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The invoices endpoints give you full programmatic access to your AR invoice data in Daylit. You can list and filter invoices across multiple dimensions — status, aging bucket, due date, customer, and more — create new invoice records, update individual or bulk sets of invoices, and trigger payment reminder notifications. All endpoints are scoped to a company_id.
List invoices GET /api/companies/{company_id}/invoices
Returns a paginated list of invoices for the given company. On the first request (no cursor), the response includes a count of matching records and a facets breakdown by status. Pass the returned next_cursor to fetch subsequent pages.
Path parameters UUID of the company whose invoices you want to list.
Query parameters Filter by invoice status. Supports comma-separated values for multi-select (e.g., current,overdue). Accepted values: current, overdue, past_due_1_30, past_due_31_60, past_due_61_90, past_due_90p, closed_paid, closed_overpaid, closed_credit_memo, closed_written_off. Pass any or omit to return all.
Filter by AR aging bucket. Supports comma-separated values (e.g., 1_30,31_60). Accepted values: current, 1_30, 31_60, 61_90, 91_over. Status is calculated dynamically from the current date — not from a stored field.
UUID of a specific customer. Returns only that customer’s invoices.
ISO 8601 date (YYYY-MM-DD). Returns invoices with due_date on or after this date.
ISO 8601 date (YYYY-MM-DD). Returns invoices with due_date on or before this date.
Pass true to return only invoices with a positive balance whose due_date is in the past.
Case-insensitive partial match against invoice number or customer name.
UUID of a team member. Filters invoices belonging to customers assigned to that AR owner.
UUID of a team member. Filters invoices belonging to customers assigned to that sales owner.
Pass true to return invoices for individual person contacts only. Pass false for company accounts.
Comma-separated list of label UUIDs. Returns invoices matching any of the given labels (OR semantics).
Pass true to exclude invoices with a zero balance.
Pass customer to return aggregated parent rows grouped by customer instead of individual invoice rows.
Pass children together with group_by=customer and a customer_id to fetch the individual invoice rows within a grouped parent. Requires customer_id.
Field to sort by. Accepted values: due_date, balance, amount, customer_name. Combine with order or append _asc / _desc (e.g., balance_desc).
Sort direction: asc or desc.
Maximum number of invoices to return per page. Capped at 500.
Opaque cursor returned as next_cursor from a previous response. Omit on the first request.
Response fields Total invoices matching the applied filters. Only present on the first page (no cursor).
Counts of invoices broken down by status bucket. Only present on the first page. Useful for rendering filter badges.
The page size used for this response.
true when additional pages are available.
Pass this value as cursor on your next request. null when you have reached the last page.
Echo of all filters active for this request.
Array of invoice objects for the current page. UUID of the invoice record.
UUID of the owning company.
UUID of the customer this invoice belongs to.
Display name of the customer.
Human-readable invoice number (mapped from the number model field).
Invoice issue date in ISO 8601 format (mapped from the issue_date model field).
Payment due date in ISO 8601 format.
Date the invoice was fully paid, or null for open invoices.
Original invoice amount before any payments.
Amount paid to date, computed from linked payment records.
Dynamically calculated status. One of: current, past_due_1_30, past_due_31_60, past_due_61_90, past_due_90p, closed_paid, closed_overpaid, closed_credit_memo, closed_written_off, closed_voided, draft.
Human-readable status label with optional payment progress (e.g., "Past Due 31-60 (45% paid)").
Number of days past the due date, calculated dynamically. Returns 0 for current or undated invoices.
AR aging bucket: current, 1_30, 31_60, 61_90, or 91_over.
Pay link URL for this invoice.
Full name of the AR owner inherited from the customer, or null.
Full name of the sales owner inherited from the customer, or null.
ISO 8601 timestamp of the last sent email or completed call linked to this invoice, or null.
Full name of the team member who last touched this invoice, or null.
Labels assigned to this invoice.
Active AI signals for this invoice. Each signal includes title, severity, impact_usd, tags, and drivers.
Latest AI-generated conversation summary for this invoice, or null.
ISO 8601 timestamp when the invoice was created in Daylit.
