API
Invoicing API
The API for invoices, quotes, credit notes, recurring invoices, inventory, expenses, and payments.
The Invoicing API covers billing your customers — invoices that carry their own number and status, the documents around them, and the records you bill from.
This is not the E-Signing API
If you want to price work or take payment inside a document someone is signing, that's a document block on the E-Signing API — not an invoice.
What it covers
- Invoices — create, issue, send, and follow through draft, sent, viewed, paid, overdue, void.
- Payments and receipts — record manual payments, take card payments, and issue receipts.
- Quotes and credit notes — the documents that sit either side of an invoice.
- Recurring invoices — schedules that issue invoices on their own.
- Inventory — products, stock, categories, tags, and discounts you bill from.
- Expenses — captured receipts and expense records.
- Contacts — the customers you bill (shared with E-Signing).
Before you start
- Read the API overview for authentication and the conventions shared by both APIs.
- Invoice numbering, tax settings, and layouts come from your company settings, so an invoice created through the API follows the same rules as one created in the app.
- Taking card payments requires a connected Stripe account.