# Free Invoice Automation

> Free, paperless invoicing for everyone. Create invoices, estimates, credit notes and receipts, get paid through Stripe, bank transfer and more, from the web app, the REST API, the MCP server or the AI invoice agent. We never take a cut of payments.

Full text of every page: https://docs.freeinvoiceautomation.com/llms-full.txt

## Documentation

- [Introduction](https://docs.freeinvoiceautomation.com/raw/introduction.md): Free, paperless invoicing for everyone. Create invoices, get paid and automate the busy work from the web, your AI assistant or your own code.
- [Quickstart](https://docs.freeinvoiceautomation.com/raw/quickstart.md): Create your account, add a business and a client, send your first invoice and get paid, in the web app or through the API.
- [Free invoice generator](https://docs.freeinvoiceautomation.com/raw/generator.md): Make a professional PDF invoice in your browser with no account. Your data stays on your device until you choose to sign up.
- [Core concepts](https://docs.freeinvoiceautomation.com/raw/concepts.md): How accounts, businesses, clients, documents, statuses, revisions, capabilities, permissions and money fit together in Free Invoice Automation.
- [Create your account](https://docs.freeinvoiceautomation.com/raw/account/sign-up.md): Sign up for free with email and password, Google, Apple or a magic link, verify your email and set up your first business.
- [Free and Team plans](https://docs.freeinvoiceautomation.com/raw/billing/plans.md): Free has every invoicing feature, forever. Team adds members, roles, an audit log, more emails and AI credits, and removes our branding.
- [Upgrade to Team](https://docs.freeinvoiceautomation.com/raw/billing/team.md): Buy Team monthly or yearly through Stripe Checkout, manage your subscription in the Stripe Customer Portal, and cancel whenever you like.
- [Member seats](https://docs.freeinvoiceautomation.com/raw/billing/members.md): How many people each plan includes, what extra Team seats cost, and how seats work when you invite, deactivate or remove members.
- [AI credits](https://docs.freeinvoiceautomation.com/raw/billing/ai-credits.md): How credits for the AI invoice agent work: what each plan gets, what an action costs, when credits expire and which credits are used first.
- [Billing card](https://docs.freeinvoiceautomation.com/raw/billing/billing-card.md): Add a card on the Free plan to unlock 250 welcome AI credits. It is verified for $0, stays at Stripe and is never charged.
- [Credit packs](https://docs.freeinvoiceautomation.com/raw/billing/credit-packs.md): Buy 1,000 AI credits for $5 on Free or Team. Packs are bought only when you click, never charged automatically, and last 12 months.
- [Failed renewal and downgrade](https://docs.freeinvoiceautomation.com/raw/billing/failed-renewal.md): If a Team renewal payment fails you get 5 days of grace with everything working. If it stays unpaid, the account moves to Free and nothing is deleted.
- [30-day money-back](https://docs.freeinvoiceautomation.com/raw/billing/money-back.md): Team has no trial. Instead, your first Team payment is fully refundable for 30 days, once per account.
- [Fair-use limits](https://docs.freeinvoiceautomation.com/raw/billing/fair-use.md): The limits that protect the free service from abuse, such as API calls per month, storage and sends per minute, and what happens if you reach one.
- [Paperless mission](https://docs.freeinvoiceautomation.com/raw/mission.md): Why Free Invoice Automation exists, what \"paperless\" means in the product, and how we talk about it honestly.
- [Invoices](https://docs.freeinvoiceautomation.com/raw/invoicing/invoices.md): Create, send and track invoices with lines, taxes and discounts. Each business numbers its own invoices with no gaps, and sent invoices change only by revision.
- [Estimates](https://docs.freeinvoiceautomation.com/raw/invoicing/estimates.md): Send a quote before you invoice. Your client accepts it or asks for changes online, and you convert an accepted estimate into an invoice in one step.
- [Credit notes](https://docs.freeinvoiceautomation.com/raw/invoicing/credit-notes.md): Reduce or cancel what a client owes on a sent invoice. Credit all of it or part of it, then refund the money or keep it as client credit.
- [Receipts](https://docs.freeinvoiceautomation.com/raw/invoicing/receipts.md): Issue a receipt for a sale that was paid on the spot, such as a store order paid at checkout. Receipts have their own gap-free numbers and PDF.
- [Line items](https://docs.freeinvoiceautomation.com/raw/invoicing/line-items.md): Each line on a document has a description, quantity, unit, unit price, optional discount and tax. Totals are computed exactly in integer minor units.
- [Saved items](https://docs.freeinvoiceautomation.com/raw/invoicing/saved-items.md): Keep a list of the products and services each business sells, then pick them while typing a line. Import and export as CSV, and archive instead of deleting.
- [Taxes](https://docs.freeinvoiceautomation.com/raw/invoicing/taxes.md): Set up the tax rates each business charges, as exclusive, inclusive or compound taxes, and apply them per line. Rates are frozen on each line.
- [Discounts and shipping](https://docs.freeinvoiceautomation.com/raw/invoicing/discounts-and-shipping.md): Give a percentage or fixed discount on any line. The engine totals every discount on the document, and delivery charges are added as ordinary lines.
- [Currencies and exchange rates](https://docs.freeinvoiceautomation.com/raw/invoicing/currencies.md): Invoice in any currency. Amounts are exact integer minor units, and when a document's currency differs from your business currency, the exchange rate is frozen on it.
- [Document numbering](https://docs.freeinvoiceautomation.com/raw/invoicing/numbering.md): Every business numbers each document type in its own gap-free sequence, with a pattern you choose. A number is assigned on first send and never reused.
- [Due dates and payment terms](https://docs.freeinvoiceautomation.com/raw/invoicing/due-dates.md): Set when an invoice must be paid with payment terms per business or client. The due date drives overdue status, reminders and late fees.
- [Send a document](https://docs.freeinvoiceautomation.com/raw/invoicing/sending.md): Deliver invoices, estimates, credit notes and receipts by email, share link, PDF download or copied link. Sending numbers the document and freezes it.
- [Share links](https://docs.freeinvoiceautomation.com/raw/invoicing/share-links.md): Private links let your client open a document, pay it or accept it without an account. Links cannot be guessed, expire, and can be revoked at any time.
- [The pay page](https://docs.freeinvoiceautomation.com/raw/invoicing/pay-page.md): Every sent invoice has a pay page where your client sees the invoice, the amount due and every payment method you accept, with no ads and no analytics.
- [Verification codes](https://docs.freeinvoiceautomation.com/raw/invoicing/verification.md): Every PDF from a signed-in account carries a QR code. Scanning it opens a page that confirms who issued the document, its amount and its current status.
- [PDFs and templates](https://docs.freeinvoiceautomation.com/raw/invoicing/pdf.md): Every document renders to a professional PDF from a template you can style. The same template is used in the browser and on the server, so PDFs always match.
- [Document statuses](https://docs.freeinvoiceautomation.com/raw/invoicing/statuses.md): Every status an invoice, estimate, credit note or receipt can have, what moves a document from one to the next, and how to filter by status.
- [Revisions](https://docs.freeinvoiceautomation.com/raw/invoicing/revisions.md): A sent document is never edited in place. Each change creates a revision with its own snapshot, and every earlier version stays readable.
