v1

latestOpenAPI 3.0.02026-07-261733191.1 MB

Invoices

Finalize and mark invoice as sent without triggering actions except revenue recognition

Finalizes an invoice (if not already finalized) and sets its status to SENT. Emails or notifications are not sent. Integration syncs do not happen. Journal entries are created for the invoice.

post/invoices/{id}/mark-as-sent

Path parameters

idstring required

Invoice ID

Headers

Authorizationstring required

Your API credentials. Eg. Basic {credentials}.

sequence-version'2024-07-30'

Use this header to select an API version

Response

idstring required

Invoice ID

sequenceAccountIdstring required

Sequence Account ID

status'IN_PROGRESS' | 'DRAFT' | 'FINAL' | 'SENT' | 'VOIDED' required

currency'AED' | 'ARS' | 'AUD' | 'BRL' | 'BGN' | 'CAD' | 'CHF' | 'CLP' | 'CNY' | 'COP' | 'CZK' | 'DKK' | 'EGP' | 'EUR' | 'GBP' | 'HKD' | 'ILS' | 'INR' | 'ISK' | 'JPY' | 'KRW' | 'MXN' | 'NOK' | 'NZD' | 'PLN' | 'SAR' | 'SEK' | 'SGD' | 'THB' | 'USD' | 'UYU' | 'ZAR' required

invoiceNumberstring

Invoice number

dueDatestring

Due date

purchaseOrderNumberstring

Purchase order number

referencestring

Reference

customerEmailsstring[] required

Customer email addresses, used for sending the Invoice if provided

customerLegalCompanyNamestring required

Customer's legal company name

memostring

Invoice memo

paymentOptionsInvoicePaymentOption[]

Invoice payment options

customerIdstring required

The ID of the Customer this invoice is linked to

totalTaxstring required

Total tax, in decimal format of the Invoice's currency

netTotalstring required

Net total, in decimal format of the Invoice's currency

grossTotalstring required

Gross total, in decimal format of the Invoice's currency

paymentStatus'UNPAID' | 'PARTIALLY_PAID' | 'PAID' | 'UNCOLLECTIBLE' required

createdAtstring required

Creation time

creditNoteIdsstring[] required

IDs of linked credit notes (if any)

accountingDatestring required

Accounting date

customerTaxStatus'TAXED' | 'TAX_EXEMPT' | 'REVERSE_CHARGED'

isCustomerArchivedboolean required

updatedAtstring required

Last updated time

billingScheduleIdstring

Billing Schedule ID

issueDatestring

Issue date

customerTaxIdstring

Customer's tax ID

creditBalancesstring

Credit balances

dunningStatus'SCHEDULED' | 'OVERDUE_CHECK_SCHEDULED' | 'COMPLETED' | 'FAILED' | 'NOT_REQUIRED'

calculatedAtstring

Time this invoice was last calculated (applicable for invoices generated by billing engine only)

Example response

{
  "id": "ba37a392-7054-4dae-ab37-6fee9e23fe06",
  "sequenceAccountId": "af9b5988-1d7b-45f6-a188-326df5e59b24",
  "status": "DRAFT",
  "currency": "GBP",
  "invoiceNumber": "INV2",
  "dueDate": "2022-11-05",
  "purchaseOrderNumber": "PO123",
  "reference": "ref",
  "customerEmails": [
    "customer@example.com"
  ],
  "customerLegalCompanyName": "Facebook",
  "customerBillingAddress": {
    "line1": "Flat 1",
    "line2": "15 Yemen Road",
    "town": "Yemen",
    "state": "CA",
    "postcode": "YE1 2YE",
    "country": "YE"
  },
  "customerShippingAddress": {
    "line1": "742 Evergreen Terrace",
    "line2": "",
    "town": "Springfield",
    "state": "CA",
    "postcode": "12345",
    "country": "US"
  },
  "memo": "Thanks",
  "paymentOptions": [
    "BANK_TRANSFER"
  ],
  "billingPeriod": {
    "start": "2022-10-01",
    "endInclusive": "2022-10-30"
  },
  "customerId": "b3c0cf23-6717-4cdc-b190-acf8aa6ccd8a",
  "totalTax": "2",
  "netTotal": "12",
  "grossTotal": "10",
  "metadata": [
    {
      "key": "example-label",
      "value": "label-value"
    }
  ],
  "paymentStatus": "UNPAID",
  "createdAt": "2022-10-30T00:00:00Z",
  "creditNoteIds": [
    "941272d1-f840-4e16-b698-0cd455c81e0e"
  ],
  "linkedServices": [
    {
      "externalId": "ID",
      "externalService": "Xero",
      "syncTime": "2022-06-28T16:47:00Z",
      "externalUrl": "https://invoicing.xero.com/view/85e52542-3e54-4f0d-872b-33bba11a0504"
    }
  ],
  "merchantDetails": {
    "address": {
      "line1": "Flat 1",
      "line2": "123 Fake Street",
      "town": "New York",
      "state": "NY",
      "postcode": "AB1 2EF",
      "country": "US"
    },
    "phoneNumber": "0800001066",
    "email": "donald@example.com",
    "taxId": "TAX",
    "iban": "GB33BUKB20201555555555",
    "ukAccountDetails": {
      "sortCode": "123456",
      "accountNumber": "12345678"
    },
    "usAchDetails": {
      "accountNumber": "12345678",
      "accountName": "John Doe",
      "bankName": "Chase",
      "bankRoutingNumber": "123456789"
    },
    "usWireDetails": {
      "accountNumber": "12345678",
      "accountName": "John Doe",
      "bankName": "Chase",
      "bankRoutingNumber": "123456789",
      "swiftCode": "CHASUS33",
      "bankAddress": {
        "line1": "JP Morgan Chase",
        "town": "New York City",
        "state": "NY",
        "postcode": "10017",
        "country": "US"
      }
    },
    "swedishBankgiroDestination": {
      "bankgiroNumber": "123-4567",
      "accountName": "The Merchant"
    },
    "legalCompanyName": "The Merchant",
    "customFields": [],
    "includeBeneficiaryAddressInPaymentDetails": false
  },
  "accountingDate": "2022-10-05",
  "customerTaxStatus": "TAXED",
  "renderSettings": {
    "paymentLinkDisplay": "HIDE_PAYMENT_LINK"
  },
  "isCustomerArchived": false,
  "updatedAt": "2022-10-30T00:00:00Z"
}