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Invoices

List customer credits

invoices_list_credits · Reads only · Markdown

Lists customers' credits, deposits and overpayments, with what is left on each.

Free*

*Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads.

An example

Does Hotel Elbblick have a deposit with us that is not used yet?

Your agent callsinvoices_list_creditsFree*

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments
{
  "customer": {
    "email": "einkauf@elbblick.example"
  }
}
What comes back
{
  "credits": [
    {
      "number": "CR-0001",
      "kind": "prepayment",
      "status": "open",
      "date": "2026-10-14",
      "currency": "EUR",
      "amount": "3570.00",
      "left": "3570.00",
      "tax_rate": "19",
      "tax": "570.00",
      "method": "bank_transfer",
      "reference": "Deposit, dishwasher DW-500",
      "note": null,
      "entry": 1,
      "customer": {
        "name": "Hotel Elbblick GmbH",
        "email": "einkauf@elbblick.example"
      },
      "history": [
        {
          "at": "2026-10-14T08:00:00+00:00",
          "what": "received",
          "amount": "3570.00"
        }
      ]
    }
  ],
  "count": 1,
  "left": [
    {
      "currency": "EUR",
      "left": "3570.00"
    }
  ]
}

Use it when

Before invoicing a customer who paid ahead, or to see what the business holds for customers.

What it does

Customers' credits, prepayments and overpayments, newest first: what each was, what is left, its VAT and how it was used or paid back. Filter by customer, or status (open, used, refunded, void, all; default open).

What comes back

credits: each with its number, kind, amount, VAT, what is left, the customer and its history; count; left: the total still open per currency. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
customerobjectThe customer: a CRM contact or company, or the email or name on their invoices.
customer.contact_idintegerA CRM contact; fills the name and email. At least 1.
customer.company_idintegerA CRM company; fills the name. At least 1.
customer.namestringWho is billed, as printed. Up to 200 characters.
customer.emailstringWhere the document is emailed. Up to 254 characters.
statusstringOne of: open,used,refunded,void,all. Default: open.
limitinteger1 to 200. Default: 50.
offsetintegerAt least 0. Default: 0.

The call

Over MCP, call invoices_list_credits on https://api.conecto.chat/mcp/invoices. Over REST:

Terminal
curl -X POST https://api.conecto.chat/v1/tools/invoices_list_credits \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"customer":{"email":"einkauf@elbblick.example"}}'

More Invoices tools

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Give this to your agent.

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