Advanced
25 min
Invoice Automation
Automatically create and send invoices.
Prerequisites
- An API key with the required scopes
- An active PlanDocket account
1
Understand Invoice Templates
Familiarize yourself with the invoice settings.
2
Retrieve Draft Invoices
Retrieve invoices with draft status to review them.
curl -X GET "https://your-tenant.plandocket.com/api/v1/invoices?status=draft" \
-H "Authorization: Bearer YOUR_API_KEY"
3
Update Invoice Status
Update the invoice status, e.g. to "sent".
curl -X PUT "https://your-tenant.plandocket.com/api/v1/invoices/789" \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"status": "sent"
}'