Upload invoice

curl --request POST \
  --url https://app.msportal.ai/api/public/v1/financial/invoices \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "externalId": "<string>",
  "invoiceNumber": "2026-1042",
  "companyId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "invoiceDate": "2026-10-01",
  "total": 1190,
  "dueDate": "<string>",
  "paidDate": "<string>",
  "status": "Open",
  "invoiceType": "<string>",
  "currency": "EUR",
  "subtotal": 0,
  "salesTax": 0,
  "payments": 0,
  "balance": 0,
  "reference": "<string>",
  "customerPo": "<string>"
}
'

import requests

url = "https://app.msportal.ai/api/public/v1/financial/invoices"

payload = {
    "externalId": "<string>",
    "invoiceNumber": "2026-1042",
    "companyId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "invoiceDate": "2026-10-01",
    "total": 1190,
    "dueDate": "<string>",
    "paidDate": "<string>",
    "status": "Open",
    "invoiceType": "<string>",
    "currency": "EUR",
    "subtotal": 0,
    "salesTax": 0,
    "payments": 0,
    "balance": 0,
    "reference": "<string>",
    "customerPo": "<string>"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    externalId: '<string>',
    invoiceNumber: '2026-1042',
    companyId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
    invoiceDate: '2026-10-01',
    total: 1190,
    dueDate: '<string>',
    paidDate: '<string>',
    status: 'Open',
    invoiceType: '<string>',
    currency: 'EUR',
    subtotal: 0,
    salesTax: 0,
    payments: 0,
    balance: 0,
    reference: '<string>',
    customerPo: '<string>'
  })
};

fetch('https://app.msportal.ai/api/public/v1/financial/invoices', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.msportal.ai/api/public/v1/financial/invoices",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'externalId' => '<string>',
    'invoiceNumber' => '2026-1042',
    'companyId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
    'invoiceDate' => '2026-10-01',
    'total' => 1190,
    'dueDate' => '<string>',
    'paidDate' => '<string>',
    'status' => 'Open',
    'invoiceType' => '<string>',
    'currency' => 'EUR',
    'subtotal' => 0,
    'salesTax' => 0,
    'payments' => 0,
    'balance' => 0,
    'reference' => '<string>',
    'customerPo' => '<string>'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.msportal.ai/api/public/v1/financial/invoices"

	payload := strings.NewReader("{\n  \"externalId\": \"<string>\",\n  \"invoiceNumber\": \"2026-1042\",\n  \"companyId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n  \"invoiceDate\": \"2026-10-01\",\n  \"total\": 1190,\n  \"dueDate\": \"<string>\",\n  \"paidDate\": \"<string>\",\n  \"status\": \"Open\",\n  \"invoiceType\": \"<string>\",\n  \"currency\": \"EUR\",\n  \"subtotal\": 0,\n  \"salesTax\": 0,\n  \"payments\": 0,\n  \"balance\": 0,\n  \"reference\": \"<string>\",\n  \"customerPo\": \"<string>\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://app.msportal.ai/api/public/v1/financial/invoices")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"externalId\": \"<string>\",\n  \"invoiceNumber\": \"2026-1042\",\n  \"companyId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n  \"invoiceDate\": \"2026-10-01\",\n  \"total\": 1190,\n  \"dueDate\": \"<string>\",\n  \"paidDate\": \"<string>\",\n  \"status\": \"Open\",\n  \"invoiceType\": \"<string>\",\n  \"currency\": \"EUR\",\n  \"subtotal\": 0,\n  \"salesTax\": 0,\n  \"payments\": 0,\n  \"balance\": 0,\n  \"reference\": \"<string>\",\n  \"customerPo\": \"<string>\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.msportal.ai/api/public/v1/financial/invoices")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"externalId\": \"<string>\",\n  \"invoiceNumber\": \"2026-1042\",\n  \"companyId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n  \"invoiceDate\": \"2026-10-01\",\n  \"total\": 1190,\n  \"dueDate\": \"<string>\",\n  \"paidDate\": \"<string>\",\n  \"status\": \"Open\",\n  \"invoiceType\": \"<string>\",\n  \"currency\": \"EUR\",\n  \"subtotal\": 0,\n  \"salesTax\": 0,\n  \"payments\": 0,\n  \"balance\": 0,\n  \"reference\": \"<string>\",\n  \"customerPo\": \"<string>\"\n}"

response = http.request(request)
puts response.read_body

{
  "data": {
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "externalId": "<string>",
    "created": true
  }
}

