Conga

Conga Invoice Configurations API

Provides endpoints for configuring and managing invoice run requests.

Documentation GitHub OpenAPI

Business capability

Invoicing & Statement Management BC-4250.30

Operations 7

PATCH /configure-requests Updates an existing invoice configuration request with modified settings.

POST /configure-requests Configures and creates an invoice run request based on the provided configuration.

POST /configure-requests/estimate Retrieves a preview of an invoice request based on the provided configuration without persisting the request.

GET /configure-requests/{id} Retrieves an invoice configuration request by its unique identifier.

POST /configure-requests/{id}/clone Clones an existing invoice configuration request to create a new configuration based on the specified source.

GET /configure-requests/{id}/estimate Retrieves a preview of an invoice request, including billing schedule records and estimated invoice details.

GET /configure-requests/{id}/request-results Retrieves an invoice request result by configuration request identifier.

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Invoice Management Invoice Configurations API
  version: 1.0.0
  description: Provides endpoints for configuring and managing invoice run requests.
servers:
- url: https://rls.congacloud.com/api/invoicing/v1
security:
- Bearer: []
tags:
- name: Invoice Configurations
  description: Provides endpoints for configuring and managing invoice run requests.
paths:
  /configure-requests:
    patch:
      tags:
      - Invoice Configurations
      summary: Updates an existing invoice configuration request with modified settings.
      requestBody:
        description: The invoice configuration request containing updated settings for the invoice run.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/InvoiceConfigurationRequest'
            example: "{\n  \"Id\": \"example-invoice-configuration-id\",\n  \"Name\": \"Monthly Invoice Run - January 2026\",\n  \"RunType\": \"Immediate\",\n  \"AutoApproveInvoices\": true,\n  \"Status\": \"Draft\",\n  \"InvoiceDateType\": \"Ready for Invoice Date\",\n  \"ProcessFrom\": \"2025-06-15T00:00:00\",\n  \"ProcessTo\": \"2026-08-20T00:00:00\",\n  \"FilterCriteria\": {\n    \"ParentOperator\": \"AND\",\n    \"Rules\": [\n      {\n        \"ObjectName\": \"Account\",\n        \"ChildOperator\": \"OR\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"Name\",\n            \"ComparisonOperator\": \"LIKE\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": \"Acme%\"\n          },\n          {\n            \"FieldName\": \"AccountNumber\",\n            \"ComparisonOperator\": \"IN\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": [\n              \"ACC-001\",\n              \"ACC-002\",\n              \"ACC-003\"\n            ]\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"Product\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"IsActive\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"BOOLEAN\",\n            \"FieldValue\": true\n          },\n          {\n            \"FieldName\": \"ProductFamily\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"PICKLIST\",\n            \"FieldValue\": \"Subscription\"\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"BillingScheduleRecord\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"ReadyForInvoiceDate\",\n            \"ComparisonOperator\": \"\\u003E=\",\n            \"FieldType\": \"DATE\",\n            \"FieldValue\": \"2025-01-01\"\n          },\n          {\n            \"FieldName\": \"NetPrice\",\n            \"ComparisonOperator\": \"\\u003E\",\n            \"FieldType\": \"CURRENCY\",\n            \"FieldValue\": 100\n          }\n        ]\n      }\n    ]\n  },\n  \"FilterCriteriaOld\": null,\n  \"CreateCreditMemos\": true,\n  \"CreditMemoCreationOption\": \"One Per Negative Billing Schedule\",\n  \"InvoiceDate\": null,\n  \"CreditMemoDateBasedOn\": \"Ready for Invoice Date\",\n  \"CreditMemoDate\": null,\n  \"AutoApproveAmountOperator\": \"Less than or equal to\",\n  \"AutoApproveAmount\": {\n    \"Value\": 10000,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"SuppressCriterion\": \"Amount\",\n  \"SuppressOperator\": \"Less than\",\n  \"SuppressInvoiceAmount\": {\n    \"Value\": 10,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"AutoApplyCreditMemo\": true,\n  \"AutoApproveCreditMemos\": true,\n  \"Frequency\": \"Monthly by Date\",\n  \"WeekOfTheMonth\": \"The 1st\",\n  \"WeekDay\": [\n    \"Monday\"\n  ],\n  \"InvoiceDayReference\": \"Last\",\n  \"InvoiceMonthReference\": \"Current Month\",\n  \"InvoiceDateOffset\": \"0\",\n  \"ProcessThroughOffset\": \"0\",\n  \"StartHour\": \"00\",\n  \"StartMinute\": \"00\",\n  \"OverwriteInvoiceTemplates\": true,\n  \"InvoiceDocumentTemplate\": {\n    \"Id\": \"TMPL-INV-001\",\n    \"Name\": \"Standard Invoice Template\"\n  },\n  \"InvoiceEmailTemplate\": {\n    \"Id\": \"TMPL-EMAIL-INV-001\",\n    \"Name\": \"Invoice Email Template\"\n  },\n  \"OverwriteCreditMemoTemplates\": true,\n  \"CreditMemoDocumentTemplate\": {\n    \"Id\": \"TMPL-CM-001\",\n    \"Name\": \"Standard Credit Memo Template\"\n  },\n  \"CreditMemoEmailTemplate\": {\n    \"Id\": \"TMPL-EMAIL-CM-001\",\n    \"Name\": \"Credit Memo Email Template\"\n  },\n  \"SplitCriteria\": null,\n  \"MonthlyDate\": null,\n  \"ProcessFromDayReference\": null,\n  \"ProcessFromMonthReference\": null,\n  \"ProcessToDayReference\": null,\n  \"ProcessToMonthReference\": null,\n  \"ProcessFromOffset\": null,\n  \"ScheduleFrom\": null,\n  \"ScheduleTo\": null\n}"
          text/json:
            schema:
              $ref: '#/components/schemas/InvoiceConfigurationRequest'
            example: "{\n  \"Id\": \"example-invoice-configuration-id\",\n  \"Name\": \"Monthly Invoice Run - January 2026\",\n  \"RunType\": \"Immediate\",\n  \"AutoApproveInvoices\": true,\n  \"Status\": \"Draft\",\n  \"InvoiceDateType\": \"Ready for Invoice Date\",\n  \"ProcessFrom\": \"2025-06-15T00:00:00\",\n  \"ProcessTo\": \"2026-08-20T00:00:00\",\n  \"FilterCriteria\": {\n    \"ParentOperator\": \"AND\",\n    \"Rules\": [\n      {\n        \"ObjectName\": \"Account\",\n        \"ChildOperator\": \"OR\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"Name\",\n            \"ComparisonOperator\": \"LIKE\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": \"Acme%\"\n          },\n          {\n            \"FieldName\": \"AccountNumber\",\n            \"ComparisonOperator\": \"IN\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": [\n              \"ACC-001\",\n              \"ACC-002\",\n              \"ACC-003\"\n            ]\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"Product\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"IsActive\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"BOOLEAN\",\n            \"FieldValue\": true\n          },\n          {\n            \"FieldName\": \"ProductFamily\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"PICKLIST\",\n            \"FieldValue\": \"Subscription\"\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"BillingScheduleRecord\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"ReadyForInvoiceDate\",\n            \"ComparisonOperator\": \"\\u003E=\",\n            \"FieldType\": \"DATE\",\n            \"FieldValue\": \"2025-01-01\"\n          },\n          {\n            \"FieldName\": \"NetPrice\",\n            \"ComparisonOperator\": \"\\u003E\",\n            \"FieldType\": \"CURRENCY\",\n            \"FieldValue\": 100\n          }\n        ]\n      }\n    ]\n  },\n  \"FilterCriteriaOld\": null,\n  \"CreateCreditMemos\": true,\n  \"CreditMemoCreationOption\": \"One Per Negative Billing Schedule\",\n  \"InvoiceDate\": null,\n  \"CreditMemoDateBasedOn\": \"Ready for Invoice Date\",\n  \"CreditMemoDate\": null,\n  \"AutoApproveAmountOperator\": \"Less than or equal to\",\n  \"AutoApproveAmount\": {\n    \"Value\": 10000,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"SuppressCriterion\": \"Amount\",\n  \"SuppressOperator\": \"Less than\",\n  \"SuppressInvoiceAmount\": {\n    \"Value\": 10,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"AutoApplyCreditMemo\": true,\n  \"AutoApproveCreditMemos\": true,\n  \"Frequency\": \"Monthly by Date\",\n  \"WeekOfTheMonth\": \"The 1st\",\n  \"WeekDay\": [\n    \"Monday\"\n  ],\n  \"InvoiceDayReference\": \"Last\",\n  \"InvoiceMonthReference\": \"Current Month\",\n  \"InvoiceDateOffset\": \"0\",\n  \"ProcessThroughOffset\": \"0\",\n  \"StartHour\": \"00\",\n  \"StartMinute\": \"00\",\n  \"OverwriteInvoiceTemplates\": true,\n  \"InvoiceDocumentTemplate\": {\n    \"Id\": \"TMPL-INV-001\",\n    \"Name\": \"Standard Invoice Template\"\n  },\n  \"InvoiceEmailTemplate\": {\n    \"Id\": \"TMPL-EMAIL-INV-001\",\n    \"Name\": \"Invoice Email Template\"\n  },\n  \"OverwriteCreditMemoTemplates\": true,\n  \"CreditMemoDocumentTemplate\": {\n    \"Id\": \"TMPL-CM-001\",\n    \"Name\": \"Standard Credit Memo Template\"\n  },\n  \"CreditMemoEmailTemplate\": {\n    \"Id\": \"TMPL-EMAIL-CM-001\",\n    \"Name\": \"Credit Memo Email Template\"\n  },\n  \"SplitCriteria\": null,\n  \"MonthlyDate\": null,\n  \"ProcessFromDayReference\": null,\n  \"ProcessFromMonthReference\": null,\n  \"ProcessToDayReference\": null,\n  \"ProcessToMonthReference\": null,\n  \"ProcessFromOffset\": null,\n  \"ScheduleFrom\": null,\n  \"ScheduleTo\": null\n}"
          application/*+json:
            schema:
              $ref: '#/components/schemas/InvoiceConfigurationRequest'
            example: "{\n  \"Id\": \"example-invoice-configuration-id\",\n  \"Name\": \"Monthly Invoice Run - January 2026\",\n  \"RunType\": \"Immediate\",\n  \"AutoApproveInvoices\": true,\n  \"Status\": \"Draft\",\n  \"InvoiceDateType\": \"Ready for Invoice Date\",\n  \"ProcessFrom\": \"2025-06-15T00:00:00\",\n  \"ProcessTo\": \"2026-08-20T00:00:00\",\n  \"FilterCriteria\": {\n    \"ParentOperator\": \"AND\",\n    \"Rules\": [\n      {\n        \"ObjectName\": \"Account\",\n        \"ChildOperator\": \"OR\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"Name\",\n            \"ComparisonOperator\": \"LIKE\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": \"Acme%\"\n          },\n          {\n            \"FieldName\": \"AccountNumber\",\n            \"ComparisonOperator\": \"IN\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": [\n              \"ACC-001\",\n              \"ACC-002\",\n              \"ACC-003\"\n            ]\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"Product\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"IsActive\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"BOOLEAN\",\n            \"FieldValue\": true\n          },\n          {\n            \"FieldName\": \"ProductFamily\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"PICKLIST\",\n            \"FieldValue\": \"Subscription\"\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"BillingScheduleRecord\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"ReadyForInvoiceDate\",\n            \"ComparisonOperator\": \"\\u003E=\",\n            \"FieldType\": \"DATE\",\n            \"FieldValue\": \"2025-01-01\"\n          },\n          {\n            \"FieldName\": \"NetPrice\",\n            \"ComparisonOperator\": \"\\u003E\",\n            \"FieldType\": \"CURRENCY\",\n            \"FieldValue\": 100\n          }\n        ]\n      }\n    ]\n  },\n  \"FilterCriteriaOld\": null,\n  \"CreateCreditMemos\": true,\n  \"CreditMemoCreationOption\": \"One Per Negative Billing Schedule\",\n  \"InvoiceDate\": null,\n  \"CreditMemoDateBasedOn\": \"Ready for Invoice Date\",\n  \"CreditMemoDate\": null,\n  \"AutoApproveAmountOperator\": \"Less than or equal to\",\n  \"AutoApproveAmount\": {\n    \"Value\": 10000,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"SuppressCriterion\": \"Amount\",\n  \"SuppressOperator\": \"Less than\",\n  \"SuppressInvoiceAmount\": {\n    \"Value\": 10,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"AutoApplyCreditMemo\": true,\n  \"AutoApproveCreditMemos\": true,\n  \"Frequency\": \"Monthly by Date\",\n  \"WeekOfTheMonth\": \"The 1st\",\n  \"WeekDay\": [\n    \"Monday\"\n  ],\n  \"InvoiceDayReference\": \"Last\",\n  \"InvoiceMonthReference\": \"Current Month\",\n  \"InvoiceDateOffset\": \"0\",\n  \"ProcessThroughOffset\": \"0\",\n  \"StartHour\": \"00\",\n  \"StartMinute\": \"00\",\n  \"OverwriteInvoiceTemplates\": true,\n  \"InvoiceDocumentTemplate\": {\n    \"Id\": \"TMPL-INV-001\",\n    \"Name\": \"Standard Invoice Template\"\n  },\n  \"InvoiceEmailTemplate\": {\n    \"Id\": \"TMPL-EMAIL-INV-001\",\n    \"Name\": \"Invoice Email Template\"\n  },\n  \"OverwriteCreditMemoTemplates\": true,\n  \"CreditMemoDocumentTemplate\": {\n    \"Id\": \"TMPL-CM-001\",\n    \"Name\": \"Standard Credit Memo Template\"\n  },\n  \"CreditMemoEmailTemplate\": {\n    \"Id\": \"TMPL-EMAIL-CM-001\",\n    \"Name\": \"Credit Memo Email Template\"\n  },\n  \"SplitCriteria\": null,\n  \"MonthlyDate\": null,\n  \"ProcessFromDayReference\": null,\n  \"ProcessFromMonthReference\": null,\n  \"ProcessToDayReference\": null,\n  \"ProcessToMonthReference\": null,\n  \"ProcessFromOffset\": null,\n  \"ScheduleFrom\": null,\n  \"ScheduleTo\": null\n}"
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/InvoiceConfigurationResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/InvoiceConfigurationResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/InvoiceConfigurationResponseBatchResponse'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/InvoiceConfigurationResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/InvoiceConfigurationResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/InvoiceConfigurationResponseBatchResponse'
        '500':
          description: Internal Server Error
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
    post:
      tags:
      - Invoice Configurations
      summary: Configures and creates an invoice run request based on the provided configuration.
      requestBody:
        description: The invoice configuration request containing settings for the invoice run.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/InvoiceConfigurationRequest'
            example: "{\n  \"Name\": \"Monthly Invoice Run - January 2026\",\n  \"RunType\": \"Immediate\",\n  \"AutoApproveInvoices\": true,\n  \"Status\": \"Draft\",\n  \"InvoiceDateType\": \"Ready for Invoice Date\",\n  \"ProcessFrom\": \"2025-06-15T00:00:00\",\n  \"ProcessTo\": \"2026-08-20T00:00:00\",\n  \"FilterCriteria\": {\n    \"ParentOperator\": \"AND\",\n    \"Rules\": [\n      {\n        \"ObjectName\": \"Account\",\n        \"ChildOperator\": \"OR\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"Name\",\n            \"ComparisonOperator\": \"LIKE\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": \"Acme%\"\n          },\n          {\n            \"FieldName\": \"AccountNumber\",\n            \"ComparisonOperator\": \"IN\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": [\n              \"ACC-001\",\n              \"ACC-002\",\n              \"ACC-003\"\n            ]\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"Product\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"IsActive\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"BOOLEAN\",\n            \"FieldValue\": true\n          },\n          {\n            \"FieldName\": \"ProductFamily\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"PICKLIST\",\n            \"FieldValue\": \"Subscription\"\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"BillingScheduleRecord\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"ReadyForInvoiceDate\",\n            \"ComparisonOperator\": \"\\u003E=\",\n            \"FieldType\": \"DATE\",\n            \"FieldValue\": \"2025-01-01\"\n          },\n          {\n            \"FieldName\": \"NetPrice\",\n            \"ComparisonOperator\": \"\\u003E\",\n            \"FieldType\": \"CURRENCY\",\n            \"FieldValue\": 100\n          }\n        ]\n      }\n    ]\n  },\n  \"FilterCriteriaOld\": null,\n  \"CreateCreditMemos\": true,\n  \"CreditMemoCreationOption\": \"One Per Negative Billing Schedule\",\n  \"InvoiceDate\": null,\n  \"CreditMemoDateBasedOn\": \"Ready for Invoice Date\",\n  \"CreditMemoDate\": null,\n  \"AutoApproveAmountOperator\": \"Less than or equal to\",\n  \"AutoApproveAmount\": {\n    \"Value\": 10000,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"SuppressCriterion\": \"Amount\",\n  \"SuppressOperator\": \"Less than\",\n  \"SuppressInvoiceAmount\": {\n    \"Value\": 10,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"AutoApplyCreditMemo\": true,\n  \"AutoApproveCreditMemos\": true,\n  \"Frequency\": \"Monthly by Date\",\n  \"WeekOfTheMonth\": \"The 1st\",\n  \"WeekDay\": [\n    \"Monday\"\n  ],\n  \"InvoiceDayReference\": \"Last\",\n  \"InvoiceMonthReference\": \"Current Month\",\n  \"InvoiceDateOffset\": \"0\",\n  \"ProcessThroughOffset\": \"0\",\n  \"StartHour\": \"00\",\n  \"StartMinute\": \"00\",\n  \"OverwriteInvoiceTemplates\": true,\n  \"InvoiceDocumentTemplate\": {\n    \"Name\": \"Standard Invoice Template\"\n  },\n  \"InvoiceEmailTemplate\": {\n    \"Name\": \"Invoice Email Template\"\n  },\n  \"OverwriteCreditMemoTemplates\": true,\n  \"CreditMemoDocumentTemplate\": {\n    \"Name\": \"Standard Credit Memo Template\"\n  },\n  \"CreditMemoEmailTemplate\": {\n    \"Name\": \"Credit Memo Email Template\"\n  },\n  \"SplitCriteria\": null,\n  \"MonthlyDate\": null,\n  \"ProcessFromDayReference\": null,\n  \"ProcessFromMonthReference\": null,\n  \"ProcessToDayReference\": null,\n  \"ProcessToMonthReference\": null,\n  \"ProcessFromOffset\": null,\n  \"ScheduleFrom\": null,\n  \"ScheduleTo\": null\n}"
          text/json:
            schema:
              $ref: '#/components/schemas/InvoiceConfigurationRequest'
            example: "{\n  \"Name\": \"Monthly Invoice Run - January 2026\",\n  \"RunType\": \"Immediate\",\n  \"AutoApproveInvoices\": true,\n  \"Status\": \"Draft\",\n  \"InvoiceDateType\": \"Ready for Invoice Date\",\n  \"ProcessFrom\": \"2025-06-15T00:00:00\",\n  \"ProcessTo\": \"2026-08-20T00:00:00\",\n  \"FilterCriteria\": {\n    \"ParentOperator\": \"AND\",\n    \"Rules\": [\n      {\n        \"ObjectName\": \"Account\",\n        \"ChildOperator\": \"OR\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"Name\",\n            \"ComparisonOperator\": \"LIKE\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": \"Acme%\"\n          },\n          {\n            \"FieldName\": \"AccountNumber\",\n            \"ComparisonOperator\": \"IN\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": [\n              \"ACC-001\",\n              \"ACC-002\",\n              \"ACC-003\"\n            ]\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"Product\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"IsActive\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"BOOLEAN\",\n            \"FieldValue\": true\n          },\n          {\n            \"FieldName\": \"ProductFamily\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"PICKLIST\",\n            \"FieldValue\": \"Subscription\"\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"BillingScheduleRecord\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"ReadyForInvoiceDate\",\n            \"ComparisonOperator\": \"\\u003E=\",\n            \"FieldType\": \"DATE\",\n            \"FieldValue\": \"2025-01-01\"\n          },\n          {\n            \"FieldName\": \"NetPrice\",\n            \"ComparisonOperator\": \"\\u003E\",\n            \"FieldType\": \"CURRENCY\",\n            \"FieldValue\": 100\n          }\n        ]\n      }\n    ]\n  },\n  \"FilterCriteriaOld\": null,\n  \"CreateCreditMemos\": true,\n  \"CreditMemoCreationOption\": \"One Per Negative Billing Schedule\",\n  \"InvoiceDate\": null,\n  \"CreditMemoDateBasedOn\": \"Ready for Invoice Date\",\n  \"CreditMemoDate\": null,\n  \"AutoApproveAmountOperator\": \"Less than or equal to\",\n  \"AutoApproveAmount\": {\n    \"Value\": 10000,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"SuppressCriterion\": \"Amount\",\n  \"SuppressOperator\": \"Less than\",\n  \"SuppressInvoiceAmount\": {\n    \"Value\": 10,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"AutoApplyCreditMemo\": true,\n  \"AutoApproveCreditMemos\": true,\n  \"Frequency\": \"Monthly by Date\",\n  \"WeekOfTheMonth\": \"The 1st\",\n  \"WeekDay\": [\n    \"Monday\"\n  ],\n  \"InvoiceDayReference\": \"Last\",\n  \"InvoiceMonthReference\": \"Current Month\",\n  \"InvoiceDateOffset\": \"0\",\n  \"ProcessThroughOffset\": \"0\",\n  \"StartHour\": \"00\",\n  \"StartMinute\": \"00\",\n  \"OverwriteInvoiceTemplates\": true,\n  \"InvoiceDocumentTemplate\": {\n    \"Name\": \"Standard Invoice Template\"\n  },\n  \"InvoiceEmailTemplate\": {\n    \"Name\": \"Invoice Email Template\"\n  },\n  \"OverwriteCreditMemoTemplates\": true,\n  \"CreditMemoDocumentTemplate\": {\n    \"Name\": \"Standard Credit Memo Template\"\n  },\n  \"CreditMemoEmailTemplate\": {\n    \"Name\": \"Credit Memo Email Template\"\n  },\n  \"SplitCriteria\": null,\n  \"MonthlyDate\": null,\n  \"ProcessFromDayReference\": null,\n  \"ProcessFromMonthReference\": null,\n  \"ProcessToDayReference\": null,\n  \"ProcessToMonthReference\": null,\n  \"ProcessFromOffset\": null,\n  \"ScheduleFrom\": null,\n  \"ScheduleTo\": null\n}"
          application/*+json:
            schema:
              $ref: '#/components/schemas/InvoiceConfigurationRequest'
            example: "{\n  \"Name\": \"Monthly Invoice Run - January 2026\",\n  \"RunType\": \"Immediate\",\n  \"AutoApproveInvoices\": true,\n  \"Status\": \"Draft\",\n  \"InvoiceDateType\": \"Ready for Invoice Date\",\n  \"ProcessFrom\": \"2025-06-15T00:00:00\",\n  \"ProcessTo\": \"2026-08-20T00:00:00\",\n  \"FilterCriteria\": {\n    \"ParentOperator\": \"AND\",\n    \"Rules\": [\n      {\n        \"ObjectName\": \"Account\",\n        \"ChildOperator\": \"OR\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"Name\",\n            \"ComparisonOperator\": \"LIKE\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": \"Acme%\"\n          },\n          {\n            \"FieldName\": \"AccountNumber\",\n            \"ComparisonOperator\": \"IN\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": [\n              \"ACC-001\",\n              \"ACC-002\",\n              \"ACC-003\"\n            ]\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"Product\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"IsActive\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"BOOLEAN\",\n            \"FieldValue\": true\n          },\n          {\n            \"FieldName\": \"ProductFamily\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"PICKLIST\",\n            \"FieldValue\": \"Subscription\"\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"BillingScheduleRecord\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"ReadyForInvoiceDate\",\n            \"ComparisonOperator\": \"\\u003E=\",\n            \"FieldType\": \"DATE\",\n            \"FieldValue\": \"2025-01-01\"\n          },\n          {\n            \"FieldName\": \"NetPrice\",\n            \"ComparisonOperator\": \"\\u003E\",\n            \"FieldType\": \"CURRENCY\",\n            \"FieldValue\": 100\n          }\n        ]\n      }\n    ]\n  },\n  \"FilterCriteriaOld\": null,\n  \"CreateCreditMemos\": true,\n  \"CreditMemoCreationOption\": \"One Per Negative Billing Schedule\",\n  \"InvoiceDate\": null,\n  \"CreditMemoDateBasedOn\": \"Ready for Invoice Date\",\n  \"CreditMemoDate\": null,\n  \"AutoApproveAmountOperator\": \"Less than or equal to\",\n  \"AutoApproveAmount\": {\n    \"Value\": 10000,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"SuppressCriterion\": \"Amount\",\n  \"SuppressOperator\": \"Less than\",\n  \"SuppressInvoiceAmount\": {\n    \"Value\": 10,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"AutoApplyCreditMemo\": true,\n  \"AutoApproveCreditMemos\": true,\n  \"Frequency\": \"Monthly by Date\",\n  \"WeekOfTheMonth\": \"The 1st\",\n  \"WeekDay\": [\n    \"Monday\"\n  ],\n  \"InvoiceDayReference\": \"Last\",\n  \"InvoiceMonthReference\": \"Current Month\",\n  \"InvoiceDateOffset\": \"0\",\n  \"ProcessThroughOffset\": \"0\",\n  \"StartHour\": \"00\",\n  \"StartMinute\": \"00\",\n  \"OverwriteInvoiceTemplates\": true,\n  \"InvoiceDocumentTemplate\": {\n    \"Name\": \"Standard Invoice Template\"\n  },\n  \"InvoiceEmailTemplate\": {\n    \"Name\": \"Invoice Email Template\"\n  },\n  \"OverwriteCreditMemoTemplates\": true,\n  \"CreditMemoDocumentTemplate\": {\n    \"Name\": \"Standard Credit Memo Template\"\n  },\n  \"CreditMemoEmailTemplate\": {\n    \"Name\": \"Credit Memo Email Template\"\n  },\n  \"SplitCriteria\": null,\n  \"MonthlyDate\": null,\n  \"ProcessFromDayReference\": null,\n  \"ProcessFromMonthReference\": null,\n  \"ProcessToDayReference\": null,\n  \"ProcessToMonthReference\": null,\n  \"ProcessFromOffset\": null,\n  \"ScheduleFrom\": null,\n  \"ScheduleTo\": null\n}"
      responses:
        '201':
          description: Created
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/InvoiceConfigurationResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/InvoiceConfigurationResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/InvoiceConfigurationResponse'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/InvoiceConfigurationResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/InvoiceConfigurationResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/InvoiceConfigurationResponse'
        '500':
          description: Internal Server Error
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
  /configure-requests/estimate:
    post:
      tags:
      - Invoice Configurations
      summary: Retrieves a preview of an invoice request based on the provided configuration without persisting the request.
      requestBody:
        description: The invoice configuration request containing settings to preview.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/InvoiceConfigurationRequest'
