Create an invoice, quote or receipt PDF
create_invoiceRead-onlyIdempotent
Use this when the user wants to make, create, generate or send an invoice, bill, quote, estimate or receipt, or asks for an "invoice PDF" or "invoice template filled in". Calculates line totals, tax, discount and shipping and returns a download link to a print-ready PDF plus the totals. Ask for missing essentials (who it is for and the items with prices) before calling; the seller details are optional.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | The customer | |
| date | No | Issue date YYYY-MM-DD (default today) | |
| from | No | The seller (the user's business) | |
| type | No | invoice | |
| items | Yes | ||
| notes | No | Thank-you note, bank details or terms | |
| style | No | ||
| number | No | Document number, e.g. INV-0042 | |
| dueDate | No | Exact due date YYYY-MM-DD, if given | |
| currency | No | ISO code, e.g. USD, EUR, GBP, CAD, AUD | USD |
| shipping | No | ||
| taxLabel | No | Tax, VAT, GST, Sales tax… | |
| dueInDays | No | Payment terms in days (0 = due on receipt). Default 14. | |
| paperSize | No | ||
| paymentLink | No | An https payment link to print on the PDF (optional) | |
| paymentMethod | No | Receipts only: how it was paid | |
| discountPercent | No | Discount on the whole document |