InvoiceVista Invoice Maker

GetSummarize aggregatequotes quoteand pipelineacceptance

SummarizeUse non-draftthis quotewhen counts,someone values,asks andhow statusmany mixquotes foror oneestimates tenant-ownedthey businesssent, overwhat atthey mostwere 366worth, UTCor days.how Returnsmany aggregateswere only—neveraccepted quote/customeror identifiers,rejected. contacts,Returns taxquote idscount, addressestotal value, notescounts by status and an acceptance rate; defaults to the last 90 days, lineat descriptionsmost 366, orskipping arbitrarydrafts freeand text.counting at most 500 quotes. Not for a single quote.

 ⟨5 unchanged words⟩ ,"properties":{"businessId":{"description":"Tenant-ownedBusiness InvoiceVistaid: business24 idlowercase hexadecimal characters","pattern":"^[0-9a-f]{24}$" ⟨4 unchanged words⟩ #/properties/startDate","description":"Last UTC day to include;include, YYYY-MM-DD, at most 366 days after startDate; defaults to today"},"startDate":{"description":"First UTC day to include;include, YYYY-MM-DD; defaults to 89 days before endDate (a 90-day window)","pattern":"^\\d{4}-\\d{2}-\\d ⟨8 unchanged words⟩ 

 ⟨11 unchanged words⟩ :"number"},{"type":"null"}],"description":"Approved quotes as a percentage of approved plus rejected; null when the count is a lower bound or none was decided"},"amountMissingCount":{"minimum":0,"type" ⟨61 unchanged words⟩ ],"type":"object"},"statusBreakdown":{"description":"Non-draft quotes issued in the range, per status, with count and amount. Quote and customer identifiers, contacts, tax ids, addresses, notes, line descriptions and free text are never returned.","items":{"additionalProperties":false,"properties":{ ⟨45 unchanged words⟩ 

 ⟨4 unchanged words⟩ openWorldHint":false,"readOnlyHint":true,"title":"GetSummarize aggregatequotes quoteand pipelineacceptance"}

GetCheck aggregateunpaid receivablesand summaryoverdue invoices

SummarizeUse open,this overdue,when andsomeone age-bucketedasks receivableshow formuch onecustomers tenant-ownedowe, business.what Returnsis aggregateunpaid countsor andoverdue, amountsor only;how partiallyold paidunpaid invoices areare. excludedReturns fromopen moneyinvoice totalscount becauseand InvoiceVistaamount, doesthe notinvoices storemarked theiroverdue, remainingand balance.age Neverbuckets returnsby invoice/customerdays identifierspast due, exactfrom dates,the contacts,newest tax500 ids,invoices; addresses,partially notes,paid lineones text,are bank/cardcounted data,but processorleft data,out of amounts. Not for chasing or paymentcharging actions.a customer.

 ⟨5 unchanged words⟩ ,"properties":{"businessId":{"description":"Tenant-ownedBusiness InvoiceVistaid: business24 idlowercase hexadecimal characters","pattern":"^[0-9a-f]{24}$" ⟨6 unchanged words⟩ 

 ⟨3 unchanged words⟩ additionalProperties":false,"properties":{"aging":{"description":"Fully owed open invoices by days past their due date (issue date when none) as of asOfDate. Invoice and customer identifiers, exact dates, contacts, tax ids, addresses, notes, line text, bank or card data, processor data and payment actions are never returned.","items":{"additionalProperties":false,"properties":{" ⟨86 unchanged words⟩ {"type":"number"},"overdueInvoiceCount":{"description":"Fully owed invoices whose status is OVERDUE; a PENDING invoice past its due date is counted only in aging","minimum":0,"type":"integer"},"partiallyPaidCountExcludedFromAmount":{"description":"Open partially paid invoices left out of every amount because their remaining balance is not stored","minimum":0,"type":"integer"}," ⟨22 unchanged words⟩ 

