Taxnexus Invoice Workflow
Important Invoice Formatting Requirements
The invoice must be prepared in a “posting-ready” format. It must be fully normalized in terms of discounts or any other pre-posting transformations. Line item prices must be specified in units, quantity, unit price and Taxnexus Codes.
Recommended Invoice Workflow
Taxnexus API offers two endpoints for invoice ingest.
The difference is how tax data is returned to the API consumer.
This illustration shows how to use the
POST ops/taxes/invoices endpoint to
process a new invoice
and get back the tax determination in the fastest way possible.
- Prepare invoice
- POST ops/taxes/invoices
- Unmarshal response into an API consumer array for further processing
- Store tax summaries or tax detail items with invoice
- Render the presentation of the final invoice in a bill or receipt format
That last step, which we call bill presentment, can be a little tricky because the API consumer must aggregate the tax transactions and present them on final bill.
To make presentment a little easier, API consumers can use the
POST ops/invoices to get
back a copy of the origninal invoice plus a handy
Totals data structure that
has useful items like