Invoiced Estimates API

openapi: 3.0.1
info:
  title: Invoiced API
  description: >-
    REST API for the Invoiced accounts-receivable and billing automation
    platform. Manage customers, invoices, estimates, credit notes, payments,
    subscriptions, plans, items, and events/webhooks. All requests must use
    HTTPS. Responses are JSON and dates are returned as UNIX timestamps.
  termsOfService: https://www.invoiced.com/legal/terms-of-service
  contact:
    name: Invoiced Developers
    email: developers@invoiced.com
    url: https://developer.invoiced.com/api
  version: '1.0'
servers:
  - url: https://api.invoiced.com
    description: Production
  - url: https://api.sandbox.invoiced.com
    description: Sandbox
security:
  - basicAuth: []
tags:
  - name: Customers
  - name: Invoices
  - name: Estimates
  - name: Credit Notes
  - name: Payments
  - name: Subscriptions
  - name: Plans
  - name: Items
  - name: Events
paths:
  /customers:
    get:
      operationId: listCustomers
      tags: [Customers]
      summary: List all customers.
      parameters:
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
        - $ref: '#/components/parameters/Filter'
      responses:
        '200':
          description: A paginated list of customers.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Customer'
    post:
      operationId: createCustomer
      tags: [Customers]
      summary: Create a new customer.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Customer'
      responses:
        '201':
          description: The created customer.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
  /customers/{id}:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getCustomer
      tags: [Customers]
      summary: Retrieve a customer.
      responses:
        '200':
          description: The requested customer.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
    patch:
      operationId: updateCustomer
      tags: [Customers]
      summary: Update a customer.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Customer'
      responses:
        '200':
          description: The updated customer.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
    delete:
      operationId: deleteCustomer
      tags: [Customers]
      summary: Delete a customer.
      responses:
        '204':
          description: The customer was deleted.
  /customers/{id}/balance:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getCustomerBalance
      tags: [Customers]
      summary: Retrieve a customer's credit balance and amount outstanding.
      responses:
        '200':
          description: The customer balance details.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerBalance'
  /invoices:
    get:
      operationId: listInvoices
      tags: [Invoices]
      summary: List all invoices.
      parameters:
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
        - $ref: '#/components/parameters/Filter'
      responses:
        '200':
          description: A paginated list of invoices.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Invoice'
    post:
      operationId: createInvoice
      tags: [Invoices]
      summary: Create a new invoice.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Invoice'
      responses:
        '201':
          description: The created invoice.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Invoice'
  /invoices/{id}:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getInvoice
      tags: [Invoices]
      summary: Retrieve an invoice.
      responses:
        '200':
          description: The requested invoice.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Invoice'
    patch:
      operationId: updateInvoice
      tags: [Invoices]
      summary: Update an invoice.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Invoice'
      responses:
        '200':
          description: The updated invoice.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Invoice'
    delete:
      operationId: deleteInvoice
      tags: [Invoices]
      summary: Delete an invoice.
      responses:
        '204':
          description: The invoice was deleted.
  /invoices/{id}/emails:
    parameters:
      - $ref: '#/components/parameters/Id'
    post:
      operationId: sendInvoiceEmail
      tags: [Invoices]
      summary: Send an invoice to the customer by email.
      responses:
        '201':
          description: The emails that were sent.
  /invoices/{id}/pay:
    parameters:
      - $ref: '#/components/parameters/Id'
    post:
      operationId: payInvoice
      tags: [Invoices]
      summary: Trigger automatic payment collection on an invoice.
      responses:
        '200':
          description: The invoice after a payment attempt.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Invoice'
  /invoices/{id}/void:
    parameters:
      - $ref: '#/components/parameters/Id'
    post:
      operationId: voidInvoice
      tags: [Invoices]
      summary: Void an invoice.
      responses:
        '200':
          description: The voided invoice.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Invoice'
  /estimates:
    get:
      operationId: listEstimates
      tags: [Estimates]
      summary: List all estimates.
      parameters:
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
        - $ref: '#/components/parameters/Filter'
      responses:
        '200':
          description: A paginated list of estimates.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Estimate'
    post:
      operationId: createEstimate
      tags: [Estimates]
      summary: Create a new estimate.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Estimate'
      responses:
        '201':
          description: The created estimate.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Estimate'
  /estimates/{id}:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getEstimate
      tags: [Estimates]
      summary: Retrieve an estimate.
      responses:
        '200':
          description: The requested estimate.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Estimate'
    patch:
      operationId: updateEstimate
      tags: [Estimates]
      summary: Update an estimate.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Estimate'
      responses:
        '200':
          description: The updated estimate.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Estimate'
    delete:
      operationId: deleteEstimate
      tags: [Estimates]
      summary: Delete an estimate.
      responses:
        '204':
          description: The estimate was deleted.
