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  • API Reference
      • POSTCounterparty Added
      • POSTCounterparty Hidden
      • POSTCounterparty Onboarding Completed
      • POSTEntity Created
      • POSTEntity Updated
      • POSTEntity Status Changed
      • POSTEntity Metadata Updated
      • POSTPayment Method Created
      • POSTPayment Method Updated
      • POSTPayment Method Deleted
      • POSTInvoice Created
      • POSTInvoice Updated
      • POSTInvoice Deleted
      • POSTInvoice Status Changed
      • POSTIncoming Invoice Email
      • POSTInvoice Status Draft
      • POSTInvoice Status New
      • POSTInvoice Status Approved
      • POSTInvoice Status Refused
      • POSTInvoice Status Scheduled
      • POSTInvoice Status Pending
      • POSTInvoice Status Canceled
      • POSTInvoice Status Paid
      • POSTInvoice Status Failed
      • POSTInvoice Status Archived
      • POSTTransaction Created
      • POSTTransaction Pending
      • POSTTransaction Completed
      • POSTTransaction Failed
      • POSTTransaction Returned
      • POSTBulk Invoices Created
      • POSTBulk Invoices Updated
      • POSTBulk Invoices Approved
      • POSTBulk Entities Created
      • POSTInvoice Collection Event - Overdue Invoice
      • POSTInvoice Collection Event - Email Sent
      • POSTInvoice Collection Event - Email Received
      • POSTOCR Job Completed
      • POSTPayment Gateway Validation Job Completed
      • POSTPayment Gateway Process Job Completed
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API ReferenceWebhooks

Invoice Created

Payload
1{
2  "eventType": "invoice.created",
3  "invoice": {
4    "approvalPolicy": [
5      {
6        "id": "apvl_8545a84e-a45f-41bf-bdf1-33b42a55812c",
7        "trigger": [
8          {
9            "type": "amount",
10            "amount": 100,
11            "currency": "USD"
12          }
13        ],
14        "rule": {
15          "type": "approver",
16          "identifierList": {
17            "type": "rolesList",
18            "value": [
19              "Admin",
20              "Controller"
21            ]
22          },
23          "numApprovers": 2
24        },
25        "upstreamPolicyId": "root",
26        "createdAt": "2024-01-01T00:00:00Z",
27        "updatedAt": "2024-01-02T00:00:00Z"
28      }
29    ],
30    "approvers": [
31      {
32        "approvalPolicyId": "apvl_5ce50275-1789-42ea-bc60-bb7e6d03635c",
33        "approvalSlotId": "inap_9bb311c9-7c15-4c9e-8148-63814e0abec6",
34        "action": "APPROVE",
35        "eligibleRoles": [
36          "admin"
37        ],
38        "eligibleUserIds": [
39          "user_e24fc81c-c5ee-47e8-af42-4fe29d895506"
40        ],
41        "date": "2021-01-01T00:00:00Z",
42        "assignedUserId": "user_e24fc81c-c5ee-47e8-af42-4fe29d895506"
43      }
44    ],
45    "createdAt": "2021-01-01T00:00:00Z",
46    "hasDocuments": true,
47    "hasSourceEmail": true,
48    "id": "in_26e7b5d3-a739-4b23-9ad9-6aaa085f47a9",
49    "metadata": {
50      "key1": "value1",
51      "key2": "value2"
52    },
53    "paymentDestinationConfirmed": true,
54    "status": "PAID",
55    "updatedAt": "2021-01-01T00:00:00Z",
56    "amount": 100,
57    "comments": [
58      {
59        "id": "ic_b3525b66-da94-4525-9f31-426bcf657128",
60        "text": "This is an approval comment",
61        "createdAt": "2021-01-01T00:00:00Z",
62        "updatedAt": "2021-01-01T00:00:00Z",
63        "user": {
64          "id": "user_ec3aafc8-ea86-408a-a6c1-545497badbbb",
65          "roles": [
66            "admin",
67            "approver"
68          ],
69          "createdAt": "2024-01-01T00:00:00Z",
70          "updatedAt": "2024-01-01T00:00:00Z",
71          "foreignId": "MY-DB-ID-12345",
72          "email": "john.doe@acme.com",
