pre_invoices

Create /pre_invoices

Create a pre-invoice. Required on create: contact or lead (one of), date, and items (at least one line). Optional: currency (tenant default when omitted), expiry date, sale agent, notes, addresses, organization. Returns record with the detail projection.

POST

/pre_invoices

curl --request POST \
  --url https://default.hannacrm.app/api/v4/pre_invoices \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "adminnote": "<string>",
  "billing_city": "<string>",
  "billing_country": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "billing_state": "<string>",
  "billing_street": "<string>",
  "billing_zip": "<string>",
  "clientnote": "<string>",
  "contact": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "contact_person": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "currency": "<string>",
  "custom_fields": [
    {
      "slug": "<string>",
      "value": "<any>"
    }
  ],
  "date": "<string>",
  "expiry_date": "<string>",
  "items": [
    {
      "code": "<string>",
      "description": "<string>",
      "item": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "item_code": "<string>",
      "long_description": "<string>",
      "product_discount": 123,
      "qty": 123,
      "rate": 123,
      "unit": "<string>",
      "vat_percent": 123,
      "warehouse": "<string>"
    }
  ],
  "lead": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "organization": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "sale_agent": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "shipping_city": "<string>",
  "shipping_country": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "shipping_state": "<string>",
  "shipping_street": "<string>",
  "shipping_zip": "<string>",
  "status": 123,
  "terms": "<string>"
}
'

{
  "record": {
    "adjustment": "<string>",
    "adminnote": "<string>",
    "amount_due": "<string>",
    "billing_address": {
      "city": "<string>",
      "country": "<string>",
      "state": "<string>",
      "street": "<string>",
      "zip": "<string>"
    },
    "client": [
      {}
    ],
    "clientnote": "<string>",
    "contact": [
      {}
    ],
    "contact_person": [
      {}
    ],
    "converted_invoice": "<string>",
    "created_at": "2023-11-07T05:31:56Z",
    "created_by": {
      "name": "<string>",
      "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
    },
    "currency": {
      "name": "<string>",
      "symbol": "<string>"
    },
    "custom_fields": [
      {
        "slug": "<string>",
        "value": "<any>"
      }
    ],
    "date": "<string>",
    "discount_percent": "<string>",
    "discount_total": "<string>",
    "discount_type": "<string>",
    "document_full_number": "<string>",
    "document_number": "<string>",
    "document_prefix": "<string>",
    "expiry_date": "<string>",
    "items": [
      {}
    ],
    "lead": [
      {}
    ],
    "organization": [
      {}
    ],
    "organization_name": "<string>",
    "sale_agent": [
      {}
    ],
    "shipping_address": {
      "city": "<string>",
      "country": "<string>",
      "state": "<string>",
      "street": "<string>",
      "zip": "<string>"
    },
    "status": "<string>",
    "subtotal": "<string>",
    "terms": "<string>",
    "total": "<string>",
    "total_tax": "<string>",
    "updated_at": "2023-11-07T05:31:56Z",
    "updated_by": {
      "name": "<string>",
      "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
    },
    "uuid": "<string>",
    "warehouse": {
      "name": "<string>"
    }

Authorizations

Authorizationstringheaderrequired

API key (Bearer token) created in Setup → API & MCP.

Body

adminnotestring

Internal admin note.

billing_citystring

Billing city.

billing_countrystring

Billing country UUID.

billing_statestring

Billing state/region.

billing_streetstring

Billing street address.

billing_zipstring

Billing ZIP/postal code.

clientnotestring

Note visible to client.

contactstring

Client UUID (required on create if lead is omitted).

contact_personstring

Contact person UUID.

currencystring

Currency name (e.g. EUR). Uses tenant default when omitted on create.

custom_fieldsobject[]

Custom field values by slug.

Show child attributes

datestringrequired

Estimate date (Y-m-d).

expiry_datestring

Expiry date (Y-m-d).

itemsobject[]required

Estimate line items. At least one object is required.

Show child attributes

leadstring

Lead UUID (required on create if contact is omitted).

organizationstring

Organization UUID.

sale_agentstring

Sale agent staff UUID.

shipping_citystring

Shipping city.

shipping_countrystring

Shipping country UUID.

shipping_statestring

Shipping state/region.

shipping_streetstring

Shipping street address.

shipping_zipstring

Shipping ZIP/postal code.

statusinteger

Estimate status code (1–5).

termsstring

Terms and conditions.

any

Response

Success

recordobject

Fields enabled for this documentation instance (projection enabled: feature, option, subdomain, closures) plus account-level form field visibility. Role- and user-level field overrides are not applied here, so an API key whose staff user has such overrides may receive fewer fields. A disabled field is omitted from the response object entirely; a present key with a null value means the record simply has no value.

Show child attributes

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