 ⟨4 unchanged words⟩ openWorldHint":false,"readOnlyHint":true,"title":"GetCheck aggregateunpaid receivablesand summaryoverdue invoices"}

GetSummarize aggregateinvoiced revenueand summarypaid amounts

SummarizeUse invoicethis productionwhen andsomeone recordedasks paymentshow formuch onethey tenant-ownedinvoiced businessor overwere atpaid mostin 366a UTCperiod, days.like last month. Returns aggregateinvoice and payment counts and amountstotals only—neverin invoice,the payment,business customercurrency, line-item,invoices processor,by card,status bankand a collection rate; defaults to the last 90 days, noteat most 366, orskipping identifierdrafts data.and Itcounting cannotat executemost or500 advisedocuments. onNot for a financialsingle transaction.invoice or customer.

 ⟨5 unchanged words⟩ ,"properties":{"businessId":{"description":"Tenant-ownedBusiness InvoiceVistaid: business24 idlowercase hexadecimal characters","pattern":"^[0-9a-f]{24}$" ⟨4 unchanged words⟩ #/properties/startDate","description":"Last UTC day to include;include, YYYY-MM-DD, at most 366 days after startDate; defaults to today"},"startDate":{"description":"First UTC day to include;include, YYYY-MM-DD; defaults to 89 days before endDate (a 90-day window)","pattern":"^\\d{4}-\\d{2}-\\d ⟨8 unchanged words⟩ 

 ⟨3 unchanged words⟩ additionalProperties":false,"properties":{"collectedAmount":{"description":"Sum of the payments recorded in the range, whatever their status; not proof of bank settlement","type":"number"},"collectionRatePercent":{"description":"collectedAmount as a percentage of invoicedAmount; null when a total is incomplete or nothing was invoiced","type":["number","null"]},"currency ⟨31 unchanged words⟩ :{"type":"boolean"},"invoiceStatusBreakdown":{"description":"Non-draft invoices issued in the range, per status, with count and amount. Aggregates only: invoice, payment, customer, line-item, processor, card, bank, note and identifier data are never returned.","items":{"additionalProperties":false,"properties":{ ⟨98 unchanged words⟩ 

 ⟨4 unchanged words⟩ openWorldHint":false,"readOnlyHint":true,"title":"GetSummarize aggregateinvoiced revenueand summarypaid amounts"}

GetCheck currentInvoiceVista subscriptionplan and limits

GetUse thethis currentwhen billingsomeone planasks andwhich quotaInvoiceVista limitsplan fora onebusiness tenant-ownedis business.on, Fallsor backhow tomany thecustomers, Freeinvoices, tierreminders whenor theusers businessit hasallows. noReturns the active or past-due subscription.plan's Payment-processorname, identifiersstatus, billing frequency and credentialslimits, areor neverthe returned.Free plan's defaults when there is none. Not for customer invoices or payments.

 ⟨5 unchanged words⟩ ,"properties":{"businessId":{"description":"24-characterBusiness id: 24 lowercase hexadecimal business idcharacters","pattern":"^[0-9a-f]{24}$" ⟨6 unchanged words⟩ 

 ⟨69 unchanged words⟩ :"object"},{"type":"null"}],"description":"Plan entitlements; limits are caps, not usage. Payment-processor identifiers and credentials are never returned."}},"required":["status","subscription"] ⟨2 unchanged words⟩ 

 ⟨4 unchanged words⟩ openWorldHint":false,"readOnlyHint":true,"title":"GetCheck currentInvoiceVista subscriptionplan and limits"}

List your businesses

ListUse athis boundedwhen pagesomeone ofasks safewhich businessbusinesses metadatathey forinvoice thefrom authenticatedin InvoiceVista, organization.or Addresses,a contactbusiness's detailsid is needed. Returns each business's id, paymentname, settingscurrency, country, language and secretstimezone, are25 omitted.per page by default (no addresses or bank details). Not for listing customers.

