Invoices & quotes
Billing documents with line items, send actions, and payment recording.
Last updated 2026-09-01
What it is
Invoices and quotes are Business billing documents with from/to party fields, dates, line items, tax/discount, notes, and optional attachments. Invoices support mark-sent, email send, payment recording, cancel, and settle workflows. Quotes follow a parallel quotes API under /api/quotes.
Who can access
Role permissions for invoices and quotes. Integration Applications need the same scopes. Sending invoice email depends on configured Business email.
How to
Create an invoice
- Provide invoice_from_* and invoice_to_* identity fields (name required)
- Set issue_date (due_date optional)
- Add 1–10 line items (name, unit_price, quantity; description/unit_type optional)
- Optional tax_amount, discount_amount, notes, documents
Lifecycle actions (invoices)
- Mark sent or send email to the recipient
- Record payments and review payment history
- Cancel or settle when appropriate
- Attach or remove documents
Quotes
- Create and maintain quotes under /api/quotes with the same permission model
- Use quotes when you need proposals before invoicing
Constraints
- Soft-delete applies to common document deletes
- Email send requires working Business email credentials
- Subscription billing invoices (Stripe plan charges) are separate under /api/subscriptions/current/invoices
- No general outbound webhook catalog for invoice events — Stripe webhooks are for platform billing only