PaidPilot Invoice Tools

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Invoice tools: reminders, late fees, terms, timesheets and a receivables health report (x402).

Finance & Payments

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invoice_from_timesheet Read-only

Turn time entries (hours x rate, with optional rounding, grouping by task and expenses) into a validated invoice JSON with totals, ready for POST /v1/invoice.pdf. Use validate_invoice (free) instead if you already have an invoice. Pure calculation: no network request, nothing is sent or stored. Costs $0.02 USDC per call via x402 (payment goes in _meta["x402/payment"]); invalid input returns an error and is not charged.

buyerobject, required

sellerobject, required

entriesarray, required

issue_datestring, required

invoice_numberstring, required

notesstring

termsstring

e.g. "Net 15"; sets due_date from issue_date (early-pay discounts are not applied to the invoice)

currencystring

discountnumber

due_datestring

YYYY-MM-DD; or give terms instead

expensesarray

Reimbursable expenses, one line each

group_bystring

entry = one line per entry; description = merge entries with the same description and rate

roundingobject

tax_ratenumber

default_ratenumber

Hourly rate for entries without their own rate

payment_instructionsstring

Tools (7)

invoice_from_timesheet

read-only

Argument	Type	Description
buyer*	object
notes	string
terms	string	e.g. "Net 15"; sets due_date from issue_date (early-pay discounts are not applied to the invoice)
seller*	object
entries*	array
currency	string
discount	number
due_date	string	YYYY-MM-DD; or give terms instead
expenses	array	Reimbursable expenses, one line each
group_by	string	entry = one line per entry; description = merge entries with the same description and rate
rounding	object
tax_rate	number
issue_date*	string
default_rate	number	Hourly rate for entries without their own rate
invoice_number*	string
payment_instructions	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "seller",
    "buyer",
    "invoice_number",
    "issue_date",
    "entries"
  ],
  "properties": {
    "buyer": {
      "type": "object",
      "required": [
        "name"
      ],
      "properties": {
        "name": {
          "type": "string",
          "maxLength": 120,
          "minLength": 1
        },
        "email": {
          "type": "string",
          "format": "email",
          "pattern": "^(?:[A-Za-z0-9_'+\\-]+\\.)*[A-Za-z0-9_'+\\-]*[A-Za-z0-9_+-]@(?:[A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
          "maxLength": 254
        },
        "phone": {
          "type": "string",
          "maxLength": 40
        },
        "tax_id": {
          "type": "string",
          "maxLength": 60
        },
        "address": {
          "type": "string",
          "maxLength": 400
        }
      }
    },
    "notes": {
      "type": "string",
      "maxLength": 2000
    },
    "terms": {
      "type": "string",
      "maxLength": 40,
      "minLength": 1,
      "description": "e.g. \"Net 15\"; sets due_date from issue_date (early-pay discounts are not applied to the invoice)"
    },
    "seller": {
      "type": "object",
      "required": [
        "name"
      ],
      "properties": {
        "name": {
          "type": "string",
          "maxLength": 120,
          "minLength": 1
        },
        "email": {
          "type": "string",
          "format": "email",
          "pattern": "^(?:[A-Za-z0-9_'+\\-]+\\.)*[A-Za-z0-9_'+\\-]*[A-Za-z0-9_+-]@(?:[A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
          "maxLength": 254
        },
        "phone": {
          "type": "string",
          "maxLength": 40
        },
        "tax_id": {
          "type": "string",
          "maxLength": 60
        },
        "address": {
          "type": "string",
          "maxLength": 400
        }
      }
    },
    "entries": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "description",
          "hours"
        ],
        "properties": {
          "date": {
            "type": "string",
            "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
          },
          "rate": {
            "type": "number",
            "maximum": 1000000,
            "minimum": 0
          },
          "hours": {
            "type": "number",
            "maximum": 1000,
            "exclusiveMinimum": 0
          },
          "description": {
            "type": "string",
            "maxLength": 250,
            "minLength": 1
          }
        },
        "additionalProperties": false
      },
      "maxItems": 500,
      "minItems": 1
    },
    "currency": {
      "type": "string",
      "default": "USD"
    },
    "discount": {
      "type": "number",
      "maximum": 1000000000,
      "minimum": 0
    },
    "due_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "YYYY-MM-DD; or give terms instead"
    },
    "expenses": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "description",
          "amount"
        ],
        "properties": {
          "amount": {
            "type": "number",
            "maximum": 1000000000,
            "minimum": 0
          },
          "description": {
            "type": "string",
            "maxLength": 250,
            "minLength": 1
          }
        },
        "additionalProperties": false
      },
      "maxItems": 100,
      "description": "Reimbursable expenses, one line each"
    },
    "group_by": {
      "enum": [
        "entry",
        "description"
      ],
      "type": "string",
      "default": "entry",
      "description": "entry = one line per entry; description = merge entries with the same description and rate"
    },
    "rounding": {
      "type": "object",
      "required": [
        "increment_minutes"
      ],
      "properties": {
        "mode": {
          "enum": [
            "up",
            "nearest"
          ],
          "type": "string",
          "default": "up"
        },
        "increment_minutes": {
          "anyOf": [
            {
              "type": "number",
              "const": 1
            },
            {
              "type": "number",
              "const": 5
            },
            {
              "type": "number",
              "const": 6
            },
            {
              "type": "number",
              "const": 10
            },
            {
              "type": "number",
              "const": 15
            },
            {
              "type": "number",
              "const": 30
            },
            {
              "type": "number",
              "const": 60
            }
          ],
          "description": "Round each entry to this many minutes"
        }
      },
      "additionalProperties": false
    },
    "tax_rate": {
      "type": "number",
      "maximum": 100,
      "minimum": 0
    },
    "issue_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
    },
    "default_rate": {
      "type": "number",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Hourly rate for entries without their own rate"
    },
    "invoice_number": {
      "type": "string",
      "maxLength": 64,
      "minLength": 1
    },
    "payment_instructions": {
      "type": "string",
      "maxLength": 1000
    }
  },
  "additionalProperties": false
}

