Create estimate in Harvest.
Application
Harvest
Inputs (what you have)
Name | Description | Data Type | Required? | Example |
Connected Account | The connected account to use for the request | Connected Account | Yes | |
Account ID | Text (Short) | Yes | ||
Client ID | The ID of the client this estimate belongs to | Text (Short) | Yes | |
Currency | The currency used by the estimate. If not provided, the client’s currency will be used. See a list of supported currencies | Text (Short) | No | |
Discount | This percentage is subtracted from the subtotal. Example: use 10.0 for 10.0% | Text (Short) | No | |
Issue date | Date the invoice was issued. Defaults to today’s date | Date | No | |
Notes | Any additional notes to include on the estimate | Text (Long) | No | |
Number | If no value is set, the number will be automatically generated | Text (Short) | No | |
Purchase order | The purchase order number | Text (Short) | No | |
Subject | The estimate subject | Text (Short) | No | |
Tax | This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0% | Text (Short) | No | |
Tax 2 | This percentage is applied to the subtotal, including line items and discounts. Example: use 10.0 for 10.0% | Text (Short) | No |
Outputs (what you get)
Name | Description | Data Type | Required? | Example |
JSON Output | JSON output returned by the API | Text (Long) | No |
Outcomes
Name | Description |
Success | This status is selected if the job has successfully completed. |
Unsuccessful | This status is selected if the job has completed unsuccessfully. |
Requirements
N/A