- [Void and delete](https://docs.freeinvoiceautomation.com/raw/invoicing/void.md): Delete a draft you do not need, or void a sent document with a reason. A voided document keeps its number, and an invoice with payments needs a credit note instead.
- [Clients and contacts](https://docs.freeinvoiceautomation.com/raw/clients/clients.md): Save the people and companies you bill, with contacts and defaults that fill every new document for them.
- [Client credit](https://docs.freeinvoiceautomation.com/raw/clients/client-credit.md): Keep money from a credit note on a paid invoice as credit for the client, and apply it to their next invoice.
- [Client portal](https://docs.freeinvoiceautomation.com/raw/clients/portal.md): A passwordless portal where a client sees, pays and downloads every document one business has sent them.
- [Import and export](https://docs.freeinvoiceautomation.com/raw/clients/import-export.md): What you can bring in and take out today: the full account export, saved items as CSV, generator invoices, and client data through the API.
- [How payments work](https://docs.freeinvoiceautomation.com/raw/payments/overview.md): Payment methods, how money reaches you, and the one rule that decides when an invoice is marked paid.
- [Stripe](https://docs.freeinvoiceautomation.com/raw/payments/stripe.md): Take card payments on your own Stripe account through Stripe Connect, with hosted Checkout and refunds from the app.
- [Bank transfer](https://docs.freeinvoiceautomation.com/raw/payments/bank-transfer.md): Show your bank details on every invoice, let clients tell you when they have paid, and record the transfer yourself.
- [Payment proofs](https://docs.freeinvoiceautomation.com/raw/payments/payment-proofs.md): How clients report a payment with \"I have paid\", and how you accept or reject their proof.
- [Record a payment](https://docs.freeinvoiceautomation.com/raw/payments/recording.md): Mark money you received outside the system, by transfer, cash, cheque or a QR payment, so the invoice shows the right balance.
- [Refunds](https://docs.freeinvoiceautomation.com/raw/payments/refunds.md): Give money back to a client through Stripe from the app, or record a refund you made yourself, with a credit note on record.
- [Whop](https://docs.freeinvoiceautomation.com/raw/payments/whop.md): Let clients pay invoices through your own Whop account, with a Whop checkout link on each invoice and webhooks that mark it paid.
- [Local QR payments](https://docs.freeinvoiceautomation.com/raw/payments/qr-rails.md): Show a UPI, Raast, JazzCash or Easypaisa payment QR code on your invoices so clients can pay by scanning with their banking or wallet app.
- [Deposits and schedules](https://docs.freeinvoiceautomation.com/raw/payments/schedules.md): Ask for a deposit up front and split the rest into instalments, each with its own due date, reminders and late fees.
- [Saved cards and auto-charge](https://docs.freeinvoiceautomation.com/raw/payments/auto-charge.md): Let clients save a card at Stripe with their consent, then charge recurring invoices and instalments automatically on their due date.
- [Pay-me page](https://docs.freeinvoiceautomation.com/raw/payments/pay-me.md): A public page at your business's own address where anyone can pay you with the methods you choose, without an invoice link.
- [Reminders](https://docs.freeinvoiceautomation.com/raw/collections/reminders.md): Named reminder sequences that email clients before and after the due date, and stop on their own when an invoice is settled.
- [Late fees](https://docs.freeinvoiceautomation.com/raw/collections/late-fees.md): Add a fixed, percentage or statutory late fee to overdue invoices, stated in your terms in advance and waivable in one click.
- [Recurring invoices](https://docs.freeinvoiceautomation.com/raw/collections/recurring.md): Create invoices automatically on a schedule from a template, as drafts for you to send or sent for you.
- [Promise to pay](https://docs.freeinvoiceautomation.com/raw/collections/promise-to-pay.md): Record the date a client promised to pay, so automatic reminders pause until then and start again if the date passes.
- [Platform email](https://docs.freeinvoiceautomation.com/raw/messaging/platform-email.md): Send invoices and other documents by email from our address with no setup, within a monthly allowance of 20 emails on Free and 100 on Team.
- [Your own SMTP](https://docs.freeinvoiceautomation.com/raw/messaging/smtp.md): Connect your own mailbox so documents are sent from your address, with no monthly email limit from Free Invoice Automation.
- [Message templates](https://docs.freeinvoiceautomation.com/raw/messaging/templates.md): Set the subject and text of the emails your clients receive, per business, per event and per language, with details filled in for each send.
- [WhatsApp, Telegram and SMS](https://docs.freeinvoiceautomation.com/raw/messaging/other-channels.md): Send documents and reminders on WhatsApp, Telegram or SMS through your own accounts, alongside email, with the same previews and logs.
- [Reports](https://docs.freeinvoiceautomation.com/raw/features/reports.md): See who owes you and for how long, revenue per month, tax collected and payments received, filtered and exported to CSV or PDF.
- [Contracts and e-signature](https://docs.freeinvoiceautomation.com/raw/features/contracts.md): Build contracts from templates, have clients sign online, counter-sign, and keep a sealed signed PDF that can never be changed.
- [Time tracking](https://docs.freeinvoiceautomation.com/raw/features/time-tracking.md): Track billable hours with a timer or manual entries, per client, and turn unbilled time into a draft invoice in one step.
- [Expenses](https://docs.freeinvoiceautomation.com/raw/features/expenses.md): Record what your business spends, keep the receipt with it, and bill costs back to clients with an optional markup on their next invoice.
- [Saved views](https://docs.freeinvoiceautomation.com/raw/features/saved-views.md): Save a list's filters, sort order and columns under a name, so you can come back to the same view of your invoices or clients in one click.
- [Accounting ledger](https://docs.freeinvoiceautomation.com/raw/features/ledger.md): A double-entry ledger per business, posted automatically from your invoices, payments and expenses, with locked periods and standard accounting reports.
- [Members and invitations](https://docs.freeinvoiceautomation.com/raw/team/members.md): Invite people into your account, choose their role and which businesses they can reach, and manage everyone from Settings > Team.
- [Roles and permissions](https://docs.freeinvoiceautomation.com/raw/team/roles.md): Every action needs a permission key. Roles are lists of keys; the five presets, what each one can do, and how roles apply on every surface.
- [Custom roles](https://docs.freeinvoiceautomation.com/raw/team/custom-roles.md): On Team, create your own roles from scratch or by duplicating an existing one, pick exactly the permission keys they hold, and give them to members.
- [Deactivate and remove](https://docs.freeinvoiceautomation.com/raw/team/deactivate.md): End a member's access at once with deactivate, bring them back with reactivate, or end the membership for good with remove. Their work always stays.
- [Audit log](https://docs.freeinvoiceautomation.com/raw/team/audit-log.md): A permanent record of who did what in your account, from people, API keys, AI assistants, the agent, connectors and scheduled jobs. Viewable on Team.
- [Sign-in methods](https://docs.freeinvoiceautomation.com/raw/security/sign-in.md): Sign in with email and password, Google, Apple, a magic link or a passkey. How each works, how sessions last, and when we ask you to sign in again.
