> ## Documentation Index
> Fetch the complete documentation index at: https://developers.leadwaycrm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create template

> API to create a template

API to create a template

```http theme={null}
POST https://services.leadconnectorhq.com/invoices/template
```

## Autorización

<ParamField header="Authorization" type="string" required>
  Bearer token generado desde el portal Leadway. Ver [Autenticación](/authentication).
</ParamField>

<ParamField header="Version" type="string" required default="2021-07-28">
  Versión de la API.
</ParamField>

## Body

<ParamField body="altId" type="string" required default="6578278e879ad2646715ba9c">
  account Id / company Id based on altType
</ParamField>

<ParamField body="altType" type="string" required default="account">
  Alt Type Posibles valores: 'account'
</ParamField>

<ParamField body="internal" type="boolean" />

<ParamField body="name" type="string" required default="New Template">
  Name of the template
</ParamField>

<ParamField body="businessDetails" type="object" required>
  <Expandable title="propiedades">
    <ParamField body="logoUrl" type="string" default="https://example.com/logo.png">
      Business Logo URL
    </ParamField>

    <ParamField body="name" type="string" default="ABC Corp.">
      Business Name
    </ParamField>

    <ParamField body="phoneNo" type="string" default="+1-214-559-6993">
      Business Phone Number
    </ParamField>

    <ParamField body="address" type="object" default="9931 Beechwood, TX">
      Business Address
    </ParamField>

    <ParamField body="website" type="string" default="wwww.example.com">
      Business Website Link
    </ParamField>

    <ParamField body="customValues" type="string[]">
      Custom Values
    </ParamField>
  </Expandable>
</ParamField>

<ParamField body="currency" type="string" required />

<ParamField body="items" type="object[]" required>
  <Expandable title="cada item">
    <ParamField body="name" type="string" required default="ABC Product">
      Invoice Item Name
    </ParamField>

    <ParamField body="description" type="string" default="ABC Corp.">
      Invoice descriptions
    </ParamField>

    <ParamField body="productId" type="string" default="6578278e879ad2646715ba9c">
      Product Id
    </ParamField>

    <ParamField body="priceId" type="string" default="6578278e879ad2646715ba9c">
      Price Id
    </ParamField>

    <ParamField body="currency" type="string" required default="USD">
      Currency
    </ParamField>

    <ParamField body="amount" type="number" required default="999">
      Product amount
    </ParamField>

    <ParamField body="qty" type="number" required default="1">
      Product Quantity
    </ParamField>

    <ParamField body="taxes" type="object[]">
      Tax

      <Expandable title="cada item">
        <ParamField body="_id" type="string" required />

        <ParamField body="name" type="string" required />

        <ParamField body="rate" type="number" required />

        <ParamField body="calculation" type="string">
          Posibles valores: 'exclusive'
        </ParamField>

        <ParamField body="description" type="string" />

        <ParamField body="taxId" type="string" />
      </Expandable>
    </ParamField>

    <ParamField body="automaticTaxCategoryId" type="string" default="6578278e879ad2646715ba9c">
      Tax category id for calculating automatic tax
    </ParamField>

    <ParamField body="isSetupFeeItem" type="boolean">
      Setupfee item, only created when 1st invoice of recurring schedule is generated
    </ParamField>

    <ParamField body="type" type="string" default="one_time">
      Price type of the item Posibles valores: 'one\_time', 'recurring'
    </ParamField>

    <ParamField body="taxInclusive" type="boolean" default="True">
      true if item amount is tax inclusive
    </ParamField>
  </Expandable>
</ParamField>

<ParamField body="automaticTaxesEnabled" type="boolean" default="True">
  Automatic taxes enabled for the Invoice
</ParamField>

<ParamField body="discount" type="object">
  <Expandable title="propiedades">
    <ParamField body="value" type="number" default="10">
      Discount Value
    </ParamField>

    <ParamField body="type" type="string" required default="percentage">
      Discount type Posibles valores: 'percentage', 'fixed'
    </ParamField>

    <ParamField body="validOnProductIds" type="string[]" default="[ '6579751d56f60276e5bd4154' ]">
      Product Ids on which discount is applicable
    </ParamField>
  </Expandable>
</ParamField>

<ParamField body="termsNotes" type="string" />

<ParamField body="title" type="string" default="New Template">
  Template title
</ParamField>

<ParamField body="tipsConfiguration" type="object">
  Configuration for tips on invoices
</ParamField>

<ParamField body="lateFeesConfiguration" type="object">
  Late fees configuration for the invoices
</ParamField>

<ParamField body="invoiceNumberPrefix" type="string" default="INV-">
  prefix for invoice number
</ParamField>

<ParamField body="paymentMethods" type="object">
  Payment Methods for Invoices
</ParamField>