  /estimates/{id}/invoice:
    parameters:
      - $ref: '#/components/parameters/Id'
    post:
      operationId: convertEstimateToInvoice
      tags: [Estimates]
      summary: Convert an approved estimate into an invoice.
      responses:
        '201':
          description: The newly created invoice.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Invoice'
  /credit_notes:
    get:
      operationId: listCreditNotes
      tags: [Credit Notes]
      summary: List all credit notes.
      parameters:
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
        - $ref: '#/components/parameters/Filter'
      responses:
        '200':
          description: A paginated list of credit notes.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/CreditNote'
    post:
      operationId: createCreditNote
      tags: [Credit Notes]
      summary: Create a new credit note.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreditNote'
      responses:
        '201':
          description: The created credit note.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CreditNote'
  /credit_notes/{id}:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getCreditNote
      tags: [Credit Notes]
      summary: Retrieve a credit note.
      responses:
        '200':
          description: The requested credit note.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CreditNote'
    patch:
      operationId: updateCreditNote
      tags: [Credit Notes]
      summary: Update a credit note.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreditNote'
      responses:
        '200':
          description: The updated credit note.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CreditNote'
    delete:
      operationId: deleteCreditNote
      tags: [Credit Notes]
      summary: Delete a credit note.
      responses:
        '204':
          description: The credit note was deleted.
  /payments:
    get:
      operationId: listPayments
      tags: [Payments]
      summary: List all payments.
      parameters:
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
        - $ref: '#/components/parameters/Filter'
      responses:
        '200':
          description: A paginated list of payments.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Payment'
    post:
      operationId: createPayment
      tags: [Payments]
      summary: Record a new payment.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Payment'
      responses:
        '201':
          description: The created payment.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Payment'
  /payments/{id}:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getPayment
      tags: [Payments]
      summary: Retrieve a payment.
      responses:
        '200':
          description: The requested payment.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Payment'
    patch:
      operationId: updatePayment
      tags: [Payments]
      summary: Update a payment.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Payment'
      responses:
        '200':
          description: The updated payment.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Payment'
    delete:
      operationId: deletePayment
      tags: [Payments]
      summary: Delete a payment.
      responses:
        '204':
          description: The payment was deleted.
  /subscriptions:
    get:
      operationId: listSubscriptions
      tags: [Subscriptions]
      summary: List all subscriptions.
      parameters:
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
        - $ref: '#/components/parameters/Filter'
      responses:
        '200':
          description: A paginated list of subscriptions.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Subscription'
    post:
      operationId: createSubscription
      tags: [Subscriptions]
      summary: Create a new subscription.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Subscription'
      responses:
        '201':
          description: The created subscription.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Subscription'
  /subscriptions/preview:
    post:
      operationId: previewSubscription
      tags: [Subscriptions]
      summary: Preview a subscription without persisting any data.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Subscription'
      responses:
        '200':
          description: A preview of the subscription.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Subscription'
  /subscriptions/{id}:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getSubscription
      tags: [Subscriptions]
      summary: Retrieve a subscription.
      responses:
        '200':
          description: The requested subscription.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Subscription'
    patch:
      operationId: updateSubscription
      tags: [Subscriptions]
      summary: Update a subscription.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Subscription'
      responses:
        '200':
          description: The updated subscription.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Subscription'
    delete:
      operationId: cancelSubscription
      tags: [Subscriptions]
      summary: Cancel a subscription.
      responses:
        '204':
          description: The subscription was canceled.
  /plans:
    get:
      operationId: listPlans
      tags: [Plans]
      summary: List all plans.
      parameters:
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
      responses:
        '200':
          description: A paginated list of plans.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Plan'
    post:
      operationId: createPlan
      tags: [Plans]
      summary: Create a new plan.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Plan'
      responses:
        '201':
          description: The created plan.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Plan'
  /plans/{id}:
    parameters:
      - $ref: '#/components/parameters/StringId'
    get:
      operationId: getPlan
      tags: [Plans]
      summary: Retrieve a plan.
      responses:
        '200':
          description: The requested plan.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Plan'
    patch:
      operationId: updatePlan
      tags: [Plans]
      summary: Update a plan.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Plan'
      responses:
        '200':
          description: The updated plan.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Plan'
    delete:
      operationId: deletePlan
      tags: [Plans]
      summary: Delete a plan.
      responses:
        '204':
          description: The plan was deleted.
