Create invoice

📘

API Refs

This endpoint creates a new invoice for a policyholder.

Request body

NameTypeDescriptionRequired
policyholderIdnumberID of the policyholderyes
carrierIdnumberID of the insurance carrieryes
grossPremiumnumberGross premium amountyes
effectiveDatestringEffective date of the invoice (ISO 8601)yes
expirationDatestringExpiration date of the invoice (ISO 8601)yes
mgaIdnumberID of the MGAno
commissionnumberCommission amountno
taxesnumberTax amountno
serviceFeenumberService fee amountno
policyIdstringExternal policy ID (max 50 chars)no
brokerCodestringBroker code associated with this invoice (max 50 chars)no
memostringMemo for the invoice (max 256 chars)no
downPaymentnumberDown payment amountno
financeAmountnumberFinance amountno
shouldBeSignedbooleanWhether the invoice should be signedno
paymentMethodstringDesired payment method ("card" or "us_bank_account")no

Response

A successful request returns a 201 Created status code with no response body.

Example

{
  "policyholderId": 123,
  "carrierId": 456,
  "grossPremium": 1200.50,
  "effectiveDate": "2024-01-01T00:00:00Z",
  "expirationDate": "2025-01-01T00:00:00Z",
  "commission": 120.05,
  "taxes": 50.00,
  "policyId": "POL-98765",
  "brokerCode": "BRK-001",
  "paymentMethod": "us_bank_account"
}