 ⟨5 unchanged words⟩ ,"properties":{"cursor":{"description":"OpaqueThe cursornextCursor fromof athe previous page of this listing; absent for the first page","maxLength":4096,"type":"string"},"limit":{"description":"Businesses per page, from 1 to 100; defaults to 25","exclusiveMinimum":0,"maximum":100,"type": ⟨3 unchanged words⟩ 

 ⟨7 unchanged words⟩ {"type":"boolean"},"items":{"description":"Businesses in the signed-in organization. Addresses, contact details, payment settings and secrets are omitted.","items":{"additionalProperties":false,"properties":{" ⟨71 unchanged words⟩ 100,"type":"array"},"nextCursor":{"description":"Cursor for the next page; absent on the last page","maxLength":4096,"type":"string"}}, ⟨5 unchanged words⟩ 

 ⟨5 unchanged words⟩ :false,"readOnlyHint":true,"title":"List your businesses"}

List products and prices

ListUse this when someone asks what products or services a boundedbusiness pagesells ofor safewhat productit charges for them. Returns each catalog metadataitem's name, price and stored tax value, most recently edited first, 25 per page by default. Not for thewhat authenticateda organization.customer was invoiced.

 ⟨5 unchanged words⟩ ,"properties":{"businessId":{"description":"Tenant-ownedBusiness InvoiceVistaid: business24 idlowercase hexadecimal characters","pattern":"^[0-9a-f]{24}$","type":"string"},"cursor":{"description":"OpaqueThe cursornextCursor fromof athe previous page of this listing; absent for the first page","maxLength":4096,"type":"string"},"limit":{"description":"Products per page, from 1 to 100; defaults to 25","exclusiveMinimum":0,"maximum":100,"type": ⟨5 unchanged words⟩ 

 ⟨7 unchanged words⟩ {"type":"boolean"},"items":{"description":"Catalog items, most recently edited first. price is in the business currency; tax is the product's stored tax value, null when unset. Record identifiers, line-item text and customer data are excluded.","items":{"additionalProperties":false,"properties":{"name" ⟨19 unchanged words⟩ 100,"type":"array"},"nextCursor":{"description":"Cursor for the next page; absent on the last page","maxLength":4096,"type":"string"}}, ⟨5 unchanged words⟩ 

 ⟨5 unchanged words⟩ false,"readOnlyHint":true,"title":"List products and prices"}

Show aggregate InvoiceVista business overview

RenderUse athis boundedwhen tenant-ownedsomeone businesswants snapshota withquick aggregateoverview customer,or invoice,dashboard payment,of quote,one andbusiness productin countsInvoiceVista. plusReturns aan product-catalogoverview preview.card Neverwith returnsthe individualbusiness customerdetails, orcounts financialof recordscustomers, identifiersinvoices, numbers,payments exactand dates/amounts,quotes contacts,with taxstatus ids,mixes addresses,(each notes,capped lineat descriptions100), PCI/bankand data,up processorto data,12 credentials,catalog products (no customer or paymentinvoice actions.details). Not for revenue over a period.

 ⟨3 unchanged words⟩ ,"properties":{"businessId":{"description":"Tenant-ownedBusiness InvoiceVistaid: business24 idlowercase hexadecimal characters","pattern":"^[0-9a-f]{24}$" ⟨6 unchanged words⟩ 

 ⟨70 unchanged words⟩ :"object"},{"type":"null"}],"description":"Null when not found. Individual customer or financial records, identifiers, numbers, exact dates or amounts, contacts, tax ids, addresses, notes, line descriptions, PCI or bank data, processor data, credentials and payment actions are never returned."},"customerCount":{"maximum":9007199254740991,"minimum" ⟨158 unchanged words⟩ 

 ⟨5 unchanged words⟩ :false,"readOnlyHint":true,"title":"Show aggregate InvoiceVista business overview"}