InvoiceBloom

Returns the signed-in user's profile: business name, address, saved payment instructions, whether their email is confirmed (required before sending invoices), whether they can take card payments, and client/invoice counts. Call this first to know who you are acting for.

Lists the user's clients (people or companies they invoice), optionally filtered by a search term matched against name, email and company. Use it to find a client_id before creating an invoice.

Creates a new client to invoice. Name and email are required; the email is where invoices are sent. Check list_clients first so you do not create duplicates.

Updates an existing client's details. Only the fields you pass are changed.

Lists the user's invoices, newest first, without line items. Filter by status (draft, sent, paid), by client, or overdue_only for unpaid invoices past their due date (there is no 'overdue' status; use overdue_only). Use get_invoice for full detail.

Returns one invoice with its line items, totals, status, the client it is for, a public_url the client can open, and a payment link if one exists.

Creates a draft invoice with line items for an existing client. Identify the client by client_id or client_email (must already exist; use create_client otherwise). Totals are computed server-side: subtotal + tax% + late_fee. Nothing is emailed until you call send_invoice. Returns the invoice, including its invoice_number and public_url.

Updates an invoice. Only fields you pass change. If you pass line_items, they REPLACE the existing line items entirely, so include every item that should remain. Works on draft and sent invoices; re-send with send_invoice if the client needs the new version.

Emails the invoice (with a PDF attached) to the client's email address and marks it as sent. This contacts a real person: confirm with the user before calling. Requires at least one line item and a confirmed user email. If the user takes card payments, a Stripe payment link is added first.

Marks an invoice as paid, for payments received outside InvoiceBloom (bank transfer, cash, cheque). Card payments through the payment link are recorded automatically.

Permanently deletes an invoice and its line items. Cannot be undone. Confirm with the user before calling; prefer leaving paid invoices in place for their records.