Guides

Create a Customer, Invoice, and Send It

A common billing integration flow: create the customer, create an invoice with line items, approve it, and send it to the customer.

Prerequisites

Complete the quickstart so you have valid credentials, a workspace access token, and working HMAC signing.

Step 1 — Create the customer

POST /partners/customers with at minimum the customer name. Include email, addresses, and contacts as needed.

{
  "customer": "Acme Corporation",
  "email": "contact@acme.com"
}

Save the id UUID from the response — you need it as customerUuid on the invoice.

POST /partners/invoices with line items, dates, and the customer UUID from step 1.

The invoice is created as a draft by default. Set line item quantities, unit prices, and descriptions.

POST /partners/invoices/:uuid/approve transitions the invoice from draft to approved. Approved invoices can be sent to the customer.

POST /partners/invoices/:uuid/send emails the invoice to the customer. Optionally retrieve a public link with GET /partners/invoices/:uuid/public-link.