Invoice

📄️Get invoice dashboard summary

Returns aggregated dashboard statistics for invoices

📄️Get invoice home dashboard summary

Returns aggregated home dashboard statistics for invoices

📄️Get the next invoice number

Returns the next available invoice number for the project

📄️Create a new invoice

Creates a new invoice for the project

📄️List all invoices

Returns a paginated list of invoices for the project

📄️Get a single invoice by ID

Returns a single invoice document by its MongoDB ID

📄️Update an invoice

Updates an existing invoice by its ID

📄️Get invoice by invoice number

Returns a single invoice by its human-readable invoice number

📄️Get invoice receipt by receipt number

Returns a receipt document linked to an invoice

📄️Format invoice for TRA submission

Formats an invoice into the TRA-compatible structure

📄️Generate TRA EFD receipt

Generates and posts a TRA EFD receipt for a paid invoice

📄️Create a new TRA Z-Report

Creates a new Z-Report for TRA submission

📄️Get TRA profile

Returns the TRA profile for a given project and environment

📄️Record a payment against an invoice

Records a manual payment collection against an existing invoice

📄️Reformat paid invoices

Reformats all paid invoices within a date range to update receipt payloads

📄️Reformat Z-Reports

Regenerates Z-Reports for a given date range

📄️Approve invoice or proforma draft

Approves a draft invoice or proforma, converting it to an active invoice