Integrated Vertex Invoice IQ automates the creation of tax-compliant digital invoices during tax determination in Vertex O Series Cloud. Enable the service to automatically generate digital invoices.

The service creates an invoice upon receiving a Confirm Transaction request. The invoice uses the information returned in the Store Transaction response.

The service sends the invoice to the liable party, which can be the buyer or the seller.

You can access the service from the Vertex O Series Cloud portal by clicking the Vertex Invoice IQ tile or by clicking the application selector on the ribbon and selecting Vertex Invoice IQ in the dropdown list.

Prerequisites

Ensure that you meet the following requirements:

You must use Vertex O Series Cloud with the O Series Cloud REST API.
You must have an active account and a valid license for Vertex O Series Cloud and Vertex Invoice IQ.
You must complete the onboarding process.
You need to review the Confirm Transaction request and Store Transaction response.

API authentication

Use one of the following credentials:

Invoice IQ Test—For the sandbox environment
Invoice IQ —For the production environment

Get a credential as described in Authentication and Access. Include the credential in your standard O Series Cloud authentication setup. For more information, see Authenticate O Series Cloud.

API integration

Use the following base URLs:

Environment	URL
Sandbox	`https://oseries-plus-api.sandbox.marketplace.taxamo.com`
Production	`https://oseries-plus-api.marketplace.taxamo.com`

You can use the Create Invoice and Get Invoice requests to integrate the service.

Download OAS files

Download the Open API Specification (OAS) files in JSON format from the O Series Cloud REST API Reference.

Integrate the service

To integrate the service, follow these steps:

Get an access token. See Authentication and Access.
Include the credential in your standard O Series Cloud authentication setup. For more information, see Authenticate O Series Cloud.
Review the prerequisites, including the Confirm Transaction request and Store Transaction response.
Add the required fields to the request.
Send the request.