Invoices
An invoice is a document requesting payment for products or services that a vendor provided to a buyer during a specific transaction. Invoices typically contain line items detailing each good and service provided.
Invoice lifecycle in Ottimate
In a typical invoice management cycle, users or vendors can upload invoice files to Ottimate via email, desktop, or mobile. Structured invoice data is extracted within seconds through Ottimate’s proprietary AI extraction engine, InstantCapture. The invoice is then matched against purchase orders and receipts (if applicable) and coded with appropriate dimensions. Once approved, the invoice is submitted for payment, and invoice data is recorded in the general ledger in the client’s ERP system.
What you can do with Invoice APIs
- Push structured invoice data - Send invoice data to Ottimate for coding and approval routing
- Bulk export digitized invoices - Retrieve processed invoice data from Ottimate
- Fetch line-item details - Get detailed line-item data for a specific invoice
- Correct invoices after ingestion - Update header fields, line items, dimensions, and attached images
- Manage approvals - Add approvers, approve or revoke, and inspect the approval chain
- Import and export in bulk - Create up to 100 invoices per request, and pull catalog-matched receiver data
Invoice status is derived, not set. Ottimate computes an invoice’s lifecycle status from its underlying state. PATCH /v1/invoices/{id} will accept a status field and then ignore it, so it cannot be used to move an invoice through the lifecycle — use the approval endpoints, the mark-exported endpoints, or POST /v1/invoices/{id}/flag instead. See Invoice lifecycle and Updating invoices.
API endpoints
Approval endpoints are listed separately in Invoice approvals. For PATCH behaviour see Updating invoices, and for import and receiver-export see Bulk invoice operations.