Preview invoice from work
preview_invoice_from_workShows the lines and totals an invoice made from a project's unbilled work would have, without creating anything or taking any hours: finished billable time and billable expenses, grouped per task (default), person, day or one line in total, priced at the rate each entry was logged with (an entry with no rate at all is priced at zero and counted). Only the project owner.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | Only work up to this day, YYYY-MM-DD. | |
| from | No | Only work from this day on, YYYY-MM-DD. | |
| notes | No | Up to 4000 characters. Default: the profile's default notes. | |
| terms | No | Up to 4000 characters. Default: the profile's payment instructions. | |
| toName | No | Who it is for. Default: the client's name. | |
| boardId | Yes | The project. | |
| dueDate | No | YYYY-MM-DD. Default: the profile's payment terms (invoice) or 30 days (estimate). | |
| groupBy | No | How the work becomes lines. Default task. | |
| toEmail | No | ||
| toTaxId | No | ||
| clientId | No | One of the user's clients; its name, email, address, tax id and currency are copied onto the document. | |
| currency | No | Three-letter code. Default: the client's, else the profile's. | |
| discount | No | A fixed amount off the whole document. An amount in the currency's main unit, e.g. 85 or "85.50" (not cents). null clears it. | |
| taxLabel | No | What the tax is called, up to 30 characters. | |
| issueDate | No | The issue date. Default today, YYYY-MM-DD. | |
| toAddress | No | ||
| expenseIds | No | Only these expenses. | |
| taxPercent | No | Tax as a percentage, e.g. 21 or "10,5". Default: the profile's. | |
| includeTime | No | Default true. | |
| taxableTime | No | Whether tax applies to the time lines. Default true. | |
| timeEntryIds | No | Only these time entries (from the unbilled list). | |
| includeExpenses | No | Default true. | |
| taxableExpenses | No | Whether tax applies to the expense lines. Default true. |