require Configuration v1, see this documentation page.

Organizations

These are the available endpoints in the Organizations sub-resource from Configuration v2:

HTTP Method Endpoint Description
GET /v2/configurations/organizations Retrieves details from all configured organizations.
POST /v2/configurations/organizations Creates an organization.
GET /v2/configurations/organizations/{organizationId} Retrieves details from a given organization using its organizationId.
PUT /v2/configurations/organizations/{organizationId} Updates an organization.
GET /v2/configurations/organizations/{organizationId}/products Retrieves a list of all the products that have been assigned to an organization.
PUT /v2/configurations/organizations/{organizationId}/products Assigns available products to a given organization.
DELETE /v2/configurations/organizations/{organizationId}/products/{productId} Removes a product from a given organization.

Companies

These are the available endpoints in the Companies sub-resource from Configuration v2:

HTTP Method Endpoint Description
GET /v2/configurations/organizations/{organizationId}/companies Lists all companies configured in a given organization.
POST /v2/configurations/organizations/{organizationId}/companies Creates a company in a given organization.
PATCH /v2/configurations/organizations/{organizationId}/companies/{companyId} Updates a company from a given organization.
PATCH /v2/configurations/organizations/{organizationId}/companies/{companyId}/lock Locks a company to block POST v1/documents requests for the associated taxId.
PATCH /v2/configurations/organizations/{organizationId}/companies/{companyId}/unlock Unlocks a company to allow POST v1/documents requests for the associated taxId.
PATCH /v2/configurations/organizations/{organizationId}/companies/{taxId}/identity-validation Updates the identity-validation flag of a company identified by tax ID. Use true to mark the company as validated and false to revoke validation. This endpoint is restricted to workspace and Sovos administrators. Company-level users are not permitted.
PUT /v2/configurations/organizations/{organizationId}/companies/{companyId}/products Assigns products to a given company.

Company Endpoints

These are the available endpoints in the Company Endpoints sub-resource from Configuration v2:

HTTP Method Endpoint Description
GET /v2/configurations/organizations/{organizationId}/companies/{companyId}/endpoints Retrieves a list of endpoints for a given company.
POST /v2/configurations/organizations/{organizationId}/companies/{companyId}/endpoints Creates an endpoint for a company with an optional ERP system identifier.
GET /v2/configurations/organizations/{organizationId}/companies/{companyId}/endpoints/{endpointId} Retrieves details from a given endpoint using its ID.
PUT /v2/configurations/organizations/{organizationId}/companies/{companyId}/endpoints/{endpointId} Updates details from a given endpoint using its ID.
DELETE /v2/configurations/organizations/{organizationId}/companies/{companyId}/endpoints/{endpointId} Deletes a given endpoint using its ID.
POST /v2/configurations/organizations/{organizationId}/companies/{companyId}/endpoints/async Submits an asynchronous company endpoint registration. Returns an asynchronous request identifier (asyncRequestId) that can be used to poll status.
DELETE /v2/configurations/organizations/{organizationId}/companies/{companyId}/endpoints/async Submits an asynchronous request to delete all company endpoints. Returns a request identifier (asyncRequestId) that you can use to poll status at /v2/configurations/organizations/{organizationId}/companies/{companyId}/endpoints/async/removal/{requestId}.
GET /v2/configurations/organizations/{organizationId}/companies/{companyId}/endpoints/async/removal/{requestId} Retrieves the status of an asynchronous request to delete all company endpoints, including per-endpoint progress and any errors.
GET /v2/configurations/organizations/{organizationId}/companies/{companyId}/endpoints/async/{requestId} Retrieves the status of an asynchronous company endpoint registration request using the asyncRequestId returned by the submit operation.

Branches

These are the available endpoints in the Branches sub-resource from Configuration v2:

HTTP Method Endpoint Description
GET /v2/configurations/organizations/{organizationId}/companies/{companyId}/branches Retrieves a list of branches configured in a given company.
POST /v2/configurations/organizations/{organizationId}/companies/{companyId}/branches Creates a branch in a given company.
GET /v2/configurations/organizations/{organizationId}/companies/branches Retrieves a list of branches configured in the companies from a given organization.
POST /v2/configurations/organizations/{organizationId}/companies/branches Provisions the branch configuration from a given organization to the tax authority.

