Invoices & Payments

Overview

An invoice is a numbered request for payment. You can create one directly, or have it created from an accepted quote. Customers receive a hosted link where they can view the invoice, download a PDF and, where available, pay online.

The quote to payment flow:

1. A quote is accepted, which creates an invoice (or you create an invoice yourself as a draft).
2. Issue the invoice. It gets its number, your billing details are frozen onto it and status becomes issued.
3. Send it by email and/or WhatsApp. The customer receives a hosted link to view and pay.
4. Payments are recorded against it, either manually by you or automatically when the customer pays online. Status moves to partially_paid and then paid.
5. If the due date passes with money outstanding, the invoice becomes overdue automatically.

Authentication

Authorization: Bearer cm_your_api_key

A key missing the scope gets 403.

Money and tax

All money fields end in _minor and are integers in minor units of the invoice currency (paise for INR, cents for USD; JPY has none). 1180.50 is 118050. Rates are in basis points: 1800 is 18%. Totals are computed by the server and are authoritative. Tax modes (CGST + SGST, IGST, standard or none) work as described in Tax regimes. Tax is calculated only from the rates you configure; consult your tax advisor for how it applies to you.

The invoice object

{
  "id": "d5e6…",
  "tenant_id": "a0b1…",
  "number": "INV/26-27/0001",
  "status": "partially_paid",
  "title": "Voice agents for Acme",
  "contact_id": "4411…",
  "company_id": "5c6d…",
  "deal_id": "33cc…",
  "quote_id": "a1b2…",
  "owner_user_id": "b1f2…",
  "currency": "INR",
  "issue_date": "2026-10-09",
  "due_date": "2026-10-24",
  "buyer": { "name": "Acme Traders", "state_code": "27", "country": "IN", "tax_id": "27AAAAA0000A1Z5" },
  "seller": { "legal_name": "…", "tax_id": "…" },
  "tax_mode": "in_intra",
  "place_of_supply": "27",
  "subtotal_minor": 2500000,
  "discount_minor": 0,
  "tax_minor": 450000,
  "total_minor": 2950000,
  "amount_paid_minor": 1000000,
  "amount_due_minor": 1950000,
  "tax_breakdown": [
    { "label": "CGST 9%", "rate_bps": 900, "taxable_minor": 2500000, "tax_minor": 225000 },
    { "label": "SGST 9%", "rate_bps": 900, "taxable_minor": 2500000, "tax_minor": 225000 }
  ],
  "lines": [],
  "notes": null,
  "terms": "Payment due within 15 days.",
  "public_url": "https://…/invoice/…",
  "payment_request_id": null,
  "sent_at": "2026-10-09T10:00:00Z",
  "viewed_at": null,
  "issued_at": "2026-10-09T10:00:00Z",
  "paid_at": null,
  "voided_at": null,
  "void_reason": null,
  "created_at": "2026-10-09T09:50:00Z",
  "updated_at": "2026-10-10T08:00:00Z"
}

amount_due_minor is the amount still owed: total_minor - amount_paid_minor, or 0 on a draft or void invoice. lines is returned on create, get, update and the action responses, and omitted from list rows. buyer, seller, tax_*, lines and the totals follow the same shapes and rules as the quote object. public_url is the hosted link for the customer; treat it as a secret.

number is null on a draft. Numbers are assigned when the invoice is issued, so numbering has no gaps, and a voided invoice keeps its number.

Status lifecycle

Any move not listed returns 422. Header fields and lines can be edited only in draft.

GET /api/v1/crm/invoices

Newest first. Each row carries the header fields, buyer, total_minor, due_date, amount_paid_minor, quote_id, sent_at, a computed amount_due_minor and a computed buyer_name. It omits lines, seller, the tax fields and public_url.

GET /api/v1/crm/invoices/summary

Outstanding, overdue and recently paid totals, one row per currency because amounts in different currencies are never added together. outstanding_minor is the balance on issued, partially_paid and overdue invoices, overdue_minor is the overdue part of that, and paid_30d_minor is the payments recorded in the last 30 days. Rows are sorted by currency.

{
  "currencies": [
    {
      "currency": "INR",
      "outstanding_minor": 1950000,
      "overdue_minor": 450000,
      "paid_30d_minor": 5900000
    }
  ]
}

POST /api/v1/crm/invoices

Creates a draft. The body and line fields are the same as creating a quote, with these differences: there is no lead_id or valid_until; due_date (default issue_date plus payment_terms_days) and quote_id (optional, must be your quote or 404) are accepted. due_date before issue_date returns 422. Every line needs name, quantity and unit_price_minor.

curl -X POST https://api.callmissed.com/api/v1/crm/invoices \
  -H "Authorization: Bearer cm_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "contact_id": "4411…",
    "deal_id": "33cc…",
    "lines": [
      { "name": "Voice agent setup", "quantity": 1, "unit_price_minor": 2500000,
        "tax_name": "GST 18%", "tax_rate_bps": 1800 }
    ]
  }'

Returns 201 with the full invoice, its lines and public_url.

