Overview
Invoice tools provide full CRUD operations, approval workflow, payment processing, and email capabilities for accounts receivable.CRUD Tools
finance_invoice_create
Create a new customer invoice. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Unique invoice ID |
customer_id | string | Yes | Customer ID |
ar_account_id | string | Yes | AR account ID |
tran_date | string | Yes | Transaction date |
due_date | string | Yes | Payment due date |
posting_period_id | string | Yes | Accounting period |
currency | string | No | Currency code (default: USD) |
memo | string | No | Invoice description |
lines | array | Yes | Invoice line items |
finance_invoice_get
Retrieve an invoice by ID. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
finance_invoice_list
List invoices with filters. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
status | string | No | Filter by status |
customer_id | string | No | Filter by customer |
start_date | string | No | Filter by date |
end_date | string | No | Filter by date |
overdue | boolean | No | Only overdue invoices |
finance_invoice_update
Update a draft invoice. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
due_date | string | No | Updated due date |
memo | string | No | Updated memo |
lines | array | No | Updated lines |
finance_invoice_delete
Delete a draft invoice. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
Workflow Tools
finance_invoice_submit
Submit an invoice for approval. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
idempotency_key | string | No | Prevent duplicates |
finance_invoice_approve_l1
Level 1 approval. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
comments | string | No | Approval comments |
idempotency_key | string | No | Prevent duplicates |
finance_invoice_approve_l2
Level 2 approval. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
comments | string | No | Approval comments |
idempotency_key | string | No | Prevent duplicates |
finance_invoice_reject
Reject an invoice. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
reason | string | Yes | Rejection reason |
finance_invoice_request_change
Request changes to an invoice. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
comments | string | Yes | Requested changes |
finance_invoice_hold
Place an invoice on hold. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
reason | string | No | Hold reason |
finance_invoice_unhold
Remove an invoice from hold. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
Communication Tools
finance_invoice_send
Send an invoice to the customer via email. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
email | string | No | Override email address |
message | string | No | Custom email message |
Payment Tools
finance_invoice_receive_payment
Record a payment received for an invoice. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
deposit_account_id | string | Yes | Bank account ID |
payment_date | string | Yes | Payment date |
amount | number | Yes | Payment amount |
payment_method | string | No | Payment method |
reference | string | No | Payment reference |
finance_invoice_payment_get
Get payment details. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
payment_id | string | Yes | Payment ID |
finance_invoice_payment_list
List payments for an invoice. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | No | Filter by invoice |
customer_id | string | No | Filter by customer |
status | string | No | Filter by status |
finance_invoice_payment_void
Void an invoice payment. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
payment_id | string | Yes | Payment ID |
reason | string | Yes | Void reason |
finance_invoice_void
Void an invoice. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
invoice_id | string | Yes | Invoice ID |
reason | string | Yes | Void reason |