API Documentation

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Job Invoices

JobInvoice JobInvoiceTask

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Services

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ServiceInvoice Resource
In Service Quotes/Invoices Module

A ServiceInvoice record is normally attached to a Service record with a 1-to-1 relationship. In this case the service_id field will be set. It can also contain a collection of Service records, known as a batch invoice, in which case the invoice_id field on the Service record will be set, and the standalone_num field will be set on the invoice (as normally an invoice derives its number from the service job, but in the case of a batch invoice, that can't happen). Finally a third possibility is a freeform invoice, which is an invoice not attached to any number of services. This will be identifiable by the is_freeform field. Freeform invoices also have the standalone_num field set.

Endpoints

Endpoints URI Access Control Description
change-quote-status POST /api/ServiceInvoice/change-quote-status Authentication only Toggles the status of a quote. Also accessible by the customer of the quote (if environment is set to 'customer')
Parameters:
  • slug - the slug of the quote
  • quote_status - one of Approved, Rejected, Pending Approval, ''
  • environment - are we calling this as a user (default) or a customer
find GET /api/ServiceInvoice/find Admin or Module READ
save POST /api/ServiceInvoice/save Admin or Module WRITE
save-batch POST /api/ServiceInvoice/save-batch Admin or Module WRITE
delete POST /api/ServiceInvoice/delete Admin or Module WRITE
get-attached-files GET /api/ServiceInvoice/get-attached-files Endpoint level permissions Returns filtered collection of Service files that have been attached to the invoice if $input['type'] == 'zip', then zip archive will be force downloaded
send POST /api/ServiceInvoice/send Endpoint level permissions
pdf GET /api/ServiceInvoice/pdf Authentication only
view-pdf GET /api/ServiceInvoice/view-pdf Open Does the same thing as /pdf, but also logs the request in the invoice field 'seen_json' and is an open endpoint Requires a new field 'log' that represents the email slug.
get GET /api/ServiceInvoice/get Admin or Module READ
get-estimated-drive-time GET /api/ServiceInvoice/get-estimated-drive-time Endpoint level permissions
notify-customer-eta GET /api/ServiceInvoice/notify-customer-eta Endpoint level permissions
payment POST /api/ServiceInvoice/payment Endpoint level permissions
partial-payment POST /api/ServiceInvoice/partial-payment Endpoint level permissions
setDueDateFromTerms GET /api/ServiceInvoice/setDueDateFromTerms Endpoint level permissions

Properties

Property Type Description
id number
slug string
service_id number
service_contract_id number
standalone_num number
manual_invoice_number string
is_freeform boolean
customer_id number
work_completed_description string
internal_notes string
grand_total number
untaxed_total number
amount_due number
last_issued datetime
last_emailed datetime
is_portal_document boolean
is_processed boolean
is_paid boolean
amount_paid number
is_revised boolean
date_first_issued datetime
issue_date date
due_date date
payment_terms number
attn string
customer_notes string
bottom_text string
finalized boolean
applied_sales_tax_json string
quote_labour_total number
pretax_total number
taxable_total number
submitted_log_json string
seen_log_json string
editing_log_json string
payments_json string
attached_files_json string
attached_wo_summaries_json string
qbo_id number
qbo_id_history_json string
is_quote boolean
is_change_quote boolean
quote_rejected boolean
quote_status string
quote_followup_date date
settings_override_json string
message_thread_id number
created_at datetime
updated_at datetime
updated_by number

Settings

Setting
Pagination Limit (when page parameter is set) 50 per page
Default Sort Order due_date ASC

Relationships

Related Resource Key Relationship to ServiceInvoice Property
Service service_id Belongs To Service
Service invoice_id Owns Many GroupServices
ServiceContract service_contract_id Belongs To ServiceContract
ServiceInvoiceObject invoice_id Owns Many ServiceInvoiceObject
MessageThread message_thread_id Belongs To MessageThread
Contact customer_id Belongs To Customer