Transactions

Track income and expenses with transaction records.

Create Transaction

POST https://api.invoiless.com/v1/transactions

Create a new transaction (income or expense).

Example:

{
  "type": "Income",
  "amount": 1500.0,
  "currency": "USD",
  "date": "2024-01-15",
  "customer": "customer_id",
  "category": "category_id",
  "method": "BankTransfer",
  "referenceId": "INV-2024-001",
  "notes": "Payment for invoice #001",
  "taxes": [
    {
      "name": "VAT",
      "type": "Percentage",
      "value": 20
    }
  ]
}

Body Parameters

Name	Type	Description	Required
type	string	Transaction type: Income or Expense	Yes
amount	number	Transaction amount (must be > 0)	Yes
currency	string	ISO 4217 currency code	No
date	date	Transaction date	No
customer	string	Customer ID	No
category	string	Category ID	No
method	string	Payment method: Cash, Cheque, Card, BankTransfer, or Other	No
referenceId	string	Reference ID (max 50 characters)	No
notes	string	Transaction notes (max 500 characters)	No
taxes	array	Transaction taxes (max 3 taxes)	No

Taxes Parameters

Name	Type	Description	Required
name	string	Tax name (max 15 characters)	No
type	string	Tax type, possible values are Flat or Percentage	No, default is Percentage
value	number	Tax value	Yes

Response HTTP/1.1 201 Created

Returns the created transaction object.

Update Transaction

PUT https://api.invoiless.com/v1/transactions/:id

PATCH https://api.invoiless.com/v1/transactions/:id

Update an existing transaction. See PUT vs PATCH for details on the differences.

Path Parameters

Name	Type	Description	Required
id	string	Transaction id	Yes

Body Parameters

Accepts the same parameters as Create Transaction.

Get Transaction

GET https://api.invoiless.com/v1/transactions/:id

Retrieve a specific transaction by ID.

Path Parameters

Name	Type	Description	Required
id	string	Transaction id	Yes

Get Transactions

GET https://api.invoiless.com/v1/transactions

Retrieve a paginated list of all transactions.

Query Parameters

Name	Type	Description	Required
page	number	Page number	No, default is 1
limit	number	Page limit	No , default is 50
search	string	Search by reference ID or notes	No

Delete Transaction

DELETE https://api.invoiless.com/v1/transactions/:id

Permanently delete a transaction.

Path Parameters

Name	Type	Description	Required
id	string	Transaction id	Yes