billr

Get one customer with address, rates and retainer details.

get_customer

Archive a customer (soft delete; can be restored in the app).

archive_customer

Update a customer. Only the fields given in `changes` are modified. Money fields are integer cents.

update_customer

Create a customer. Money fields (hourlyRate, retainerRate) are integer cents (CHF 150.00 = 15000).

create_customer

List customers. Use `q` to search by name/e-mail. Archived customers are excluded unless includeArchived is true.

list_customers

Create a supplier.

create_supplier

List suppliers (needed as supplierId when recording expenses).

list_suppliers

Revenue and expenses per month for a date range (YYYY-MM-DD). Amounts are integer cents.

monthly_summary

Accounts receivable aging: open invoice amounts bucketed by days overdue.

invoice_aging_report

Mark a sent quote as declined by the customer.

decline_quote

Get the quote PDF. Returns a download link (valid 15 minutes, no login needed).

get_quote_pdf

Mark a sent quote as accepted by the customer.

accept_quote

Get one quote with line items and totals. Amounts are integer cents.

get_quote

Update a DRAFT quote. If `lines` is given it replaces all lines. Quote line `quantity` is whole units (NOT ×100), `unitPrice` is integer cents; a line needs either productId or description+unitPrice. vatRate is basis points (8.1% = 810).

update_quote

Copy a quote into a new draft.

duplicate_quote

Create a DRAFT quote. Quote line `quantity` is whole units (NOT ×100), `unitPrice` is integer cents; a line needs either productId or description+unitPrice. vatRate is basis points (8.1% = 810). validUntil defaults to +30 days.

create_quote

Create a project from an ACCEPTED quote.

convert_quote_to_project

E-mail a quote as PDF to the customer (or to recipientEmail) and mark it as sent. Without confirm=true nothing is sent or changed: the call returns a preview (document, customer, recipient e-mail, total).

send_quote

List quotes (Offerten), optionally filtered by status, customer or search term.

list_quotes

Delete a DRAFT quote.

delete_draft_quote

Update a catalog product. Only fields in `changes` are modified. unitPrice is integer cents.

update_product

Add a product/service to the catalog. unitPrice is integer cents.

create_product

List the product/service catalog. unitPrice is integer cents.

list_products

Get one project including its hours/budget summary (tracked, billed and unbilled hours and value).

get_project

Update a project (name, status, budget, rate, ...). Only fields in `changes` are modified.

update_project

Create a project. budget and hourlyRate are integer cents. Without hourlyRate the customer rate applies.

create_project

List projects, optionally filtered by status or customer.

list_projects

Get the invoice PDF (with Swiss QR bill). Returns a download link (valid 15 minutes, no login needed).

get_invoice_pdf

Record full payment of an invoice. paymentDate is YYYY-MM-DD or ISO date-time (defaults to now).

mark_invoice_paid

Get one invoice with customer, line items, totals and payment status. Amounts are integer cents.

get_invoice

Create a DRAFT invoice with the line items of an ACCEPTED quote.

create_invoice_from_quote

Create a DRAFT invoice from all unbilled billable time entries of a project, priced at the project's (or customer's) hourly rate.

generate_invoice_from_time

Update a DRAFT invoice (sent invoices are locked). If `lines` is given it replaces all lines. Line `quantity` is units × 100 (1 = 100, 1.5 h = 150) and `unitPrice` is integer cents (CHF 150.00 = 15000); vatRate is basis points (8.1% = 810).

update_invoice

Copy an invoice into a new draft.

duplicate_invoice

Create a DRAFT invoice. Line `quantity` is units × 100 (1 = 100, 1.5 h = 150) and `unitPrice` is integer cents (CHF 150.00 = 15000); vatRate is basis points (8.1% = 810). Due date and VAT default to the organization settings.

create_invoice

Cancel (storno) a sent invoice with a reason. Its time entries become unbilled again. Irreversible.

cancel_invoice

Finalize a draft invoice (assigns the number, locks it) and, with sendEmail=true, e-mail it with QR bill to the customer. sendEmail=false only marks it as sent. Without confirm=true nothing is sent or changed: the call returns a preview (document, customer, recipient e-mail, total).

send_invoice

List invoices, optionally filtered by status or customer. Amounts are integer cents.

list_invoices

Delete a DRAFT invoice. Only drafts can be deleted; use cancel_invoice for sent invoices.

delete_draft_invoice

Search customers, projects, invoices, quotes and leads by name or number. Returns ids usable with `fetch`.

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