Simple Invoice

API Reference

Base URL: REQUIRED_UPDATE::APP_BASE_URL

List invoices

GET /api/invoices
GET /api/invoices?status=Sent

Get a single invoice (with totals/tax breakdown)

GET /api/invoices/{id}

Mark invoice as paid

PATCH /api/invoices/{id}/paid
Content-Type: application/json
{"wise_ref": "TRANSFER-XXXX"}  # optional

List contacts

GET /api/contacts

Status summary

GET /api/summary

Tax Types

Standard Agent Tasks

Check unpaid invoices

1. Call GET /api/invoices?status=Sent
2. Call GET /api/invoices?status=Overdue
3. Report: invoice id, client, due date, total, currency

Reconcile payment reference

1. Fetch open invoices (Sent)
2. Compare incoming payment amount/reference with invoice total
3. If matched, call PATCH /api/invoices/{id}/paid with wise_ref
4. Send summary to REQUIRED_UPDATE::NOTIFICATION_CHANNEL

Verify app health

curl REQUIRED_UPDATE::APP_BASE_URL/api/summary

If unavailable, notify REQUIRED_UPDATE::PRIMARY_OPERATOR_NAME and suggest:

cd REQUIRED_UPDATE::PROJECT_ROOT
source venv/bin/activate
python app.py

Compute outstanding total

1. Fetch GET /api/invoices?status=Sent
2. Sum total by currency (do not mix currencies)
3. Return grouped totals (e.g., USD, CAD, EUR)

Rules

• Never write directly to invoices.db for normal operations.
• Use API endpoints for all invoice state changes.
• Treat cross-currency or partial-payment matches as manual review.
• Keep secrets/payment/account details in .env, not in this file.
• Do not hardcode private client names, bank numbers, or personal paths.

Optional Local Extensions

You can add organization-specific sections below, but keep them private:

• Known clients mapping
• Auto-match tolerance policy
• Notification templates
• Bookkeeping/export hooks

If you publish this repo, remove private sections before commit.