proforma_invoices_update
Update draft proforma invoices by replacing all line items. Modify dates, client, currency, and other details to correct or revise pending documents.
Instructions
Update an existing proforma invoice. Only invoices in draft status can be updated. Replaces all line items with the provided array.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| uuid | Yes | UUID of the proforma invoice to update | |
| lines | Yes | Array of line items (replaces all existing lines) | |
| notes | No | Public notes visible to client | |
| dueDate | Yes | Payment due date (YYYY-MM-DD) | |
| clientId | Yes | UUID of the client | |
| currency | Yes | Currency code (e.g., RON, EUR, USD) | |
| issuerId | No | UUID of the issuer user | |
| language | No | Document language for PDF generation (default: ro) | |
| mentions | No | Additional mentions or notes | |
| seriesId | Yes | UUID of the invoice series | |
| companyId | No | Company UUID (overrides configured default) | |
| issueDate | Yes | Date of issue (YYYY-MM-DD) | |
| issuerName | No | Name of person issuing the proforma | |
| salesAgent | No | Sales agent name | |
| validUntil | Yes | Valid until date (YYYY-MM-DD) | |
| orderNumber | No | Client purchase order number | |
| exchangeRate | No | Exchange rate to base currency | |
| internalNote | No | Internal note (not visible to client) | |
| paymentTerms | No | Payment terms description | |
| contractNumber | No | Related contract number | |
| invoiceTypeCode | No | Tax regime / invoice type code | |
| deliveryLocation | No | Delivery address or location | |
| projectReference | No | Related project reference |