API referenceAccounts & paymentsAccounts
Plan received invoice payments
Creates or clears the settlement schedule for an unpaid received PPD invoice and synchronizes its payable calendar events.
- Endpoint
PUT /v1/accounts/payables/{supplierId}/invoices/{documentRef}/plan- Authorization
- Required permission: `payables:manage`.
- Environments
- Production and sandbox
- Idempotency
- Required for safe retries.
- Common next step
Archive or restore payable invoice POST
Archives or restores one received PPD invoice in payables without changing its fiscal balance or general invoice visibility.
Extract tax profile POST
Consumes a tax_profile_pdf upload and returns structured taxpayer data. First prepare the upload, PUT the PDF bytes to upload.url with upload.headers, and pass its fileRef here. A successful extraction consumes and deletes the temporary file.