Manage customer invoices

The Invoices section of the Billing tab lists every invoice your organization has raised for its customers, newest first. Use it to see what is owed, to read an invoice's lines, and to record a payment that reached you outside Coritan, such as a bank transfer.

You need the owner, admin or billing role.

1. In the dashboard, open the organization, then Billing. The tab opens on Invoices.
2. Choose a status in the list above the table: Unpaid or overdue, Unpaid, Overdue, Paid, Cancelled or Refunded. The toolbar also shows what your open invoices still owe, per currency.
3. To see one customer's invoices, open the customer on the Customers tab and select View invoices. Clear the customer filter with the cross next to its name.
4. Select an invoice to open it.

The invoice shows its Status, Customer, Subtotal, Tax, Total, what has been Paid, the Due date, when it was paid and issued, and its Line items.

Mark an invoice paid when the customer paid you another way, for example by bank transfer or in cash. Card and gateway payments settle their invoices on their own.

1. Open the invoice and select Mark as paid.
2. Confirm with Mark as paid.

The invoice becomes paid for its full amount, and its services renew as they would after any payment. Coritan did not receive this money, so it is not part of a payout.

Invoice already paid

The invoice is settled. Nothing more is needed.

The Billing tab says it is not open to your role

Ask an owner or admin to give you the billing role.

• Organization billing
• Track your payouts
• Handle billing in the staff console

List invoices, newest first. status_filter takes a status or open for unpaid and overdue together, customer_id narrows the list to one customer, and limit and offset page it. With with_total=true the answer is {items, total, limit, offset, counts, outstanding}, where outstanding is what the open invoices owe in each currency.

curl "https://api.coritan.com/api/v1/orgs/acme/invoices?status_filter=open&with_total=true" \
  -H "Authorization: Bearer $CORITAN_TOKEN"

Read one invoice, with its line items, with GET /invoices/{invoice_id}. Mark it paid with an empty POST:

curl -X POST https://api.coritan.com/api/v1/orgs/acme/invoices/3051/mark-paid \
  -H "Authorization: Bearer $CORITAN_TOKEN"

{"message": "Invoice marked as paid"}