GET / PATCH / DELETE /api/v1/crm/invoices/{invoice_id}

PATCH accepts the create fields, all optional (except quote_id); lines, when present, replaces every line and recalculates totals. An explicit null for currency, issue_date or due_date is ignored. PATCH and DELETE (204, no body) work only on a draft, otherwise 422.

Issue and send

POST /api/v1/crm/invoices/{invoice_id}/issue

draft to issued. Assigns the number, freezes your billing details and stamps issued_at. Returns the invoice. Any other status, or a draft with no lines, returns 422.

POST /api/v1/crm/invoices/{invoice_id}/send

Same body and per-channel response as sending a quote (channels, to_email, to_phone, message). Sending a draft issues it first (422 if it has no lines). An issued, partially_paid, overdue or paid invoice is delivered again without a status change; a void invoice returns 422. The customer receives a hosted link where they can view the invoice, download the PDF and pay online when it is available. The same recipient rule for API keys (403) and daily send limit (429) apply as for quotes.

Payments

{
  "id": "e7f8…",
  "invoice_id": "d5e6…",
  "amount_minor": 1000000,
  "method": "bank_transfer",
  "reference": "UTR 4821",
  "paid_at": "2026-10-10T08:00:00Z",
  "payment_request_id": null,
  "recorded_by_user_id": null,
  "note": null,
  "created_at": "2026-10-10T08:01:00Z"
}

POST /api/v1/crm/invoices/{invoice_id}/payments

Records a payment received outside the platform.

curl -X POST https://api.callmissed.com/api/v1/crm/invoices/d5e6…/payments \
  -H "Authorization: Bearer cm_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{ "amount_minor": 1000000, "method": "bank_transfer", "reference": "UTR 4821" }'

Returns 201 with the payment. The invoice moves to partially_paid (or stays or becomes overdue when the due date has passed and a balance remains), or to paid once the balance reaches zero (and paid_at is stamped; the linked contact's lifecycle stage becomes customer). A payment larger than the balance, or on a draft, paid or void invoice, returns 422.

When a payment settles the invoice, the invoice.paid webhook event is emitted once the request commits.

GET /api/v1/crm/invoices/{invoice_id}/payments (scope crm_invoices:read) lists the payments, oldest paid_at first.

Online payment

POST /api/v1/crm/invoices/{invoice_id}/payment-link

Creates, or reuses when one is still live for the same balance, a payment link for the amount due through your connected payment gateway. When the customer pays, the payment is recorded on the invoice for you (method online), the status updates, and the invoice.paid webhook event is emitted once the invoice is settled. Takes no body and returns 200. While a link for the invoice is still being created, a second call returns 409; retry after a few seconds.

The gateway does not message the customer itself: share url, or send the invoice, whose hosted page has a Pay button. Recording a payment or voiding the invoice cancels any unpaid link for it at the gateway, so an old link cannot collect a stale amount. If money still arrives that cannot be recorded (the invoice was settled or voided meanwhile), it is written as a note on the invoice so you can refund or reconcile it.

Online payment is available for invoices in INR only, in issued, partially_paid or overdue status with a balance due, and only when you have connected your own Razorpay account. The invoice buyer needs an email or phone number. The amount due is capped at INR 5,00,000 per link; above it the call returns 422 and you should collect by bank transfer instead. For any other currency, share your bank details (they are printed on the invoice) and record the payment manually.

{ "url": "https://…" }

Void and PDF

• POST /api/v1/crm/invoices/{invoice_id}/void cancels an invoice. reason is required (1–500 characters, not blank). Allowed from draft, issued or overdue, and only with no payments recorded, otherwise 422. Returns the invoice.
• GET /api/v1/crm/invoices/{invoice_id}/pdf (scope crm_invoices:read) returns the invoice as application/pdf, rendered on demand. Documents with tax_mode in_intra or in_inter are titled "Tax Invoice".

Overdue

An invoice is past due from the day after its due_date in your workspace timezone: the overdue=true list filter, the summary and a partial payment use that date. The stored status of issued or partially_paid invoices moves to overdue automatically once the due date has passed in every timezone, so it can lag by up to a day. Recording the remaining payment moves an overdue invoice to paid; a partial payment on an overdue invoice leaves it overdue.

Errors

Nothing on this page consumes credits. Email and WhatsApp deliveries follow the normal charges of those channels.