Exact invoice fields, statuses, line item types, payments, write-offs, settings, and reminder proposal fields.

Invoices Field Reference

Use this reference when creating, updating, approving, sending reminders for, or searching invoices.

Required Fields

Field	Type	Notes
Account	Account select	Required.
Number	Text	Required. Maximum 100 characters.
Currency	Currency code	Required 3-letter code.

Field	Type	Notes
Project	Project select	Optional.
Issue date	Date	Optional.
Due date	Date	Optional.
Payment terms	Text	Optional. Maximum 100 characters.
Exchange rate	Decimal text	Optional override.
Notes	Textarea	Optional. Maximum 5000 characters.
Billing contact	Contact select	Optional. Should belong to invoice account.
From address	Address select	Optional.
Bill-to address	Address select	Optional.
Billing period start	Date	Optional.
Billing period end	Date	Optional.
Line items	Line item list	Optional on create.
Custom fields	Custom fields	Depends on organization configuration.

Line item fields include source type, description, quantity, unit price, tax code, time entry, expense entry, milestone, and order index.

Payment fields include amount, currency, received date, method, reference, and exchange rate.

Action	Required field
Submit for review	Optional note and approver.
Void invoice	Reason is required.
Record payment	Amount, currency, received date, method.
Write off	Reason is required; amount optional.

For Copilot invoice reminder drafts, use:

Do not show invoice UUIDs as labels when invoice number exists.