API Documentation

Invoice Methods

GET current Return a list of current invoices
GET get/[invoice number] Detailed information for a specific invoice
GET draft Return a list of draft invoices
GET job/[job number] Returns a list of invoices for a specific job
GET list Return a list of current and archived invoices
GET payments/[invoice number] Return a list of payments for an invoice
PARAMETERS
detailed=true Optional Return detailed information on invoice.  See GET get/[invoice number] method for example of detailed invoice response.
EXAMPLE URL
https://api.workflowmax.com/invoice.api/current?apiKey=[your API key]&accountKey=[WorkflowMax account key]
Example Response
<Response>
  <Status>OK</Status> 
  <Invoices>
    <Invoice>
      <ID>I000123</ID> 
      <Type>Progress Invoice</Type> 
      <Status>Approved</Status>   <!-- Approved, Paid, Draft, Cancelled -->
      <JobText>J000123</JobText>
      <Date>2007-09-15T00:00:00</Date> 
      <DueDate>2007-09-22T00:00:00</DueDate> 
      <Amount>200.00</Amount> 
      <AmountTax>25.00</AmountTax> 
      <AmountIncludingTax>225.00</AmountIncludingTax> 
      <AmountPaid>100.00</AmountPaid> 
      <AmountOutstanding>125.00</AmountOutstanding> 
      <Client>
        <ID>5</ID> 
        <Name>A C Smith Limited</Name> 
      </Client>
      <Contact>
        <ID>512</ID> 
        <Name>Andy Smith</Name> 
      </Contact>
    </Invoice>
  </Invoices>
</Response>
EXAMPLE URL
https://api.workflowmax.com/invoice.api/get/I000123?apiKey=[your API key]&accountKey=[WorkflowMax account key]
Example Job Invoice Response
<Response>
  <Status>OK</Status> 
  <Invoice>
      <ID>I000123</ID> 
      <Type>Progress Invoice</Type> 
      <Status>Approved</Status>   <!-- Approved, Paid, Draft, Cancelled -->
      <JobText>J000123</JobText>
      <Date>2007-09-15T00:00:00</Date> 
      <DueDate>2007-09-22T00:00:00</DueDate> 
      <Amount>200.00</Amount> 
      <AmountTax>25.00</AmountTax> 
      <AmountIncludingTax>225.00</AmountIncludingTax> 
      <AmountPaid>100.00</AmountPaid> 
      <AmountOutstanding>125.00</AmountOutstanding> 
      <Client>
        <ID>5</ID> 
        <Name>A C Smith Limited</Name> 
    </Client>
    <Contact>
      <ID>512</ID> 
      <Name>Andy Smith</Name> 
    </Contact>
    <Jobs>
      <Job>
        <ID>J000345</ID> 
        <Name>Brochure Design</Name> 
        <Description></Description> 
        <ClientOrderNumber />
        <Tasks>
          <Task>
            <Name>Design</Name> 
            <Description></Description> 
            <Minutes>60</Minutes> 
            <BillableRate>150</BillableRate> 
            <Billable>Yes</Billable> 
            <Amount>150.00</Amount> 
            <AmountTax>18.75</AmountTax> 
            <AmountIncludingTax>168.75</AmountIncludingTax> 
          </Task>
        </Tasks>
        <Costs>
          <Cost>
            <Description>Courier</Description> 
            <Code>COURIER</Code> 
            <Billable>Yes</Billable> 
            <Quantity>1</Quantity> 
            <UnitCost>50.00</UnitCost> 
            <UnitPrice>50.00</UnitPrice> 
            <Amount>50.00</Amount> 
            <AmountTax>6.25</AmountTax> 
            <AmountIncludingTax>56.25</AmountIncludingTax> 
          </Cost>
        </Costs>
      </Job>
    </Jobs>
  </Invoice>
</Response>
Example Miscellaneous Invoice Response
<Response>
  <Status>OK</Status> 
  <Invoice>
      <ID>I000123</ID> 
      <Type>Miscellaneous</Type> 
      <Status>Approved</Status>   <!-- Approved, Paid, Draft, Cancelled -->
      <JobText>J000123</JobText>
      <Date>2007-09-15T00:00:00</Date> 
      <DueDate>2007-09-22T00:00:00</DueDate> 
      <Amount>200.00</Amount> 
      <AmountTax>25.00</AmountTax> 
      <AmountIncludingTax>225.00</AmountIncludingTax> 
      <AmountPaid>100.00</AmountPaid> 
      <AmountOutstanding>125.00</AmountOutstanding> 
      <Client>
        <ID>5</ID> 
        <Name>A C Smith Limited</Name> 
    </Client>
    <Contact>
      <ID>512</ID> 
      <Name>Andy Smith</Name> 
    </Contact>
    <Tasks>
      <Task>
        <Name>Design</Name> 
        <Description></Description> 
        <Minutes>60</Minutes> 
        <BillableRate>150</BillableRate> 
        <Billable>Yes</Billable> 
        <Amount>150.00</Amount> 
        <AmountTax>18.75</AmountTax> 
        <AmountIncludingTax>168.75</AmountIncludingTax> 
      <Task>
    </Tasks>
    <Costs>
      <Cost>
        <Description>Courier</Description> 
        <Code>COURIER</Code> 
        <Billable>Yes</Billable> 
        <Quantity>1</Quantity> 
        <UnitCost>50.00</UnitCost> 
        <UnitPrice>50.00</UnitPrice> 
        <Amount>50.00</Amount> 
        <AmountTax>6.25</AmountTax> 
        <AmountIncludingTax>56.25</AmountIncludingTax> 
     <Cost>
    </Costs>
  </Invoice>
</Response>
PARAMETERS
detailed=true Optional Return detailed information on invoice.  See GET get/[invoice number] method for example of detailed invoice response.
EXAMPLE URL
https://api.workflowmax.com/invoice.api/draft?apiKey=[your API key]&accountKey=[WorkflowMax account key]
EXAMPLE URL
https://api.workflowmax.com/invoice.api/job/J000001?apiKey=[your API key]&accountKey=[WorkflowMax account key]
PARAMETERS
from=YYYYMMDD Required Return invoices created on or after this date.
to=YYYYMMDD Required Return invoices created on or before this date.
detailed=true Optional Return detailed information on invoice.  See GET get/[invoice number] method for example of detailed invoice response.
EXAMPLE URL
GET https://api.workflowmax.com/invoice.api/list?apiKey=[your API key]&accountKey=[WorkflowMax account key]&from=20090801&to=20090901
EXAMPLE URL
https://api.workflowmax.com/invoice.api/payments/I000123?apiKey=[your API key]&accountKey=[WorkflowMax account key]
Example Response
<Response>
  <Status>OK</Status> 
  <Payments>
    <Payment>
      <Date>2007-09-15T00:00:00</Date> 
      <Amount>200.00</Amount> 
      <Reference>ABC-1234</Reference> 
    </Payment>
  </Payments>
</Response>

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