Issue a new invoice (factura) in SmartBill for a normal sale. Returns { series, number, url }, where url links to the document in SmartBill Cloud.

Before calling: use list_taxes to get valid taxName/taxPercentage values rather than guessing a VAT rate, and list_series if you do not know which series to issue into.

Do not use this to invoice an existing proforma — use create_invoice_from_estimate, which links the two documents. Do not use it to reverse an invoice — use create_reverse_invoice.

An issued invoice is a fiscal document that generally cannot be deleted afterwards. Confirm the client, the amounts and the VAT rate with the user before calling, and pass isDraft: true while details are still unsettled — a draft can be edited or discarded in SmartBill.

Issue an invoice from a proforma the customer has accepted. Returns { series, number, url }.

Prefer this over create_invoice whenever a proforma exists: it links the two documents, so the proforma is reported as invoiced by get_estimate_invoices. Rebuilding the same invoice by hand leaves the proforma looking unbilled.

The client and the line items are copied from the proforma — do not re-send them. seriesName is the invoice series to issue into; estimateSeriesName and estimateNumber identify the source proforma.

Issue a storno invoice that reverses an existing invoice in full, into the same series. This is the accounting-visible way to undo an invoice: both documents remain, and they cancel out.

Use this when an invoice is too old to delete and the reversal has to appear in the books. Use cancel_invoice instead when the invoice was issued in error and simply needs to be voided. For a partial correction, issue a new invoice with negative quantities rather than reversing the whole document.

This creates a new fiscal document — confirm with the user before calling.

Fetch the PDF of an already-issued invoice, for when the user wants the document itself — to read it, attach it somewhere, or save a copy. Read-only.

Returns either a path on the server's filesystem or base64 bytes, depending on how the server is running; force one with as. To send the invoice to the client by email, use send_document_email instead — that does not require downloading it first.

Answer whether an invoice has been paid, and how much of it. Returns invoiceTotalAmount, paidAmount, unpaidAmount and a paid flag. Read-only — this reports on collections, it does not record one.

Use it for questions like 'has invoice FF 120 been paid?' or 'how much does this client still owe on it?', and to confirm the effect after calling create_payment. To record money received, use create_payment.

Void an invoice (anulare). The document stays in SmartBill, keeps its number and is marked cancelled, so the series has no gap. Reversible with restore_invoice.

Use this when an invoice was issued in error. Use delete_invoice only if it is the last one in its series and should vanish entirely; use create_reverse_invoice when the undo has to appear in the accounts as a storno document.

Confirm with the user before calling — this changes the status of a real fiscal document.

Undo cancel_invoice and put a cancelled invoice back into its normal, valid state.

Use this when an invoice was voided by mistake and should count again. It has no effect on an invoice that was never cancelled, and it cannot bring back one that was deleted — deletion has no undo.

Permanently remove an invoice, freeing its number for reuse. Irreversible — there is no restore.

SmartBill only allows this for the LAST invoice in a series and rejects it for any earlier one. For those, use cancel_invoice to void it or create_reverse_invoice to storno it.

Destroys a fiscal document: ask the user to confirm explicitly, and prefer cancel_invoice when unsure.

Issue a proforma (estimate) — a quote or payment request that is not yet a fiscal invoice. Returns { series, number, url }.

Use this when the customer needs something to approve or to pay against before being invoiced, or when the user asks for a quote, an offer or a proforma. Use create_invoice instead when the sale is final and a fiscal document is what's wanted.

Once the customer accepts, turn it into an invoice with create_invoice_from_estimate rather than building the invoice by hand. As with invoices, call list_taxes for valid VAT rates.

Fetch the PDF of an already-issued proforma, for when the user wants the document itself. Read-only.

Returns either a path on the server's filesystem or base64 bytes, depending on how the server is running; force one with as. To send the proforma to the client by email, use send_document_email instead.

Check whether a proforma has already been invoiced, and which invoices came out of it. Read-only.

