Invoices

The Invoice Object

A Rutter Invoice represents an invoice issued by the business entity that a customer must pay. Every invoice is linked to an accounts receivable Account, a Customer, Invoice Payments, and Invoice Credit Memos.

The invoice line item contains information regarding the items sold and accounts affected in the invoice. Every invoice line item is linked to a credit Account, Tax Rate, or Item.

Files can be attached to Rutter Invoices in the form of Rutter Attachments.

Properties

idstring

The Rutter generated unique ID of the invoice.

platform_idstring

The platform specific ID of the invoice.

account_idstringnullable

The Rutter ID of the Account linked to the invoice. Represents the account being debited.

class_idstringnullableOptional

The Rutter ID of the Class linked to the invoice. Supported for QuickBooks and QuickBooks Desktop.

customer_idstringfilterablenullable

The Rutter ID of the Customers linked to the invoice.

payment_terms_idstringnullableOptional

The Rutter ID of the Payment Terms linked to the invoice. Supported for QuickBooks.

subsidiary_idstringnullable

The Rutter ID of the Subsidiary linked to the invoice. Supported for NetSuite.

due_datestringnullable

The ISO 8601 timestamp for when the invoice is/was due.

issue_datestringnullable

The ISO 8601 timestamp for when the invoice was issued.

statusenum

The status of the invoice. Typically invoices start as draft, once they are approved they become submitted and after a payment is made they are partially_paid or paid. Invoices can also be voided to nullify the G/L impact, and those would have status void.

One ofopen, partially_paid, paid, void, draft, unknown, or submitted.

amount_duenumbernullable

The current amount due on the invoice. Represents the remainder after invoice payments or invoice credit memos are applied against the total amount.

currency_codeenumnullable

The ISO 4217 currency code of the invoice.

One ofAED, AFN, ALL, AMD, ANG, AOA, ARS, AUD, AWG, AZN, BAM, BBD, BDT, BGN, BHD, BIF, BMD, BND, BOB, BOV, BRL, BSD, BTN, BWP, BYR, BZD, CAD, CDF, CHE, CHF, CHW, CLF, CLP, CNY, COP, COU, CRC, CUC, CUP, CVE, CZK, DJF, DKK, DOP, DZD, EGP, ERN, ETB, EUR, FJD, FKP, GBP, GEL, GHS, GIP, GMD, GNF, GTQ, GYD, HKD, HNL, HRK, HTG, HUF, IDR, ILS, INR, IQD, IRR, ISK, JMD, JOD, JPY, KES, KGS, KHR, KMF, KPW, KRW, KWD, KYD, KZT, LAK, LBP, LKR, LRD, LSL, LTL, LVL, LYD, MAD, MDL, MGA, MKD, MMK, MNT, MOP, MRO, MUR, MVR, MWK, MXN, MXV, MYR, MZN, NAD, NGN, NIO, NOK, NPR, NZD, OMR, PAB, PEN, PGK, PHP, PKR, PLN, PYG, QAR, RON, RSD, RUB, RWF, SAR, SBD, SCR, SDG, SEK, SGD, SHP, SLL, SOS, SRD, SSP, STD, SVC, SYP, SZL, THB, TJS, TMT, TND, TOP, TRY, TTD, TWD, TZS, UAH, UGX, USD, USN, USS, UYI, UYU, UYW, UZS, VEF, VND, VUV, WST, XAF, XAG, XAU, XBA, XBB, XBC, XBD, XCD, XDR, XFU, XOF, XPD, XPF, XPT, XTS, XXX, YER, ZAR, ZMW, ETH, BTC, or null.

discount_amountnumbernullable

The total amount of discounts applied to the invoice.

document_numberstringfilterablenullable

The seller facing document number of the invoice.

memostringnullable

The customer-facing memo on the invoice.

sub_totalnumbernullable

The subtotal of the invoice, without the tax amount.

tax_amountnumbernullable

The total tax amount applied to the invoice.

total_amountnumbernullable

The total amount due on the invoice.

linked_paymentsarray

An array of Rutter IDs of Invoice Payments and Invoice Credit Memos applied against the invoice.

Show linked_payments attributes

addressesarrayOptional

An array of addresses linked to the invoice. Supported for QuickBooks.

Show addresses attributes

line_itemsarray

Show line_items attributes

additional_fieldsobjectOptional

Additional fields required only for a narrow set of use cases.

