Ledgerline

list_customersread

List customers with country, payment terms, tax-exempt flag, non-profit status, whether their terms include late fees, standing discount, open balance and unapplied credit. Optional text search on name or email.

get_customerread

Get one customer (by id or exact name) with notes, every invoice and any credit notes.

create_customerwrite

Add a customer. Defaults: country United States, the company's standard terms (Net 30, late-fee clause included), taxable, not a non-profit, no standing discount.

list_itemsread

List catalog products and services with unit, unit price and default tax rate.

list_tax_ratesread

List sales tax rates, what each applies to, and how line tax is rounded.

list_invoicesread

List invoices (oldest number first) with status, dates, days overdue, PO number, total, open balance and the last reminder date. Filter by status, customer, PO number or open balance.

get_invoiceread

Get one invoice with every line (line ids, quantities, prices, discounts, tax), totals, payments, credit notes, late fees and reminders.

create_invoicewrite

Create a DRAFT invoice for a customer with the next invoice number. issue_date defaults to today and due_date to issue_date plus the customer's payment terms. Each line's tax rate defaults to the item's default rate — customer exemptions and standing discounts are not applied automatically. Use send_invoice to send it.

add_invoice_linewrite

Add a line to a DRAFT invoice. Sent invoices are locked. Tax defaults to the item's default rate.

update_invoicewrite

Edit a DRAFT invoice: PO number, notes, dates, and line changes (quantity, unit price, tax rate, discount, description, or remove: true). Sent, paid and void invoices are locked.

send_invoicewrite

Send a DRAFT invoice to the customer's billing email (or to_email). Its lines are locked once sent.

void_invoicewrite

Void an invoice so it no longer counts as owed. Not allowed once any payment is recorded on it (including paid invoices) or a credit note exists against it.

record_paymentwrite

Record a payment received outside the bank feed (check, card, cash or transfer) against a sent invoice. amount_cents can't exceed the open balance. date defaults to today and can't be in the future. Bank deposits are recorded by reconcile_bank_transaction instead.

create_credit_notewrite

Create a DRAFT credit note against a sent or paid invoice, crediting quantities of its lines at the invoiced price, discount and tax rate. Nothing is credited until issue_credit_note.

issue_credit_notewrite

Issue (approve) a draft credit note. The credit is applied to the invoice's open balance; anything beyond the balance (e.g. on a paid invoice) is held as customer credit.

send_reminderwrite

Email a payment reminder for an open invoice (sent, partially paid or overdue) to the customer's billing email. One per invoice per day.

apply_late_feewrite

Add the late fee (1.5% of the current open balance, rounded half up) to a past-due invoice. One late fee per invoice. Ledgerline only checks that the invoice is past due — it does not check the customer's terms.

list_bank_transactionsread

List the operating account's bank feed, newest first, with reconciliation status and what each line is matched to. Also lists payments recorded in Ledgerline that aren't matched to a bank line yet.

reconcile_bank_transactionwrite

Reconcile an unreconciled DEPOSIT in exactly one way: invoice_allocations (records a bank-transfer payment on each open invoice; allocations must add up to the deposit exactly and can't exceed a balance), payment_ids (match payments already recorded, e.g. a check; must add up exactly), or category_id (an income or equity category, e.g. an owner contribution). Withdrawals use categorize_expense.

categorize_expensewrite

Categorize a WITHDRAWAL from the bank feed: records an expense in an expense (or owner-draw) category and reconciles the bank line. Calling it again on a categorized withdrawal changes its category.

list_categoriesread

List bookkeeping categories (expense, income, equity) and the bank rules used to categorize withdrawals, in the order they are checked.

get_aging_reportread

Accounts-receivable aging as of today: every open invoice with days past due, bucketed (current, 1–30, 31–60, 61–90, over 90), with totals per bucket and per customer.