{
  "data": {
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "externalId": "<string>",
    "created": true
  }
}

{
  "error": "<string>",
  "requestId": "<string>",
  "details": "<unknown>",
  "code": "<string>"
}

{
  "error": "<string>",
  "requestId": "<string>",
  "details": "<unknown>",
  "code": "<string>"
}

{
  "error": "<string>",
  "requestId": "<string>",
  "details": "<unknown>",
  "code": "<string>"
}

{
  "error": "<string>",
  "requestId": "<string>",
  "details": "<unknown>",
  "code": "<string>"
}

{
  "error": "<string>",
  "requestId": "<string>",
  "details": "<unknown>",
  "code": "<string>"
}

Financial

Upload invoice

Create or update one invoice with its PDF from your own billing system. It lists in the Invoices table with the synced ones, and the company’s portal users can open the PDF there. Send the PDF inline as base64. The record is keyed by externalId: push it again to update it, for example when it is paid; omit pdf to keep the stored one. Requires financial.write and the linked user’s write_settings_integrations permission; staff API keys only. No PSA or quoting integration is needed.

POST

api

public

financial

invoices

Upload invoice

curl --request POST \
  --url https://app.msportal.ai/api/public/v1/financial/invoices \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "externalId": "<string>",
  "invoiceNumber": "2026-1042",
  "companyId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "invoiceDate": "2026-10-01",
  "total": 1190,
  "dueDate": "<string>",
  "paidDate": "<string>",
  "status": "Open",
  "invoiceType": "<string>",
  "currency": "EUR",
  "subtotal": 0,
  "salesTax": 0,
  "payments": 0,
  "balance": 0,
  "reference": "<string>",
  "customerPo": "<string>"
}
'

import requests

url = "https://app.msportal.ai/api/public/v1/financial/invoices"

payload = {
    "externalId": "<string>",
    "invoiceNumber": "2026-1042",
    "companyId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "invoiceDate": "2026-10-01",
    "total": 1190,
    "dueDate": "<string>",
    "paidDate": "<string>",
    "status": "Open",
    "invoiceType": "<string>",
    "currency": "EUR",
    "subtotal": 0,
    "salesTax": 0,
    "payments": 0,
    "balance": 0,
    "reference": "<string>",
    "customerPo": "<string>"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    externalId: '<string>',
    invoiceNumber: '2026-1042',
    companyId: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
    invoiceDate: '2026-10-01',
    total: 1190,
    dueDate: '<string>',
    paidDate: '<string>',
    status: 'Open',
    invoiceType: '<string>',
    currency: 'EUR',
    subtotal: 0,
    salesTax: 0,
    payments: 0,
    balance: 0,
    reference: '<string>',
    customerPo: '<string>'
  })
};

fetch('https://app.msportal.ai/api/public/v1/financial/invoices', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.msportal.ai/api/public/v1/financial/invoices",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'externalId' => '<string>',
    'invoiceNumber' => '2026-1042',
    'companyId' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
    'invoiceDate' => '2026-10-01',
    'total' => 1190,
    'dueDate' => '<string>',
    'paidDate' => '<string>',
    'status' => 'Open',
    'invoiceType' => '<string>',
    'currency' => 'EUR',
    'subtotal' => 0,
    'salesTax' => 0,
    'payments' => 0,
    'balance' => 0,
    'reference' => '<string>',
    'customerPo' => '<string>'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.msportal.ai/api/public/v1/financial/invoices"