Show additional_fields attributes

created_atstringfilterablenullable

The ISO 8601 timestamp that the invoice was created.

updated_atstringfilterablenullable

The ISO 8601 timestamp that the invoice was last updated.

last_synced_atstringfilterable

The ISO 8601 timestamp when the invoice was last synced by Rutter.

platform_urlstringnullable

A URL pointing to the object in the underlying platform. When no URL exists for the specific object, the value may be a larger URL containing the object.

platform_dataobjectOptional

The raw platform data corresponding to the Rutter object.

Endpoints

GET

/accounting/invoices

GET

/accounting/invoices/:id

GET

/accounting/invoices/:id/pdf

POST

/accounting/invoices

PATCH

/accounting/invoices/:id

DELETE

/accounting/invoices/:id

List Invoices

GEThttps://production.rutterapi.com/versioned/accounting/invoices

Request Parameters

access_tokenstringqueryRequired

The access token of the connection.

cursorstringqueryOptional

Used to paginate to the next batch of objects. Should be a copy of the next_cursor value from the previous response.

limitintegerqueryOptional

Used to limit the number of returned objects. Defaults to 50.

filterstringqueryOptional

Not currently supported on Sage Intacct or Sage Business Cloud. Used to specify a filtering criteria for response objects. Refer to Filtering Objects to understand the syntax for the filtering criteria. The filtering syntax only supports fields decorated with a filterable tag in the response object.

Filterable fields: document_number, customer_id, created_at, updated_at, last_synced_at.

sortstringqueryOptional

Used to sort the response objects, e.g. last_synced_at ASC. If a value is provided but ASC or DESC is not, defaults to ASC. If omitted, defaults to updated_at DESC. Supports only fields decorated with a filterable tag in the response object except on Sage Intacct and Sage Business Cloud. For those platforms, only updated_at_min, updated_at_max and last_synced_at_min fields are supported and not deprecated.

Sortable fields: document_number, customer_id, created_at, updated_at, last_synced_at.

expandenumqueryOptional

Include platform specific data (includes additional fields not provided by the Rutter object).

Must beplatform_data.

document_numberstringfilterablequeryOptional

Deprecated - use filter instead. The exact document number to filter on. Not currently supported on Sage Intacct or Sage Business Cloud.

last_synced_at_minintegerqueryOptional

Deprecated - use filter instead. Used to filter objects with a last_synced_at value greater than or equal to the supplied value. Should be a Unix time in milliseconds.

updated_at_maxintegerqueryOptional

Deprecated - use filter instead. Used to filter objects with a updated_at value less than or equal to the supplied value. Should be a Unix time in milliseconds.

updated_at_minintegerqueryOptional

Deprecated - use filter instead. Used to filter objects with a updated_at value greater than or equal to the supplied value. Should be a Unix time in milliseconds.

force_fetchenumqueryOptional

Used to force a response even if the underlying connection has not finished its initial sync.

One oftrue or false.

Response Body

Support by integration

QuickBooks
Xero
QuickBooks Desktop
NetSuite

200

Example Response Body

JSON

1{
2  "invoices": [
3    {
4      "id": "00000000-0000-0000-0000-000000000000",
5      "platform_id": "12345678",
6      "account_id": "00000000-0000-0000-0000-000000000000",
7      "customer_id": "00000000-0000-0000-0000-000000000000",
8      "payment_terms_id": "00000000-0000-0000-0000-000000000000",
9      "subsidiary_id": "00000000-0000-0000-0000-000000000000",
10      "due_date": "2023-01-02T02:34:56.000Z",
11      "issue_date": "2023-01-02T02:34:56.000Z",
12      "status": "partially_paid",
13      "amount_due": 9.34,
14      "currency_code": "USD",
15      "discount_amount": 0,
16      "document_number": "CUSTINVC-1",
17      "memo": "For a Rutter shirt.",
18      "sub_total": 12.34,
19      "tax_amount": 2,
20      "total_amount": 14.34,
21      "linked_payments": [
22        {
23          "id": "00000000-0000-0000-0000-000000000000",
24          "allocated_date": "2023-01-02T02:34:56.000Z",
25          "allocated_amount": 3,
26          "type": "INVOICE_PAYMENT"
27        },
28        {
29          "id": "00000000-0000-0000-0000-000000000000",
30          "allocated_date": "2023-01-02T02:34:56.000Z",
31          "allocated_amount": 2,
32          "type": "INVOICE_CREDIT_MEMO"
33        }
34      ],
35      "line_items": [
36        {
37          "platform_id": "12345678",
38          "account_id": "00000000-0000-0000-0000-000000000000",
39          "class_id": "00000000-0000-0000-0000-000000000000",
40          "tax_rate_id": "00000000-0000-0000-0000-000000000000",
41          "description": "A Rutter shirt.",
42          "discount_amount": 0,
43          "discount_percentage": 0,
44          "sub_total": 12.34,
45          "tax_amount": 2,
46          "total_amount": 14.34,
47          "item": {
48            "id": "00000000-0000-0000-0000-000000000000",
49            "quantity": 1,
50            "unit_amount": 12.34
51          }
52        }
53      ],
54      "created_at": "2023-01-02T02:34:56.000Z",
55      "updated_at": "2023-01-02T02:34:56.000Z",
56      "last_synced_at": "2023-01-02T02:34:56.000Z",
57      "platform_url": "https://platform.com/resource?id=123",
58      "platform_data": {
59        "id": 123,
60        "data": "Varies by platform"
61      }
62    }
63  ],
64  "next_cursor": "MTY3NDgzMTk0Ml82MDY4ZDI0ZC02NGRmLTRmN2EtYTM0Ny0zN2ZmNjY5MGVmMjU=",
65  "connection": {
66    "id": "00000000-0000-0000-0000-000000000000",
67    "orgId": "00000000-0000-0000-0000-000000000000",
68    "platform": "NETSUITE"
69  }
70}

