Invoices

Create, send, and manage invoices. Invoices post to the double-entry ledger when sent — debiting Accounts Receivable and crediting revenue accounts.

The Invoice Object

Field	Type	Description
id	string	Unique invoice UUID
invoice_number	string	Human-readable invoice number (e.g., INV-0001)
status	string	draft, sent, paid, partially_paid, overdue, or void
issue_date	string	ISO 8601 date
due_date	string	ISO 8601 date
currency	string	ISO currency code (e.g., USD)
subtotal_cents	integer	Subtotal before tax, in cents
tax_amount_cents	integer	Total tax in cents
total_cents	integer	Total including tax, in cents
amount_due_cents	integer	Remaining balance in cents
terms	string	Payment terms
memo	string	Internal memo
note_to_customer	string	Note visible to customer
customer	object	Customer with id, display_name, email
line_items	array	Line items with id, description, quantity, rate_cents, amount_cents
sent_at	string	ISO 8601 timestamp when sent
created_at	string	ISO 8601 timestamp
updated_at	string	ISO 8601 timestamp

GET/api/v1/invoices

Returns a paginated list of invoices for the current organization.

Parameter	Type	Description
status	string	Filter by status (draft, sent, paid, overdue, void)
customer_id	string	Filter by customer UUID
search	string	Search by invoice number or memo
limit	integer	Number of results (1-50, default 25)

GET/api/v1/invoices/:id

Returns a single invoice with its payment history.

Parameter	Type	Description
idrequired	string	Invoice UUID

POST/api/v1/invoices

Creates a new invoice with line items.

Parameter	Type	Description
customer_idrequired	string	Customer UUID
invoice_number	string	Custom invoice number
issue_date	string	Issue date (YYYY-MM-DD)
due_date	string	Due date (YYYY-MM-DD)
terms	string	Payment terms
note_to_customer	string	Note visible to customer
memo	string	Internal memo
line_items_attributesrequired	array	Array of line items
product_id	string	Product UUID
account_id	string	Chart account UUID
description	string	Line description
quantity	number	Quantity
rate_cents	integer	Unit price in cents (e.g., 10000 = $100.00)
amount_cents	integer	Line total in cents (overrides qty * rate)
taxable	boolean	Whether tax applies

PATCH/api/v1/invoices/:id

Updates an invoice. Recalculates totals and reposts to the ledger automatically.

Parameter	Type	Description
idrequired	string	Invoice UUID

Parameter	Type	Description
customer_id	string	Customer UUID
issue_date	string	Issue date (YYYY-MM-DD)
due_date	string	Due date (YYYY-MM-DD)
terms	string	Payment terms
memo	string	Internal memo
line_items_attributes	array	Line items (include id to update, _destroy to remove)

POST/api/v1/invoices/:id/send

Sends the invoice to the customer via email. Posts to the ledger if not already posted.

Parameter	Type	Description
idrequired	string	Invoice UUID

POST/api/v1/invoices/:id/remind

Queues a payment reminder email to the customer.

Parameter	Type	Description
idrequired	string	Invoice UUID

POST/api/v1/invoices/:id/void

Voids the invoice and creates a reversing journal entry in the ledger.

Parameter	Type	Description
idrequired	string	Invoice UUID

POST/api/v1/invoices/:id/record_payment

Records a payment against the invoice.

Parameter	Type	Description
idrequired	string	Invoice UUID

Parameter	Type	Description
amount_cents	integer	Payment amount in cents (defaults to amount due)
date	string	Payment date (YYYY-MM-DD, defaults to today)
payment_method	string	check, cash, credit_card, bank_transfer, or other
deposit_to_account_id	string	Account UUID to deposit into