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Create Invoice

Create an invoice with line items which can utilize custom templates and emls

Written by Geoff Mina

Create an invoice record in your Moxie CRM with supplied line items. The invoice can optionally be sent using a pre-configured email template and dynamic contact list.

Endpoint: /action/invoices/create

Method: POST

Request Body (example):

{
  "invoiceNumber": "",
  "clientName": "",
  "templateName": "",
  "dueDate": "2023-07-20",
  "taxRate": 0.00,
  "discountPercent": 0.00,
  "paymentInstructions": "",
  "items": [
    {
      "description": "",
      "quantity": 0.00,
      "rate": 0.00,
      "taxable": false,
      "projectName": ""
    }
  ],
  "sendTo": {
    "send": true,
    "contacts": [
      "email@domain1.com",
      "email@domain2.com"
    ],
    "emailTemplateName": ""
  }
}

Properties that require further clarification:

  • clientName - Required - Exact match of a client record that exists in the CRM

  • templateName - Optional - If provided must match the exact name of a pre-configured Invoice template

  • items - Required - an array of line items

    • projectName - Optional - If provided, must match one of the project names within the client record exactly

  • sendTo - Optional used to optionally send the invoice via email upon creation. If the sendTo isn't specified, the invoice will be staged in DRAFT status in your workspace

    • emailTemplateName - Optional - if provided, just match the name of an email template exactly. If none is provided, the default invoice email template will be used.

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