Fetch an Invoice

GEThttps://production.rutterapi.com/versioned/accounting/invoices/:id

Request Parameters

idstringpathRequired

The unique ID of the object.

access_tokenstringqueryRequired

The access token of the connection.

id_typeenumqueryOptional

Used to indicate the type of id that is supplied. Defaults to rutter. Not currently supported on Sage Intacct or Sage Business Cloud.

One ofrutter or platform.

force_fetchenumqueryOptional

Used to force a response even if the underlying connection has not finished its initial sync.

One oftrue or false.

Response Body

Support by integration

QuickBooks
Xero
QuickBooks Desktop
NetSuite

200

Example Response Body

JSON

1{
2  "invoice": {
3    "id": "00000000-0000-0000-0000-000000000000",
4    "platform_id": "12345678",
5    "account_id": "00000000-0000-0000-0000-000000000000",
6    "customer_id": "00000000-0000-0000-0000-000000000000",
7    "payment_terms_id": "00000000-0000-0000-0000-000000000000",
8    "subsidiary_id": "00000000-0000-0000-0000-000000000000",
9    "due_date": "2023-01-02T02:34:56.000Z",
10    "issue_date": "2023-01-02T02:34:56.000Z",
11    "status": "partially_paid",
12    "amount_due": 9.34,
13    "currency_code": "USD",
14    "discount_amount": 0,
15    "document_number": "CUSTINVC-1",
16    "memo": "For a Rutter shirt.",
17    "sub_total": 12.34,
18    "tax_amount": 2,
19    "total_amount": 14.34,
20    "linked_payments": [
21      {
22        "id": "00000000-0000-0000-0000-000000000000",
23        "allocated_date": "2023-01-02T02:34:56.000Z",
24        "allocated_amount": 3,
25        "type": "INVOICE_PAYMENT"
26      },
27      {
28        "id": "00000000-0000-0000-0000-000000000000",
29        "allocated_date": "2023-01-02T02:34:56.000Z",
30        "allocated_amount": 2,
31        "type": "INVOICE_CREDIT_MEMO"
32      }
33    ],
34    "line_items": [
35      {
36        "platform_id": "12345678",
37        "account_id": "00000000-0000-0000-0000-000000000000",
38        "class_id": "00000000-0000-0000-0000-000000000000",
39        "tax_rate_id": "00000000-0000-0000-0000-000000000000",
40        "description": "A Rutter shirt.",
41        "discount_amount": 0,
42        "discount_percentage": 0,
43        "sub_total": 12.34,
44        "tax_amount": 2,
45        "total_amount": 14.34,
46        "item": {
47          "id": "00000000-0000-0000-0000-000000000000",
48          "quantity": 1,
49          "unit_amount": 12.34
50        }
51      }
52    ],
53    "created_at": "2023-01-02T02:34:56.000Z",
54    "updated_at": "2023-01-02T02:34:56.000Z",
55    "last_synced_at": "2023-01-02T02:34:56.000Z",
56    "platform_url": "https://platform.com/resource?id=123",
57    "platform_data": {
58      "id": 123,
59      "data": "Varies by platform"
60    }
61  },
62  "connection": {
63    "id": "00000000-0000-0000-0000-000000000000",
64    "orgId": "00000000-0000-0000-0000-000000000000",
65    "platform": "NETSUITE"
66  }
67}

Fetch a downloadable link of the Invoice

GEThttps://production.rutterapi.com/versioned/accounting/invoices/:id/pdf

Request Parameters

idstringpathRequired

The Rutter generated unique ID of the invoice.

access_tokenstringqueryRequired

The access token of the connection.

force_fetchenumqueryOptional

Used to force a response even if the underlying connection has not finished its initial sync.

