Invoice Simple: Invoice & Payment Data API

Invoice Simple · Business 4.8 ★

Invoice Simple: Invoice Maker is Invoice Simple's mobile invoicing app for freelancers, tradespeople and small businesses that need to bill clients from a phone. Users draft invoices and estimates with line items, tax, discounts and due dates, keep a client list, email or text the PDF, and collect payment by card (Stripe), PayPal, tap to pay on the phone, or a photographed check deposit. Recurring invoice series cover retainers and weekly jobs, a bookkeeping add-on links bank accounts for a 14-day trial, Acorn consumer financing can be offered on a bill, receipt OCR turns expense photos into categorized spend, and French e-invoicing setup collects SIRET and VAT for Peppol-style submission. The Android listing is rated 4.8 from about 149,000 reviews with 5 million-plus downloads. It sits with Wave, FreshBooks, Zoho Invoice and QuickBooks as a lighter, mobile-first alternative aimed at sole traders who send a handful of bills a week rather than run a full desktop ledger.

Outstanding invoices on the signed-in business are Invoice objects keyed by invoiceNumber and invoiceRemoteId, each carrying dueDate, balanceDue, amountPaid and line items (quantity, price, taxRate). A parallel Client directory stores clientName, clientEmail and billing address fields used both on new bills and on the per-client statement; estimates reuse the same totals with an estimateNumber until they convert. Card collection writes a paymentIntentId against the connected stripeAccountId, photographed checks post a checkScanToken and sit in checkDepositPending, and tap-to-pay resolves a Stripe locationId when eligibleForTtp is true. Recurring retainers live as RecurringInvoiceSeries rows with frequency and interval. Receipt OCR stores Expense rows with merchantName and totalAmount; French Peppol setup records eInvoicingSiret and eInvoicingVat.

AR and collections teams reconcile those balances nightly, practice-management tools assemble statement packs from the client list, a payments desk watches intents, check deposits and dispute counts beside the invoice they belong to, and a bookkeeper imports receipt spend next to retainer schedules. openData Studio turns that invoice, client and payout surface into callable open data.

Screenshots

API surface

The endpoints and request/response examples below are reconstructed from the app's interface — illustrative, not a live capture.

Open Parse session
POST /v1/woinvoice/session/open opendata
Exchanges the business email and password for a sessionToken, objectId and installationId that gate every later invoice, client and estimate read.
Auth: Unauthenticated bootstrap. Body is username (or email) plus password. The returned sessionToken is sent as a session header on later invoice, client and estimate reads.
- username
- password
- email
- objectId
- sessionToken
- installationId
- createdAt
- updatedAt
```
POST /v1/woinvoice/session/open HTTP/1.1
Content-Type: application/json

{
  "username": "[email protected]",
  "password": "********",
  "email": "[email protected]"
}
```
```
{
  "objectId": "k2mLzvMtqO",
  "username": "[email protected]",
  "email": "[email protected]",
  "sessionToken": "r:3f8c1a9e2b7d4c0f",
  "installationId": "a1b2c3d4-e5f6-7890",
  "createdAt": "2019-04-12T18:22:01.000Z",
  "updatedAt": "2026-10-02T14:11:08.000Z"
}
```

List invoices

GET /v1/woinvoice/bills openfinance

Pages the signed-in business's Invoice objects — number, dates, line items, tax, open balanceDue and sent/overdue status — that populate the Invoices tab and outstanding-AR list.

Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints.

objectId
invoiceNumber
invoiceDate
dueDate
clientName
clientEmail
balanceDue
amountPaid
amountRemaining
subtotal
taxAmount
taxRate
currency
status
sentStatus
overdue
daysOverdue
poNumber
shareUrl
items
quantity
price
rate
invoiceRemoteId

GET /v1/woinvoice/bills?limit=50&skip=0&order=-invoiceDate HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f
x-is-platform: android
x-is-version: 6.15.1
x-is-subscription-tier: premium

