create_invoice
Create a new invoice in Moxie CRM by specifying client name, line items, and optional details like due date, tax, discount, and email recipients. The invoice remains a draft if not sent immediately.
Instructions
Create a new invoice in Moxie CRM. If sendTo is not provided, the invoice will be created as a draft.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| items | Yes | Array of invoice line items | |
| dueDate | No | Payment due date (YYYY-MM-DD format) | |
| taxRate | No | Tax rate as decimal (e.g., 0.08 for 8%) | |
| clientName | Yes | Exact name of the client (must match existing client record) | |
| sendInvoice | No | Set to true to send the invoice immediately upon creation | |
| templateName | No | Invoice template name (must match existing template) | |
| invoiceNumber | No | Invoice number/identifier | |
| sendToContacts | No | Email addresses to send the invoice to | |
| discountPercent | No | Discount percentage as decimal | |
| emailTemplateName | No | Email template name for sending the invoice | |
| paymentInstructions | No | Payment instructions text |