73          "name": "John Doe"
74        },
75        "associatedApprovalAction": {
76          "userId": "user_e24fc81c-c5ee-47e8-af42-4fe29d895506",
77          "action": "APPROVE"
78        }
79      }
80    ],
81    "creatorUser": {
82      "id": "user_ec3aafc8-ea86-408a-a6c1-545497badbbb",
83      "roles": [
84        "admin",
85        "approver"
86      ],
87      "createdAt": "2024-01-01T00:00:00Z",
88      "updatedAt": "2024-01-01T00:00:00Z",
89      "foreignId": "MY-DB-ID-12345",
90      "email": "john.doe@acme.com",
91      "name": "John Doe"
92    },
93    "currency": "USD",
94    "deductionDate": "2021-01-01T00:00:00Z",
95    "dueDate": "2021-01-31T00:00:00Z",
96    "foreignId": "YOUR-DATABASE-ID",
97    "invoiceDate": "2021-01-01T00:00:00Z",
98    "invoiceNumber": "INV-123",
99    "lineItems": [
100      {
101        "id": "inli_26672f38-eb9a-48f1-a7a0-f1b855e38cd7",
102        "currency": "USD",
103        "category": "EXPENSE",
104        "createdAt": "2021-01-01T00:00:00Z",
105        "updatedAt": "2021-01-01T00:00:00Z",
106        "amount": 100,
107        "description": "Product A",
108        "name": "Product A",
109        "quantity": 1,
110        "unitPrice": 100,
111        "serviceStartDate": "2021-01-01T00:00:00Z",
112        "serviceEndDate": "2021-01-31T00:00:00Z",
113        "metadata": {
114          "key1": "value1",
115          "key2": "value2"
116        },
117        "glAccountId": "600394"
118      }
119    ],
120    "noteToSelf": "For the month of January",
121    "payer": {
122      "acceptedTos": true,
123      "accountType": "business",
124      "createdAt": "2024-01-01T00:00:00Z",
125      "email": "customer@acme.com",
126      "id": "ent_8545a84e-a45f-41bf-bdf1-33b42a55812c",
127      "isCustomer": true,
128      "isNetworkPayee": false,
129      "isNetworkPayor": false,
130      "isPayee": false,
131      "isPayor": true,
132      "name": "Acme Inc.",
133      "profile": {
134        "business": {
135          "legalBusinessName": "Acme Inc.",
136          "taxIDProvided": true,
137          "email": "customer@acme.com",
138          "businessType": "llc",
139          "phone": {
140            "countryCode": "1",
141            "number": "4155551234"
142          },
143          "address": {
144            "addressLine1": "123 Main St",
145            "city": "San Francisco",
146            "stateOrProvince": "CA",
147            "postalCode": "94105",
148            "addressLine2": "Unit 1",
149            "country": "US"
150          },
151          "ownersProvided": true,
152          "taxId": {
153            "ein": {
154              "number": "12-3456789"
155            }
156          }
157        }
158      },
159      "status": "verified",
160      "updatedAt": "2024-01-02T00:00:00Z",
161      "accounts": [
162        {
163          "accountId": "85866843",
164          "postalCode": "94105",
165          "nameOnAccount": "John Doe"
166        }
167      ],
168      "counterpartyType": [
169        "ENTITY"
170      ],
171      "foreignId": "MY-DB-ID-12345",
172      "paymentMethods": [
173        {
174          "type": "bankAccount",
175          "accountName": "My Checking Account",
176          "accountNumber": "99988767623",
177          "accountType": "CHECKING",
178          "bankName": "Chase",
179          "createdAt": "2021-01-01T00:00:00Z",
180          "frozen": false,
181          "id": "pm_4794d597-70dc-4fec-b6ec-c5988e759769",
182          "isDefaultDestination": true,
183          "isDefaultSource": true,
184          "metadata": {},
185          "routingNumber": "12345678",
186          "status": "VERIFIED",
187          "supportedCurrencies": [
188            "USD"
189          ],
190          "updatedAt": "2021-01-01T00:00:00Z",