Call this before create_invoice_from_estimate to avoid double-invoicing the same proforma, and to answer questions like 'did we ever bill that quote?'. An empty result means the proforma is still open.

Void a proforma. It stays in SmartBill, keeps its number and is marked cancelled, so the series has no gap. Reversible with restore_estimate.

Use this when a quote is withdrawn or the customer declines. Use delete_estimate only if it is the last one in its series and should disappear entirely.

Undo cancel_estimate and put a cancelled proforma back into its normal state.

Use this when a quote was voided by mistake and is live again. It cannot bring back a proforma that was deleted — deletion has no undo.

Permanently remove a proforma, freeing its number for reuse. Irreversible — there is no restore.

SmartBill only allows this for the LAST proforma in a series and rejects it for any earlier one; use cancel_estimate for those. Ask the user to confirm, and prefer cancel_estimate when unsure.

Record money received from a client (incasare). Use this when the user says a customer has paid.

Pass invoices to settle specific invoices — their payment status then reflects the collection, which you can confirm with get_invoice_payment_status. Leave invoices empty only for a standalone payment such as an advance not yet tied to any invoice.

Pick type to match how the money arrived: 'Ordin plata' for a bank transfer, 'Card' for a card payment, 'Chitanta' to issue a numbered paper receipt (this one needs seriesName, the receipt series), 'Bon' for a fiscal receipt. Ask the user rather than guessing — the type appears on the accounting record.

This does not issue an invoice; use create_invoice for that.

Void a receipt (chitanta) without removing it: it keeps its number and is marked cancelled, so the receipt series has no gap.

Use this when a receipt was issued in error. This only applies to receipts — to remove a card or bank transfer collection, use delete_payment; to remove the receipt entirely, use delete_receipt.

Permanently remove a receipt (chitanta), identified by its series and number. Irreversible.

Use cancel_payment instead when the receipt should stay on record as voided — that is usually what accounting expects. This tool is only for receipts; other payment types are removed with delete_payment. Confirm with the user before calling.

Remove a collection that has no receipt number of its own — a card payment, bank transfer, promissory note and so on. Irreversible.

Use this to undo a create_payment that recorded the wrong amount, the wrong client or a payment that never arrived. Because these payments have no series and number, identify one either by the invoice it settles (invoiceNumber, plus invoiceSeries) — which is the reliable way — or, if it is not tied to an invoice, by paymentDate and paymentValue together with the client.

For receipts (chitanta), use cancel_payment or delete_receipt instead. Confirm with the user first.

Fetch the printable text of a fiscal receipt (bon fiscal) by its SmartBill id, decoded to plain text. Read-only.

Use it to inspect or reprint what was on a fiscal receipt. This needs the receipt's internal SmartBill id, not a series and number — if you only have those, this is not the right tool.

List the document series configured on the account, each with the next number it will issue. Read-only and cheap.

Call this whenever you need a seriesName and do not already have one, and after any call that fails with an unknown-series error — rather than guessing a series name. Also answers 'what number will the next invoice get?'.

List the VAT rates configured for the company, as name/percentage pairs. Read-only and cheap.

Call this before create_invoice or create_estimate whenever you are not certain which rate applies, and copy the returned taxName and taxPercentage onto the line items verbatim. Romanian VAT rates and their names change over time and differ per account, so do not rely on remembered values.

Read stock levels as of a date, optionally narrowed to one warehouse or one product. Read-only.

Use it to answer 'how many do we have left?', to check availability before invoicing with useStock, or to report stock as it stood on a past date. Omitting warehouseName covers every warehouse; omitting date reports today.

Send an invoice or proforma that already exists to the client by email, with the PDF attached by SmartBill. Use this when the user asks to send or resend a document.

Omit to, subject or bodyText to use the client's stored address and the templates configured in the SmartBill account — usually the right choice. Pass plain text for the subject and body; encoding is handled for you.

To email a document at the moment it is issued instead, set sendEmail: true on create_invoice or create_estimate rather than calling this afterwards. This sends real mail to a customer: confirm the recipient with the user first.