September 29, 2025

Get Invoice Data

The Invoice API can now be queried to return all of the Work and Expense details from the invoice data tab by using $expand=Data.

This can also be used in conjunction with the invoice presentation line items and the payments expands:

GET /v3/Invoices/{InvoiceKey}$expand=LineItems,Payments,Data

Add any expand options you need when requesting an individual invoice:

• $expand=LineItems returns the invoice lines on the Presentation tab
• $expand=Payments returns the payments showing on the Payments tab
• $expand=Data returns information from the Data tab. Ad hoc invoices are broken down into their Work Items & Expenses, and recurring fixed fee invoices provide their Service details.

Refer to the API documentation for examples and more information.

Invoice Tax Location

The Invoice API now includes a new field TaxLocation which sets whether the tax was set on the Presentation tab (current) or the Data tab (new).

• Current ad hoc invoices are TaxLocation=Presentation
• Future ad hoc invoices will be TaxLocation=Data
• All recurring billed invoices are TaxLocation=Data

Tax details for the lines themselves are included where the tax is set in the UI:

• If TaxLocation=Presentation, the LineItems array has tax info and the tax fields in the Data array will be null.
• If TaxLocation=Data, the Data array has tax info and the tax fields in the LineItems array will be null.

Example API responses

Example Ad Hoc invoice

Each Data line returns either a Work Item or a Client in the case of Client Time/Expenses.
Each line includes Work and/or Expenses arrays depending on what is billed.
The Services array will always be null.

"Data": [
  {
    "EntityKey": "M4QTnt1srdD",
    "EntityType": "Work Item", // or "Client" or "Service"
    "Billed": 800,
    "Service": null,
    "Work": { ... },
    "Expenses": { ... }
  }
]

Example Recurring fixed fee invoice

Each Data line returns a Service, and the Work and Expenses arrays are null.

"Data": [
  {
    "EntityKey": "4lQzzVNBdHwq",
    "EntityType": "Service",
    "Billed": 150,
    "Service": { ... },
    "Work": null,
    "Expenses": null
  }
]