{
  "results": [
    {
      "objectId": "inv_7c11ab",
      "className": "Invoice",
      "invoiceNumber": "INV-1042",
      "invoiceDate": "2026-09-15T00:00:00.000Z",
      "dueDate": "2026-10-15T00:00:00.000Z",
      "clientId": "cli_9aa01",
      "clientName": "Harbor Studio LLC",
      "clientEmail": "[email protected]",
      "clientRemoteId": "k8pQ1n",
      "invoiceRemoteId": "inv_7c11ab",
      "remoteId": "inv_7c11ab",
      "currency": "USD",
      "currencyCode": "USD",
      "subtotal": 2400.0,
      "taxRate": 8.875,
      "taxAmount": 213.0,
      "discount": 0,
      "discountType": "none",
      "balanceDue": 2613.0,
      "amountPaid": 0,
      "amountRemaining": 2613.0,
      "status": "sent",
      "sentStatus": "sent",
      "overdue": false,
      "pastDue": false,
      "daysOverdue": 0,
      "poNumber": "PO-88",
      "notes": "Net 30",
      "terms": "dueOnReceipt",
      "shareUrl": "https://files.example.com/i/inv_7c11ab",
      "signatureUrl": null,
      "logoUrl": "https://files.example.com/account/k2mLzvMtqO/photo/logo.png",
      "photoUrl": null,
      "companyName": "Alex Design Co",
      "businessName": "Alex Design Co",
      "recurring": false,
      "depositAmount": 0,
      "processingSurcharge": false,
      "surchargeAmount": 0,
      "paymentInstructions": "ACH or card",
      "items": [
        {
          "name": "Brand workshop",
          "itemDescription": "Half-day on-site",
          "quantity": 1,
          "qty": 1,
          "price": 2400.0,
          "rate": 2400.0,
          "taxable": true,
          "sku": "WS-BRAND"
        }
      ],
      "createdAt": "2026-09-15T16:02:11.000Z",
      "updatedAt": "2026-09-15T16:04:02.000Z"
    }
  ]
}

List clients

GET /v1/woinvoice/clients osint

Returns the client directory used on New Invoice and the Clients tab — name, emails, phone and billing address keyed by clientRemoteId.

Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints.

objectId
clientName
clientEmail
secondaryEmail
phone
mobile
clientAddress
address1
address2
city
state
zip
postalCode
country
clientRemoteId

GET /v1/woinvoice/clients?limit=50&order=clientName HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f

{
  "results": [
    {
      "objectId": "cli_9aa01",
      "className": "Client",
      "clientName": "Harbor Studio LLC",
      "clientEmail": "[email protected]",
      "secondaryEmail": "[email protected]",
      "phone": "+1-415-555-0142",
      "mobile": "+1-415-555-0199",
      "clientAddress": "88 Market St, San Francisco, CA 94105",
      "address1": "88 Market St",
      "address2": "Floor 4",
      "city": "San Francisco",
      "state": "CA",
      "zip": "94105",
      "postalCode": "94105",
      "country": "US",
      "clientRemoteId": "k8pQ1n",
      "remoteId": "k8pQ1n",
      "createdAt": "2024-01-09T12:00:00.000Z",
      "updatedAt": "2026-09-01T09:14:22.000Z"
    }
  ]
}

List estimates

GET /v1/woinvoice/quotes opendata

Lists estimate documents (number, totals, status, share link) shown on the Estimates tab before an estimate is converted to an invoice.

Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints.

objectId
estimateNumber
documentType
clientName
clientEmail
subtotal
taxAmount
balanceDue
status
shareUrl
currency

GET /v1/woinvoice/quotes?limit=50&order=-updatedAt HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f

{
  "results": [
    {
      "objectId": "est_22b",
      "className": "Estimate",
      "estimateNumber": "EST-210",
      "documentType": "estimate",
      "clientName": "Harbor Studio LLC",
      "clientEmail": "[email protected]",
      "currency": "USD",
      "subtotal": 1800.0,
      "taxAmount": 159.75,
      "balanceDue": 1959.75,
      "status": "sent",
      "shareUrl": "https://files.example.com/e/est_22b",
      "createdAt": "2026-09-02T10:00:00.000Z",
      "updatedAt": "2026-09-02T10:08:44.000Z"
    }
  ]
}

List payments

GET /v1/woinvoice/bills/{invoiceRemoteId}/settlements openfinance

Returns Payment objects attached to an invoice — method, amount, fees, paymentIntentId and paymentStatus — that drive the payment history on a bill.

Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints.

objectId
invoiceRemoteId
paymentIntentId
paymentMethod
paymentMethodStripe
paymentAmount
amount
currency
paymentDate
paymentStatus
status
paymentFees
originalPaymentId

GET /v1/woinvoice/bills/inv_7c11ab/settlements?order=-paymentDate HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f

{
  "results": [
    {
      "objectId": "pay_91",
      "className": "Payment",
      "invoiceRemoteId": "inv_7c11ab",
      "paymentIntentId": "pi_3Nxxxx_secret_abc",
      "paymentMethod": "card",
      "paymentMethodStripe": true,
      "paymentAmount": 2613.0,
      "amount": 2613.0,
      "currency": "USD",
      "paymentDate": "2026-09-20T18:11:00.000Z",
      "paymentStatus": "succeeded",
      "status": "succeeded",
      "paymentFees": 75.78,
      "originalPaymentId": null,
      "createdAt": "2026-09-20T18:11:04.000Z"
    }
  ]
}

List expenses

GET /v1/woinvoice/spend/receipts opendata

Pages Expense objects from receipt OCR and manual entry — merchant, category, purchaseDate, totalAmount and receipt photo — that fill the Expenses tab.

Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints.

objectId
merchantName
merchant
category
categoryId
description
purchaseDate
totalAmount
taxAmount
currency
expenseReviewed
expensePhoto
receiptId
remoteId

GET /v1/woinvoice/spend/receipts?limit=50&order=-purchaseDate HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f

{
  "results": [
    {
      "objectId": "exp_44",
      "className": "Expense",
      "merchantName": "Home Depot",
      "merchant": "Home Depot",
      "category": "materials",
      "categoryId": "cat_materials",
      "description": "Paint and rollers",
      "purchaseDate": "2026-09-12T00:00:00.000Z",
      "totalAmount": 186.4,
      "taxAmount": 15.2,
      "currency": "USD",
      "expenseReviewed": true,
      "expensePhoto": "https://files.example.com/account/k2mLzvMtqO/photo/exp_44.jpg",
      "receiptId": "rcpt_88",
      "remoteId": "exp_44",
      "createdAt": "2026-09-12T21:04:11.000Z"
    }
  ]
}

Load signed-in account

GET /v1/woinvoice/business/profile opendata

Returns the signed-in business profile used on Settings — company name, logo, currency, subscriptionTier and connected Stripe/PayPal identities.

Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints.

objectId
email
username
companyName
businessName
businessAddress
currency
currencyCode
subscriptionTier
stripeAccountId
stripeAccount
paypalEmail
logoUrl
installationId

GET /v1/woinvoice/business/profile HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f
x-is-installation: a1b2c3d4-e5f6-7890
x-is-platform: android
x-is-version: 6.15.1
x-is-subscription-tier: premium

{
  "objectId": "k2mLzvMtqO",
  "email": "[email protected]",
  "username": "[email protected]",
  "companyName": "Alex Design Co",
  "businessName": "Alex Design Co",
  "businessAddress": "12 Oak Ave, Austin, TX 78701",
  "currency": "USD",
  "currencyCode": "USD",
  "subscriptionTier": "premium",
  "stripeAccountId": "acct_1Nxxxx",
  "stripeAccount": "acct_1Nxxxx",
  "paypalEmail": "[email protected]",
  "logoUrl": "https://files.example.com/account/k2mLzvMtqO/photo/logo.png",
  "installationId": "a1b2c3d4-e5f6-7890"
}

Client AR statement

GET /v1/woinvoice/clients/{clientRemoteId}/ar-pack openfinance

Builds the per-client statement (open invoices, amounts paid, remaining balanceDue) that the client-statement screen renders, with a PDF sibling for the same date range.

Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints. Query identifies the client by clientRemoteId.

clientRemoteId
clientName
clientEmail
balanceDue
amountPaid
invoiceNumber
invoiceDate
dueDate
status
pdfPath

GET /v1/woinvoice/clients/k8pQ1n/ar-pack?from=2026-01-01&to=2026-10-01 HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f

{
  "clientRemoteId": "k8pQ1n",
  "clientName": "Harbor Studio LLC",
  "clientEmail": "[email protected]",
  "currency": "USD",
  "balanceDue": 2613.0,
  "amountPaid": 4800.0,
  "invoices": [
    {
      "invoiceNumber": "INV-1042",
      "invoiceDate": "2026-09-15",
      "dueDate": "2026-10-15",
      "status": "sent",
      "balanceDue": 2613.0,
      "amountPaid": 0
    }
  ],
  "pdfPath": "/v1/woinvoice/clients/k8pQ1n/ar-pack.pdf"
}

