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EditManualInvoice (Push Method)

EditManualInvoice

Updates an existing manual invoice and its associated manual claim details in a single request.
Use this when both the manual claim information and the invoice information need to be modified programmatically.

Request

Manual Claim fields (required)

Parameter Type Description
InvoiceNumber String Required. Invoice number to edit.
Catid String Required. CAT ID from estimating tool. If not applicable, send 0 or empty ("").
PolicyNumber String Required. Policy number.
InsuredFirstName String Required. Insured first name.
InsuredLastName String Required. Insured last name.
InsuredAddress1 String Required. Address line 1.
InsuredAddress2 String Required. Address line 2.
InsuredCity String Required. City.
InsuredState String Required. State.
InsuredZipCode String Required. ZIP/postal code.
DateOfLoss String Required. Date of loss.
TypeOfLoss String Required. Type of loss.
GrossEstimateAmount String Required. Estimate amount value against the claim.

Invoice fields (in the same request)

Parameter Type Description
AdjusterFirstName String Required.
AdjusterLastName String Required.
PaOrAttorny String Required. Public Adjuster / Attorney / Other / None.
PaymentTerm String Required. Payment terms (e.g., 30).
ClaimNumber String Required.
Company String Required. Carrier name (value from GetCompanies).
RuleId String Required. Rule to calculate charges.
ModifiedBy Int Optional. Used for User Account association with the previously created invoice.
unitOfMeasures Array Required if the selected rule includes UOM charges. Array of { UnitOfMeasure, QuantityConsumed }.
AdditionalExpenses Array Optional. If “Show Commission Section” is enabled, CommissionMethod is mandatory (1 = Commissionable, 2 = Non‑Commissionable, 3 = Reimbursable).
FeeDeductions Array Optional.
OptionalFlatFees Array Optional. If omitted, only SelectByDefault flat fees from rules are applied.
Response
Parameter Type Description
ID String Identifier in BAP.
Errors Array Contains error message(s) should an error occur.
Example (C#)

 

// setup request parameters
ParametersForEditManualInvoice objEditManualInvoiceData = new ParametersForEditManualInvoice
{
    // Manual Claim fields
    Catid = "0",
    PolicyNumber = "1024",
    InsuredFirstName = "Joe",
    InsuredLastName  = "Cool",
    InsuredAddress1  = "123 Test Drive",
    InsuredAddress2  = "",
    InsuredCity      = "Tampa",
    InsuredState     = "FL",
    InsuredZipCode   = "33607",
    DateOfLoss       = "9/19/2018 12:00:00 AM",
    TypeOfLoss       = "Fire",
    GrossEstimateAmount = "10.20",

    // Invoice fields
    InvoiceNumber = "RKH6037",
    AdjusterFirstName = "Joe",
    AdjusterLastName  = "Cool",
    PaOrAttorny       = "Public Adjuster",
    PaymentTerm       = "30",
    ClaimNumber       = "test12234",
    Company           = "ABC",
    RuleId            = "4980",
    Modifiedby        = "313313",

    unitOfMeasures = new List<InvoiceUnitOfMeasures>()
    {
        new InvoiceUnitOfMeasures { UnitOfMeasure = "Mileage", QuantityConsumed = "3000" },
        new InvoiceUnitOfMeasures { UnitOfMeasure = "Hourly",  QuantityConsumed = "100"  },
        new InvoiceUnitOfMeasures { UnitOfMeasure = "Hourly Rate", QuantityConsumed = "150" },
        new InvoiceUnitOfMeasures { UnitOfMeasure = "UOM3",   QuantityConsumed = "200"  },
        new InvoiceUnitOfMeasures { UnitOfMeasure = "UOM4",   QuantityConsumed = "250"  },
        new InvoiceUnitOfMeasures { UnitOfMeasure = "UOM5",   QuantityConsumed = "5000" }
    },

    additionalExpenses = new List<InvoiceAdditionalExpenses>()
    {
        new InvoiceAdditionalExpenses
        {
            AdditionalExpense = "Lunch",
            Amount            = "124",
            CommissionMethod  = "1" // 1 = Commissionable, 2 = Non-Commissionable, 3 = Reimbursable
        }
    },

    feeDeductions = new List<InvoiceFeeDeductions>()
    {
        new InvoiceFeeDeductions { FeeDeduction = "loan2", Amount = "10" }
    }
};

dynamic EditManualInvoiceResponse = apiClient.EditManualInvoice(objEditManualInvoiceData);
Console.WriteLine("EditManualInvoiceResponse: {0}", EditManualInvoiceResponse);