Invoices and billing

Client invoices, supplier invoices, quotes, credit notes, and products

The billing surface covers every document you exchange with your customers and suppliers, plus the reusable product catalog that backs them.

Client invoices

Tool	What it does	Upstream
list_client_invoices	Paginated list of issued invoices. Status filter: draft / unpaid / paid / canceled.	List client invoices
get_client_invoice	Fetch one invoice with the heavier fields the list view drops (regulatory blocks, e-invoicing lifecycle events).	Retrieve a client invoice
create_client_invoice	Create an invoice. client_id must exist with a currency; payment_methods.iban must belong to a Qonto account on the organization. Default status is draft.	Create a client invoice
update_client_invoice	Patch a draft. Finalized, canceled, or paid invoices reject updates.	Update a client invoice
delete_client_invoice	Delete a draft. Only draft accepted; cancel finalised invoices through change_client_invoice_status.	Delete a client invoice
change_client_invoice_status	Composite lifecycle transition: finalize (draft to unpaid, locks against update and delete) or cancel (unpaid to canceled, irreversible).	Finalize / Cancel
mark_client_invoice_as_paid	Move unpaid to paid and stamp paid_at (defaults to today). Idempotent on already-paid invoices, updates the date.	Mark as paid
send_client_invoice	Email an invoice to one or more recipients. The invoice status is unchanged.	Send a client invoice

Try it

Draft a €1,200 + 20% VAT invoice to ACME for “Consulting June 2026”, finalize it, and email it to [e-mail].

Mark the latest unpaid invoice from ACME as paid on 2026-05-15.

Credit notes

Tool	What it does	Upstream
list_credit_notes	List credit notes (partial- or full-refund counter-documents linked to client invoices).	List credit notes
get_credit_note	Fetch one credit note with all fields.	Retrieve a credit note
create_credit_note	Create a credit note tied to an existing invoice. Currency must match the invoice; cumulative total cannot exceed it.	Create a credit note

Try it

Issue a €120 credit note against invoice INV-2026-042.

Quotes

Tool	What it does	Upstream
list_quotes	List client quotes (commercial offers issued before invoicing).	List quotes
get_quote	Fetch one quote with the public quote_url.	Retrieve a quote
create_quote	Create a quote (initial status pending_approval). Items with vat_rate=0 need a vat_exemption_code.	Create a quote
update_quote	Patch one quote by UUID.	Patch a quote
delete_quote	Permanently delete a quote.	Delete a quote
send_quote	Email a quote to one or more recipients.	Send a quote

Try it

Send the latest draft quote for ACME to [e-mail].

Supplier invoices

Tool	What it does	Upstream
list_supplier_invoices	Paginated list of supplier invoices. Filter client-side on status (server-side filter not yet exposed).	List supplier invoices
get_supplier_invoice	Fetch one supplier invoice (status, supplier, dates, amounts, taxes, IBAN, matched_transactions, approval_workflow, available_actions).	Retrieve a supplier invoice
change_supplier_invoice_status	Composite lifecycle transition: reject (irreversible) or mark_as_paid / unmark_as_paid.	Reject / Mark as paid / Unmark as paid

Try it

Mark supplier invoice INV-3382 as paid on 2026-05-20.

Which supplier invoices are still unpaid after 60 days?

Products

The product catalog backs every line item on a client invoice, quote, or credit note.

Tool	What it does	Upstream
list_products	List the reusable catalog of goods and services. Use a product id as a line item on invoices, quotes, or credit notes.	List products
create_product	Create a product. Required: title (max 120 chars), type (good or service), unit_price (value + currency), vat_rate.	Create a product

Try it

Add a “Consulting hour” service product at €150 + 20% VAT.