Invoices

The Invoices API allows partner applications to create and retrieve invoices in COUNT.Invoices are a core entity used to represent billable work, sales, or services provided to customers.

This API is designed to support fully automated billing workflows, including:

• Creating invoices from external systems (CRM, job management, POS)
• Synchronizing sales data into COUNT
• Applying products, customers, and tags consistently
• Supporting draft and approved invoice lifecycles

Invoices created through this API behave the same as invoices created in the COUNT UI.

Authentication

All invoice endpoints require both authentication mechanisms:

• HMAC Authentication
  • Headers: x-client-id, x-signature
• OAuth Bearer Token

Authorization: Bearer YOUR_ACCESS_TOKEN

Requests missing either authentication method will be rejected.

Invoice Relationships

An invoice references other core entities by UUID:

• Customer – Identifies who the invoice is billed to
• Products / Services – Line items that define pricing
• Tags – Used for categorization (payment method, location, reporting)

All references use UUIDs only.

Invoice Lifecycle

Invoices follow a simple lifecycle:

• Draft invoices
• Editable
• Do not affect financial reports
• Not visible to customers
• Approved invoices
• Locked from editing
• Affect financial reports
• Can be sent to customers

Most automated workflows should create invoices as approved.

Invoice Types

Invoices can represent different business intents:

• invoice – Standard billing document
• quote – Price quotation before work begins
• estimate – Cost estimate for planning

Required Dependencies

Before creating invoices, ensure the following exist in COUNT:

• Customers (via Customers API)
• Products with assigned category accounts
• Optional tags for categorization

Invoices cannot be created if required references are missing.

Available Endpoints

Use the endpoints below to work with invoices:

• Create Invoice
• Get Invoice