Create payment intent
POST /v1/woinvoice/bills/{invoiceRemoteId}/card-charge openbanking
Opens a Stripe PaymentIntent for an invoice so the client can pay by card; paymentIntentId is stored on the subsequent Payment record.
Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints. Used after Stripe onboarding; the connected stripeAccountId rides on the business profile.
- invoiceId
- invoiceRemoteId
- amount
- currency
- stripeAccountId
- paymentMethod
- paymentIntentId
- status
- clientSecret
```
POST /v1/woinvoice/bills/inv_7c11ab/card-charge HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f
Content-Type: application/json

{
  "invoiceId": "inv_7c11ab",
  "invoiceRemoteId": "inv_7c11ab",
  "amount": 2613.0,
  "currency": "USD",
  "stripeAccountId": "acct_1Nxxxx",
  "paymentMethod": "card"
}
```
```
{
  "paymentIntentId": "pi_3Nxxxx_secret_abc",
  "status": "requires_payment_method",
  "amount": 2613.0,
  "currency": "USD",
  "invoiceId": "inv_7c11ab",
  "stripeAccountId": "acct_1Nxxxx",
  "clientSecret": "pi_3Nxxxx_secret_abc"
}
```
Submit mobile check deposit
POST /v1/woinvoice/bills/{invoiceRemoteId}/check-capture openbanking
Uploads a mobile check capture against an invoice for Stripe Check Image Capture; the invoice then shows checkDepositPending until the deposit clears.
Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints. Requires a connected Stripe account with check-scanning enabled and depositCheck consent.
- invoiceRemoteId
- amount
- currency
- checkScanToken
- photoUrl
- backImage
- status
- paymentMethod
- paymentMethodCheckScan
- checkDepositPending
- checkDepositStatus
```
POST /v1/woinvoice/bills/inv_7c11ab/check-capture HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f
Content-Type: application/json

{
  "invoiceRemoteId": "inv_7c11ab",
  "amount": 2613.0,
  "currency": "USD",
  "checkScanToken": "cstok_9f2a",
  "photoUrl": "<check-image>",
  "backImage": "<check-back>"
}
```
```
{
  "status": "pending",
  "invoiceRemoteId": "inv_7c11ab",
  "amount": 2613.0,
  "currency": "USD",
  "paymentMethod": "checkScan",
  "paymentMethodCheckScan": true,
  "checkDepositPending": true,
  "checkDepositStatus": "pending"
}
```
Tap-to-pay location
GET /v1/woinvoice/tap/terminal-site openbanking
Resolves the Stripe Terminal location id the phone uses for tap-to-pay (contactless card on the device) before collecting a PaymentIntent.
Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints. Used after Stripe Terminal / tap-to-pay onboarding.
- eligibleForTtp
- locationId
- status
- stripeAccountId
```
GET /v1/woinvoice/tap/terminal-site HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f
x-is-platform: android
```
```
{
  "eligibleForTtp": true,
  "locationId": "tml_US_austin",
  "status": "active",
  "stripeAccountId": "acct_1Nxxxx"
}
```
List recurring invoice series
GET /v1/woinvoice/retainers/series openfinance
Lists RecurringInvoiceSeries retainers (frequency, interval, client, amounts) that automatically mint invoices; activeCount is the live-series tally.
Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints. Recurring billing is a paid-tier feature gated by subscription-tier.
- objectId
- invoiceNumber
- clientName
- clientRemoteId
- frequency
- interval
- recurring
- subtotal
- balanceDue
- status
- depositAmount
- activeCount
```
GET /v1/woinvoice/retainers/series HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f
x-is-subscription-tier: premium
```
```
{
  "results": [
    {
      "objectId": "ser_44",
      "className": "RecurringInvoiceSeries",
      "invoiceNumber": "INV-R-12",
      "clientName": "Harbor Studio LLC",
      "clientRemoteId": "k8pQ1n",
      "frequency": "monthly",
      "interval": 1,
      "recurring": true,
      "currency": "USD",
      "subtotal": 1200.0,
      "balanceDue": 1200.0,
      "status": "active",
      "depositAmount": 0
    }
  ],
  "activeCount": 1
}
```
Exchange session token
POST /v1/woinvoice/session/elevate opendata
Mints an accessToken / refreshToken pair from the sign-in session so embedded Stripe, PayPal, bookkeeping and financing webviews can call the same account.
Auth: Existing sessionToken in the JSON body (or session header). Returns a short-lived accessToken for payments and bookkeeping webviews.
- sessionToken
- installationId
- accessToken
- refreshToken
- objectId
```
POST /v1/woinvoice/session/elevate HTTP/1.1
Content-Type: application/json

{
  "sessionToken": "r:3f8c1a9e2b7d4c0f",
  "installationId": "a1b2c3d4-e5f6-7890"
}
```
```
{
  "accessToken": "eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9.example",
  "refreshToken": "rt_7c11ab",
  "sessionToken": "r:3f8c1a9e2b7d4c0f",
  "objectId": "k2mLzvMtqO"
}
```
Export invoices CSV
POST /v1/woinvoice/bills/csv-dump opendata
Produces the invoices CSV export as a shareable file URL for bookkeeping import.
Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints. Export is a signed-in business action (CSV of invoices for a date range).
- documentType
