Invoices

Ask your agent

1. Quote Hotel Elbblick for 40 terrace chairs, and turn the quote into an invoice once they accept it.

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2. Record the bank transfer that came in for INV-0042, then thank the customer.

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3. Every Monday, remind customers whose invoices are more than a week overdue.

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• Set the business detailsinvoices_set_profileSets the business details on quotes and invoices: name, country, address, tax ID, logo, terms, tax, numbering, how to pay and legal notes.$0.001 a call
• Get the business detailsinvoices_get_profileThe business details on quotes and invoices, the next numbers, and what is missing before documents can be sent.Free*
• Connect Stripe for invoicesinvoices_connect_stripeConnects the business's own Stripe account with a restricted key, so invoices can be paid online; the money goes straight to the business.$0.001 a call
• Create a quote or invoiceinvoices_createCreates a draft quote or invoice: the customer, the lines, the currency and the dates.$0.01 a call
• Change a draftinvoices_updateChanges a draft quote or invoice; customer and lines replace the old ones.$0.01 a call
• Send a quote or invoiceinvoices_sendSends a draft: it gets the next number, its PDF is made, and the customer is emailed a link to view, pay or accept it.$0.10 a call
• Get a quote or invoiceinvoices_getOne quote or invoice in full, by invoice_id or number: lines, totals, taxes, payments, history, its page and a fresh PDF link.Free*
• List quotes and invoicesinvoices_listQuotes and invoices, newest first, by kind, status (also overdue, unpaid and expired), customer and issue date.Free*
• Turn a quote into an invoiceinvoices_convert_quoteTurns an accepted quote into a draft invoice with the same customer and lines.$0.01 a call
• Record a paymentinvoices_record_paymentRecords money received against a sent invoice, or a refund; the invoice becomes partially paid or paid.$0.01 a call
• Record a prepaymentinvoices_record_prepaymentRecords a customer's deposit before there is an invoice, like Xero's prepayments; it waits as their credit, with its VAT owed at once.$0.01 a call
• Use or pay back a creditinvoices_use_creditPuts a customer's credit on their invoice, like Xero's allocate credit, or pays it back to them.$0.01 a call
• List customer creditsinvoices_list_creditsLists customers' credits, deposits and overpayments, with what is left on each.Free*
• Remind about an unpaid invoiceinvoices_remindEmails the customer a reminder about a sent invoice with a balance, at most once a day.$0.02 a call
• Remind everyone who is overdueinvoices_remind_overdueEmails a reminder about every invoice at least some days overdue, the longest overdue first.$0.02 per reminder sent
• Set when a customer will payinvoices_set_expected_dateNotes the day a customer says they will pay an invoice, so the cash flow forecast counts the money then, even when the invoice is overdue.Free
• Credit an invoiceinvoices_create_credit_noteCorrects a sent invoice with a numbered credit note: all of it, some of its lines or an amount, emailed like an invoice.$0.10 a call
• Void a quote or invoiceinvoices_voidVoids a document: a sent one keeps its number but can no longer be paid or accepted; a draft is discarded.$0.01 a call
• Repeat an invoiceinvoices_save_repeatingMakes an invoice again every so many weeks, months or years, drafted or sent on its day, with [Month] and [Year] filled in, like Xero's repeating invoices.$0.001 a call
• List repeating invoicesinvoices_list_repeatingLists the repeating invoices: who each is for, how often, the next dates, and what each made.Free*
• Stop a repeating invoiceinvoices_delete_repeatingStops a repeating invoice for good; the invoices it made stay.Free
• Make a customer statementinvoices_statementMakes a customer statement, outstanding or activity, as a PDF, and emails it when asked, like Xero's statements.$0.05 a call
• What customers oweinvoices_summaryWhat customers owe, per currency: outstanding, overdue and paid this month, and the quotes still open.Free*
• Run a receivables reportinvoices_reportAged receivables on any day, or sales per customer for a period with the credit notes taken off.Free*

Connect your agent

Each address connects the Invoices tools and the account tools that come with every area. Your agent can also call any tool over REST: POST https://api.conecto.chat/v1/tools/<name>.

• MCP server
  https://api.conecto.chat/mcp/invoicesCopy
• Connector for ChatGPT, Claude or Grok, one for every area
  https://api.conecto.chat/v1/mcpCopy
• OpenAPI for a custom GPT
  https://api.conecto.chat/v1/openapi/invoices.jsonCopy
• OpenAPI for Power Automate and Copilot Studio
  https://api.conecto.chat/v1/openapi/invoices.swagger.jsonCopy