191          "confirmedByEntity": true
192        }
193      ]
194    },
195    "payerId": "ent_8545a84e-a45f-41bf-bdf1-33b42a55812c",
196    "paymentDestination": {
197      "type": "check",
198      "addressLine1": "123 Main St",
199      "city": "New York",
200      "country": "US",
201      "createdAt": "2021-01-01T00:00:00Z",
202      "frozen": false,
203      "id": "pm_5fde2f4a-facc-48ef-8f0d-6b7d087c7b18",
204      "isDefaultDestination": true,
205      "isDefaultSource": false,
206      "metadata": {},
207      "payToTheOrderOf": "John Doe",
208      "postalCode": "10001",
209      "stateOrProvince": "NY",
210      "supportedCurrencies": [
211        "USD"
212      ],
213      "updatedAt": "2021-01-01T00:00:00Z",
214      "addressLine2": "Apt 1",
215      "confirmedByEntity": true
216    },
217    "paymentDestinationId": "pm_5fde2f4a-facc-48ef-8f0d-6b7d087c7b18",
218    "paymentDestinationOptions": {
219      "type": "check",
220      "delivery": "MAIL",
221      "printDescription": true
222    },
223    "paymentSource": {
224      "type": "bankAccount",
225      "accountName": "My Checking Account",
226      "accountNumber": "99988767623",
227      "accountType": "CHECKING",
228      "bankName": "Chase",
229      "createdAt": "2021-01-01T00:00:00Z",
230      "frozen": false,
231      "id": "pm_4794d597-70dc-4fec-b6ec-c5988e759769",
232      "isDefaultDestination": true,
233      "isDefaultSource": true,
234      "metadata": {},
235      "routingNumber": "12345678",
236      "status": "VERIFIED",
237      "supportedCurrencies": [
238        "USD"
239      ],
240      "updatedAt": "2021-01-01T00:00:00Z",
241      "confirmedByEntity": true
242    },
243    "paymentSourceId": "pm_4794d597-70dc-4fec-b6ec-c5988e759769",
244    "paymentSourceOptions": {
245      "type": "bnpl",
246      "acceptedTerms": true,
247      "defermentWeeks": 8,
248      "installmentsStartDate": "2025-06-18"
249    },
250    "processedAt": "2021-01-01T00:00:00Z",
251    "serviceEndDate": "2021-01-31T00:00:00Z",
252    "serviceStartDate": "2021-01-01T00:00:00Z",
253    "settlementDate": "2021-01-03T00:00:00Z",
254    "transactions": [
255      {
256        "type": "bankAccountToBankAccount",
257        "amount": 10000,
258        "createdAt": "2024-01-01T00:00:00Z",
259        "currency": "USD",
260        "id": "trx_bb08e72f-19f8-45f3-bcf9-46fdc46cb2f4",
261        "payer": {
262          "acceptedTos": true,
263          "accountType": "business",
264          "createdAt": "2024-01-01T00:00:00Z",
265          "email": "customer@acme.com",
266          "id": "ent_8545a84e-a45f-41bf-bdf1-33b42a55812c",
267          "isCustomer": true,
268          "isNetworkPayee": false,
269          "isNetworkPayor": false,
270          "isPayee": false,
271          "isPayor": true,
272          "name": "Acme Inc.",
273          "profile": {
274            "business": {
275              "legalBusinessName": "Acme Inc.",
276              "taxIDProvided": true,
277              "email": "customer@acme.com",
278              "businessType": "llc",
279              "phone": {
280                "countryCode": "1",
281                "number": "4155551234"
282              },
283              "address": {
284                "addressLine1": "123 Main St",
285                "city": "San Francisco",
286                "stateOrProvince": "CA",
287                "postalCode": "94105",
288                "addressLine2": "Unit 1",
289                "country": "US"
290              },
291              "ownersProvided": true,
292              "taxId": {
293                "ein": {
294                  "number": "12-3456789"
295                }
296              }
297            }
298          },
299          "status": "verified",
