SolidInvoice

Add a tax identifier (VAT, GSTIN, TIN, ABN, CNPJ, TRN, Other) to a client.

Add a new contact (email + optional name) to an existing client.

Apply a workflow transition (accept, cancel, overdue, pay, reopen, archive) to an invoice.

Apply a workflow transition (send, accept, decline, cancel, reopen, archive) to a quote.

Apply a workflow transition to a recurring invoice.

Clone an existing invoice into a new draft with the same line items.

Clone an existing quote into a new draft with the same line items.

Convert a quote into a new invoice, copying client, line items, and totals.

Create a new invoice for a client, with line items, optional discount, due date, contacts, and invoice-level taxes.

Create a new quote for a client, with line items, optional discount, due date, contacts, and invoice-level taxes.

Create a new recurring invoice for a client with a scheduled cadence (daily/weekly/monthly/yearly).

Create a new record of a safe, flat resource (client, contact, tax).

Create a new tax rate (name, rate, type, category, compound flag).

Delete a record (client, contact, tax) belonging to the active company.

Summary of a client: totals invoiced, outstanding balance, total paid, and counts.

Return id, name, and default currency for the active company.

Aggregate dashboard stats: outstanding and overdue totals per currency, invoice counts by status, client count.

Count of invoices grouped by status.

Fetch a single SolidInvoice record by ID.

Revenue from captured payments between two dates, grouped by day, week, or month.

Total outstanding invoiced amounts per currency, optionally filtered by client.

Total overdue invoiced amounts per currency, optionally filtered by client.

List the tax identifiers (e.g. VAT, GSTIN, TIN) configured for a client.

List invoices filtered by status.

List overdue invoices, optionally for a specific client.

List configured payment methods for the current company.

List quotes filtered by status.

List recurring invoices, optionally filtered by status and/or client.

List records of a SolidInvoice resource with optional filters and pagination.

List tax rates configured for the current company.

List transitions currently enabled on a record (invoice, quote, or recurring_invoice).

Record an offline payment against an invoice; the invoice transitions to paid once its balance is settled, and any overpayment becomes client credit.

Remove a tax identifier from a client by identifier ULID.

Email a manual reminder for an invoice to its contacts.

Update scalar fields on an existing record (client, contact, tax).

Update an existing tax rate. Pass only the fields you want to change.