About the Invoices APIs

The Invoices APIs allow you to create, manage, and send business invoices, customize their appearance, and control how invoice numbers are generated.

• The Invoices API is the core API for creating, managing, and tracking invoices through their full lifecycle from draft through payment, including sending invoices to customers, recording payments, and generating PDF documents.
• The Invoice Presets API manages reusable templates that define each invoice's appearance and field structure.
• The Invoices Settings API controls the numbering schema applied when invoices are published.

With the Invoices APIs, you can:

• Create and manage invoices with custom or catalog line items, taxes, and payment terms.
• Publish invoices, assign invoice numbers, and send them to customers.
• Track invoice payments, including partial payments and deposits.
• Generate PDF documents of invoice files.
• Customize invoice appearance and field structure using reusable presets.
• Configure the invoice numbering schema for a site.
• Perform bulk operations for creating, updating, deleting, and tagging invoices.

Terminology

• Invoice: A formal request for payment containing detailed billing information, customer details, and payment terms.
• Invoice preset: A reusable template that defines the appearance, content structure, and default settings for invoices.
• Default preset: The preset automatically applied when new invoices are created on the site.
• Invoice settings: Site-level configuration for invoice numbering. Only one entity exists per site.
• Deposit: A partial upfront payment amount configured on the invoice. Defines the initial payment amount presented at checkout.
• Status qualifier: A system-managed flag providing additional context about an invoice's state, such as SENT, VIEWED, or OVERDUE.