300          "updatedAt": "2024-01-02T00:00:00Z",
301          "accounts": [
302            {
303              "accountId": "85866843",
304              "postalCode": "94105",
305              "nameOnAccount": "John Doe"
306            }
307          ],
308          "counterpartyType": [
309            "ENTITY"
310          ],
311          "foreignId": "MY-DB-ID-12345",
312          "paymentMethods": [
313            {
314              "type": "bankAccount",
315              "accountName": "My Checking Account",
316              "accountNumber": "99988767623",
317              "accountType": "CHECKING",
318              "bankName": "Chase",
319              "createdAt": "2021-01-01T00:00:00Z",
320              "frozen": false,
321              "id": "pm_4794d597-70dc-4fec-b6ec-c5988e759769",
322              "isDefaultDestination": true,
323              "isDefaultSource": true,
324              "metadata": {},
325              "routingNumber": "12345678",
326              "status": "VERIFIED",
327              "supportedCurrencies": [
328                "USD"
329              ],
330              "updatedAt": "2021-01-01T00:00:00Z",
331              "confirmedByEntity": true
332            }
333          ]
334        },
335        "payerId": "ent_bb08e72f-19f8-45f3-bcf9-46fdc46cb2f4",
336        "paymentDestination": {
337          "type": "bankAccount",
338          "accountName": "My Checking Account",
339          "accountNumber": "99988767623",
340          "accountType": "CHECKING",
341          "bankName": "Chase",
342          "createdAt": "2021-01-01T00:00:00Z",
343          "frozen": false,
344          "id": "pm_4794d597-70dc-4fec-b6ec-c5988e759769",
345          "isDefaultDestination": true,
346          "isDefaultSource": true,
347          "metadata": {},
348          "routingNumber": "12345678",
349          "status": "VERIFIED",
350          "supportedCurrencies": [
351            "USD"
352          ],
353          "updatedAt": "2021-01-01T00:00:00Z",
354          "confirmedByEntity": true
355        },
356        "paymentDestinationId": "pm_65523ab0-043d-4706-b2b2-0b73fed92269",
357        "paymentSource": {
358          "type": "bankAccount",
359          "accountName": "My Checking Account",
360          "accountNumber": "99988767623",
361          "accountType": "CHECKING",
362          "bankName": "Chase",
363          "createdAt": "2021-01-01T00:00:00Z",
364          "frozen": false,
365          "id": "pm_4794d597-70dc-4fec-b6ec-c5988e759769",
366          "isDefaultDestination": true,
367          "isDefaultSource": true,
368          "metadata": {},
369          "routingNumber": "12345678",
370          "status": "VERIFIED",
371          "supportedCurrencies": [
372            "USD"
373          ],
374          "updatedAt": "2021-01-01T00:00:00Z",
375          "confirmedByEntity": true
376        },
377        "paymentSourceId": "pm_65523ab0-043d-4706-b2b2-0b73fed92269",
378        "status": "COMPLETED",
379        "updatedAt": "2024-01-01T00:00:00Z",
380        "vendor": {
381          "acceptedTos": false,
382          "accountType": "business",
383          "createdAt": "2024-01-01T00:00:00Z",
384          "email": "vendor@bigboxstore.com",
385          "id": "ent_21661ac1-a2a8-4465-a6c0-64474ba8181d",
386          "isCustomer": false,
387          "isNetworkPayee": false,
388          "isNetworkPayor": false,
389          "isPayee": true,
390          "isPayor": false,
391          "name": "Big Box Store",
392          "profile": {
393            "business": {
394              "legalBusinessName": "Big Box Store",
395              "taxIDProvided": false,
396              "email": "vendor@bigboxstore.com",
397              "businessType": "publicCorporation",