- [Two-factor and passkeys](https://docs.freeinvoiceautomation.com/raw/security/two-factor.md): Protect your login with a time-based code from an authenticator app, keep recovery codes safe, and sign in without a password using a passkey.
- [How we protect data](https://docs.freeinvoiceautomation.com/raw/security/overview.md): Account isolation, permissions on every surface, encryption of secrets, no card data on our servers, daily tested backups, EU hosting and your privacy rights.
- [Businesses](https://docs.freeinvoiceautomation.com/raw/account/businesses.md): A business is the company or trading name that issues your documents. Add as many as you need, each with its own profile, logo, numbering, taxes and payment methods.
- [Settings](https://docs.freeinvoiceautomation.com/raw/account/settings.md): How settings work at every level, from the whole account down to one business, one client or one document, and which value wins when several are set.
- [Branding](https://docs.freeinvoiceautomation.com/raw/account/branding.md): Put your logo and colour on your PDFs, pay pages, client portal and emails, choose a template, and remove the \"Powered by\" line on Team.
- [Export your data](https://docs.freeinvoiceautomation.com/raw/account/export.md): Download everything in your account as JSON, PDFs and CSV, at any time and on any plan. Only the Owner can export the whole account.
- [Transfer ownership](https://docs.freeinvoiceautomation.com/raw/account/ownership.md): Hand your account to another person, for example when you sell the business or step back. Only the Owner can do it, after signing in again.
- [Delete your account](https://docs.freeinvoiceautomation.com/raw/account/delete.md): The Owner can delete the account at any time. It is hidden at once and permanently deleted after 30 days. Export your data first.
- [FAQ](https://docs.freeinvoiceautomation.com/raw/help/faq.md): Answers to the questions people ask most about pricing, invoices, payments, clients, teams, AI, data and the API.
- [Troubleshooting](https://docs.freeinvoiceautomation.com/raw/help/troubleshooting.md): Common problems with signing in, sending, documents, payments, links, teams, AI credits and the API, with the error codes you may see and how to fix them.
- [Glossary](https://docs.freeinvoiceautomation.com/raw/help/glossary.md): Every term used in Free Invoice Automation, from account to webhook, explained in plain words with links to the full pages.
- [Changelog](https://docs.freeinvoiceautomation.com/raw/changelog.md): What ships on launch day, 1 January 2027, and in each planned release through July 2027.
- [Contact support](https://docs.freeinvoiceautomation.com/raw/help/support.md): How to get help with Free Invoice Automation, what to include so we can answer quickly, and where to report security issues.

## Integrations

- [Integrations overview](https://docs.freeinvoiceautomation.com/raw/integrations/overview.md): Connect Free Invoice Automation to your code, your store and your accounting tool. Every integration uses the same API, permissions and safety rules.
- [TypeScript SDK](https://docs.freeinvoiceautomation.com/raw/integrations/sdk.md): The typed TypeScript client generated from our OpenAPI document, what it covers, how it is distributed, and how to get the same types in your own project today.
- [CLI](https://docs.freeinvoiceautomation.com/raw/integrations/cli.md): The freeinvoiceautomation command line tool runs every API capability from your terminal and scripts, with the same permissions and modes as your API key.
- [Webhooks](https://docs.freeinvoiceautomation.com/raw/integrations/webhooks.md): Set up webhook endpoints in the app or through the API, choose events, send a test, read the delivery log and redeliver failed events.
- [Shopify](https://docs.freeinvoiceautomation.com/raw/integrations/shopify.md): The free Shopify app turns orders into invoices or receipts numbered from your own sequence, records Shopify payments, and mirrors cancels and refunds.
- [WordPress and WooCommerce](https://docs.freeinvoiceautomation.com/raw/integrations/woocommerce.md): The free WordPress plugin creates invoices from WooCommerce orders, records verified payments, mirrors refunds and cancels, and adds a Create invoice button.
- [QuickBooks Online](https://docs.freeinvoiceautomation.com/raw/integrations/quickbooks.md): Push clients, items, invoices, credit notes and payments one way into QuickBooks Online, so your accountant's books stay current without double entry.
- [Xero](https://docs.freeinvoiceautomation.com/raw/integrations/xero.md): Push clients, items, invoices, credit notes and payments one way into Xero, so your books stay up to date while you invoice in Free Invoice Automation.
- [n8n](https://docs.freeinvoiceautomation.com/raw/integrations/n8n.md): An n8n node for Free Invoice Automation is planned. How it will work, and how to connect n8n to the API and webhooks today with built-in nodes.

## API Reference

- [Introduction](https://docs.freeinvoiceautomation.com/raw/api-reference/introduction.md): The Free Invoice Automation REST API. Base URL, authentication, conventions, the OpenAPI document and how the endpoint pages are organised.
- [Authentication](https://docs.freeinvoiceautomation.com/raw/api-reference/authentication.md): Authenticate with API keys, web app sessions or MCP tokens. Scopes, draft-only and auto-send modes, account selection and fresh sign-in.
- [Requests and responses](https://docs.freeinvoiceautomation.com/raw/api-reference/requests.md): How to shape requests to the API, which headers to send, and what successful responses look like for single resources, lists, creates, deletes and jobs.
- [Money and currencies](https://docs.freeinvoiceautomation.com/raw/api-reference/money.md): Amounts are strings of integer minor units with an ISO 4217 currency. How to send prices, read totals, and work with several currencies.
- [Idempotency](https://docs.freeinvoiceautomation.com/raw/api-reference/idempotency.md): Send an Idempotency-Key with every write so a retried request never creates, sends or charges anything twice.
- [Pagination and filters](https://docs.freeinvoiceautomation.com/raw/api-reference/pagination.md): Page through any list with cursors, narrow it with field filters and text search, and sort it on documented fields.
- [Drafts and confirmations](https://docs.freeinvoiceautomation.com/raw/api-reference/confirmations.md): Integrations create drafts. Sends need confirm true unless the key is auto-send, and destructive or money-moving actions always need confirm true.
- [Errors](https://docs.freeinvoiceautomation.com/raw/api-reference/errors.md): The error shape every endpoint uses, and every error code with its HTTP status, when it happens and how to fix it.
- [Rate limits](https://docs.freeinvoiceautomation.com/raw/api-reference/rate-limits.md): Per-key request limits, Free fair-use limits, email and AI limits, the rate-limit headers, and how to back off when you get 429.
- [Versioning](https://docs.freeinvoiceautomation.com/raw/api-reference/versioning.md): The major version is in the path. Within v1 we only add things, so your code keeps working. How to stay compatible and how deprecations are announced.
- [Permission keys](https://docs.freeinvoiceautomation.com/raw/api-reference/permissions.md): The 48 permission keys that guard every action, what each one allows, the default keys of each role, and how scopes and modes work for API keys and MCP tokens.
- [Webhook events](https://docs.freeinvoiceautomation.com/raw/api-reference/webhook-events.md): Signed webhooks for every change. Payload shape, delivery and retries, verifying the FIA-Signature header in Node.js, and the full event list.
- [List businesses](https://docs.freeinvoiceautomation.com/raw/api-reference/businesses/list-businesses.md): Returns the businesses of the account that you can reach.
- [Get a business](https://docs.freeinvoiceautomation.com/raw/api-reference/businesses/get-business.md): Returns one business profile.
