Proforma Invoices

Create signup proforma preview

POST
/subscriptions/proforma_invoices/preview.json

Creates a signup preview in the format of a proforma invoice to preview costs before a subscription's signup. This endpoint is only available for Relationship Invoicing sites and cannot be used to create consolidated proforma invoice previews or preview prepaid subscriptions. You have the option of previewing the first renewal's costs as well. The proforma invoice preview will not be persisted.

Pass a payload that resembles a subscription create or signup preview request. For example, you can specify components, coupons/a referral, offers, custom pricing, and an existing customer or payment profile to populate a shipping or billing address.

A product and customer first name, last name, and email are the minimum requirements.

Authorization

BasicAuth
AuthorizationBasic <token>

The username is a Maxio Chargify API key. The password is x.

In: header

Query Parameters

include?"next_proforma_invoice"

Choose to include a proforma invoice preview for the first renewal. Use in query include=next_proforma_invoice.

Value in

  • "next_proforma_invoice"

Request Body

application/json

subscription*

Response Body

application/json

application/json

application/json

curl -X POST "https://example.com/subscriptions/proforma_invoices/preview.json" \  -H "Content-Type: application/json" \  -d '{    "subscription": {      "product_handle": "gold-plan",      "customer_attributes": {        "first_name": "first",        "last_name": "last",        "email": "flast@example.com"      }    }  }'
{  "proforma_invoice_preview": {    "current_proforma_invoice": {      "uid": "string",      "site_id": 0,      "customer_id": 0,      "subscription_id": 0,      "number": 0,      "sequence_number": 0,      "created_at": "2019-08-24T14:15:22Z",      "delivery_date": "2019-08-24",      "status": "draft",      "collection_method": "automatic",      "payment_instructions": "string",      "currency": "string",      "consolidation_level": "none",      "product_name": "string",      "product_family_name": "string",      "role": "unset",      "seller": {        "name": "string",        "address": {          "street": null,          "line2": null,          "city": null,          "state": null,          "zip": null,          "country": null        },        "phone": "string",        "logo_url": "string"      },      "customer": {        "chargify_id": 0,        "first_name": "string",        "last_name": "string",        "organization": null,        "email": "string",        "vat_number": "string",        "reference": "string"      },      "memo": "string",      "billing_address": {        "street": null,        "line2": null,        "city": null,        "state": null,        "zip": null,        "country": null      },      "shipping_address": {        "street": null,        "line2": null,        "city": null,        "state": null,        "zip": null,        "country": null      },      "subtotal_amount": "string",      "discount_amount": "string",      "tax_amount": "string",      "total_amount": "string",      "credit_amount": "string",      "paid_amount": "string",      "refund_amount": "string",      "due_amount": "string",      "line_items": [        {          "uid": "string",          "title": "string",          "description": "string",          "quantity": "string",          "unit_price": "string",          "subtotal_amount": "string",          "discount_amount": "string",          "tax_amount": "string",          "tax_included": true,          "total_amount": "string",          "tiered_unit_price": true,          "period_range_start": "2019-08-24",          "period_range_end": "2019-08-24",          "transaction_id": 0,          "product_id": 0,          "product_version": 0,          "component_id": 0,          "price_point_id": 0,          "billing_schedule_item_id": 0,          "hide": true,          "component_cost_data": null,          "product_price_point_id": null,          "custom_item": true,          "kind": "string",          "prepaid_allocation_expires_at": "2019-08-24"        }      ],      "discounts": [        {          "uid": "string",          "title": "string",          "code": "string",          "source_type": "Coupon",          "discount_type": "percentage",          "eligible_amount": "string",          "discount_amount": "string",          "line_item_breakouts": [            {              "uid": "string",              "eligible_amount": "string",              "discount_amount": "string"            }          ]        }      ],      "taxes": [        {          "uid": "string",          "title": "string",          "source_type": "Tax",          "percentage": "string",          "taxable_amount": "string",          "tax_amount": "string",          "line_item_breakouts": [            {              "uid": "string",              "taxable_amount": "string",              "tax_amount": "string",              "tax_exempt_amount": "string"            }          ]        }      ],      "credits": [        {          "uid": "string",          "memo": "string",          "original_amount": "string",          "applied_amount": "string"        }      ],      "payments": [        {          "memo": "string",          "original_amount": "string",          "applied_amount": "string",          "prepayment": true        }      ],      "custom_fields": [        {          "owner_id": 0,          "owner_type": "Customer",          "name": "string",          "value": "string",          "metadatum_id": 0        }      ],      "public_url": "string",      "available_actions": {        "send_email": {          "can_execute": true,          "url": "string"        }      }    },    "next_proforma_invoice": {      "uid": "string",      "site_id": 0,      "customer_id": 0,      "subscription_id": 0,      "number": 0,      "sequence_number": 0,      "created_at": "2019-08-24T14:15:22Z",      "delivery_date": "2019-08-24",      "status": "draft",      "collection_method": "automatic",      "payment_instructions": "string",      "currency": "string",      "consolidation_level": "none",      "product_name": "string",      "product_family_name": "string",      "role": "unset",      "seller": {        "name": "string",        "address": {          "street": null,          "line2": null,          "city": null,          "state": null,          "zip": null,          "country": null        },        "phone": "string",        "logo_url": "string"      },      "customer": {        "chargify_id": 0,        "first_name": "string",        "last_name": "string",        "organization": null,        "email": "string",        "vat_number": "string",        "reference": "string"      },      "memo": "string",      "billing_address": {        "street": null,        "line2": null,        "city": null,        "state": null,        "zip": null,        "country": null      },      "shipping_address": {        "street": null,        "line2": null,        "city": null,        "state": null,        "zip": null,        "country": null      },      "subtotal_amount": "string",      "discount_amount": "string",      "tax_amount": "string",      "total_amount": "string",      "credit_amount": "string",      "paid_amount": "string",      "refund_amount": "string",      "due_amount": "string",      "line_items": [        {          "uid": "string",          "title": "string",          "description": "string",          "quantity": "string",          "unit_price": "string",          "subtotal_amount": "string",          "discount_amount": "string",          "tax_amount": "string",          "tax_included": true,          "total_amount": "string",          "tiered_unit_price": true,          "period_range_start": "2019-08-24",          "period_range_end": "2019-08-24",          "transaction_id": 0,          "product_id": 0,          "product_version": 0,          "component_id": 0,          "price_point_id": 0,          "billing_schedule_item_id": 0,          "hide": true,          "component_cost_data": null,          "product_price_point_id": null,          "custom_item": true,          "kind": "string",          "prepaid_allocation_expires_at": "2019-08-24"        }      ],      "discounts": [        {          "uid": "string",          "title": "string",          "code": "string",          "source_type": "Coupon",          "discount_type": "percentage",          "eligible_amount": "string",          "discount_amount": "string",          "line_item_breakouts": [            {              "uid": "string",              "eligible_amount": "string",              "discount_amount": "string"            }          ]        }      ],      "taxes": [        {          "uid": "string",          "title": "string",          "source_type": "Tax",          "percentage": "string",          "taxable_amount": "string",          "tax_amount": "string",          "line_item_breakouts": [            {              "uid": "string",              "taxable_amount": "string",              "tax_amount": "string",              "tax_exempt_amount": "string"            }          ]        }      ],      "credits": [        {          "uid": "string",          "memo": "string",          "original_amount": "string",          "applied_amount": "string"        }      ],      "payments": [        {          "memo": "string",          "original_amount": "string",          "applied_amount": "string",          "prepayment": true        }      ],      "custom_fields": [        {          "owner_id": 0,          "owner_type": "Customer",          "name": "string",          "value": "string",          "metadatum_id": 0        }      ],      "public_url": "string",      "available_actions": {        "send_email": {          "can_execute": true,          "url": "string"        }      }    }  }}