late_fee_calc

Calculate the late fee on one overdue invoice: flat fee, monthly % or annual %, simple or compounding, with optional grace days. Returns days late, the fee, the new total and a line to paste on the invoice. Use payment_terms_check instead to work out when an invoice is due. Not legal advice; it does not look up state caps. Pure calculation: no network request, nothing is sent or stored. Costs $0.01 USDC per call via x402 (payment goes in _meta["x402/payment"]); invalid input returns an error and is not charged.

read-only

Argument	Type	Description
as_of	string	Date paid, or the date to calculate to, YYYY-MM-DD (default: today, UTC)
state	string	US state (2-letter) for the legal note
amount*	number	Unpaid invoice amount
currency	string	ISO-4217, default USD
due_date*	string	Invoice due date, YYYY-MM-DD
fee_type*	string	flat = one fixed fee; monthly_percent e.g. 1.5; annual_percent e.g. 18
flat_fee	number	Flat fee; required for fee_type=flat, optional one-time add-on otherwise

payment_reminder_draft

Draft a payment reminder email for one unpaid invoice in a friendly, firm or final-notice tone. Returns a subject, plain-text body, days overdue and a suggested next step. Use late_fee_calc first if you want the fee amount quoted in the email. Draft only: nothing is sent. Pure calculation: no network request, nothing is sent or stored. Costs $0.01 USDC per call via x402 (payment goes in _meta["x402/payment"]); invalid input returns an error and is not charged.

read-only

Argument	Type	Description
tone*	string	"friendly" (alias "polite"), "firm", or "final"
as_of	string	Today's date for the days-overdue count, YYYY-MM-DD (default: today, UTC)
amount	number	Amount due
currency	string	ISO-4217, default USD
due_date	string	YYYY-MM-DD
from_name*	string	Your name or business, used in the sign-off
client_name	string	Client's name for the greeting
payment_link	string

payment_terms_check

Work out the due date and status for payment terms such as Net 30, 2/10 Net 30, Due on receipt, EOM or Net 30 EOM. Returns the early-payment discount amount and deadline, the annualized cost of skipping the discount, and suggested reminder dates. Use late_fee_calc once the invoice is overdue. Pure calculation: no network request, nothing is sent or stored. Costs $0.01 USDC per call via x402 (payment goes in _meta["x402/payment"]); invalid input returns an error and is not charged.

