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Documentation Index

Fetch the complete documentation index at: https://docs.nocotax.app/llms.txt

Use this file to discover all available pages before exploring further.

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Invoice states

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DRAFT

Invoice is being prepared. Can be modified or deleted.
  • No invoice number or date
  • Does not affect AP/AR balances
  • Can update amounts, line items, tax
  • Can be deleted

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FINALIZED

Invoice is issued and official. Cannot be modified.
  • Has sequential invoice number
  • Has official invoice date
  • Due date calculated (if payment_terms provided)
  • Affects AP/AR balances
  • Immutable - corrections require credit notes

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CANCELLED

Invoice is voided (not yet implemented).

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State transitions

DRAFT → finalize() → FINALIZED

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Creating an invoice

All invoices start as DRAFT: 
curl https://api.nocotax.app/invoices \
  -u ${ACCOUNT_ID}:${YOUR_API_KEY} \
  -H "Content-Type: application/json" \
  -d '{
    "flow": "sales",
    "currency": "EUR",
    "customer_id": "org_customer_123",
    "items": [
      {
        "description": "Monthly Subscription",
        "quantity": 1,
        "unit_extratax_amount": 9900
      }
    ]
  }'

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Finalizing an invoice

curl https://api.nocotax.app/invoices/inv_123/finalize \
  -X POST \
  -u ${ACCOUNT_ID}:${YOUR_API_KEY}
What happens on finalization:
  1. Invoice number assigned
  2. Invoice date set to today
  3. Due date calculated (from payment_terms)
  4. AP/AR balances updated
  5. Invoice locked from changes
Finalization is irreversible. Review carefully before finalizing.

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Payment status

Finalized invoices track payment status:
StatusDescription
OPENDue date not yet passed, unpaid
DUEPast due date, unpaid, or partially paid
PAIDFully paid
The amount_remaining field shows what’s still owed.

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Working with finalized invoices

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Attaching payments

Invoice Payments

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Correcting errors

Issue a credit note for finalized invoices: 
curl https://api.nocotax.app/credit_notes \
  -u ${ACCOUNT_ID}:${YOUR_API_KEY} \
  -H "Content-Type: application/json" \
  -d '{
    "flow": "sales",
    "currency": "EUR",
    "customer_id": "org_customer_123",
    "invoice_id": 'inv_123',
    "items": [
      {
        "description": "Monthly Subscription",
        "quantity": 1,
        "unit_extratax_amount": 9900
      }
    ]
  }'

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Best practices

  • Review drafts carefully before finalizing
  • Finalize invoices promptly - don’t leave in DRAFT
  • Use payment_terms for automatic due date calculation
  • Issue credit notes for corrections, never modify finalized invoices
  • Track payment status for automated reminders