<ParamField body="attachments" type="string[]">
  attachments for the invoice
</ParamField>

<ParamField body="miscellaneousCharges" type="object">
  miscellaneous charges for the invoice
</ParamField>

## Respuestas

<Accordion title="200 - Successful response">
  <ResponseField name="_id" type="string" required default="6578278e879ad2646715ba9c">
    Template Id
  </ResponseField>

  <ResponseField name="altId" type="string" required default="6578278e879ad2646715ba9c">
    Account Id or Agency Id
  </ResponseField>

  <ResponseField name="altType" type="string" required>
    Posibles valores: 'account'
  </ResponseField>

  <ResponseField name="name" type="string" required default="New Template">
    Name of the Template
  </ResponseField>

  <ResponseField name="businessDetails" type="object" required>
    Business Details
  </ResponseField>

  <ResponseField name="currency" type="string" required default="USD">
    Currency
  </ResponseField>

  <ResponseField name="discount" type="object">
    Discount
  </ResponseField>

  <ResponseField name="items" type="string[]" required>
    Invoice Items
  </ResponseField>

  <ResponseField name="invoiceNumberPrefix" type="string" default="INV-">
    prefix for invoice number
  </ResponseField>

  <ResponseField name="total" type="number" required default="999">
    Total Amount
  </ResponseField>

  <ResponseField name="createdAt" type="string" required default="2023-12-12T09:27:42.355Z">
    created at
  </ResponseField>

  <ResponseField name="updatedAt" type="string" required default="2023-12-12T09:27:42.355Z">
    updated at
  </ResponseField>

  ```json theme={null}
  {
    "_id": "6578278e879ad2646715ba9c",
    "altId": "6578278e879ad2646715ba9c",
    "altType": "account",
    "name": "New Template",
    "businessDetails": {
      "name": "Alex",
      "address": {
        "addressLine1": "9931 Beechwood",
        "city": "St. Houston",
        "state": "TX",
        "countryCode": "USA",
        "postalCode": "559-6993"
      },
      "phoneNo": "+1-214-559-6993",
      "website": "www.example.com"
    },
    "currency": "USD",
    "discount": {
      "type": "percentage",
      "value": 0
    },
    "items": [
      {
        "taxes": [],
        "_id": "c6tZZU0rJBf30ZXx9Gli",
        "productId": "c6tZZU0rJBf30ZXx9Gli",
        "priceId": "c6tZZU0rJBf30ZXx9Gli",
        "currency": "USD",
        "name": "Macbook Pro",
        "qty": 1,
        "amount": 999
      }
    ],
    "invoiceNumberPrefix": "INV-",
    "total": 999,
    "createdAt": "2023-12-12T09:27:42.355Z",
    "updatedAt": "2023-12-12T09:27:42.355Z"
  }
  ```
</Accordion>

<Accordion title="400 - Bad Request">
  ```json theme={null}
  {}
  ```
</Accordion>

<Accordion title="401 - Unauthorized">
  ```json theme={null}
  {}
  ```
</Accordion>

<Accordion title="422 - Unprocessable Entity">
  ```json theme={null}
  {}
  ```
</Accordion>

