Managing customer invoices

A customer invoice (inv_…) is what you bill your customer (shipper) for a shipment — the accounts-receivable side. This page covers creating invoices, adding line items and documents, and reading them back.

This is the AR (money in) side. For submitting carrier invoices (money out, AP), see Submitting carrier invoices via API. For the relationship between these objects, see Core concepts & data model.

Prerequisites

An API key — see Authentication.
A customer (cus_…) and a shipment (shi_…) already synced to Upwell. See Syncing foundation entities.

Create an invoice

POST /api/rest/invoices creates a customer invoice. The invoice is tied to a shipment and a customer:

curl -X POST https://api.upwell.com/api/rest/invoices \
  -H "Authorization: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "input": {
      "customerId": "cus_def456",
      "invoiceShipments": { "data": [{ "shipmentId": "shi_abc123" }] },
      "number": "INV-2026-0815",
      "totalAmount": 450000,
      "balance": 450000,
      "currency": "USD",
      "issueDate": "2026-07-10",
      "dueDate": "2026-08-09",
      "sourceSystem": "YOUR_TMS",
      "sourceSystemId": "INV-0815"
    }
  }'

const res = await fetch('https://api.upwell.com/api/rest/invoices', {
  method: 'POST',
  headers: { Authorization: 'YOUR_API_KEY', 'Content-Type': 'application/json' },
  body: JSON.stringify({
    input: {
      customerId: 'cus_def456',
      invoiceShipments: { data: [{ shipmentId: 'shi_abc123' }] },
      number: 'INV-2026-0815',
      totalAmount: 450000, // integer cents — $4,500.00
      balance: 450000, // required; equals totalAmount for a new invoice
      currency: 'USD',
      issueDate: '2026-07-10',
      dueDate: '2026-08-09',
      sourceSystem: 'YOUR_TMS',
      sourceSystemId: 'INV-0815',
    },
  }),
});

const { createInvoice } = await res.json();
const invoiceId = createInvoice.id; // store this — e.g. "inv_xYz789"

Fields

Field	Required	Notes
`balance`	Yes	Outstanding balance in integer cents. For a new invoice, equals `totalAmount`. `NOT NULL` with no server default — omitting it is a `400`.
`customerId`	Recommended	Links the invoice to a customer (`cus_…`).
`invoiceShipments`	Recommended	Links the invoice to one or more shipments via a nested relation: `{ "data": [{ "shipmentId": "shi_…" }] }`.
`number`	Recommended	Your invoice number.
`totalAmount`	Recommended	Invoice total in integer cents. `$4,500.00` → `450000`.
`currency`	No	ISO code, defaults to `USD`.
`issueDate`	Recommended	The date on the invoice (`YYYY-MM-DD`).
`dueDate`	Recommended	Payment due date (`YYYY-MM-DD`). Drives aging and reminder scheduling.
`sourceSystem` / `sourceSystemId`	Recommended	External key pair — unique per tenant. See Integration patterns.
`customerPoNumber`, `billOfLadingNumber`	No	Reference numbers.
`status`	No	See Invoice lifecycle for the full list. Defaults to `CREATED` for new invoices.

POST is not retry-safe for invoices — re-posting an existing (sourceSystem, sourceSystemId) pair returns a 400 Uniqueness violation. Use POST for first sync, PUT for updates. See Integration patterns.

Add line items

POST /api/rest/invoice_line_items adds a line item to an existing invoice:

curl -X POST https://api.upwell.com/api/rest/invoice_line_items \
  -H "Authorization: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "input": {
      "invoiceId": "inv_xYz789",
      "lineNumber": "1",
      "item": "Line haul — Chicago to Dallas",
      "description": "Full truckload, 42,000 lbs",
      "quantity": 1,
      "unitPrice": 400000,
      "totalAmount": 400000,
      "sourceSystem": "YOUR_TMS",
      "sourceSystemId": "INV-0815-LI-1"
    }
  }'

Field	Notes
`invoiceId`	Required. The invoice this line item belongs to (`inv_…`).
`lineNumber`	Line sequence (string).
`item`	Short description (e.g. charge type).
`description`	Longer description.
`quantity`	Quantity (numeric).
`unitPrice`	Per-unit price in integer cents.
`totalAmount`	Line total in integer cents.
`sourceSystem` / `sourceSystemId`	Your external key for this line item.

Update with PATCH /api/rest/invoice_line_items/{id}. Delete with DELETE /api/rest/invoice_line_items/{id}.

Attach documents to an invoice

Attach supporting documents (the invoice PDF, BOLs, PODs) to a customer invoice using the same presigned-upload flow as carrier invoices:

Request a presigned URL

POST /api/rest/generate-upload-presigned-url with associationType: "INVOICE" and associationId set to the invoice ID.

