Invoicing
Retrieve related time logs, expenses and bill items for a client
Returns time logs, billable items, expenses, and fixed rates related to the client's invoicing data. Includes both matter and non-matter data, along with invoiced counts.
get/invoices/related-items/{client_id}
Path parameters
client_idinteger required
Example:1234
The ID of the client
Query parameters
organization_idstring required
Example:0001
The ID of the organization (left-padded)
client_account_idinteger required
Example:4321
Client's account ID
voucher_header_idinteger
Example:5678
Optional voucher header ID
cases_idsstring
Example:101,102,103
Comma-separated list of case IDs
Response
Successful retrieval of invoicing items
Example response
{
"items": {
"expenses": {
"non_matters_expenses": [
{
"expense_id": "E123",
"expense_id_numeric": 123,
"paid_on": "2024-05-26",
"case_category": "Consultation",
"tax_id": 1,
"tax_percentage": 15,
"amount_including_tax": 1200.5,
"amount_excluding_tax": 1043.91,
"paid_through": "Bank ABC",
"fl1_paid_through": "Main Account",
"fl2_paid_through": "Sub Account",
"billing_status": "Pending",
"account_id": 10,
"matter_id": 202,
"matter_code": "MC1234",
"matter": "Case XYZ",
"comments": "Legal consultation",
"category": "Travel",
"fl1_category": "Domestic",
"fl2_category": "Airfare",
"currency_id": 1,
"currency": "USD",
"task_code_id": 12,
"expense_category_id": 5
}
],
"matters_expenses": [
{
"expense_id": "E123",
"expense_id_numeric": 123,
"paid_on": "2024-05-26",
"case_category": "Consultation",
"tax_id": 1,
"tax_percentage": 15,
"amount_including_tax": 1200.5,
"amount_excluding_tax": 1043.91,
"paid_through": "Bank ABC",
"fl1_paid_through": "Main Account",
"fl2_paid_through": "Sub Account",
"billing_status": "Pending",
"account_id": 10,
"matter_id": 202,
"matter_code": "MC1234",
"matter": "Case XYZ",
"comments": "Legal consultation",
"category": "Travel",
"fl1_category": "Domestic",
"fl2_category": "Airfare",
"currency_id": 1,
"currency": "USD",
"task_code_id": 12,
"expense_category_id": 5
}
],
"invoiced_expenses_count": 5
},
"time_logs": {
"invoiced_time_logs_count": 10
},
"bill_items": {
"non_matters_bill_items": [
{
"bill_item_id": "B456",
"bill_item_id_numeric": 456,
"billable_bill_item_id": "BBI789",
"supplier_account_id": 20,
"supplier_currency_id": 1,
"supplier_currency": "USD",
"client_account_id": 30,
"client_currency_id": 1,
"client_currency": "USD",
"quantity": 5,
"amount": 500,
"unit_price": 100,
"matter_id": 303,
"matter_code": "MC5678",
"matter": "Case ABC",
"description": "Translation service",
"account_id": 40,
"account_name": "Legal Office",
"fl1_account_name": "Main Account",
"fl2_account_name": "Sub Account",
"currency_id": 1,
"currency": "USD",
"billing_status": "Invoiced",
"markup_percentage": 10,
"tax_percentage": 5,
"date": "2024-05-26",
"utbms_expense_code_id": 9
}
],
"matters_bill_items": [
{
"bill_item_id": "B456",
"bill_item_id_numeric": 456,
"billable_bill_item_id": "BBI789",
"supplier_account_id": 20,
"supplier_currency_id": 1,
"supplier_currency": "USD",
"client_account_id": 30,
"client_currency_id": 1,
"client_currency": "USD",
"quantity": 5,
"amount": 500,
"unit_price": 100,
"matter_id": 303,
"matter_code": "MC5678",
"matter": "Case ABC",
"description": "Translation service",
"account_id": 40,
"account_name": "Legal Office",
"fl1_account_name": "Main Account",
"fl2_account_name": "Sub Account",
"currency_id": 1,
"currency": "USD",
"billing_status": "Invoiced",
"markup_percentage": 10,
"tax_percentage": 5,
"date": "2024-05-26",
"utbms_expense_code_id": 9
}
],
"invoiced_bill_items_count": 8
},
"fixed_rates": [
{
"id": "FR789",
"matter_id": 404,
"price": 750,
"account_id": 50,
"tax_id": 3,
"name": "Hourly Rate",
"fl1_name": "Rate Level 1",
"fl2_name": "Rate Level 2",
"currency_id": 1,
"currency": "USD",
"exchange_rate": 1,
"description": "Fixed rate for legal consultation",
"label": "Hourly"
}
]
}
}