Other Documents

Same patterns as invoices. Create, finalize, render, send.

Estimates

Quotes or proposals before invoicing.

Create estimatetypescript

// title: Create estimate
const estimate = await sdk.estimates.create({
  customer: { name: "Potential Client", email: "client@example.com" },
  items: [
    { name: "Web Design", quantity: 1, price: 3000 },
    { name: "Development", quantity: 40, price: 100 },
  ],
  valid_until: "2024-12-31",
});

Credit Notes

Refunds or corrections.

Create credit notetypescript

// title: Create credit note
const creditNote = await sdk.creditNotes.create({
  customer: { name: "Acme Corp" },
  items: [{ name: "Refund - Duplicate charge", quantity: 1, price: 100 }],
  related_document_id: invoice.id,
});

Advance Invoices

Deposits or prepayments.

Create advancetypescript

// title: Create advance invoice
const advance = await sdk.advanceInvoices.create({
  customer: { name: "Acme Corp", email: "billing@acme.com" },
  items: [{ name: "Project deposit (50%)", quantity: 1, price: 5000 }],
});