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Invoice

/api/v1/finance/invoices

An invoice issued by or to the org.

listgetcreateupdatepay

Schema

FieldTypeNotes
id*uuidServer-assigned ULID with type prefix (e.g. per_…).
tenant_id*stringTenant scope — auto-stamped from the caller's JWT.
app_idstringApp scope. Stamped ONLY when the caller's JWT was minted for a specific Application (integration API keys). Absent for human-user sessions. Filters reads when present.
created_at*date-timeServer stamp.
updated_at*date-timeServer stamp; updated on every patch.
created_byuuidPerson id from the caller's JWT (sub).
updated_byuuidPerson id from the last writer's JWT (sub).
sourcestringProvenance tag — defaults to 'edm'.
source_typeenumfrontend | backend | server | system | apiWhere the write originated. Defaults to 'api'.
is_deletedbooleanSoft-delete flag. Excluded from default list queries.
deleted_atdate-timeStamped when soft-deleted; null otherwise.
deleted_byuuidPerson id who soft-deleted; null otherwise.
schema_versionnumberDocument schema version. Bumped on incompatible writes.
numberstringHuman-readable unique invoice number (e.g. 'INV-2026-0042').
typestring'customer' = accounts receivable (AR); 'supplier' = accounts payable (AP).
statusstringLifecycle status of the invoice.
account_iduuidUUID of the customer Account (used when type='customer').
vendor_iduuidUUID of the Vendor (used when type='supplier').
issue_datedate-timeISO 8601 date the invoice was issued.
due_datedate-timeISO 8601 date the payment is due.
paid_datedate-timeISO 8601 date the invoice was fully paid. Null if unpaid.
currencystringISO 4217 three-character currency code.
subtotalnumberSum of all line item amounts before tax and discounts.
tax_amountnumberTotal tax amount applied to the invoice.
discount_amountnumberTotal discount amount applied to the invoice.
totalnumberFinal total: subtotal + taxAmount - discountAmount.
line_itemsjsonOrdered list of line items that make up this invoice.
notesstringFree-form notes or payment terms shown on the invoice.
project_iduuidUUID of the Project this invoice is billed against.
contract_iduuidUUID of the Contract that authorises this invoice.
document_refstringMinIO path or external URL of the invoice PDF or document.
created_by_iduuidUUID of the Person who created this invoice.
counterparty_iduuidCustomer (AR) or vendor (AP) the invoice is with.
directionenumreceivable | payableAR (we are owed) vs AP (we owe).
amountnumberInvoice total.
paid_atdate-timeISO 8601 timestamp the invoice was paid.
po_iduuidPurchase order this invoice bills against.
tagsjsonFree-form tags for grouping and filtering.

API

client.finance.invoices.*
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