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SendManualInvoice (Push Method)

SendManualInvoice

Creates a manual claim and then creates an invoice against that manual claim in a single request. Use this when the claim does not originate from an estimating tool or data feed.

Request
Parameter Type Description
Catid Varchar(50) 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. Insured address line 1.
InsuredAddress2 String Required. Insured address line 2.
InsuredCity String Required. Insured city.
InsuredState String Required. Insured state.
InsuredZipCode String Required. Insured ZIP/postal code.
DateOfLoss String Required. Date of loss.
TypeOfLoss String Required. Type of loss.
GrossEstimateAmount String Required. Estimate amount value for the claim.

Invoice information (in the same request)

Parameter Type Description
AdjusterFirstName String Required.
AdjusterLastName String Required.
PaOrAttorny String Required.
PaymentTerm String Required.
ClaimNumber String Required.
InvoiceNumber Varchar(50) Optional. Provide only if you need a manual invoice number.
Company String Required. Carrier name (value from GetCompanies).
RuleId String Required. Rule to calculate charges.
CreatedBy Int Optional. Associates an internal user account with the newly created invoice.
unitOfMeasures Array Required if the selected rule contains UOM charges. Array of { UnitOfMeasure, QuantityConsumed }.
AdditionalExpenses Array Optional. For vendors with “Show Commission Section” enabled, CommissionMethod is required (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 for the created manual invoice.
Errors Array Contains error message(s) should an error occur.
Example (C#)

 

// setup request parameters
ParametersForSendManualInvoice objSendManualInvoiceData = new ParametersForSendManualInvoice
{
    // 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",

    // Manual Invoice Fields
    AdjusterFirstName = "Joe",
    AdjusterLastName  = "Cool",
    PaOrAttorny       = "Public Adjuster",
    PaymentTerm       = "30",
    ClaimNumber       = "test12234",
    InvoiceNumber     = "TestInvoicenumber100", // optional
    Company           = "ABC",
    RuleId            = "4980",
    Createdby         = "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
        },
        new InvoiceAdditionalExpenses
        {
            AdditionalExpense = "Photos",
            Amount            = "100",
            CommissionMethod  = "2"
        }
    },

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

dynamic SendManualInvoiceResponse = apiClient.SendManualInvoice(objSendManualInvoiceData);
Console.WriteLine("SendManualInvoiceResponse: {0}", SendManualInvoiceResponse);