Create Invoice
Headers
Request
Required: Customer ID - must exist in customers table - “{{customer_id}}”
Optional: Invoice type - standard|recurring|progress|write_off - “standard”
Optional: Payment terms - string - “net_30”
Optional: Notes visible to customer - max 2000 chars - “Thank you for your business”
Optional: Internal notes not visible to customer - max 2000 chars - “Priority customer”
Optional: Billing location UUID - must exist in customer_locations - “{{location_id}}”
Required with line_items: Quantity - numeric min:0 - 2
Required with line_items: Unit price - numeric min:0 - 150.00
Required with line_items: Line item description - string - “HVAC System Maintenance”. When used with work_order_ids, these are appended as additional ad-hoc charges.
Optional: Whether customer signature is required - boolean - false
Required with line_items: Line item type - labor|parts|equipment_rental|service_fee|travel|discount|ad_hoc|service|material|fee|membership