- [Create a business](https://docs.freeinvoiceautomation.com/raw/api-reference/businesses/create-business.md): Adds a business to the account, with country defaults filled in.
- [Update a business](https://docs.freeinvoiceautomation.com/raw/api-reference/businesses/update-business.md): Changes the profile of a business. Only the fields you send are changed.
- [Delete a business](https://docs.freeinvoiceautomation.com/raw/api-reference/businesses/delete-business.md): Soft-deletes a business that has never sent a document.
- [List tax rates](https://docs.freeinvoiceautomation.com/raw/api-reference/businesses/list-tax-rates.md): Returns the tax rates of a business.
- [Create or update a tax rate](https://docs.freeinvoiceautomation.com/raw/api-reference/businesses/upsert-tax-rate.md): Creates a tax rate, or updates it when the body contains the `id` of an existing rate.
- [Archive a tax rate](https://docs.freeinvoiceautomation.com/raw/api-reference/businesses/archive-tax-rate.md): Hides a tax rate from pickers. Documents that already use it are not changed.
- [List numbering sequences](https://docs.freeinvoiceautomation.com/raw/api-reference/businesses/list-numbering-sequences.md): Returns the number patterns and counters of a business, one per document type and period.
- [Update a numbering pattern](https://docs.freeinvoiceautomation.com/raw/api-reference/businesses/update-numbering-pattern.md): Changes the number pattern a business uses for one document type.
- [List clients](https://docs.freeinvoiceautomation.com/raw/api-reference/clients/list-clients.md): Returns the clients of the businesses you can reach, newest first.
- [Get a client](https://docs.freeinvoiceautomation.com/raw/api-reference/clients/get-client.md): Returns one client.
- [Create or update a client](https://docs.freeinvoiceautomation.com/raw/api-reference/clients/upsert-client.md): Creates a client, or updates it when the body contains the `id` of an existing client.
- [Delete a client](https://docs.freeinvoiceautomation.com/raw/api-reference/clients/delete-client.md): Soft-deletes a client and hides it from lists and pickers.
- [List client contacts](https://docs.freeinvoiceautomation.com/raw/api-reference/clients/list-client-contacts.md): Returns the contact people of a client.
- [Create or update a client contact](https://docs.freeinvoiceautomation.com/raw/api-reference/clients/upsert-client-contact.md): Adds a contact person to a client.
- [Delete a client contact](https://docs.freeinvoiceautomation.com/raw/api-reference/clients/delete-client-contact.md): Removes a contact person from a client.
- [Get client credit](https://docs.freeinvoiceautomation.com/raw/api-reference/clients/get-client-credit.md): Returns the client's credit balance per currency and the entries behind it.
- [List items](https://docs.freeinvoiceautomation.com/raw/api-reference/items/list-items.md): Returns the saved products and services of the businesses you can reach, newest first.
- [Get an item](https://docs.freeinvoiceautomation.com/raw/api-reference/items/get-item.md): Returns one saved item.
- [Create or update an item](https://docs.freeinvoiceautomation.com/raw/api-reference/items/upsert-item.md): Creates a saved item, or updates it when the body contains the `id` of an existing item.
- [Archive an item](https://docs.freeinvoiceautomation.com/raw/api-reference/items/archive-item.md): Hides an item from pickers and lists. Documents that already use it are not changed.
- [Import items from CSV](https://docs.freeinvoiceautomation.com/raw/api-reference/items/import-items.md): Creates or updates many items at once from a CSV file.
- [Export items to CSV](https://docs.freeinvoiceautomation.com/raw/api-reference/items/export-items.md): Downloads every item of a business as a CSV file with the same columns the import accepts.
- [List documents](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/list-documents.md): Returns invoices, estimates, credit notes and receipts, newest first, with filters for type, status, client and dates.
- [Get a document](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/get-document.md): Returns one document with its lines, totals, status, links and pay link.
- [Create an invoice](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/create-invoice.md): Creates a draft invoice with lines, taxes and discounts. Send `type: "invoice"`.
- [Create an estimate](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/create-estimate.md): Creates a draft estimate (quote) with the same lines and maths as an invoice. Send `type: "estimate"`.
- [Create a receipt](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/create-receipt.md): Creates a receipt for a sale that was already paid, e.g. a store order paid at checkout. Send `type: "receipt"`.
- [Update an invoice](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/update-invoice.md): Changes a draft freely; changing a sent document creates a new revision.
- [Delete a draft](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/delete-draft.md): Soft-deletes a draft. Documents that were sent cannot be deleted.
- [Convert an estimate](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/convert-estimate.md): Creates a draft invoice from an estimate, with the same client, currency and lines.
- [List document versions](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/list-document-versions.md): Returns the versions of a sent document: the first send and every revision, with the reason for each change.
- [List document activity](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/list-document-activity.md): Returns the timeline of a document: created, sent, viewed, payments, reminders, void and credit notes.
- [List overdue invoices](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/list-overdue.md): Returns invoices past their due date that are not fully paid, oldest due date first.
- [Preview a send](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/preview-send.md): Shows exactly what sending would do: sender, recipients, subject, message and quota use. Nothing is sent.
- [Send a document](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/send-document.md): Emails the document to the client with its pay link. A draft gets its number and first snapshot in the same step.
- [Render a PDF](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/render-pdf.md): Returns the document as a PDF file.
- [Create a share link](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/create-share-link.md): Creates a public link to the document: the pay page for an invoice, the estimate page for an estimate.
- [Revoke a share link](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/revoke-share-link.md): Turns a share link off at once. Anyone opening it sees that the link is no longer valid.
- [Void a document](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/void-document.md): Cancels a sent invoice that has no payments. It keeps its number and is stamped VOID.
- [Create a credit note](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/create-credit-note.md): Issues a full or partial credit note against an invoice and, for a paid invoice, refunds the amount or keeps it as client credit.
- [Apply client credit](https://docs.freeinvoiceautomation.com/raw/api-reference/documents/apply-client-credit.md): Uses the client's credit balance to reduce what is owed on an invoice.
- [Record a payment](https://docs.freeinvoiceautomation.com/raw/api-reference/payments/record-payment.md): Records money you received outside the system, such as a bank transfer, and updates the invoice balance.
- [Get payment status](https://docs.freeinvoiceautomation.com/raw/api-reference/payments/get-payment-status.md): Returns how much of an invoice is paid, credited and still owed, with the payments behind it.
- [List payments](https://docs.freeinvoiceautomation.com/raw/api-reference/payments/list-payments.md): Returns payments and refunds of the businesses you can reach, newest first.
- [Get a payment](https://docs.freeinvoiceautomation.com/raw/api-reference/payments/get-payment.md): Returns one payment or refund.
- [Delete a payment](https://docs.freeinvoiceautomation.com/raw/api-reference/payments/delete-payment.md): Removes a payment that was recorded by mistake. Only manual records can be deleted.
- [Refund a payment](https://docs.freeinvoiceautomation.com/raw/api-reference/payments/refund-payment.md): Refunds all or part of a payment, through the rail when it supports refunds, otherwise as a manual record.
