--- name: "invoices_list_credits" area: "invoices" title: "List customer credits" price: "free" method: "POST" url: "https://api.conecto.chat/v1/tools/invoices_list_credits" mcp_server: "https://api.conecto.chat/mcp/invoices" auth: "Authorization: Bearer " docs_url: "https://conecto.chat/tools/invoices/invoices_list_credits" --- # List customer credits (`invoices_list_credits`) Lists customers' credits, deposits and overpayments, with what is left on each. 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). Price: Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads. A call that fails costs nothing. ## Use it when Before invoicing a customer who paid ahead, or to see what the business holds for customers. ## Say this to your agent > Does Hotel Elbblick have a deposit with us that is not used yet? ## Inputs | Name | Type | Required | Description | Allowed values | Default | |---|---|---|---|---|---| | `customer` | object | no | The customer: a CRM contact or company, or the email or name on their invoices. | | | | `customer.contact_id` | integer | no | A CRM contact; fills the name and email. At least 1. | | | | `customer.company_id` | integer | no | A CRM company; fills the name. At least 1. | | | | `customer.name` | string | no | Who is billed, as printed. Up to 200 characters. | | | | `customer.email` | string | no | Where the document is emailed. Up to 254 characters. | | | | `status` | string | no | | `"open"`, `"used"`, `"refunded"`, `"void"`, `"all"` | `"open"` | | `limit` | integer | no | 1 to 200. | | `50` | | `offset` | integer | no | At least 0. | | `0` | ## Example Written for Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. MCP: call `invoices_list_credits` on the MCP server `https://api.conecto.chat/mcp/invoices` with these arguments: ```json { "customer": { "email": "einkauf@elbblick.example" } } ``` REST: ```bash curl 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"}}' ``` ## Response ```json { "call_id": "5f0c8a2e-3b7d-4c1e-9a64-2d8e1f7b0c93", "tool": "invoices_list_credits", "status": "succeeded", "replayed": false, "cost_usd": "$0.00", "balance_usd": "$19.75", "result": { "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" } ] } } ``` `result`: credits: each with its number, kind, amount, VAT, what is left, the customer and its history; count; left: the total still open per currency. ## Errors This tool has no errors of its own. The refusals every tool can give (401 key, 402 balance, 429 limits) are on the errors page: https://conecto.chat/docs/errors.md ## Related - [invoices_set_profile](https://conecto.chat/tools/invoices/invoices_set_profile.md): Sets 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. - [invoices_get_profile](https://conecto.chat/tools/invoices/invoices_get_profile.md): The business details on quotes and invoices, the next numbers, and what is missing before documents can be sent. Free up to 1,000,000 reads a month. - [invoices_connect_stripe](https://conecto.chat/tools/invoices/invoices_connect_stripe.md): Connects 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. - [invoices_create](https://conecto.chat/tools/invoices/invoices_create.md): Creates a draft quote or invoice: the customer, the lines, the currency and the dates. $0.01 a call. - [invoices_update](https://conecto.chat/tools/invoices/invoices_update.md): Changes a draft quote or invoice; customer and lines replace the old ones. $0.01 a call. - [invoices_send](https://conecto.chat/tools/invoices/invoices_send.md): Sends 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. - [invoices_get](https://conecto.chat/tools/invoices/invoices_get.md): One quote or invoice in full, by invoice_id or number: lines, totals, taxes, payments, history, its page and a fresh PDF link. Free up to 1,000,000 reads a month. - [invoices_list](https://conecto.chat/tools/invoices/invoices_list.md): Quotes and invoices, newest first, by kind, status (also overdue, unpaid and expired), customer and issue date. Free up to 1,000,000 reads a month. - [invoices_convert_quote](https://conecto.chat/tools/invoices/invoices_convert_quote.md): Turns an accepted quote into a draft invoice with the same customer and lines. $0.01 a call. - [invoices_record_payment](https://conecto.chat/tools/invoices/invoices_record_payment.md): Records money received against a sent invoice, or a refund; the invoice becomes partially paid or paid. $0.01 a call. - [invoices_record_prepayment](https://conecto.chat/tools/invoices/invoices_record_prepayment.md): Records 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. - [invoices_use_credit](https://conecto.chat/tools/invoices/invoices_use_credit.md): Puts a customer's credit on their invoice, like Xero's allocate credit, or pays it back to them. $0.01 a call. - [invoices_remind](https://conecto.chat/tools/invoices/invoices_remind.md): Emails the customer a reminder about a sent invoice with a balance, at most once a day. $0.02 a call. - [invoices_remind_overdue](https://conecto.chat/tools/invoices/invoices_remind_overdue.md): Emails a reminder about every invoice at least some days overdue, the longest overdue first. $0.02 per reminder sent. - [invoices_set_expected_date](https://conecto.chat/tools/invoices/invoices_set_expected_date.md): Notes 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. - [invoices_create_credit_note](https://conecto.chat/tools/invoices/invoices_create_credit_note.md): Corrects 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. - [invoices_void](https://conecto.chat/tools/invoices/invoices_void.md): Voids a document: a sent one keeps its number but can no longer be paid or accepted; a draft is discarded. $0.01 a call. - [invoices_save_repeating](https://conecto.chat/tools/invoices/invoices_save_repeating.md): Makes 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. - [invoices_list_repeating](https://conecto.chat/tools/invoices/invoices_list_repeating.md): Lists the repeating invoices: who each is for, how often, the next dates, and what each made. Free up to 1,000,000 reads a month. - [invoices_delete_repeating](https://conecto.chat/tools/invoices/invoices_delete_repeating.md): Stops a repeating invoice for good; the invoices it made stay. Free. - [invoices_statement](https://conecto.chat/tools/invoices/invoices_statement.md): Makes a customer statement, outstanding or activity, as a PDF, and emails it when asked, like Xero's statements. $0.05 a call. - [invoices_summary](https://conecto.chat/tools/invoices/invoices_summary.md): What customers owe, per currency: outstanding, overdue and paid this month, and the quotes still open. Free up to 1,000,000 reads a month. - [invoices_report](https://conecto.chat/tools/invoices/invoices_report.md): Aged receivables on any day, or sales per customer for a period with the credit notes taken off. Free up to 1,000,000 reads a month.