Dashly Docs

Billing documents

`/billing-documents` - read-only

List billing documents

GET
/billing-documents

One page of records, newest first unless you say otherwise, with the total count in meta so you know how far to paginate.

Required scope: billing-documents:read.

Authorization

bearerAuth
headerAuthorizationBearer <token>

Your agency's API key: Authorization: Bearer ak_…. Created in Connectors → API & webhooks and shown once. A key authenticates an agency, not a person.

Query Parameters

page?integer

1-based. meta.totalPages says how many there are.

Range1 <= value
Default1
per_page?integer

Rows per page. A value above 200 returns 400 - never a silent clamp.

Range1 <= value <= 200
Default50
sort?string

Prefix with - for descending. An undeclared sort returns 400.

Default"-createdAt"
Value in"createdAt""-createdAt""issuedAt""-issuedAt""label""-label""amountCents""-amountCents"
q?string

Case-insensitive "contains", across: label, fileName.

filter[kind]?string

Exact match on kind.

Value in"invoice""quote""other"
filter[currency]?string

Exact match on currency.

filter[clientId]?string

Exact match on clientId.

Response Body

The requested page.

application/json
  1. response
data*array<>
meta*
Example Request
curl -X GET 'https://api.usedashly.com/v1/billing-documents'
Example Response
{  "data": [    {      "id": "string",      "clientId": "string",      "kind": "invoice",      "label": "string",      "fileName": "string",      "contentType": "string",      "sizeBytes": 0,      "amountCents": 0,      "currency": "string",      "issuedAt": "2019-08-24T14:15:22Z",      "createdAt": "2019-08-24T14:15:22Z"    }  ],  "meta": {    "page": 0,    "perPage": 0,    "total": 0,    "totalPages": 0  }}
GET
/billing-documents/{id}

The full record, custom fields included when the resource carries them. A record from another agency is a 404, not a 403 - its existence is not ours to confirm.

Required scope: billing-documents:read.

Authorization

bearerAuth
headerAuthorizationBearer <token>

Your agency's API key: Authorization: Bearer ak_…. Created in Connectors → API & webhooks and shown once. A key authenticates an agency, not a person.

Path Parameters

id*string

The record's public id (hsbftmp3f5), as returned in the id field. An internal UUID returns 404.

Response Body

Found.

application/json
  1. response
data*
Example Request
curl -X GET 'https://api.usedashly.com/v1/billing-documents/string'
Example Response
{  "data": {    "id": "string",    "clientId": "string",    "kind": "invoice",    "label": "string",    "fileName": "string",    "contentType": "string",    "sizeBytes": 0,    "amountCents": 0,    "currency": "string",    "issuedAt": "2019-08-24T14:15:22Z",    "createdAt": "2019-08-24T14:15:22Z"  }}

List available actions

GET
/billing-documents/actions

Every verb this resource answers to, with its target and the JSON Schema of its body - the same contracts this document describes, readable at runtime.

Required scope: billing-documents:read.

Authorization

bearerAuth
headerAuthorizationBearer <token>

Your agency's API key: Authorization: Bearer ak_…. Created in Connectors → API & webhooks and shown once. A key authenticates an agency, not a person.

Response Body

The available verbs.

application/json
  1. response
data*array<>
Example Request
curl -X GET 'https://api.usedashly.com/v1/billing-documents/actions'
Example Response
{  "data": [    {      "name": "string",      "label": "string",      "description": "string",      "target": "item",      "readOnly": true,      "path": "string",      "input": {}    }  ]}
POST
/billing-documents/{id}/actions/share-url

Returns a long-lived signed URL to the billing document's file - 180 days by default - usable on a public page, such as a proposal's Documents block.

Does what the dashboard's billingDocShareUrlAction does - same implementation, so the two cannot diverge.

Required scope: billing-documents:write.

Authorization

bearerAuth
headerAuthorizationBearer <token>

Your agency's API key: Authorization: Bearer ak_…. Created in Connectors → API & webhooks and shown once. A key authenticates an agency, not a person.

Path Parameters

id*string

The public id of the record to act on. It is resolved inside your agency before the action runs, so an id from another tenant is a 404 and never reaches it.

Header Parameters

Idempotency-Key?string

A value you choose (a UUID is the usual one), 8 to 255 characters of A-Z a-z 0-9 _ . : -. Retrying with the same key returns the first call's answer instead of creating a second record, for seven days. The same key with a different body returns 409.

Length8 <= length <= 255

Request Body

application/json
  1. body
expiresInSeconds?integer
Range60 <= value <= 15552000
Default15552000

Response Body

Done.

application/json
  1. response
data*unknown

The action's result; its shape depends on the verb.

Example Request
curl -X POST 'https://api.usedashly.com/v1/billing-documents/string/actions/share-url' \  -H 'Content-Type: application/json' \  -d '{}'
Example Response
{  "data": null}