- [List payment proofs](https://docs.freeinvoiceautomation.com/raw/api-reference/payments/list-payment-proofs.md): Returns the "I have paid" messages clients sent from the pay page, with any uploaded proof.
- [Accept a payment proof](https://docs.freeinvoiceautomation.com/raw/api-reference/payments/accept-payment-proof.md): Confirms a client's "I have paid" and records the payment on the invoice.
- [Reject a payment proof](https://docs.freeinvoiceautomation.com/raw/api-reference/payments/reject-payment-proof.md): Marks a client's "I have paid" as not matching a payment. Nothing is recorded.
- [List payment rails](https://docs.freeinvoiceautomation.com/raw/api-reference/connections/list-rails.md): Returns every payment rail in the rails registry, with what it can do and whether it can be connected now.
- [List connections](https://docs.freeinvoiceautomation.com/raw/api-reference/connections/list-connections.md): Returns the connected payment rails, email senders and AI keys you can reach.
- [Create a connection](https://docs.freeinvoiceautomation.com/raw/api-reference/connections/create-connection.md): Connects a payment rail, your own SMTP mailbox or your own AI key.
- [Start Stripe Connect](https://docs.freeinvoiceautomation.com/raw/api-reference/connections/start-stripe-connect.md): Starts Stripe Connect onboarding for a business and returns the Stripe link to open.
- [Update a connection](https://docs.freeinvoiceautomation.com/raw/api-reference/connections/update-connection.md): Changes a connection's label, public details, secrets or QR image.
- [Verify a connection](https://docs.freeinvoiceautomation.com/raw/api-reference/connections/verify-connection.md): Checks that a connection still works and updates its status.
- [Delete a connection](https://docs.freeinvoiceautomation.com/raw/api-reference/connections/delete-connection.md): Disconnects a rail, sender or AI key. Past payments and messages are kept.
- [Set a business's payment methods](https://docs.freeinvoiceautomation.com/raw/api-reference/connections/set-payment-methods.md): Chooses which connected rails a business offers to clients, in which order, and under which rules.
- [List messages](https://docs.freeinvoiceautomation.com/raw/api-reference/messaging/list-messages.md): Returns the log of messages sent to clients, newest first.
- [List message templates](https://docs.freeinvoiceautomation.com/raw/api-reference/messaging/list-message-templates.md): Returns a business's email templates per event, channel and language.
- [Create or update a message template](https://docs.freeinvoiceautomation.com/raw/api-reference/messaging/upsert-message-template.md): Creates a message template, or updates it when the body contains the `id` of an existing one.
- [List PDF templates](https://docs.freeinvoiceautomation.com/raw/api-reference/messaging/list-pdf-templates.md): Returns a business's PDF templates.
- [Create or update a PDF template](https://docs.freeinvoiceautomation.com/raw/api-reference/messaging/upsert-pdf-template.md): Creates a PDF template, or updates it when the body contains the `id` of an existing one.
- [Get usage](https://docs.freeinvoiceautomation.com/raw/api-reference/messaging/get-usage.md): Returns this month's platform emails, AI credits, API calls and storage against your plan's limits.
- [Get settings](https://docs.freeinvoiceautomation.com/raw/api-reference/account/get-settings.md): Returns the settings that apply at one scope, with where each value came from.
- [Update settings](https://docs.freeinvoiceautomation.com/raw/api-reference/account/update-settings.md): Sets one or more settings at the account, business, client or user scope.
- [Get the account](https://docs.freeinvoiceautomation.com/raw/api-reference/account/get-account.md): Returns the account the request acts for.
- [Update the account](https://docs.freeinvoiceautomation.com/raw/api-reference/account/update-account.md): Changes the account's name or country.
- [Export the account](https://docs.freeinvoiceautomation.com/raw/api-reference/account/export-account.md): Starts an export of everything in the account: JSON data, document PDFs and CSV files.
- [Delete the account](https://docs.freeinvoiceautomation.com/raw/api-reference/account/delete-account.md): Deletes the whole account: hidden at once, erased permanently after 30 days.
- [Upload a file](https://docs.freeinvoiceautomation.com/raw/api-reference/account/upload-file.md): Uploads a logo, merchant QR image, receipt, import file or proof document and returns its id.
- [Transfer ownership](https://docs.freeinvoiceautomation.com/raw/api-reference/account/transfer-ownership.md): Makes another member of the account its Owner.
- [List members](https://docs.freeinvoiceautomation.com/raw/api-reference/team/list-members.md): Returns the people in the account with their role, business scope and status.
- [Invite a member](https://docs.freeinvoiceautomation.com/raw/api-reference/team/invite-member.md): Emails an invitation to join the account with a role and a business scope.
- [Revoke an invitation](https://docs.freeinvoiceautomation.com/raw/api-reference/team/revoke-invitation.md): Withdraws an invitation that has not been accepted yet.
- [Update a member](https://docs.freeinvoiceautomation.com/raw/api-reference/team/update-member.md): Changes a member's role or the businesses they can reach.
- [Deactivate a member](https://docs.freeinvoiceautomation.com/raw/api-reference/team/deactivate-member.md): Ends a member's access to the account at once, keeping their work.
- [Reactivate a member](https://docs.freeinvoiceautomation.com/raw/api-reference/team/reactivate-member.md): Gives a deactivated member access to the account again.
- [Remove a member](https://docs.freeinvoiceautomation.com/raw/api-reference/team/remove-member.md): Ends a person's membership of the account. Their work stays and is still attributed to them.
- [List roles](https://docs.freeinvoiceautomation.com/raw/api-reference/team/list-roles.md): Returns the account's roles with their permission keys.
- [Create a role](https://docs.freeinvoiceautomation.com/raw/api-reference/team/create-role.md): Creates a custom role from scratch or by duplicating an existing role.
- [Update a role](https://docs.freeinvoiceautomation.com/raw/api-reference/team/update-role.md): Renames a role or changes its permission keys.
- [Delete a role](https://docs.freeinvoiceautomation.com/raw/api-reference/team/delete-role.md): Deletes a role that no member is on.
- [Reset a role to default](https://docs.freeinvoiceautomation.com/raw/api-reference/team/reset-role.md): Puts a preset role (Admin, Editor, Viewer, Accountant) back to its default permission keys.
- [List the audit log](https://docs.freeinvoiceautomation.com/raw/api-reference/team/list-audit-log.md): Returns who did what in the account, newest first.
- [List API keys](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/list-api-keys.md): Returns the account's API keys without their secret values.
- [Create an API key](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/create-api-key.md): Creates an API key with scopes and a mode, and returns the key once.
- [Revoke an API key](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/revoke-api-key.md): Stops an API key from working, at once and for good.
- [List webhook endpoints](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/list-webhook-endpoints.md): Returns the URLs that receive signed event notifications from your account.
- [Create or update a webhook endpoint](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/upsert-webhook-endpoint.md): Creates a webhook endpoint, or updates it when the body contains the `id` of an existing one.
- [Delete a webhook endpoint](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/delete-webhook-endpoint.md): Stops sending events to an endpoint and removes it.
- [Test a webhook endpoint](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/test-webhook-endpoint.md): Sends a signed test delivery to the endpoint and returns what happened.