ISO 8601 timestamp of the most recent update.
Example curl --request GET \ --url "https://your-instance.com/api/companies/9e8f1234-0000-0000-0000-abcdef012345/invoices?status=past_due_31_60,past_due_61_90&sort=balance_desc&limit=30" \ --header "Authorization: Token YOUR_API_KEY"
{ "count" : 18 , "facets" : { "current" : 45 , "past_due_1_30" : 12 , "past_due_31_60" : 10 , "past_due_61_90" : 8 , "past_due_90p" : 3 }, "limit" : 30 , "has_more" : false , "next_cursor" : null , "applied_filters" : { "company_id" : "9e8f1234-0000-0000-0000-abcdef012345" , "status" : "past_due_31_60,past_due_61_90" }, "items" : [ { "id" : "inv00001-0000-0000-0000-000000000001" , "customer" : "c1a2b3c4-0000-0000-0000-000000000001" , "customer_name" : "Acme Corp" , "invoice_number" : "INV-2026-0042" , "invoice_date" : "2026-02-01" , "due_date" : "2026-03-03" , "total_amount" : 8500.00 , "paid_amount" : 0.00 , "balance" : 8500.00 , "status" : "past_due_61_90" , "status_display" : "Past Due 61-90" , "days_outstanding" : 70 , "aging_bucket" : "61_90" , "ar_owner" : "Jane Smith" , "last_touch_date" : "2026-04-15T10:30:00Z" , "last_touched_by" : "Jane Smith" , "labels" : [], "signals" : [], "created_at" : "2026-02-01T09:00:00Z" , "updated_at" : "2026-05-01T00:00:00Z" } ] }
Create an invoice POST /api/companies/{company_id}/invoices
Creates a new invoice record under the given company. Returns HTTP 201 with the created invoice. When paid_amount or balance is omitted, the API initializes both from total_amount.
Path parameters Request body UUID of the customer this invoice belongs to.
Payment due date in YYYY-MM-DD format.
Invoice issue date in YYYY-MM-DD format.
Invoice number as shown to customers.
URL to the payment portal for this invoice.
Date (YYYY-MM-DD) for the next scheduled follow-up on this invoice.
Example curl --request POST \ --url "https://your-instance.com/api/companies/9e8f1234-0000-0000-0000-abcdef012345/invoices" \ --header "Authorization: Token YOUR_API_KEY" \ --header "Content-Type: application/json" \ --data '{ "customer": "c1a2b3c4-0000-0000-0000-000000000001", "number": "INV-2026-0099", "total_amount": 12500.00, "issue_date": "2026-05-01", "due_date": "2026-05-31" }'
Get an invoice GET /api/companies/{company_id}/invoices/{invoice_id}
Returns a single invoice with full detail, including the dunning plan if one is active on this invoice.
Path parameters UUID of the invoice to retrieve.
Response fields The detail response includes all fields from the list response, plus:
The scheduled dunning plan for this invoice. Each entry describes a planned or completed touchpoint with its step, scheduled date, channel, and status. Only present when a collection program is active on this invoice.
true when this invoice is a progress billing invoice linked to a parent invoice.
UUID of the parent invoice for progress billing, or null.
Percentage of the parent contract billed by this progress invoice, or null.
Transaction type as classified by the accounting system.
UUID of the customer location associated with this invoice, or null.
Example curl --request GET \ --url "https://your-instance.com/api/companies/9e8f1234-0000-0000-0000-abcdef012345/invoices/inv00001-0000-0000-0000-000000000001" \ --header "Authorization: Token YOUR_API_KEY"
Update an invoice PATCH /api/companies/{company_id}/invoices/{invoice_id} PUT /api/companies/{company_id}/invoices/{invoice_id}
Updates an existing invoice. Use PATCH to update individual fields. Use PUT to replace the full record. You can atomically update label assignments by including label_ids in the PATCH body.
Path parameters UUID of the invoice to update.
Request body (PATCH) Updated due date in YYYY-MM-DD format.
Updated follow-up date in YYYY-MM-DD format.
