Preview Month Billing
preview_month_billingPreviews what billing a month would draft, without writing anything: one proposed invoice per project (and per client for client-level expenses) the connected person may invoice. Approved and locked time with a rate, the period's billable expenses, contract progress ready to bill, and the retainer fee once per period go on; anything left off or worth a decision (unapproved time, a missing rate, a contract cap, an open month) is flagged with its figures. Each scope says whether drafting would create an invoice, update one or do nothing, with its lines, totals, flags and a link into Hubity. The preview is the period's work in progress (WIP): approved, rated, unbilled time in the period, plus the period's expenses, contract progress and retainer fees; other time is not counted. Each scope carries a fingerprint of its plan (planHash) that drafting checks, and the result leads with a plain-language summary. Answers questions like "bill everything for October" or "what is our WIP?". Nothing is created or sent.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | Last day of a custom period, YYYY-MM-DD. Needs from. | |
| from | No | First day of a custom period, YYYY-MM-DD. Needs to. | |
| limit | No | Scopes per page (default 10). | |
| month | No | The calendar month to bill, as YYYY-MM (e.g. "2026-10"). Takes a month, or from and to. With neither, the last full month in the person's time zone. | |
| cursor | No | nextCursor from the previous page of the same request. | |
| clientId | No | Only this client's projects (and its client-level expenses). | |
| projectId | No | Only this project. | |
| clientName | No | Only this client, by exact name (any case). When several clients share the name, the call is refused and returns the candidate clients with their clientIds. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| reply | No | ||
| period | No | ||
| scopes | No | ||
| summary | No | ||
| replyText | No | ||
| nextCursor | No |