- from
- to
- currency
- status
- shareUrl
- count
```
POST /v1/woinvoice/bills/csv-dump HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f
Content-Type: application/json

{
  "documentType": "invoice",
  "from": "2026-01-01",
  "to": "2026-10-01",
  "currency": "USD"
}
```
```
{
  "status": "ready",
  "documentType": "invoice",
  "shareUrl": "https://files.example.com/account/k2mLzvMtqO/export/invoices-2026.csv",
  "count": 128
}
```
Start Stripe Connect check session
GET /v1/woinvoice/payouts/connect-setup openbanking
Creates the Stripe Connect AccountLink used to finish identity / payouts setup before invoices can accept cards or check deposits.
Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints. Called from Stripe onboarding when the business enables online card payments.
- stripeAccountId
- status
- accountId
- url
```
GET /v1/woinvoice/payouts/connect-setup HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f
```
```
{
  "stripeAccountId": "acct_1Nxxxx",
  "status": "pending",
  "accountId": "acct_1Nxxxx",
  "url": "https://connect.example.com/setup/s/example"
}
```
Count payment disputes
GET /v1/woinvoice/payouts/chargebacks/tally openfinance
Returns how many card/PayPal disputes need a response, driving the disputes badge on the payments dashboard.
Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints. Requires a connected Stripe or PayPal payments account.
- count
- needsResponse
- stripeAccountId
```
GET /v1/woinvoice/payouts/chargebacks/tally HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f
```
```
{
  "count": 2,
  "needsResponse": 1,
  "stripeAccountId": "acct_1Nxxxx"
}
```
List saved payment methods
GET /v1/woinvoice/payouts/saved-instruments openbanking
Lists the card and bank payment methods attached to the connected Stripe account for invoice checkout and tap-to-pay.
Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints. Requires a connected Stripe account.
- paymentMethods
- paymentMethod
- payment_method_types
- id
- brand
- last4
- status
- stripeAccountId
```
GET /v1/woinvoice/payouts/saved-instruments HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f
```
```
{
  "paymentMethods": [
    {
      "id": "pm_1Ncard",
      "paymentMethod": "card",
      "payment_method_types": [
        "card",
        "us_bank_account"
      ],
      "brand": "visa",
      "last4": "4242",
      "status": "active"
    }
  ],
  "stripeAccountId": "acct_1Nxxxx"
}
```
Calculate invoice taxes
POST /v1/woinvoice/bills/tax-preview opendata
Computes taxAmount from line-item price/quantity and taxRate so the invoice editor can show balanceDue before send.
Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints. Used when a line item is marked taxable on New Invoice.
- subtotal
- taxRate
- taxAmount
- balanceDue
- currency
- price
- quantity
- taxable
```
POST /v1/woinvoice/bills/tax-preview HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f
Content-Type: application/json

{
  "subtotal": 2400.0,
  "taxRate": 8.875,
  "currency": "USD",
  "items": [
    {
      "price": 2400.0,
      "quantity": 1,
      "taxable": true
    }
  ]
}
```
```
{
  "subtotal": 2400.0,
  "taxRate": 8.875,
  "taxAmount": 213.0,
  "balanceDue": 2613.0,
  "currency": "USD"
}
```
E-invoicing activation status
GET /v1/woinvoice/peppol/enrolment opendata
Returns Peppol e-invoicing onboarding state — SIRET, VAT and legal address — after the French e-invoice setup wizard.
Auth: Session token from email/password sign-in, sent as a session header with installation, platform, app-version and subscription-tier hints. French e-invoicing (Peppol) setup; gated to supported countries.
- eInvoicingConnected
- eInvoicingSiret
- eInvoicingVat
- eInvoicingLegalBusinessName
- eInvoicingAddressLine1
- eInvoicingCity
- eInvoicingPostalCode
- eInvoicingProvince
- eInvoicingCountry
- status
```
GET /v1/woinvoice/peppol/enrolment HTTP/1.1
x-is-session: r:3f8c1a9e2b7d4c0f
```
```
{
  "eInvoicingConnected": true,
  "eInvoicingSiret": "73282932000074",
  "eInvoicingVat": "FR32732829320",
  "eInvoicingLegalBusinessName": "Alex Design SARL",
  "eInvoicingAddressLine1": "12 rue Oberkampf",
  "eInvoicingCity": "Paris",
  "eInvoicingPostalCode": "75011",
  "eInvoicingProvince": "IDF",
  "eInvoicingCountry": "FR",
  "status": "connected"
}
```
Bookkeeping bank link
GET /v1/woinvoice/ledger/bank-link openfinance
Opens the embedded bookkeeping bank-link flow (Plaid) so the add-on can pull transactions into the bookkeeping tab.
Auth: Bearer accessToken from the session-elevate call, loaded in the bookkeeping webview.
- bookkeepingEnabled
- bookkeepingOnboarded
- bookkeepingTrialStatus
- status
- plaidItemId
```
GET /v1/woinvoice/ledger/bank-link?autoStart=true HTTP/1.1
Authorization: Bearer eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9.example
```
```
{
  "bookkeepingEnabled": true,
  "bookkeepingOnboarded": true,
  "bookkeepingTrialStatus": "active",
  "status": "linked",
  "plaidItemId": "item_88"
}
```