Users

These are the available endpoints in the Users sub-resource from Configuration v2:

HTTP Method Endpoint Description
GET /v2/configurations/organizations/{organizationId}/users Retrieves all users from a given organization.
POST /v2/configurations/organizations/{organizationId}/users Creates an organization user and assigns them a role.
DELETE /v2/configurations/organizations/{organizationId}/users/{userId} Deletes a given organization user.

Settings

These are the available endpoints in the Settings sub-resource from Configuration v2:

HTTP Method Endpoint Description
GET /v2/configurations/organizations/{organizationId}/setting-contexts Retrieves the setting contexts assigned to a given organization.
GET /v2/configurations/organizations/{organizationId}/setting-contexts/{contextName} Retrieves the organization settings from a specific context.
POST /v2/configurations/workspaces/settings Creates settings for a specified workspace to configure multiple customers at the workspace level.
GET /v2/configurations/workspaces/setting-contexts Retrieves all setting contexts available at the workspace level with their total entry counts.
GET /v2/configurations/workspaces/setting-contexts/{contextName} Retrieves all settings for a specific context at the workspace level.
POST /v2/configurations/organizations/{organizationId}/settings Creates settings under a predefined context with a variable scope. The scope can be on the organization level, company level, or even system level.
GET /v2/configurations/organizations/{organizationId}/settings/{settingId} Retrieves a specific setting from an organization.
PUT /v2/configurations/organizations/{organizationId}/settings/{settingId} Updates values from an existing setting.

Roles

This is the available endpoint in the Roles sub-resource from Configuration v2:

HTTP Method Endpoint Description
GET /v2/configurations/roles Retrieves a list of roles available to a given organization.

ERP Systems

These are the available endpoints in the ERP Systems sub-resource from Configuration v2:

HTTP Method Endpoint Description
GET /v2/configurations/organizations/{organizationId}/erpSystem/{erpSystemId}/webhook Retrieves the Svix Consumer App Portal Link for a specific ERP system to configure endpoints and manage webhook messages. Configure SystemId with PushingV2 before calling this endpoint.
GET /v2/configurations/erp-systems Retrieves a list of ERP System configurations for the workspace.
POST /v2/configurations/erp-systems Creates an ERP System configuration for the workspace.
PUT /v2/configurations/erp-systems/{id} Updates an existing ERP System configuration in the workspace.

Networks

These are the available endpoints in the Networks sub-resource from Configuration v2:

HTTP Method Endpoint Description
GET /v2/configurations/networks Retrieves a list of networks using the available filters.
POST /v2/configurations/networks/{networkId}/trading-partners/endpoints Creates a trading partner endpoint for a specific network.
GET /v2/configurations/networks/{networkId}/trading-partners/endpoints/{endpointId} Retrieves a trading partner endpoint by its ID within a given network.
PUT /v2/configurations/networks/{networkId}/trading-partners/endpoints/{endpointId} Updates a trading partner endpoint for a given network.
DELETE /v2/configurations/networks/{networkId}/trading-partners/endpoints/{endpointId} Deletes a trading partner endpoint by its ID within a given network.

Reports

These are the available endpoints in the Reports sub-resource from Configuration v2:

HTTP Method Endpoint Description
GET /v2/configurations/report-setup/{categoryId}

Retrieves the available report definition options for the given category. Each definition includes its current selection state that indicates whether it is currently active for the supplied scope. The selection state controls how documents are collected, when the report is consolidated, and how it is transmitted to the tax authority.

For French e-reporting, set categoryId to FR_RPT .

POST /v2/configurations/report-setup/{categoryId}

Configures which report definitions are active for the given category and scope. Newly selected definitions are activated immediately. Previously active definitions that are no longer selected are deactivated. The response summarizes how many definitions were activated, deactivated, or left unchanged.

For French e-reporting, set categoryId to FR_RPT .

Under Construction

These are the available endpoints in the Under Construction sub-resource from Configuration v2:

HTTP Method Endpoint Description
GET /v2/configurations/organizations/{organizationId}/groups Retrieves a list of groups available to a given organization.
POST /v2/configurations/organizations/{organizationId}/groups Creates a group for a given organization.
Note:

These endpoints will be moved to a specific resource when they are fully implemented.