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Documentation Index

Fetch the complete documentation index at: https://help.hoopai.com/llms.txt

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The HoopAI Platform Invoices API gives you complete control over your billing workflow. Use it to create and send invoices to contacts, collect manual or automated payments, manage reusable templates, schedule recurring invoice series, generate and send estimates that convert to invoices, and configure late-fee and payment-method rules — all through a single unified REST API.

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Base URL

https://services.leadconnectorhq.com

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Authentication

Every request must include a Bearer token and the API version header. 
Authorization: Bearer <access_token>
Version: 2021-07-28
See OAuth 2.0 for details on obtaining an access token.

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OAuth scopes

Invoices API endpoints support both Location-Access and Company-Access schemes.
ScopeAccess
invoices.readonlyRead invoices
invoices.writeCreate, update, delete, send, and void invoices
invoices/template.readonlyRead invoice templates
invoices/template.writeCreate, update, and delete invoice templates
invoices/schedule.readonlyRead invoice schedules
invoices/schedule.writeCreate, update, delete, and manage invoice schedules
invoices/estimate.readonlyRead estimates and estimate templates
invoices/estimate.writeCreate, update, delete, and send estimates

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Quick start

Create a new invoice for a contact: 
curl -X POST "https://services.leadconnectorhq.com/invoices/" \
  -H "Authorization: Bearer <access_token>" \
  -H "Version: 2021-07-28" \
  -H "Content-Type: application/json" \
  -d '{
    "altId": "<locationId>",
    "altType": "location",
    "name": "Coaching Session — March 2026",
    "contactDetails": { "id": "<contactId>" },
    "currency": "USD",
    "items": [
      { "name": "1-Hour Coaching Session", "unitPrice": 150, "quantity": 1 }
    ]
  }'

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Endpoints

MethodPathDescription
POST/invoices/Create Invoice
GET/invoices/List invoices
GET/invoices/{invoiceId}Get invoice
PUT/invoices/{invoiceId}Update invoice
DELETE/invoices/{invoiceId}Delete invoice
POST/invoices/{invoiceId}/sendSend invoice
POST/invoices/{invoiceId}/voidVoid invoice
POST/invoices/{invoiceId}/record-paymentRecord a manual payment for an invoice
PATCH/invoices/{invoiceId}/late-fees-configurationUpdate invoice late fees configuration
GET/invoices/generate-invoice-numberGenerate Invoice Number
GET/invoices/settingsGet Invoice Settings
PATCH/invoices/stats/last-visited-atUpdate invoice last visited at
POST/invoices/text2payCreate & Send
POST/invoices/templateCreate template
GET/invoices/templateList templates
GET/invoices/template/{templateId}Get an template
PUT/invoices/template/{templateId}Update template
DELETE/invoices/template/{templateId}Delete template
PATCH/invoices/template/{templateId}/late-fees-configurationUpdate template late fees configuration
PATCH/invoices/template/{templateId}/payment-methods-configurationUpdate template payment methods configuration
POST/invoices/scheduleCreate Invoice Schedule
GET/invoices/scheduleList schedules
GET/invoices/schedule/{scheduleId}Get an schedule
PUT/invoices/schedule/{scheduleId}Update schedule
DELETE/invoices/schedule/{scheduleId}Delete schedule
POST/invoices/schedule/{scheduleId}/scheduleSchedule an schedule invoice
POST/invoices/schedule/{scheduleId}/updateAndScheduleUpdate scheduled recurring invoice
POST/invoices/schedule/{scheduleId}/auto-paymentManage Auto payment for an schedule invoice
POST/invoices/schedule/{scheduleId}/cancelCancel an scheduled invoice
POST/invoices/estimateCreate New Estimate
GET/invoices/estimate/listList Estimates
PUT/invoices/estimate/{estimateId}Update Estimate
DELETE/invoices/estimate/{estimateId}Delete Estimate
POST/invoices/estimate/{estimateId}/sendSend Estimate
POST/invoices/estimate/{estimateId}/invoiceCreate Invoice from Estimate
GET/invoices/estimate/number/generateGenerate Estimate Number
PATCH/invoices/estimate/stats/last-visited-atUpdate estimate last visited at
GET/invoices/estimate/templateList Estimate Templates
POST/invoices/estimate/templateCreate Estimate Template
PUT/invoices/estimate/template/{templateId}Update Estimate Template
DELETE/invoices/estimate/template/{templateId}Delete Estimate Template
GET/invoices/estimate/template/previewPreview Estimate Template
  • Payments API — Record payments, manage orders, and handle subscriptions
  • Products API — Add products and pricing as line items on invoices
  • Store API — Configure store-level settings that affect checkout and billing
Last modified on March 5, 2026