tascan_create_invoice
Create a client invoice and get its shareable link. Two ways to bill: (a) pass explicit line_items, or (b) pass project_id or task_list_ids plus hourly_rate (quarter-hour billing from first→last verified completion per list) or flat_rate_per_list, and TaScan builds one line per list from VERIFIED work (" — 7/7 tasks verified · Sep 1 · 1.25h"); lists with no completions are skipped. A single-list invoice also mints a client-facing Service Report (acknowledge → pay) and links it. Returns invoice number, totals, url, and the work it billed.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | Payment terms / thank-you shown on the invoice | |
| status | No | Default sent | |
| billing | No | Billing rules for auto line items. mode: hourly (default when hourly_rate given) | day_rate | flat. Overtime/double time are computed PER WORK DAY from verified completions: hours over overtime_after_hours (default 8) bill at overtime_multiplier (1.5×), hours over double_time_after_hours (12) at double_time_multiplier (2×); set overtime:false to disable. per_diem adds one line × work days (or per_diem_days). expenses are pass-through lines. | |
| due_date | No | YYYY-MM-DD (default: 30 days out) | |
| tax_rate | No | Fraction, e.g. 0.0825 for 8.25% | |
| min_hours | No | Minimum billable hours per list (e.g. 1) | |
| line_items | No | Explicit lines instead of auto-billing | |
| project_id | No | Bill every list in this project (auto line items) | |
| client_name | Yes | Bill-to name (person or company) | |
| hourly_rate | No | Dollars per hour for auto line items | |
| client_email | No | ||
| client_phone | No | ||
| company_name | No | Your company name on the attached Service Report (defaults to the org name) | |
| task_list_ids | No | Bill just these lists (auto line items) | |
| payment_options | No | Pay-how-you-like buttons on the invoice (defaults to the org's saved handles). Keys: venmo (@handle), cashapp ($cashtag), paypal (paypal.me name), zelle (phone/email), applecash (phone), other (free text e.g. "cash or check"). Stripe card checkout is separate and only shows when the org has invoice_payments enabled. | |
| flat_rate_per_list | No | Dollars per list for auto line items (used when no hourly_rate) | |
| attach_service_report | No | Mint + link a Service Report for single-list invoices (default true) |