Array of label UUIDs to assign. Replaces the invoice’s current label set entirely.
Example curl --request PATCH \ --url "https://your-instance.com/api/companies/9e8f1234-0000-0000-0000-abcdef012345/invoices/inv00001-0000-0000-0000-000000000001" \ --header "Authorization: Token YOUR_API_KEY" \ --header "Content-Type: application/json" \ --data '{ "next_follow_up_date": "2026-05-20", "label_ids": ["label-uuid-3"] }'
Invoice AR summary GET /api/companies/{company_id}/invoices/summary
Returns an aggregated summary of AR across all invoices in the company — total open balance, bucket breakdowns, invoice counts by status, and other portfolio-level metrics. Use this endpoint to power dashboard summary cards.
Path parameters Example curl --request GET \ --url "https://your-instance.com/api/companies/9e8f1234-0000-0000-0000-abcdef012345/invoices/summary" \ --header "Authorization: Token YOUR_API_KEY"
Bulk update invoices PATCH /api/companies/{company_id}/invoices/bulk
Updates a set of invoices in a single request. You can apply field updates and add or remove labels atomically across any number of invoices identified by their UUIDs.
Path parameters Request body Array of invoice UUIDs to update.
Object of field-value pairs to apply to all invoices in invoice_ids. Supports any writable invoice field (e.g., next_follow_up_date, payment_link).
Array of label UUIDs to add to all invoices in invoice_ids. Existing labels are preserved.
Array of label UUIDs to remove from all invoices in invoice_ids.
Response fields Number of invoice records updated.
Example curl --request PATCH \ --url "https://your-instance.com/api/companies/9e8f1234-0000-0000-0000-abcdef012345/invoices/bulk" \ --header "Authorization: Token YOUR_API_KEY" \ --header "Content-Type: application/json" \ --data '{ "invoice_ids": [ "inv00001-0000-0000-0000-000000000001", "inv00001-0000-0000-0000-000000000002" ], "updates": { "next_follow_up_date": "2026-05-25" }, "add_labels": ["label-uuid-5"] }'
Bulk send payment reminders POST /api/companies/{company_id}/invoices/bulk/send-reminders
Queues payment reminder notifications for a list of invoices. The reminders are dispatched asynchronously. This endpoint returns immediately with a queued status once the job is accepted.
Path parameters Request body Array of invoice UUIDs to send reminders for.
Response fields Always queued when the request is accepted.
Echo of the invoice UUIDs that were queued.
Human-readable confirmation message.
Example curl --request POST \ --url "https://your-instance.com/api/companies/9e8f1234-0000-0000-0000-abcdef012345/invoices/bulk/send-reminders" \ --header "Authorization: Token YOUR_API_KEY" \ --header "Content-Type: application/json" \ --data '{ "invoice_ids": [ "inv00001-0000-0000-0000-000000000001", "inv00001-0000-0000-0000-000000000003" ] }'
{ "status" : "queued" , "invoice_ids" : [ "inv00001-0000-0000-0000-000000000001" , "inv00001-0000-0000-0000-000000000003" ], "message" : "Reminder notifications queued" }
List payments on an invoice GET /api/companies/{company_id}/invoices/{invoice_id}/payments
Returns all payment records linked to a specific invoice, ordered by transaction date descending. See the Payments reference for the full payment object schema.
Path parameters Response fields Total number of payments for this invoice.
Array of payment objects. See Get a payment for the full field list. Example curl --request GET \ --url "https://your-instance.com/api/companies/9e8f1234-0000-0000-0000-abcdef012345/invoices/inv00001-0000-0000-0000-000000000001/payments" \ --header "Authorization: Token YOUR_API_KEY"
{ "count" : 1 , "data" : [ { "id" : "pay00001-0000-0000-0000-000000000001" , "invoice" : "inv00001-0000-0000-0000-000000000001" , "invoice_number" : "INV-2026-0042" , "payment_date" : "2026-04-10" , "amount" : 4250.00 , "payment_method" : "ACH" , "status" : "PAID" , "created_at" : "2026-04-10T14:00:00Z" } ] }