  /items:
    get:
      operationId: listItems
      tags: [Items]
      summary: List all catalog items.
      parameters:
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
      responses:
        '200':
          description: A paginated list of items.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Item'
    post:
      operationId: createItem
      tags: [Items]
      summary: Create a new catalog item.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Item'
      responses:
        '201':
          description: The created item.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Item'
  /items/{id}:
    parameters:
      - $ref: '#/components/parameters/StringId'
    get:
      operationId: getItem
      tags: [Items]
      summary: Retrieve a catalog item.
      responses:
        '200':
          description: The requested item.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Item'
    patch:
      operationId: updateItem
      tags: [Items]
      summary: Update a catalog item.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Item'
      responses:
        '200':
          description: The updated item.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Item'
    delete:
      operationId: deleteItem
      tags: [Items]
      summary: Delete a catalog item.
      responses:
        '204':
          description: The item was deleted.
  /events:
    get:
      operationId: listEvents
      tags: [Events]
      summary: List account events.
      parameters:
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
        - name: related_to
          in: query
          description: Filter events to those related to a given object.
          schema:
            type: string
      responses:
        '200':
          description: A paginated list of events.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Event'
  /events/{id}:
    parameters:
      - $ref: '#/components/parameters/Id'
    get:
      operationId: getEvent
      tags: [Events]
      summary: Retrieve a specific event.
      responses:
        '200':
          description: The requested event.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Event'
components:
  securitySchemes:
    basicAuth:
      type: http
      scheme: basic
      description: >-
        HTTP Basic authentication. Use your Invoiced API key as the username
        and leave the password blank. API keys are created under
        Settings -> Developers -> API Keys.
  parameters:
    Id:
      name: id
      in: path
      required: true
      description: The integer identifier of the object.
      schema:
        type: integer
    StringId:
      name: id
      in: path
      required: true
      description: The identifier of the object.
      schema:
        type: string
    Page:
      name: page
      in: query
      description: The page number for paginated list responses.
      schema:
        type: integer
        default: 1
    PerPage:
      name: per_page
      in: query
      description: The number of records to return per page (max 100).
      schema:
        type: integer
        default: 25
    Filter:
      name: filter
      in: query
      description: Filter results by object attributes.
      schema:
        type: object
  schemas:
    LineItem:
      type: object
      properties:
        catalog_item:
          type: string
        type:
          type: string
        name:
          type: string
        description:
          type: string
        quantity:
          type: number
        unit_cost:
          type: number
        amount:
          type: number
        discountable:
          type: boolean
        taxable:
          type: boolean
        metadata:
          type: object
    Customer:
      type: object
      required:
        - name
      properties:
        id:
          type: integer
        object:
          type: string
        name:
          type: string
        number:
          type: string
        email:
          type: string
        type:
          type: string
          enum: [company, person]
        autopay:
          type: boolean
        payment_terms:
          type: string
        attention_to:
          type: string
        address1:
          type: string
        address2:
          type: string
        city:
          type: string
        state:
          type: string
        postal_code:
          type: string
        country:
          type: string
        tax_id:
          type: string
        phone:
          type: string
        credit_limit:
          type: number
        currency:
          type: string
        metadata:
          type: object
        created_at:
          type: integer
        updated_at:
          type: integer
    CustomerBalance:
      type: object
      properties:
        available_credits:
          type: number
        history:
          type: array
          items:
            type: object
        past_due:
          type: boolean
        total_outstanding:
          type: number
    Invoice:
      type: object
      properties:
        id:
          type: integer
        object:
          type: string
        customer:
          type: integer
        number:
          type: string
        name:
          type: string
        currency:
          type: string
        status:
          type: string
          enum: [draft, not_sent, sent, viewed, past_due, pending, paid, voided]
        draft:
          type: boolean
        closed:
          type: boolean
        paid:
          type: boolean
        autopay:
          type: boolean
        attempt_count:
          type: integer
        next_payment_attempt:
          type: integer
        subtotal:
          type: number
        discounts:
          type: array
          items:
            type: object
        taxes:
          type: array
          items:
            type: object
        total:
          type: number
        balance:
          type: number
        date:
          type: integer
        due_date:
          type: integer
        payment_terms:
          type: string
        items:
          type: array
          items:
