September 29, 2025

September 29, 2025 Karbon API release adds the ability to request the tax and revenue breakdown from the invoice Data tab

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

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$expand=Data

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

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

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

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$expand=LineItems
returns the invoice lines on the Presentation tab
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$expand=Payments
returns the payments showing on the Payments tab
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$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

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TaxLocation

which sets whether the tax was set on the Presentation tab (current) or the Data tab (new).

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

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

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

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Work

and/or

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Expenses

arrays depending on what is billed.
The

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Services

array will always be

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null

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"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

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Service

, and the

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Work

and

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Expenses

arrays are

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null

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