InvoiceVista Invoice Maker

Use this when someone asks to add a new customer to a business, such as a client they are about to invoice. Returns the customer's id, name, business and language; the email, phone, tax id and address given are saved but never returned. Not for changing an existing customer.

Use this when someone names a customer to update and you need that customer's id. Returns up to five customers whose name contains every word searched, each with its id, business and last edit time; never their contact details, tax id or address. Not for listing every customer.

Use this when someone asks about one business's invoicing setup, such as its currency, country, language or timezone. Returns the business's name, currency, country code, language and timezone, or not-found. Not for revenue or unpaid invoices.

Use this when someone asks how many quotes or estimates they sent, what they were worth, or how many were accepted or rejected. Returns quote count, total value, counts by status and an acceptance rate; defaults to the last 90 days, at most 366, skipping drafts and counting at most 500 quotes. Not for a single quote.

Use this when someone asks how much customers owe, what is unpaid or overdue, or how old unpaid invoices are. Returns open invoice count and amount, the invoices marked overdue, and age buckets by days past due, from the newest 500 invoices; partially paid ones are counted but left out of amounts. Not for chasing or charging a customer.

Use this when someone asks how much they invoiced or were paid in a period, like last month. Returns invoice and payment counts and totals in the business currency, invoices by status and a collection rate; defaults to the last 90 days, at most 366, skipping drafts and counting at most 500 documents. Not for a single invoice or customer.

Use this when someone asks which InvoiceVista plan a business is on, or how many customers, invoices or users it allows. Returns the active or past-due plan's name, status, billing frequency and limits, or the Free plan's defaults when there is none. Not for customer invoices or payments.

Use this when someone asks which businesses they invoice from in InvoiceVista, or a business's id is needed. Returns each business's id, name, currency, country, language and timezone, 25 per page by default (no addresses or bank details). Not for listing customers.

Use this when someone asks how much of a material, product or supply a business has left in stock, or what is running low. Returns up to 100 stock items with unit, quantity, minimum and a low-stock flag. Not for the prices a business charges.

Use this when someone asks what products or services a business sells or what it charges for them. Returns each catalog item's name, price and stored tax value, most recently edited first, 25 per page by default. Not for what a customer was invoiced.

Use this when someone wants to open InvoiceVista and browse their businesses, billing overview, revenue, receivables and quote pipeline in an interactive sidebar. Returns up to 100 businesses to start from (no customer or individual financial records). Not for creating invoices or recording payments.

Use this when someone asks to correct or update how much of an item a business has in stock, such as after a count or a delivery. Returns the item with its previous and new quantity; the number given replaces the stored one. Not for adding a new stock item.

Use this when someone wants a quick overview or dashboard of one business in InvoiceVista. Returns an overview card with the business details, counts of customers, invoices, payments and quotes with status mixes (each capped at 100), and up to 12 catalog products (no customer or invoice details). Not for revenue over a period.

Use this when someone asks to change a customer's name, email, phone, tax id, address or language. Returns the customer's id, name, business and which fields changed; contact details, tax ids and addresses are never returned. Not for adding a new customer.