Get potential invoices
What are Potential Invoices? Potential invoices represent billable items that are ready to be invoiced but have not been converted to actual invoices yet. These are invoice drafts that appear in the invoice review section, waiting to be checked, adjusted, and finalized into official invoice documents.
What gets included:
- Subscription billing rows that have passed their billing date
- Time-based work (tasks with logged time) that has not been billed yet
- Express quotations that have been accepted by customers
- Products and components that are ready for billing
- Manual positions and interim payments
What data is returned:
- List of all potential invoices grouped by project, organization, and billing period
- Each potential invoice includes the billing period (dateFrom, dateTo), total net amount, and invoice type
- Results are automatically filtered based on project access permissions
- Each entry shows which organization and project it belongs to
Invoice Types:
- Mixed: Combined invoice with multiple billing types (time, subscriptions, products, components)
- Subscription: Recurring subscription billing only (monthly or periodic fees)
- TimeBased: Time-based work (logged hours on tasks) only
- ExpressQuotation: Accepted express quotations only (quick add-ons from tickets)
- SingleProject: Single project invoice (project-based billing)
- InterimPayment: Interim or advance payment invoice
How it works: The system automatically creates potential invoices when billable items become due. For example, completed tickets appear as time-based items, subscriptions generate entries on their billing dates, and accepted express quotations become billable immediately.
Permission requirements: Requires Invoices.manage permission to view potential invoices. Results are scoped to projects you have access to.
/billing/potential-invoicesAuthorizationOAuth2 access token · headerrequiredapi:readAuthorizationBearer token (JWT) · headerrequiredPotential invoices retrieved successfully
PotentialInvoiceResponseDtodateFromstring<date>requiredStart date of the billing period (ISO 8601 date string, YYYY-MM-DD format). This is when the billable period begins.
dateKeystringrequiredDate key used for grouping potential invoices by month (format: YYYY-MM). Used for organizing invoices in the list view.
dateTostring<date>requiredEnd date of the billing period (ISO 8601 date string, YYYY-MM-DD format). This is when the billable period ends.
idstringrequiredUnique identifier for the potential invoice. Format: {type}::{projectId}::{dateFrom}::{dateTo}. This ID is used to reference the invoice in other endpoints.
orgIdstring<uuid>requiredOrganization ID (UUID) of the customer organization for this potential invoice. This is the organization that will be billed.
projectIdstring<uuid>requiredProject ID (UUID) associated with this potential invoice. This is the project where the billable work was performed.
totalnumberrequiredTotal net amount for this potential invoice (before tax). This is the sum of all billable items in the invoice.
typestringrequiredType of invoice indicating what kind of billable items are included. See InvoiceType enum for all possible values.
MixedSubscriptionTimeBasedExpressQuotationSingleProjectInterimPaymentSupportContingentChargeUnauthorized - Invalid or missing authentication token
User lacks Invoices.manage permission