agency-invoicing

POST /v1/agency-invoicing/invoices

Start a draft invoice.

All agency-invoicing endpoints

Authentication

Send an API key as a bearer token. The key must carry the agency.invoicing.manage permission; a key without it is refused with 403, not 404.

Where your organisation id goes

This endpoint takes org_id as a query parameter. Leave it out and the call covers your whole tenancy subtree; send it to narrow the call to one organisation.

Your organisation id is on the API keys screen in your dashboard, beside the key itself. It is the same id in every call you make.

Try it

Replace anything in angle brackets with your own values, and the key placeholder with a key from your dashboard.

curl -X POST https://api.zinndigital.com/v1/agency-invoicing/invoices \
  -H "Authorization: Bearer zdk_live_…" \
  -H "Content-Type: application/json" \
  -d '{  }'

Signed in? The API console in your dashboard fills in your real organisation id and your own key, and runs the request against the live API so you can see the actual response. Open this endpoint in the API console

Details

Give a `client_id`, or a `client` object to create one inline — a client typed during invoicing is SAVED, so next time you can just select them. ⛔ Totals are never accepted from the caller; they are computed from the lines. Requires `agency.invoicing.manage`.

Parameters

NameTypeRequiredWhat it is
org_id (query)UuidNoWhich of your organizations is invoicing. Required only when you belong to more than one — otherwise it is inferred from your DIRECT membership, never from the subtree-expanded…

Request body

NameTypeRequiredWhat it is
client_idUuidNoUUIDv7 identifier — sortable by creation time (docs/02 §8).
clientAgencyClientWriteNo
currencystringNo
issue_datestringNo
due_datestringNo
referencestringNo
notesstringNo
footerstringNo
linesAgencyInvoiceLineWrite[]No

Response

NameTypeRequiredWhat it is
idUuidYesUUIDv7 identifier — sortable by creation time (docs/02 §8).
numberstringNoThe agency's own number. ⛔ Empty until issue: a number allocated to something that may never be sent leaves a hole in a sequence.
statusstring<draft, sent, partially_paid, paid, void>Yes
is_overduebooleanNo⭐ DERIVED from the due date and the status, never stored — so there is no sweep to maintain a flag and nothing to go stale. A draft is never overdue however old it is: nobody ha…
client_idUuidNoUUIDv7 identifier — sortable by creation time (docs/02 §8).
client_namestringNo
currencystringYes
issue_datestringYes
due_datestringNo
referencestringNo
notesstringNo
footerstringNo
subtotal_minorintegerNo
discount_minorintegerNo
tax_minorintegerNo
total_minorintegerYes
amount_paid_minorintegerNo
amount_due_minorintegerNo
tax_breakdownAgencyInvoiceTaxGroup[]No
sourcestringNoWhere the invoice came from — `time_tracking` when it was generated from tracked hours, empty when an agency typed it.
sent_atstringNo
last_sent_tostringNo
paid_atstringNo
void_reasonstringNo
created_atstringNo
linesAgencyInvoiceLine[]No
paymentsAgencyInvoicePayment[]No
portal_urlstringNoThe payment link to send to the client. ⛔ Returned on a SINGLE-invoice read only, never in a list: a list is the thing that gets logged, cached and pasted into a support ticket,…

Errors this endpoint can return

401 · 403 · 404 · 422 · 429