            example: "{\n  \"Name\": \"Monthly Invoice Run - January 2026\",\n  \"RunType\": \"Immediate\",\n  \"AutoApproveInvoices\": true,\n  \"Status\": \"Draft\",\n  \"InvoiceDateType\": \"Ready for Invoice Date\",\n  \"ProcessFrom\": \"2025-06-15T00:00:00\",\n  \"ProcessTo\": \"2026-08-20T00:00:00\",\n  \"FilterCriteria\": {\n    \"ParentOperator\": \"AND\",\n    \"Rules\": [\n      {\n        \"ObjectName\": \"Account\",\n        \"ChildOperator\": \"OR\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"Name\",\n            \"ComparisonOperator\": \"LIKE\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": \"Acme%\"\n          },\n          {\n            \"FieldName\": \"AccountNumber\",\n            \"ComparisonOperator\": \"IN\",\n            \"FieldType\": \"STRING\",\n            \"FieldValue\": [\n              \"ACC-001\",\n              \"ACC-002\",\n              \"ACC-003\"\n            ]\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"Product\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"IsActive\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"BOOLEAN\",\n            \"FieldValue\": true\n          },\n          {\n            \"FieldName\": \"ProductFamily\",\n            \"ComparisonOperator\": \"=\",\n            \"FieldType\": \"PICKLIST\",\n            \"FieldValue\": \"Subscription\"\n          }\n        ]\n      },\n      {\n        \"ObjectName\": \"BillingScheduleRecord\",\n        \"ChildOperator\": \"AND\",\n        \"Rules\": [\n          {\n            \"FieldName\": \"ReadyForInvoiceDate\",\n            \"ComparisonOperator\": \"\\u003E=\",\n            \"FieldType\": \"DATE\",\n            \"FieldValue\": \"2025-01-01\"\n          },\n          {\n            \"FieldName\": \"NetPrice\",\n            \"ComparisonOperator\": \"\\u003E\",\n            \"FieldType\": \"CURRENCY\",\n            \"FieldValue\": 100\n          }\n        ]\n      }\n    ]\n  },\n  \"FilterCriteriaOld\": null,\n  \"CreateCreditMemos\": true,\n  \"CreditMemoCreationOption\": \"One Per Negative Billing Schedule\",\n  \"InvoiceDate\": null,\n  \"CreditMemoDateBasedOn\": \"Ready for Invoice Date\",\n  \"CreditMemoDate\": null,\n  \"AutoApproveAmountOperator\": \"Less than or equal to\",\n  \"AutoApproveAmount\": {\n    \"Value\": 10000,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"SuppressCriterion\": \"Amount\",\n  \"SuppressOperator\": \"Less than\",\n  \"SuppressInvoiceAmount\": {\n    \"Value\": 10,\n    \"DisplayValue\": 0,\n    \"CurrencyCode\": null,\n    \"CurrencySymbol\": null\n  },\n  \"AutoApplyCreditMemo\": true,\n  \"AutoApproveCreditMemos\": true,\n  \"Frequency\": \"Monthly by Date\",\n  \"WeekOfTheMonth\": \"The 1st\",\n  \"WeekDay\": [\n    \"Monday\"\n  ],\n  \"InvoiceDayReference\": \"Last\",\n  \"InvoiceMonthReference\": \"Current Month\",\n  \"InvoiceDateOffset\": \"0\",\n  \"ProcessThroughOffset\": \"0\",\n  \"StartHour\": \"00\",\n  \"StartMinute\": \"00\",\n  \"OverwriteInvoiceTemplates\": true,\n  \"InvoiceDocumentTemplate\": {\n    \"Name\": \"Standard Invoice Template\"\n  },\n  \"InvoiceEmailTemplate\": {\n    \"Name\": \"Invoice Email Template\"\n  },\n  \"OverwriteCreditMemoTemplates\": true,\n  \"CreditMemoDocumentTemplate\": {\n    \"Name\": \"Standard Credit Memo Template\"\n  },\n  \"CreditMemoEmailTemplate\": {\n    \"Name\": \"Credit Memo Email Template\"\n  },\n  \"SplitCriteria\": null,\n  \"MonthlyDate\": null,\n  \"ProcessFromDayReference\": null,\n  \"ProcessFromMonthReference\": null,\n  \"ProcessToDayReference\": null,\n  \"ProcessToMonthReference\": null,\n  \"ProcessFromOffset\": null,\n  \"ScheduleFrom\": null,\n  \"ScheduleTo\": null\n}"
          text/json:
            schema:
              $ref: '#/components/schemas/InvoiceConfigurationRequest'
            example: "{\n  \"Name\": \"Monthly Invoice Run - January 2026\",\n  \"RunType\": \"Immediate\",\n  \"AutoApproveInvoices\": true,\n  \"Status\": \"Draft\",\n  \"InvoiceDateType\": \"Ready for Invoice Date\",\n  \"ProcessFrom\": \"2025-06-15T00:00:00\",\n  \"ProcessTo\": \"2026-08-20T00:00:00\",\n  \"FilterCriteria\": {\n  

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# Full source: https://raw.githubusercontent.com/api-evangelist/conga/refs/heads/main/openapi/conga-invoice-configurations-api-openapi.yml