Create invoice
create_invoiceCreates a draft invoice for a project or customer with priced line items, so you can later submit, email, or record payments against it without sending it immediately.
Instructions
Creates a draft invoice for a project or customer, with priced line items.
Saves a new invoice in the Draft status. With project_id it bills that project's customer. Without one, customer_id is required. A description needs due_date in the same call. items are plain priced lines (name, type, quantity, unit, unit cost in dollars, markup percent). It is not sent. update_invoice with status submitted marks it sent and lets record_payment take payments. send_invoice emails it after your OK.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| items | No | ||
| number | No | Your own number. Default: the app's next. | |
| due_date | No | ||
| project_id | No | From list_projects. Its customer is billed. | |
| customer_id | No | Directory customer id. Needed without a project. | |
| description | No | Shown on the invoice. Needs due_date in the same call. | |
| invoice_date | No | Default: today. |