- [List webhook deliveries](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/list-webhook-deliveries.md): Returns the delivery log of one endpoint, newest first.
- [Redeliver a webhook](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/redeliver-webhook.md): Sends a past delivery again, with the same event id.
- [Link a connector install](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/link-connector-install.md): Links a Shopify shop or WordPress site to a business.
- [List connector installs](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/list-connector-installs.md): Returns the Shopify shops and WordPress sites linked to the account.
- [Update a connector install](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/update-connector-install.md): Changes what a linked store does: events, document type, numbering prefix, tax mapping and "send automatically".
- [Unlink a connector install](https://docs.freeinvoiceautomation.com/raw/api-reference/developers/unlink-connector-install.md): Disconnects a Shopify shop or WordPress site from the account.
- [Get billing](https://docs.freeinvoiceautomation.com/raw/api-reference/billing/get-billing.md): Returns the account's plan, Team subscription state, seats and billing card.
- [Start Team checkout](https://docs.freeinvoiceautomation.com/raw/api-reference/billing/start-team-checkout.md): Creates a Stripe Checkout session for the Team plan and returns its URL.
- [Open the billing portal](https://docs.freeinvoiceautomation.com/raw/api-reference/billing/open-billing-portal.md): Returns a link to the Stripe Customer Portal to cancel Team, change the card or download invoices.
- [Add a billing card](https://docs.freeinvoiceautomation.com/raw/api-reference/billing/add-billing-card.md): Starts a $0 card verification that unlocks the Free plan's 250 welcome AI credits. The card is never charged.
- [Remove the billing card](https://docs.freeinvoiceautomation.com/raw/api-reference/billing/remove-billing-card.md): Detaches the billing card at Stripe.
- [Buy a credit pack](https://docs.freeinvoiceautomation.com/raw/api-reference/billing/buy-credit-pack.md): Creates a Stripe Checkout session for one pack of 1,000 AI credits ($5) and returns its URL.
- [List credit packs](https://docs.freeinvoiceautomation.com/raw/api-reference/billing/list-credit-packs.md): Returns the credit packs bought on this account, with credits left and expiry dates.
- [Apply for Free Team](https://docs.freeinvoiceautomation.com/raw/api-reference/billing/apply-free-team.md): Applies for the Team plan at no charge for a verified non-profit, education organisation or student.
- [List reminder sequences](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/list-reminder-sequences.md): Returns the reminder sequences of the businesses you can reach, with their steps.
- [Create or update a reminder sequence](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/upsert-reminder-sequence.md): Creates a reminder sequence, or updates it when the body contains the `id` of an existing one.
- [Delete a reminder sequence](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/delete-reminder-sequence.md): Deletes a reminder sequence so it sends nothing more.
- [Send a reminder now](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/send-reminder.md): Sends one payment reminder for an unpaid invoice right away, outside its sequence.
- [Set a promise-to-pay date](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/set-promise-to-pay.md): Records the date a client promised to pay an invoice and pauses its reminders until then.
- [List late-fee policies](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/list-late-fee-policies.md): Returns the late-fee policies of your businesses, including client overrides.
- [Create or update a late-fee policy](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/upsert-late-fee-policy.md): Creates the late-fee policy of a business or a client override, or updates it when the body contains an `id`.
- [Delete a late-fee policy](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/delete-late-fee-policy.md): Deletes a late-fee policy so no new fees are added under it.
- [Waive a late fee](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/waive-late-fee.md): Removes an applied late fee from its invoice.
- [List recurring schedules](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/list-recurring-schedules.md): Returns the recurring invoice schedules of your businesses.
- [Create or update a recurring schedule](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/upsert-recurring-schedule.md): Creates a schedule that makes an invoice from a template draft every week, month or year, or updates one by `id`.
- [Pause or resume a recurring schedule](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/pause-recurring-schedule.md): Pauses a recurring schedule so it creates no invoices until you resume it.
- [Delete a recurring schedule](https://docs.freeinvoiceautomation.com/raw/api-reference/collections/delete-recurring-schedule.md): Deletes a recurring schedule. Invoices it already created are kept.
- [Set a payment schedule](https://docs.freeinvoiceautomation.com/raw/api-reference/reports/set-payment-schedule.md): Adds or replaces the deposit and instalments of an invoice or estimate.
- [Get a payment schedule](https://docs.freeinvoiceautomation.com/raw/api-reference/reports/get-payment-schedule.md): Returns the deposit and instalments of a document, with what has been paid on each.
- [Remove a payment schedule](https://docs.freeinvoiceautomation.com/raw/api-reference/reports/delete-payment-schedule.md): Removes the deposit and instalments from a document so it is paid as one amount.
- [Get aged receivables](https://docs.freeinvoiceautomation.com/raw/api-reference/reports/get-aged-receivables.md): Shows who owes you and for how long, grouped Current, 1 to 30, 31 to 60, 61 to 90 and 90+ days, per client.
- [Get a report](https://docs.freeinvoiceautomation.com/raw/api-reference/reports/get-report.md): Returns one of the standard reports as JSON, filtered by business, client, date range and currency.
- [Export a report](https://docs.freeinvoiceautomation.com/raw/api-reference/reports/export-report.md): Downloads a report as a CSV or PDF file with the same numbers as the JSON report.
- [Run the AI agent](https://docs.freeinvoiceautomation.com/raw/api-reference/agent/run-agent.md): Asks the AI invoice agent to create invoices, estimates or clients from a plain-language request. It only ever creates drafts.
- [List agent runs](https://docs.freeinvoiceautomation.com/raw/api-reference/agent/list-agent-runs.md): Returns the agent's activity: each run with its input, steps, documents created, credits used and status.
- [Get an agent run](https://docs.freeinvoiceautomation.com/raw/api-reference/agent/get-agent-run.md): Returns one agent run. Poll this after starting a run until it is no longer `running`.
- [List agent automations](https://docs.freeinvoiceautomation.com/raw/api-reference/agent/list-agent-automations.md): Returns the automations that run the agent on a schedule or when something happens.
- [Create or update an agent automation](https://docs.freeinvoiceautomation.com/raw/api-reference/agent/upsert-agent-automation.md): Creates an automation that runs the agent on a trigger, or updates one when the body contains its `id`.
- [Delete an agent automation](https://docs.freeinvoiceautomation.com/raw/api-reference/agent/delete-agent-automation.md): Deletes an automation so it no longer runs.
- [Get the pay-me page](https://docs.freeinvoiceautomation.com/raw/api-reference/agent/get-pay-me-page.md): Returns the settings of a business's public pay-me page.
- [Update the pay-me page](https://docs.freeinvoiceautomation.com/raw/api-reference/agent/update-pay-me-page.md): Turns a business's pay-me page on or off and sets its heading and text.
- [List a client's saved cards](https://docs.freeinvoiceautomation.com/raw/api-reference/cards-contracts/list-saved-payment-methods.md): Returns the cards a client saved for future invoices, showing only brand, last 4 and the consent record.
- [Set auto-charge](https://docs.freeinvoiceautomation.com/raw/api-reference/cards-contracts/set-auto-charge.md): Turns on or off charging a client's saved card on the due date of a recurring invoice or an instalment.