read-only

Argument	Type	Description
as_of	string	Date to compute status for, YYYY-MM-DD (default: today, UTC)
terms*	string	Payment terms, e.g. "Net 30", "2/10 Net 30", "Due on receipt", "EOM", "Net 30 EOM"
amount	number	Invoice total (optional; enables the discount math)
currency	string	ISO-4217, default USD
invoice_date*	string	Invoice date, YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "invoice_date",
    "terms"
  ],
  "properties": {
    "as_of": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Date to compute status for, YYYY-MM-DD (default: today, UTC)"
    },
    "terms": {
      "type": "string",
      "maxLength": 40,
      "minLength": 1,
      "description": "Payment terms, e.g. \"Net 30\", \"2/10 Net 30\", \"Due on receipt\", \"EOM\", \"Net 30 EOM\""
    },
    "amount": {
      "type": "number",
      "maximum": 1000000000,
      "minimum": 0,
      "description": "Invoice total (optional; enables the discount math)"
    },
    "currency": {
      "type": "string",
      "default": "USD",
      "description": "ISO-4217, default USD"
    },
    "invoice_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Invoice date, YYYY-MM-DD"
    }
  },
  "additionalProperties": false
}

pricing

Free. Return the price of every paid tool and of the HTTP invoice PDF route, the payment network (Base) and the receiving address. No input, no network request, no payment.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

receivables_health_report

Grade the health of a business's accounts receivable from its invoice list. Send a CSV export (QuickBooks, Xero, FreshBooks, Wave, Stripe or any CSV with customer and amount columns; columns are auto-detected) or JSON rows, up to 1000 invoices. Returns an A-F grade and 0-100 score with reasons, aging buckets (current, 1-30, 31-60, 61-90, 90+ days), overdue %, weighted days outstanding, DSO, average days to pay, customer concentration, a collection priority list with the next action per overdue invoice (pointing to payment_reminder_draft and late_fee_calc), and recommendations. Use it for a monthly AR review or before chasing payments. Not accounting or legal advice. Pure calculation: no network request, nothing is sent or stored. Costs $1 USDC per call via x402 (payment goes in _meta["x402/payment"]); invalid input returns an error and is not charged.

read-only

Argument	Type	Description
csv	string	CSV export (QuickBooks, Xero, FreshBooks, Wave, Stripe or your own). Header row required. Recognized columns: invoice number, customer, amount/total, amount paid, balance/open balance, invoice date, due date, terms, paid date, status.
as_of	string	Report date, default today (UTC)
currency	string
invoices	array	Or JSON rows instead of CSV
default_terms	string	Used when a row has no due date and no terms

validate_invoice

Free. Validate an invoice JSON (the body for POST /v1/invoice.pdf, or the output of invoice_from_timesheet) and return computed subtotal, discount, tax and total, or a list of field errors. Same checks as the paid PDF route. Offline, no payment.

read-only

Argument	Type	Description
invoice*	object	Invoice object: from, to, number, issue_date, currency, line_items[{description, quantity, unit_price}], optional tax and discount

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "invoice"
  ],
  "properties": {
    "invoice": {
      "type": "object",
      "description": "Invoice object: from, to, number, issue_date, currency, line_items[{description, quantity, unit_price}], optional tax and discount",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {}
    }
  }
}

{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": { "csv": { "type": "string", "maxLength": 60000, "description": "CSV export (QuickBooks, Xero, FreshBooks, Wave, Stripe or your own). Header row required. Recognized columns: invoice number, customer, amount/total, amount paid, balance/open balance, invoice date, due date, terms, paid date, status." }, "as_of": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Report date, default today (UTC)" }, "currency": { "type": "string", "default": "USD" }, "invoices": { "type": "array", "items": { "type": "object", "required": [ "invoice_number", "customer", "amount" ], "properties": { "terms": { "type": "string", "maxLength": 40 }, "amount": { "type": "number", "maximum": 10000000000, "minimum": 0 }, "status": { "type": "string", "maxLength": 30 }, "balance": { "type": "number", "maximum": 10000000000 }, "customer": { "type": "string", "maxLength": 120, "minLength": 1 }, "due_date": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$" }, "paid_date": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$" }, "issue_date": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$" }, "amount_paid": { "type": "number", "maximum": 10000000000, "minimum": 0 }, "invoice_number": { "type": "string", "maxLength": 60, "minLength": 1 } }, "additionalProperties": false }, "maxItems": 1000, "description": "Or JSON rows instead of CSV" }, "default_terms": { "type": "string", "default": "Net 30", "maxLength": 40, "description": "Used when a row has no due date and no terms" }, "revenue_window_days": { "type": "integer", "default": 90, "maximum": 365, "minimum": 30, "description": "Window for DSO: invoiced amount in the last N days" } }, "additionalProperties": false }