Returns a data template that you can fill in to use the CREATE action.
Creates a new invoice. Use the template provided by the NEW action.
Returns a single invoice.
Can return invoice in a variety of formats,
including HTML and PDF as you'd see in the Cashboard web UI.
Updates a invoice.
Imports expenses, time entries, and flat-fee tasks from projects.
Returns all line items for invoice.
All uninvoiced items for this invoice's client will be imported if all of these parameters are omitted.
<?xml version="1.0" encoding="UTF-8"?> <projects> <id>{project id}</id> <id>{project id}</id> etc... </projects> <start_date>{start date of import}</start_date> <end_date>{end date of import}</end_date>
Deletes an invoice and all comments associated with it.
Returns all invoice line items associated with this invoice.
<?xml version="1.0" encoding="UTF-8"?> <invoice> <address></address> <assigned_id></assigned_id> <balance rel="financial" read_only="true">0.0</balance> <client_id></client_id> <client_type></client_type> <comments_count read_only="true">0</comments_count> <created_on></created_on> <discount rel="financial" read_only="true">0.0</discount> <discount_percentage rel="financial"></discount_percentage> <document_template_id></document_template_id> <due_date>2024-11-20</due_date> <early_period_in_days></early_period_in_days> <has_been_paid read_only="true">false</has_been_paid> <has_been_sent>false</has_been_sent> <include_expenses>false</include_expenses> <include_pdf>false</include_pdf> <include_time_entries>false</include_time_entries> <invoice_date>2024-11-20</invoice_date> <item_actual rel="financial" read_only="true">0.0</item_actual> <item_cost rel="financial" read_only="true">0.0</item_cost> <item_profit rel="financial" read_only="true">0.0</item_profit> <item_taxable rel="financial" read_only="true">0.0</item_taxable> <late_fee rel="financial" read_only="true">0.0</late_fee> <late_percentage></late_percentage> <late_period_in_days></late_period_in_days> <notes></notes> <payment_total rel="financial" read_only="true">0.0</payment_total> <po_number></po_number> <post_reminder_in_days></post_reminder_in_days> <pre_reminder_in_days></pre_reminder_in_days> <sales_tax rel="financial"></sales_tax> <sales_tax_2 rel="financial"></sales_tax_2> <sales_tax_2_cumulative rel="financial">false</sales_tax_2_cumulative> <total rel="financial" read_only="true">0.0</total> <total_quantity rel="financial" read_only="true">0.0</total_quantity> <updated_at read_only="true"></updated_at> </invoice>
| assigned_id | The display "number" of an invoice. |
|---|---|
| client_id | ID of a Client Contact or Client Company. |
| client_type | (Person, Company) |
| created_on | Creation date of this invoice. |
| discount | Dollar amount of discount applied. |
| discount_percentage |
Can be used alone, or in combination with early_period_in_days to provide an early payment discount. When used as an early discount, the percentage is multiplied by early_period_in_days - so you can define a discount of "1% every 5 days paid early", etc.
Floating point value. Specified as a percentage. |
| document_template_id | ID of the document_template used to display this invoice. |
| due_date | Date this invoice is due for payment. |
| early_period_in_days | Defines the number of days before due_date that discount_percentage is applied, if you wish to use an "early payment" discount. |
| has_been_paid | True if invoice is paid, false if not. |
| has_been_sent |
Will be set to true if it has been emailed via the system.
May also be set manually if customer post-mails their invoices. |
| include_expenses | Controls the visibility of associated expenses when rendering to HTML or PDF. |
| include_pdf | Determines if a PDF file should be included when sending reminder notifications |
| include_time_entries | Controls the visibility of associated time entries when rendering to HTML or PDF. |
| invoice_date | The date this invoice was issued to the client. |
| item_actual | Dollar amount of all line_items, including markup_percentage. |
| item_cost | Dollar amount of all line_items, before markup_percentage. |
| item_profit | Dollar amount made via markup_percentage on all line items. |
| item_taxable | Dollar amount of items that are marked taxable. |
| late_fee | Dollar amount assessed for late payments. |
| late_percentage |
Similar to discount_percentage, but applies a late payment fee instead. Used in combination with late_period_in_days. late_percentage will be applied every late_period_in_days after due_date. Floating point value. Specified as a percentage. |
| late_period_in_days | Defines the number of days after due_date that late_percentage is applied, if you wish to use late payment fees. |
| notes | Custom notes field that is shown on the invoice to your clients. |
| payment_total | Dollar amount of payments that have been made against this invoice. |
| post_reminder_in_days | Every X days after due_date the invoice is unpaid an email notification will be sent to your client. |
| pre_reminder_in_days | Every X days before due_date the invoice is unpaid an email notification will be sent to your client. |
| sales_tax | Floating point value. Specified as a percentage. |
| sales_tax_2 | Floating point value. Specified as a percentage. |
| sales_tax_cumulative | Boolean. Determines if sales_tax_2 is a compound tax, including sales_tax |
| total | Dollar amount of the entire invoice, including discounts and fees. |
| total_quantity | Sum of quantity field on all line items on invoice. |