- [Create a contract](https://docs.freeinvoiceautomation.com/raw/api-reference/cards-contracts/create-contract.md): Creates a draft contract from a template, filled with the business's and client's details.
- [List contracts](https://docs.freeinvoiceautomation.com/raw/api-reference/cards-contracts/list-contracts.md): Returns the contracts of your businesses, newest first.
- [Get a contract](https://docs.freeinvoiceautomation.com/raw/api-reference/cards-contracts/get-contract.md): Returns one contract with its content, signer order and signatures.
- [Counter-sign a contract](https://docs.freeinvoiceautomation.com/raw/api-reference/cards-contracts/countersign-contract.md): Adds the business's signature to a contract when it is the business's turn in the signer order.
- [Create a new contract version](https://docs.freeinvoiceautomation.com/raw/api-reference/cards-contracts/new-contract-version.md): Makes a new draft version of a contract when something must change. The new version must be signed again.
- [Download a signed contract](https://docs.freeinvoiceautomation.com/raw/api-reference/cards-contracts/download-signed-contract.md): Downloads the sealed PDF of a signed contract, after checking its SHA-256 hash.
- [List saved views](https://docs.freeinvoiceautomation.com/raw/api-reference/cards-contracts/list-saved-views.md): Returns your saved list views: named filters, sort and columns.
- [Create or update a saved view](https://docs.freeinvoiceautomation.com/raw/api-reference/cards-contracts/upsert-saved-view.md): Saves a list's filters, sort and columns under a name, or updates a view by `id`.
- [Delete a saved view](https://docs.freeinvoiceautomation.com/raw/api-reference/cards-contracts/delete-saved-view.md): Deletes a saved view. The documents it showed are not affected.
- [Log time](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/log-time.md): Records time worked for a client, with start and end times or a duration.
- [Start a timer](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/start-timer.md): Starts a running timer for you on a client.
- [Stop the timer](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/stop-timer.md): Stops your running timer and saves the time entry.
- [List time entries](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/list-time-entries.md): Returns time entries, newest first, filtered by client, member, tag or billable state.
- [Update a time entry](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/update-time-entry.md): Changes a time entry that has not been billed yet.
- [Delete a time entry](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/delete-time-entry.md): Deletes a time entry that has not been billed.
- [List unbilled time](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/list-unbilled-time.md): Returns billable time entries that are not on an invoice yet.
- [Invoice unbilled time](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/invoice-unbilled.md): Creates a draft invoice for a client from their unbilled time and billable expenses.
- [Record an expense](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/record-expense.md): Records a business expense, optionally with a receipt and billable to a client.
- [List expenses](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/list-expenses.md): Returns expenses, newest first, filtered by client, category, currency or billable state.
- [Get an expense](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/get-expense.md): Returns one expense.
- [Update an expense](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/update-expense.md): Changes an expense. Send only the fields you want to change.
- [Delete an expense](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/delete-expense.md): Deletes an expense.
- [Read a receipt](https://docs.freeinvoiceautomation.com/raw/api-reference/time-expenses/read-receipt.md): Reads an uploaded receipt photo or PDF with AI and returns the expense fields for you to check.
- [Connect QuickBooks or Xero](https://docs.freeinvoiceautomation.com/raw/api-reference/accounting/connect-accounting.md): Starts connecting one business to a QuickBooks Online company or a Xero organisation and returns the provider's sign-in URL.
- [List accounting connections](https://docs.freeinvoiceautomation.com/raw/api-reference/accounting/list-accounting-connections.md): Returns the QuickBooks and Xero connections of the businesses you can reach.
- [Update the mapping](https://docs.freeinvoiceautomation.com/raw/api-reference/accounting/update-accounting-mapping.md): Sets how tax rates, income, payments and items map to accounts and items in QuickBooks or Xero.
- [Backfill older documents](https://docs.freeinvoiceautomation.com/raw/api-reference/accounting/backfill-accounting.md): Pushes every document from the chosen start date to QuickBooks or Xero in one batch.
- [List sync items](https://docs.freeinvoiceautomation.com/raw/api-reference/accounting/list-sync-items.md): Returns the sync state of each record pushed through a connection, with the error for any that failed.
- [Retry a sync item](https://docs.freeinvoiceautomation.com/raw/api-reference/accounting/retry-accounting-sync.md): Queues one failed record to be pushed to QuickBooks or Xero again.
- [Disconnect QuickBooks or Xero](https://docs.freeinvoiceautomation.com/raw/api-reference/accounting/disconnect-accounting.md): Stops syncing a business to QuickBooks or Xero and removes the stored tokens.
- [List ledger accounts](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/list-ledger-accounts.md): Returns the chart of accounts of a business.
- [Create or update a ledger account](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/upsert-ledger-account.md): Adds an account to the chart of accounts, or updates it when the body contains the `id` of an existing account.
- [Apply a chart-of-accounts template](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/apply-coa-template.md): Creates a business's chart of accounts from a country template.
- [List journal entries](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/list-journal-entries.md): Returns posted journal entries with their lines, newest first.
- [Post a manual journal entry](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/post-journal-entry.md): Posts a manual journal entry. Debits must equal credits or the entry is rejected.
- [Reverse a journal entry](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/reverse-journal-entry.md): Posts a new entry that cancels an earlier one line for line. The original entry is never changed.
- [List accounting periods](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/list-accounting-periods.md): Returns a business's accounting periods and whether each is open or locked.
- [Lock a period](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/lock-period.md): Closes a period so nothing can be posted into it.
- [Unlock a period](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/unlock-period.md): Opens a locked period again so postings dated inside it are accepted.
- [Get a ledger report](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/get-ledger-report.md): Returns a trial balance, profit and loss, balance sheet or general ledger, on cash or accrual basis.
- [Import a bank statement](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/import-bank-statement.md): Uploads a CSV or OFX bank statement so its lines can be matched to payments and expenses.
- [List bank transactions](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/list-bank-transactions.md): Returns imported bank statement lines and whether each is matched.
- [Match a bank transaction](https://docs.freeinvoiceautomation.com/raw/api-reference/ledger/match-bank-transaction.md): Links a bank statement line to the payment, expense or journal entry it represents.
- [Generate a PDF without an account](https://docs.freeinvoiceautomation.com/raw/api-reference/public/generate-pdf.md): Renders an invoice PDF from the data you send. No account, no API key, and nothing is stored.
- [Verify a document](https://docs.freeinvoiceautomation.com/raw/api-reference/public/verify-document.md): Checks a verification code from a PDF and returns who issued the document, its amount and its current status.
- [Join a connector waitlist](https://docs.freeinvoiceautomation.com/raw/api-reference/public/join-waitlist.md): Signs an email address up to hear once when a "Coming soon" connector ships.
- [Get public plans](https://docs.freeinvoiceautomation.com/raw/api-reference/public/get-public-plans.md): Returns the public plans with their prices and limits, as shown on the pricing page.
- [Get a pay page](https://docs.freeinvoiceautomation.com/raw/api-reference/public/get-pay-page.md): Returns everything the pay page shows for one invoice: business branding, the invoice, the balance and the ways to pay.