## Ejemplo

<CodeGroup>
  ```bash cURL theme={null}
  curl -X POST 'https://services.leadconnectorhq.com/invoices/template' \
    -H 'Authorization: Bearer YOUR_TOKEN' \
    -H 'Version: 2021-07-28' \
    -H 'Content-Type: application/json' \
    -d '{
    "altId": "6578278e879ad2646715ba9c",
    "altType": "account",
    "internal": true,
    "name": "New Template",
    "businessDetails": {
      "logoUrl": "https://example.com/logo.png",
      "name": "ABC Corp.",
      "phoneNo": "+1-214-559-6993",
      "address": "9931 Beechwood, TX",
      "website": "wwww.example.com",
      "customValues": [
        "string"
      ]
    },
    "currency": "string",
    "items": [
      {
        "name": "ABC Product",
        "description": "ABC Corp.",
        "productId": "6578278e879ad2646715ba9c",
        "priceId": "6578278e879ad2646715ba9c",
        "currency": "USD",
        "amount": 999,
        "qty": 1,
        "taxes": [
          {}
        ],
        "automaticTaxCategoryId": "6578278e879ad2646715ba9c",
        "isSetupFeeItem": true,
        "type": "one_time",
        "taxInclusive": true
      }
    ],
    "automaticTaxesEnabled": true,
    "discount": {
      "value": 10,
      "type": "percentage",
      "validOnProductIds": "[ '6579751d56f60276e5bd4154' ]"
    },
    "termsNotes": "string",
    "title": "New Template",
    "invoiceNumberPrefix": "INV-",
    "attachments": [
      "string"
    ]
  }'
  ```

  ```javascript Node.js theme={null}
  const response = await fetch('https://services.leadconnectorhq.com/invoices/template', {
    method: 'POST',
    headers: {
      Authorization: `Bearer ${process.env.LEADWAY_TOKEN}`,
      Version: '2021-07-28',
      'Content-Type': 'application/json',
    },
    body: JSON.stringify({"altId": "6578278e879ad2646715ba9c", "altType": "account", "internal": true, "name": "New Template", "businessDetails": {"logoUrl": "https://example.com/logo.png", "name": "ABC Corp.", "phoneNo": "+1-214-559-6993", "address": "9931 Beechwood, TX", "website": "wwww.example.com", "customValues": ["string"]}, "currency": "string", "items": [{"name": "ABC Product", "description": "ABC Corp.", "productId": "6578278e879ad2646715ba9c", "priceId": "6578278e879ad2646715ba9c", "currency": "USD", "amount": 999, "qty": 1, "taxes": [{}], "automaticTaxCategoryId": "6578278e879ad2646715ba9c", "isSetupFeeItem": true, "type": "one_time", "taxInclusive": true}], "automaticTaxesEnabled": true, "discount": {"value": 10, "type": "percentage", "validOnProductIds": "[ '6579751d56f60276e5bd4154' ]"}, "termsNotes": "string", "title": "New Template", "invoiceNumberPrefix": "INV-", "attachments": ["string"]}),
  });
  const data = await response.json();
  ```

  ```python Python theme={null}
  import os, requests
  response = requests.request(
      'POST',
      'https://services.leadconnectorhq.com/invoices/template',
      headers={
          'Authorization': f"Bearer {os.environ['LEADWAY_TOKEN']}",
          'Version': '2021-07-28',
          'Content-Type': 'application/json',
      },
      json={"altId": "6578278e879ad2646715ba9c", "altType": "account", "internal": true, "name": "New Template", "businessDetails": {"logoUrl": "https://example.com/logo.png", "name": "ABC Corp.", "phoneNo": "+1-214-559-6993", "address": "9931 Beechwood, TX", "website": "wwww.example.com", "customValues": ["string"]}, "currency": "string", "items": [{"name": "ABC Product", "description": "ABC Corp.", "productId": "6578278e879ad2646715ba9c", "priceId": "6578278e879ad2646715ba9c", "currency": "USD", "amount": 999, "qty": 1, "taxes": [{}], "automaticTaxCategoryId": "6578278e879ad2646715ba9c", "isSetupFeeItem": true, "type": "one_time", "taxInclusive": true}], "automaticTaxesEnabled": true, "discount": {"value": 10, "type": "percentage", "validOnProductIds": "[ '6579751d56f60276e5bd4154' ]"}, "termsNotes": "string", "title": "New Template", "invoiceNumberPrefix": "INV-", "attachments": ["string"]},
  )
  data = response.json()
  ```

  ```php PHP theme={null}
  <?php
  $ch = curl_init('https://services.leadconnectorhq.com/invoices/template');
  curl_setopt_array($ch, [
      CURLOPT_RETURNTRANSFER => true,
      CURLOPT_CUSTOMREQUEST => 'POST',
      CURLOPT_HTTPHEADER => [
          'Authorization: Bearer ' . getenv('LEADWAY_TOKEN'),
          'Version: 2021-07-28',
          'Content-Type: application/json',
      ],
      CURLOPT_POSTFIELDS => json_encode({'altId': '6578278e879ad2646715ba9c', 'altType': 'account', 'internal': true, 'name': 'New Template', 'businessDetails': {'logoUrl': 'https://example.com/logo.png', 'name': 'ABC Corp.', 'phoneNo': '+1-214-559-6993', 'address': '9931 Beechwood, TX', 'website': 'wwww.example.com', 'customValues': ['string']}, 'currency': 'string', 'items': [{'name': 'ABC Product', 'description': 'ABC Corp.', 'productId': '6578278e879ad2646715ba9c', 'priceId': '6578278e879ad2646715ba9c', 'currency': 'USD', 'amount': 999, 'qty': 1, 'taxes': [{}], 'automaticTaxCategoryId': '6578278e879ad2646715ba9c', 'isSetupFeeItem': true, 'type': 'one_time', 'taxInclusive': true}], 'automaticTaxesEnabled': true, 'discount': {'value': 10, 'type': 'percentage', 'validOnProductIds': '[ '6579751d56f60276e5bd4154' ]'}, 'termsNotes': 'string', 'title': 'New Template', 'invoiceNumberPrefix': 'INV-', 'attachments': ['string']}),
  ]);
  $data = json_decode(curl_exec($ch), true);
  ```
</CodeGroup>