Create Invoice

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

Geoff Mina avatar
Written by Geoff Mina
Updated over a week ago

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": [
"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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