Invoices

Entity›Activity›Activity.Invoice

Invoices represent billing and payment records in your CRM. They typically follow a Sales Order in the sales pipeline and track the payment lifecycle through phases such as Draft, Sent, and Paid.

Use the Activity_Invoice endpoint to manage your invoices. Invoices inherit all fields from Activity (subject, amount, financial totals) and support phase-based workflows to track payment status.

Endpoints

List Invoices

Retrieve a paginated list of invoices.

GET/v1/odata/Activity_Invoice

Single Invoice

Retrieve a single invoice by its ID.

GET/v1/odata/Activity_Invoice({id})

With expanded relations:

GET/v1/odata/Activity_Invoice({id})?$expand=Phase,ProductLines,Relationship,Contact

Create Invoice

Create a new invoice.

POST/v1/odata/Activity_Invoice

Update Invoice

Update an existing invoice. Provide only the fields to update.

PUT/v1/odata/Activity_Invoice({id})

Update Invoice Phase

Change the phase of an invoice (e.g., from Draft to Sent, or Sent to Paid):

POST/v1/odata/Activity_Invoice

Query available phases with:

GET /v1/odata/Datastore_Phase_ActivityInvoice

Delete Invoice

Delete an invoice by ID.

DELETE/v1/odata/Activity_Invoice({id})

Fields

Standard Fields (all entities)

Field	Type	Description
ID	Guid	Primary key (UUID)
_Type	String	Entity type discriminator (Activity.Invoice)
_Name	String	Computed display name
SortIndex	Double	Sorting order
CreationDate	DateTimeOffset	Date the record was created
LastMutationDate	DateTimeOffset	Date of the last modification
IsActive	Boolean	Whether the record is active
IsClosed	Boolean	Whether the record is closed

Inherited Fields (from Activity)

Field	Type	Description
Subject	String	Activity subject / title
Number	String	Auto-generated invoice number
Amount	Double	Invoice amount
Currency	String	Currency code (e.g., EUR)
IsVatIncluded	Boolean	Whether prices include VAT
DiscountPercentage	Double	Discount percentage
RelationDescription	String	Description of the linked relation
NumberOfProductLines	Double	Number of product lines
NumberOfOpenTasks	Double	Number of open tasks
BillingAmount	Double	Amount to be billed
TotalSalesExcludingVAT	Double	Subtotal excluding VAT
TotalSalesIncludingVAT	Double	Total including VAT
VatAmount	Double	VAT amount
TotalDiscountExcludingVAT	Double	Total discount amount
TotalMargin	Double	Total profit margin
TotalPurchaseAmount	Double	Total purchase/cost amount

Relationships

Relationship	Target Entity	Cardinality	Description
Relationship	Relationship	N:1	Linked relation (customer)
Contact	Relation.Person.Contact	N:1	Contact person
ProductLines	ProductLine	1:N	Product lines / line items
Involved	Involved	1:N	Involved parties
Phase	Datastore.Phase.ActivityInvoice	N:1	Invoice phase (Draft, Sent, Paid, etc.)
Activity	Activity	N:1	Parent activity (e.g., linked sales order)
LinkedActivities	Activity	1:N	Linked activities
PriceList	PriceList	N:1	Price list
TimeRegistrations	TimeRegistration	1:N	Time registrations

Expanding Relationships

GET/v1/odata/Activity_Invoice({id})?$expand=Phase

GET/v1/odata/Activity_Invoice({id})?$expand=Phase,ProductLines,Relationship,Contact

Navigating Relationships

GET/v1/odata/Activity_Invoice({id})/ProductLines

GET/v1/odata/Activity_Invoice({id})/Involved

DELETE/v1/odata/Activity_Invoice({id})/Phase/$ref

Filtering Examples

GET/v1/odata/Activity_Invoice?$filter=Phase/Code eq '{Code}'&$top={top}

GET/v1/odata/Activity_Invoice?$filter=Phase/Code ne '{Code}'&$top={top}

GET/v1/odata/Activity_Invoice?$filter=Amount gt {Amount}&$top={top}

GET/v1/odata/Activity_Invoice?$filter=contains(Subject, '{Subject}')&$top={top}

GET/v1/odata/Activity_Invoice?$filter=CreationDate gt {CreationDate}&$top={top}

GET/v1/odata/Activity_Invoice?$filter=IsClosed eq {IsClosed}&$top={top}

GET/v1/odata/Activity_Invoice?$filter=Number eq '{Number}'&$top={top}

Paginating Through Unpaid Invoices

GET /v1/odata/Activity_Invoice?$filter=Phase/Code ne 'Paid'&$orderby=ID&$top=100&$skip=0
GET /v1/odata/Activity_Invoice?$filter=Phase/Code ne 'Paid'&$orderby=ID&$top=100&$skip=100