            $ref: '#/components/schemas/LineItem'
        notes:
          type: string
        url:
          type: string
        payment_url:
          type: string
        pdf_url:
          type: string
        metadata:
          type: object
        created_at:
          type: integer
        updated_at:
          type: integer
    Estimate:
      type: object
      properties:
        id:
          type: integer
        object:
          type: string
        customer:
          type: integer
        number:
          type: string
        name:
          type: string
        currency:
          type: string
        status:
          type: string
          enum: [draft, not_sent, sent, approved, invoiced, declined, voided]
        invoice:
          type: integer
        subtotal:
          type: number
        total:
          type: number
        date:
          type: integer
        expiration_date:
          type: integer
        payment_terms:
          type: string
        items:
          type: array
          items:
            $ref: '#/components/schemas/LineItem'
        notes:
          type: string
        url:
          type: string
        pdf_url:
          type: string
        metadata:
          type: object
        created_at:
          type: integer
        updated_at:
          type: integer
    CreditNote:
      type: object
      properties:
        id:
          type: integer
        object:
          type: string
        customer:
          type: integer
        invoice:
          type: integer
        number:
          type: string
        currency:
          type: string
        status:
          type: string
          enum: [draft, open, paid, closed, voided]
        paid:
          type: boolean
        closed:
          type: boolean
        subtotal:
          type: number
        total:
          type: number
        balance:
          type: number
        date:
          type: integer
        items:
          type: array
          items:
            $ref: '#/components/schemas/LineItem'
        notes:
          type: string
        pdf_url:
          type: string
        metadata:
          type: object
        created_at:
          type: integer
        updated_at:
          type: integer
    PaymentApplication:
      type: object
      properties:
        type:
          type: string
          enum: [invoice, credit_note, estimate, convenience_fee]
        invoice:
          type: integer
        amount:
          type: number
        document_type:
          type: string
    Payment:
      type: object
      properties:
        id:
          type: integer
        object:
          type: string
        customer:
          type: integer
        currency:
          type: string
        method:
          type: string
          enum: [credit_card, ach, wire_transfer, check, cash, paypal, other]
        status:
          type: string
        amount:
          type: number
        balance:
          type: number
        date:
          type: integer
        reference:
          type: string
        notes:
          type: string
        applied_to:
          type: array
          items:
            $ref: '#/components/schemas/PaymentApplication'
        metadata:
          type: object
        created_at:
          type: integer
        updated_at:
          type: integer
    Subscription:
      type: object
      properties:
        id:
          type: integer
        object:
          type: string
        customer:
          type: integer
        plan:
          type: string
        status:
          type: string
          enum: [not_started, active, past_due, finished, canceled]
        start_date:
          type: integer
        period_start:
          type: integer
        period_end:
          type: integer
        quantity:
          type: integer
        cycles:
          type: integer
          nullable: true
        addons:
          type: array
          items:
            type: object
        mrr:
          type: number
        recurring_total:
          type: number
        paused:
          type: boolean
        canceled_at:
          type: integer
        metadata:
          type: object
        created_at:
          type: integer
        updated_at:
          type: integer
    Plan:
      type: object
      properties:
        id:
          type: string
        object:
          type: string
        name:
          type: string
        currency:
          type: string
        amount:
          type: number
        interval:
          type: string
          enum: [day, week, month, year]
        interval_count:
          type: integer
        pricing_mode:
          type: string
          enum: [per_unit, volume, tiered]
        quantity_type:
          type: string
          enum: [constant, metered]
        catalog_item:
          type: string
        metadata:
          type: object
        created_at:
          type: integer
        updated_at:
          type: integer
    Item:
      type: object
      properties:
        id:
          type: string
        object:
          type: string
        name:
          type: string
        description:
          type: string
        currency:
          type: string
        unit_cost:
          type: number
        type:
          type: string
          enum: [product, service]
        taxable:
          type: boolean
        taxes:
          type: array
          items:
            type: object
        gl_account:
          type: string
        avalara_tax_code:
          type: string
        metadata:
          type: object
        created_at:
          type: integer
        updated_at:
          type: integer
    Event:
      type: object
      properties:
        id:
          type: integer
        object:
          type: string
        type:
          type: string
          description: The event type in object.action form, e.g. invoice.paid.
        timestamp:
          type: integer
        data:
          type: object
          properties:
            object:
              type: object
            previous:
              type: object
        user:
          type: integer