398              "ownersProvided": false
399            }
400          },
401          "status": "unverified",
402          "updatedAt": "2024-01-02T00:00:00Z",
403          "counterpartyType": [
404            "ENTITY"
405          ],
406          "foreignId": "MY-DB-ID-90909",
407          "paymentMethods": [
408            {
409              "type": "bankAccount",
410              "accountName": "Vendor Checking Account",
411              "accountNumber": "55934059697648",
412              "accountType": "CHECKING",
413              "bankName": "Chase",
414              "createdAt": "2021-01-01T00:00:00Z",
415              "frozen": false,
416              "id": "pm_7610541f-4619-4033-8620-cfccfb811293",
417              "isDefaultDestination": true,
418              "isDefaultSource": true,
419              "metadata": {},
420              "routingNumber": "66554433",
421              "status": "NEW",
422              "supportedCurrencies": [
423                "USD"
424              ],
425              "updatedAt": "2021-01-01T00:00:00Z",
426              "confirmedByEntity": false
427            }
428          ]
429        },
430        "vendorId": "ent_bb08e72f-19f8-45f3-bcf9-46fdc46cb2f4"
431      }
432    ],
433    "vendor": {
434      "acceptedTos": false,
435      "accountType": "business",
436      "createdAt": "2024-01-01T00:00:00Z",
437      "email": "vendor@bigboxstore.com",
438      "id": "ent_21661ac1-a2a8-4465-a6c0-64474ba8181d",
439      "isCustomer": false,
440      "isNetworkPayee": false,
441      "isNetworkPayor": false,
442      "isPayee": true,
443      "isPayor": false,
444      "name": "Big Box Store",
445      "profile": {
446        "business": {
447          "legalBusinessName": "Big Box Store",
448          "taxIDProvided": false,
449          "email": "vendor@bigboxstore.com",
450          "businessType": "publicCorporation",
451          "ownersProvided": false
452        }
453      },
454      "status": "unverified",
455      "updatedAt": "2024-01-02T00:00:00Z",
456      "counterpartyType": [
457        "ENTITY"
458      ],
459      "foreignId": "MY-DB-ID-90909",
460      "paymentMethods": [
461        {
462          "type": "bankAccount",
463          "accountName": "Vendor Checking Account",
464          "accountNumber": "55934059697648",
465          "accountType": "CHECKING",
466          "bankName": "Chase",
467          "createdAt": "2021-01-01T00:00:00Z",
468          "frozen": false,
469          "id": "pm_7610541f-4619-4033-8620-cfccfb811293",
470          "isDefaultDestination": true,
471          "isDefaultSource": true,
472          "metadata": {},
473          "routingNumber": "66554433",
474          "status": "NEW",
475          "supportedCurrencies": [
476            "USD"
477          ],
478          "updatedAt": "2021-01-01T00:00:00Z",
479          "confirmedByEntity": false
480        }
481      ]
482    },
483    "vendorId": "ent_21661ac1-a2a8-4465-a6c0-64474ba8181d"
484  },
485  "user": {
486    "id": "user_ec3aafc8-ea86-408a-a6c1-545497badbbb",
487    "roles": [
488      "admin",
489      "approver"
490    ],
491    "createdAt": "2024-01-01T00:00:00Z",
492    "updatedAt": "2024-01-01T00:00:00Z",
493    "foreignId": "MY-DB-ID-12345",
494    "email": "john.doe@acme.com",
495    "name": "John Doe"
496  }
497}
A new invoice was created
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Invoice Updated

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Payload

The payload of this webhook request is an object.
eventTypestringRequired
The type of the event.
invoiceobjectRequired
The invoice involved in the event.
userobjectOptional
User who initiated the change.

Response

200
any
Return a 200 status to indicate that the data was received successfully.