Where teams use this data

Nightly AR reconciliation
An accounting bot pages Invoice objects for the signed-in business, matches invoiceNumber / dueDate / balanceDue against the desktop ledger, and flags daysOverdue rows so collections only chase truly open bills.
Client statement packs
A practice-management tool pulls the client directory (clientName, clientEmail, billing address) and the per-client statement to email a monthly AR pack with open invoices and amountPaid without re-keying contacts.
Payments-ops console
A finance desk watches paymentIntentId status, mobile check deposits (checkScanToken, checkDepositPending) and disputes/count so Stripe and PayPal exceptions surface next to the invoice they belong to.
Expense and retainer sync
An ops calendar reads RecurringInvoiceSeries frequency and interval per clientRemoteId, and a bookkeeper imports Expense merchantName / totalAmount / purchaseDate from receipt OCR so retainers and job costs land in the same period.

Frequently asked questions

What invoice fields does the data API return?

Each Invoice object includes invoiceNumber, invoiceDate, dueDate, clientName, currency, subtotal, taxAmount, taxRate, balanceDue, amountPaid, amountRemaining, status/sentStatus, overdue flags, poNumber, shareUrl and line items with quantity, price/rate and taxable.

How does Invoice Simple authenticate those calls?

Email and password on the sign-in screen return a sessionToken plus objectId and installationId. Later invoice, client and estimate reads send that sessionToken as a session header, with installation, platform, app version and subscription-tier hints. A token-elevate call then mints accessToken/refreshToken for the embedded card, PayPal and bookkeeping webviews.

Which payment rails are in the surface?

Stripe card PaymentIntents (paymentIntentId, stripeAccountId), PayPal via paypalEmail on the account, mobile check deposit (checkScanToken, pending status) and tap-to-pay (eligibleForTtp plus a Terminal locationId). A disputes tally tracks cases that still need a response, and saved-instruments lists cards and bank accounts on the connected Stripe account.

Can I export invoices and expenses for bookkeeping?

Yes. A CSV dump filtered by documentType and date range matches the in-app invoices CSV export and returns a shareUrl when the file is ready. Expense objects expose merchantName, totalAmount and purchaseDate from receipt OCR, and the bookkeeping add-on opens a Plaid bank-link webview. Per-client statements are a separate read with a PDF sibling.

More Business apps

Topics

invoice simple api
invoice maker data api
invoice simple invoices
invoice simple clients
invoice simple stripe
invoice simple check deposit
accounts receivable api
recurring invoice series
invoice simple peppol
small business invoicing data

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Invoice Simple: Invoice & Payment Data API

Screenshots

API surface

Open Parse session

List invoices

List clients

List estimates

List payments

List expenses

Load signed-in account

Client AR statement

Create payment intent

Submit mobile check deposit

Tap-to-pay location

List recurring invoice series

Exchange session token

Export invoices CSV

Start Stripe Connect check session

Count payment disputes

List saved payment methods

Calculate invoice taxes

E-invoicing activation status

Bookkeeping bank link

Data categories

Where teams use this data

Nightly AR reconciliation

Client statement packs

Payments-ops console

Expense and retainer sync

Frequently asked questions

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