Invoice - Invoice Desk

The Invoices API is the core of your billing workflow in Invoice Desk. It allows you to create, manage, and automate invoices for your clients—fully scoped to a specific company.

In addition to the standard CRUD operations, the Invoices API also supports advanced actions like importing invoices in bulk, exporting to PDF, and emailing invoices directly to clients.

Invoices are tightly integrated with other entities like clients, projects, and timesheets, ensuring accurate and traceable billing.

Key Capabilities

Full CRUD support for invoices (Create, Read, Update, Delete).

Import invoices via JSON payload for fast onboarding or migration.

Export invoices as PDF files with your company branding and formatting.

Send invoices directly to client email addresses from within the platform.

For Frontend Developers

Display invoice lists, filtered by status (e.g., draft, sent, paid).

Allow users to create or edit invoices using pre-filled data from timesheets or products.

Trigger PDF export for download or preview.

Integrate “Send to Client” functionality with minimal UI effort—just call the send endpoint.

Best practices:

Use optimistic UI updates after creation or sending.

Cache invoice PDFs if preview is required before emailing.

For Backend Developers

Invoice creation and delivery are often part of larger workflows. Use the API to:

Programmatically generate invoices based on time tracked or project milestones.

Bulk import invoices via a JSON schema for migration or third-party integration.

Schedule automated invoice sends or reminders.

Ensure company_id and client_id are validated on every invoice action.

Additional considerations:

Sending an invoice triggers an email with an attachment of the PDF.

Export endpoint returns a binary stream (PDF) for direct download or attachment.