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

.

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.

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Invoice Tax Location

The Invoice API now includes a new field

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
  .

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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

and/or arrays depending on what is billed.
The array will always be .

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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

, and the and arrays are .

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