	payload := strings.NewReader("{\n  \"externalId\": \"<string>\",\n  \"invoiceNumber\": \"2026-1042\",\n  \"companyId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n  \"invoiceDate\": \"2026-10-01\",\n  \"total\": 1190,\n  \"dueDate\": \"<string>\",\n  \"paidDate\": \"<string>\",\n  \"status\": \"Open\",\n  \"invoiceType\": \"<string>\",\n  \"currency\": \"EUR\",\n  \"subtotal\": 0,\n  \"salesTax\": 0,\n  \"payments\": 0,\n  \"balance\": 0,\n  \"reference\": \"<string>\",\n  \"customerPo\": \"<string>\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://app.msportal.ai/api/public/v1/financial/invoices")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"externalId\": \"<string>\",\n  \"invoiceNumber\": \"2026-1042\",\n  \"companyId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n  \"invoiceDate\": \"2026-10-01\",\n  \"total\": 1190,\n  \"dueDate\": \"<string>\",\n  \"paidDate\": \"<string>\",\n  \"status\": \"Open\",\n  \"invoiceType\": \"<string>\",\n  \"currency\": \"EUR\",\n  \"subtotal\": 0,\n  \"salesTax\": 0,\n  \"payments\": 0,\n  \"balance\": 0,\n  \"reference\": \"<string>\",\n  \"customerPo\": \"<string>\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.msportal.ai/api/public/v1/financial/invoices")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"externalId\": \"<string>\",\n  \"invoiceNumber\": \"2026-1042\",\n  \"companyId\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n  \"invoiceDate\": \"2026-10-01\",\n  \"total\": 1190,\n  \"dueDate\": \"<string>\",\n  \"paidDate\": \"<string>\",\n  \"status\": \"Open\",\n  \"invoiceType\": \"<string>\",\n  \"currency\": \"EUR\",\n  \"subtotal\": 0,\n  \"salesTax\": 0,\n  \"payments\": 0,\n  \"balance\": 0,\n  \"reference\": \"<string>\",\n  \"customerPo\": \"<string>\"\n}"

response = http.request(request)
puts response.read_body

{
  "data": {
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "externalId": "<string>",
    "created": true
  }
}

{
  "data": {
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "externalId": "<string>",
    "created": true
  }
}

{
  "error": "<string>",
  "requestId": "<string>",
  "details": "<unknown>",
  "code": "<string>"
}

{
  "error": "<string>",
  "requestId": "<string>",
  "details": "<unknown>",
  "code": "<string>"
}

{
  "error": "<string>",
  "requestId": "<string>",
  "details": "<unknown>",
  "code": "<string>"
}

{
  "error": "<string>",
  "requestId": "<string>",
  "details": "<unknown>",
  "code": "<string>"
}

{
  "error": "<string>",
  "requestId": "<string>",
  "details": "<unknown>",
  "code": "<string>"
}

Authorizations

Authorization

string

header

required

Use your API key as a Bearer token. API keys can be generated in Settings → Integrations → API Access.

Body

application/json

externalId

string

required

Your system's id for the record. Pushing the same externalId again updates the record instead of creating a second one.

Required string length: 1 - 255

invoiceNumber

string

required

Invoice number; at most 18 digits in total

Required string length: 1 - 100

Example:

"2026-1042"

companyId

string<uuid>

required

MSPortal company (client) id, from GET /api/public/v1/companies. Its portal users see the record.

invoiceDate

string

required

Pattern: ^\d{4}-\d{2}-\d{2}$

Example:

"2026-10-01"

total

number

required

Invoice total; must be greater than 0

Required range: 0 < x <= 1000000000000

Example:

1190

dueDate

string

Pattern: ^\d{4}-\d{2}-\d{2}$

paidDate

string

Set when paid; marks the invoice closed

Pattern: ^\d{4}-\d{2}-\d{2}$

status

string

Status shown in the table

Maximum string length: 100

Example:

"Open"

invoiceType

string

Defaults to Standard

Maximum string length: 100

currency

string

ISO 4217 currency code

Pattern: ^[A-Za-z]{3}$

Example:

"EUR"

subtotal

number

Required range: -1000000000000 <= x <= 1000000000000

salesTax

number

Required range: -1000000000000 <= x <= 1000000000000

payments

number

Required range: -1000000000000 <= x <= 1000000000000

balance

number

Amount still due; defaults to 0 when paidDate is set, otherwise total minus payments

Required range: -1000000000000 <= x <= 1000000000000

reference

string

Maximum string length: 255

customerPo

string

Maximum string length: 100

pdf

object

The document the client opens in the portal. Required the first time an externalId is pushed; omit it on a later push to keep the stored PDF.

Show child attributes

Response

invoice updated

data

object

required

Show child attributes

Budgets

Calendar

Companies

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Compliance

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Microsoft 365

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Standards

Customer Success

Tasks

Tenant Setup

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Ticket Templates

Readiness

Upload invoice

Authorizations

Body

Response