One oftrue or false.

Response Body

Support by integration

QuickBooks
Xero
NetSuite

200

Example Response Body

JSON

1{
2  "invoice": {
3    "pdf_link": "https://rutteraccountingattachments.s3.amazonaws.com/00000000-0000-0000-0000-000000000000"
4  }
5}

Create an Invoice

POSThttps://production.rutterapi.com/versioned/accounting/invoices

Request Parameters

access_tokenstringqueryRequired

The access token of the connection.

Request Body

response_modeenumOptional

The response mode for our async endpoints. prefer_sync allows calling the API in a best-effort, synchronous fashion and wait for the response. If this takes too long we will instead return the asynchronous response. This is the default behavior. async makes the API respond with the asynchronous response. See Asynchronous Operations.

One ofasync or prefer_sync.

invoiceobject

Show invoice attributes

Response Body

Support by integration

QuickBooks
Xero
QuickBooks Desktop
NetSuite

Example Request Body

JSON

1{
2  "invoice": {
3    "customer_id": "00000000-0000-0000-0000-000000000000",
4    "payment_terms_id": "00000000-0000-0000-0000-000000000000",
5    "due_date": "2023-01-02T02:34:56.000Z",
6    "issue_date": "2023-01-02T02:34:56.000Z",
7    "currency_code": "USD",
8    "document_number": "CUSTINVC-1",
9    "memo": "For a Rutter shirt.",
10    "line_items": [
11      {
12        "total_amount": 12.34,
13        "description": "A Rutter Shirt",
14        "item": {
15          "id": "00000000-0000-0000-0000-000000000000",
16          "quantity": 1,
17          "unit_amount": 12.34
18        }
19      }
20    ]
21  }
22}

200

Example Response Body

JSON

1{
2  "invoice": {
3    "id": "00000000-0000-0000-0000-000000000000",
4    "platform_id": "12345678",
5    "account_id": "00000000-0000-0000-0000-000000000000",
6    "customer_id": "00000000-0000-0000-0000-000000000000",
7    "payment_terms_id": "00000000-0000-0000-0000-000000000000",
8    "subsidiary_id": "00000000-0000-0000-0000-000000000000",
9    "due_date": "2023-01-02T02:34:56.000Z",
10    "issue_date": "2023-01-02T02:34:56.000Z",
11    "status": "partially_paid",
12    "amount_due": 9.34,
13    "currency_code": "USD",
14    "discount_amount": 0,
15    "document_number": "CUSTINVC-1",
16    "memo": "For a Rutter shirt.",
17    "sub_total": 12.34,
18    "tax_amount": 2,
19    "total_amount": 14.34,
20    "linked_payments": [
21      {
22        "id": "00000000-0000-0000-0000-000000000000",
23        "allocated_date": "2023-01-02T02:34:56.000Z",
24        "allocated_amount": 3,
25        "type": "INVOICE_PAYMENT"
26      },
27      {
28        "id": "00000000-0000-0000-0000-000000000000",
29        "allocated_date": "2023-01-02T02:34:56.000Z",
30        "allocated_amount": 2,
31        "type": "INVOICE_CREDIT_MEMO"
32      }
33    ],
34    "line_items": [
35      {
36        "platform_id": "12345678",
37        "account_id": "00000000-0000-0000-0000-000000000000",
38        "class_id": "00000000-0000-0000-0000-000000000000",
39        "tax_rate_id": "00000000-0000-0000-0000-000000000000",
40        "description": "A Rutter shirt.",
41        "discount_amount": 0,
42        "discount_percentage": 0,
43        "sub_total": 12.34,
44        "tax_amount": 2,
45        "total_amount": 14.34,
46        "item": {
47          "id": "00000000-0000-0000-0000-000000000000",
48          "quantity": 1,
49          "unit_amount": 12.34
50        }
51      }
52    ],
53    "created_at": "2023-01-02T02:34:56.000Z",
54    "updated_at": "2023-01-02T02:34:56.000Z",
55    "last_synced_at": "2023-01-02T02:34:56.000Z",
56    "platform_url": "https://platform.com/resource?id=123",
57    "platform_data": {
58      "id": 123,
59      "data": "Varies by platform"
60    }
61  }
62}