PUT the bytes

Upload the raw file to uploadUrl.

curl -X POST https://api.upwell.com/api/rest/generate-upload-presigned-url \
  -H "Authorization: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "input": {
      "associationType": "INVOICE",
      "associationId": "inv_xYz789",
      "documentType": "CUSTOMER_INVOICE",
      "fileName": "invoice-2026-0815.pdf",
      "mimeType": "application/pdf",
      "sourceSystem": "YOUR_TMS",
      "sourceSystemId": "INV-0815-DOC"
    }
  }'

You can also attach documents from the shipment — documents on a shipment are automatically visible on invoices linked to that shipment, so you often don’t need to re-upload. See Working with shipment documents.

Alternatively, POST /api/rest/invoices/{invoiceId}/documents accepts base64-encoded documents directly — convenient for smaller files. For large documents, the presigned-URL flow avoids payload size limits.

Read invoices back

# List invoices
curl "https://api.upwell.com/api/rest/invoices?limit=50" \
  -H "Authorization: YOUR_API_KEY"

# Get one invoice
curl https://api.upwell.com/api/rest/invoices/inv_xYz789 \
  -H "Authorization: YOUR_API_KEY"

Search by source system

POST /api/rest/invoices/search finds invoices by their external key:

curl -X POST https://api.upwell.com/api/rest/invoices/search \
  -H "Authorization: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "where": {
      "sourceSystem": { "_eq": "YOUR_TMS" },
      "sourceSystemId": { "_eq": "INV-0815" }
    },
    "limit": 10,
    "offset": 0
  }'

The endpoint accepts a Hasura-style where filter (plus orderBy, limit, offset). The response includes nested invoiceLineItems so you can read the full invoice in one call.

List an invoice’s documents

curl https://api.upwell.com/api/rest/invoices/inv_xYz789/documents \
  -H "Authorization: YOUR_API_KEY"

Update an invoice

PUT /api/rest/invoices/{id} updates by Upwell ID. PUT /api/rest/invoices (without an ID) updates by sourceSystem + sourceSystemId in the body.

curl -X PUT https://api.upwell.com/api/rest/invoices/inv_xYz789 \
  -H "Authorization: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "input": {
      "status": "SENT",
      "balance": 0
    }
  }'

Invoice lifecycle

Invoices move through these statuses:

Status	Meaning
`CREATED`	Invoice record exists but hasn’t been finalized.
`OPEN`	Invoice is finalized and ready for delivery.
`APPROVED`	Invoice has been approved for sending.
`PROCESSING`	Invoice is being processed for delivery.
`SENT`	Invoice has been delivered to the customer.
`DELIVERED`	Invoice delivery has been confirmed.
`VIEWED`	Customer has viewed the invoice (online portal).
`OVERDUE`	Past due date with an outstanding balance.
`PART_PAID`	Partially paid — balance is between `0` and `totalAmount`.
`PAID`	Fully paid — balance is `0`.
`DISPUTED`	Customer has raised a dispute.
`PORTAL_EXCEPTION`	The invoice hit an exception during portal delivery.
`PORTAL_RESOLVED`	A portal exception has been resolved.
`REJECTED`	Invoice was rejected.
`CANCELLED`	Invoice was cancelled.
`WRITE_OFF`	Written off as uncollectable.
`REFUNDED`	A refund was issued.
`SEND_ERROR`	Invoice delivery failed.

When a customer payment is applied to an invoice, update the invoice’s balance and status accordingly. Some TMS integrations manage this in Upwell; others update invoices from the TMS when payment is recorded there.

Webhook events

Subscribe to invoice events in the Upwell dashboard to get notified of status changes:

Trigger	Fires when
`create.invoice`	An invoice is created.
`update.invoice`	Any field change on an invoice.
`update.invoice.status.SENT`	The invoice was sent to the customer.
`update.invoice.status.PORTAL_EXCEPTION`	The invoice hit an exception.

See Outbound webhooks for the delivery model and payload format.

What’s next

Customer payments

Record remittances applied to these invoices.

Statements & reminders

Automated follow-up on outstanding invoices.

Receivables management

The AR dashboard and reconciliation workflow.

Shipment documents

Attach supporting docs to shipments (shared with linked invoices).

​Managing customer invoices

​Prerequisites

​Create an invoice

​Fields

​Add line items

​Attach documents to an invoice

​Read invoices back

​Search by source system

​List an invoice’s documents

​Update an invoice

​Invoice lifecycle

​Webhook events

​What’s next

Customer payments

Statements & reminders

Receivables management

Shipment documents

Managing customer invoices

Prerequisites

Create an invoice

Fields

Add line items

Attach documents to an invoice

Read invoices back

Search by source system

List an invoice’s documents

Update an invoice

Invoice lifecycle

Webhook events

What’s next