- [Start a checkout](https://docs.freeinvoiceautomation.com/raw/api-reference/public/start-checkout.md): Creates a hosted checkout for the invoice (Stripe Checkout, or a Whop link) and returns its URL.
- [Submit "I have paid"](https://docs.freeinvoiceautomation.com/raw/api-reference/public/submit-payment-proof.md): Tells the business the client has paid by bank transfer or another instruction rail, optionally with a proof file.
- [Upload a proof file](https://docs.freeinvoiceautomation.com/raw/api-reference/public/upload-payment-proof-file.md): Returns a signed URL to upload a payment proof file (PDF, PNG or JPEG).
- [Get an estimate page](https://docs.freeinvoiceautomation.com/raw/api-reference/public/get-estimate-page.md): Returns the estimate a client opens from their link, with what they can do next.
- [Accept an estimate](https://docs.freeinvoiceautomation.com/raw/api-reference/public/accept-estimate.md): Marks the estimate as accepted by the client and notifies the business.
- [Request changes to an estimate](https://docs.freeinvoiceautomation.com/raw/api-reference/public/request-estimate-changes.md): Sends the client's change request to the business and marks the estimate as changes requested.
- [Sign a contract](https://docs.freeinvoiceautomation.com/raw/api-reference/public/sign-contract.md): Records the client's electronic signature on the contract attached to an estimate.
- [Request a portal link](https://docs.freeinvoiceautomation.com/raw/api-reference/public/request-portal-link.md): Emails a single-use sign-in link to the client portal of one business. Always answers `202`.
- [Open a portal session](https://docs.freeinvoiceautomation.com/raw/api-reference/public/open-portal-session.md): Exchanges a portal magic-link token for a client-scoped session cookie.
- [Get a pay-me page](https://docs.freeinvoiceautomation.com/raw/api-reference/public/get-pay-me-page-public.md): Returns a business's public pay-me page: its name, logo and every enabled way to pay.
- [Opt out of reminders](https://docs.freeinvoiceautomation.com/raw/api-reference/public/reminder-opt-out.md): Stops reminder emails from one business to the client who opened the link.
- [List portal documents](https://docs.freeinvoiceautomation.com/raw/api-reference/portal/portal-list-documents.md): Returns the signed-in client's documents from one business: invoices, estimates, credit notes and receipts.
- [Get a portal document](https://docs.freeinvoiceautomation.com/raw/api-reference/portal/portal-get-document.md): Returns one of the client's documents as sent, with payments, credits and related documents.
- [Get the client statement](https://docs.freeinvoiceautomation.com/raw/api-reference/portal/portal-get-statement.md): Returns the client's statement with the business: invoices, credit notes and payments, and what is still owed.
- [List saved cards](https://docs.freeinvoiceautomation.com/raw/api-reference/portal/portal-list-saved-payment-methods.md): Returns the cards the client saved for this business's invoices.
- [Remove a saved card](https://docs.freeinvoiceautomation.com/raw/api-reference/portal/portal-remove-saved-payment-method.md): Removes a saved card. It is detached at Stripe and can no longer be charged.
- [List signed contracts](https://docs.freeinvoiceautomation.com/raw/api-reference/portal/portal-list-contracts.md): Returns the client's contracts with this business, with a download of each sealed PDF.
- [End the portal session](https://docs.freeinvoiceautomation.com/raw/api-reference/portal/portal-end-session.md): Signs the client out of the portal and clears the session cookie.

## Build with AI

- [Build with AI](https://docs.freeinvoiceautomation.com/raw/ai/overview.md): Three ways to use AI with Free Invoice Automation. Your own assistant through MCP, our built-in invoice agent, and docs written for AI tools.
- [Docs for AI (llms.txt)](https://docs.freeinvoiceautomation.com/raw/ai/llms-txt.md): Give AI tools accurate, current answers about Free Invoice Automation with llms.txt, the full docs in one file, and every page as Markdown.
- [MCP overview](https://docs.freeinvoiceautomation.com/raw/ai/mcp/overview.md): Connect Claude, ChatGPT, Grok, Gemini CLI or any MCP client to Free Invoice Automation with a browser sign-in and no AI key.
- [Claude](https://docs.freeinvoiceautomation.com/raw/ai/mcp/claude.md): Connect Claude on the web, desktop or Claude Code to Free Invoice Automation as a custom connector and create invoices by asking.
- [ChatGPT](https://docs.freeinvoiceautomation.com/raw/ai/mcp/chatgpt.md): Add Free Invoice Automation to ChatGPT as a custom connector with developer mode, sign in through your browser and work with invoices in chat.
- [Grok](https://docs.freeinvoiceautomation.com/raw/ai/mcp/grok.md): Connect Grok to the Free Invoice Automation MCP server with a custom connector on grok.com, or as a remote MCP tool in the xAI API.
- [Gemini](https://docs.freeinvoiceautomation.com/raw/ai/mcp/gemini.md): Connect Gemini CLI to the Free Invoice Automation MCP server through settings.json, sign in with /mcp, and manage invoices from your terminal.
- [Other MCP clients](https://docs.freeinvoiceautomation.com/raw/ai/mcp/other-clients.md): Connect any MCP client by server URL with OAuth or an API key, or run our local stdio client for clients that only start local servers.
- [Authentication](https://docs.freeinvoiceautomation.com/raw/ai/mcp/authentication.md): How MCP clients sign in with OAuth (CIMD and PKCE) or an API key, and how scopes, modes and your current permissions limit every call.
- [Tool reference](https://docs.freeinvoiceautomation.com/raw/ai/mcp/tools.md): All 28 MCP tools with what each does, its read-only, write or destructive hint, the permission it needs, when it ships and its API endpoint.
- [Drafts and confirmations](https://docs.freeinvoiceautomation.com/raw/ai/mcp/safety.md): How the MCP server keeps an AI assistant from sending, voiding or crediting by mistake. Drafts first, confirm true, two modes, your permissions and an audit log.
- [Agent overview](https://docs.freeinvoiceautomation.com/raw/ai/agent/overview.md): The AI invoice agent turns plain language and pasted text into draft invoices, estimates and clients, inside the dashboard, with no AI key of your own.
- [Writing requests](https://docs.freeinvoiceautomation.com/raw/ai/agent/prompts.md): How to ask the AI invoice agent so the first draft is right, with examples for invoices, estimates, clients, pasted emails and follow-ups.
- [Automations](https://docs.freeinvoiceautomation.com/raw/ai/agent/automations.md): Run the AI invoice agent on a schedule or when something happens, such as every Monday or when a Stripe payment arrives, with drafts or auto-send.
- [Credits and costs](https://docs.freeinvoiceautomation.com/raw/ai/agent/credits.md): What each AI agent action costs in credits, the Free and Team allowances, credit packs, when credits expire, and the order they are used in.
- [Use your own AI key](https://docs.freeinvoiceautomation.com/raw/ai/agent/own-key.md): Connect your own Anthropic, OpenAI, Google or OpenAI-compatible key so the AI agent runs on your account with your provider and uses no credits.
- [Read receipts](https://docs.freeinvoiceautomation.com/raw/ai/agent/receipts.md): Let AI read a receipt photo or PDF and fill in a draft expense or invoice for you to check, for 2 credits per read or free with your own key.