Update an Invoice

PATCHhttps://production.rutterapi.com/versioned/accounting/invoices/:id

If a field is provided, that field will take the updated value. If a field is not provided, the existing value will persist. The exception is for array fields such as `line_items`. For these fields, the entire array will be replaced with the new array value.

Request Parameters

idstringpathRequired

The Rutter generated unique ID of the object.

access_tokenstringqueryRequired

The access token of the connection.

Request Body

response_modeenumOptional

One ofasync or prefer_sync.

invoiceobject

Show invoice attributes

Response Body

Support by integration

QuickBooks
Xero
QuickBooks Desktop
NetSuite

Example Request Body

JSON

1{
2  "invoice": {
3    "due_date": "2023-01-02T02:34:56.000Z",
4    "document_number": "CUSTINVC-2",
5    "line_items": [
6      {
7        "total_amount": 12.34,
8        "description": "A Rutter Shirt",
9        "item": {
10          "id": "00000000-0000-0000-0000-000000000000",
11          "quantity": 1,
12          "unit_amount": 12.34
13        }
14      }
15    ]
16  }
17}

200

Example Response Body

JSON

1{
2  "invoice": {
3    "id": "00000000-0000-0000-0000-000000000000",
4    "platform_id": "12345678",
5    "account_id": "00000000-0000-0000-0000-000000000000",
6    "customer_id": "00000000-0000-0000-0000-000000000000",
7    "payment_terms_id": "00000000-0000-0000-0000-000000000000",
8    "subsidiary_id": "00000000-0000-0000-0000-000000000000",
9    "due_date": "2023-01-02T02:34:56.000Z",
10    "issue_date": "2023-01-02T02:34:56.000Z",
11    "status": "partially_paid",
12    "amount_due": 9.34,
13    "currency_code": "USD",
14    "discount_amount": 0,
15    "document_number": "CUSTINVC-1",
16    "memo": "For a Rutter shirt.",
17    "sub_total": 12.34,
18    "tax_amount": 2,
19    "total_amount": 14.34,
20    "linked_payments": [
21      {
22        "id": "00000000-0000-0000-0000-000000000000",
23        "allocated_date": "2023-01-02T02:34:56.000Z",
24        "allocated_amount": 3,
25        "type": "INVOICE_PAYMENT"
26      },
27      {
28        "id": "00000000-0000-0000-0000-000000000000",
29        "allocated_date": "2023-01-02T02:34:56.000Z",
30        "allocated_amount": 2,
31        "type": "INVOICE_CREDIT_MEMO"
32      }
33    ],
34    "line_items": [
35      {
36        "platform_id": "12345678",
37        "account_id": "00000000-0000-0000-0000-000000000000",
38        "class_id": "00000000-0000-0000-0000-000000000000",
39        "tax_rate_id": "00000000-0000-0000-0000-000000000000",
40        "description": "A Rutter shirt.",
41        "discount_amount": 0,
42        "discount_percentage": 0,
43        "sub_total": 12.34,
44        "tax_amount": 2,
45        "total_amount": 14.34,
46        "item": {
47          "id": "00000000-0000-0000-0000-000000000000",
48          "quantity": 1,
49          "unit_amount": 12.34
50        }
51      }
52    ],
53    "created_at": "2023-01-02T02:34:56.000Z",
54    "updated_at": "2023-01-02T02:34:56.000Z",
55    "last_synced_at": "2023-01-02T02:34:56.000Z",
56    "platform_url": "https://platform.com/resource?id=123",
57    "platform_data": {
58      "id": 123,
59      "data": "Varies by platform"
60    }
61  }
62}

Delete an Invoice

DELETEhttps://production.rutterapi.com/versioned/accounting/invoices/:id

Request Parameters

idstringpathRequired

The Rutter generated unique ID of the object.

access_tokenstringqueryRequired

The access token of the connection.

Request Body

response_modeenumOptional

One ofasync or prefer_sync.

Response Body

Support by integration

QuickBooks
Xero

200

Example Response Body

JSON

1{
2  "code": "deleted",
3  "success": true
4}

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