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Billing documents

Quotes

A quote is a customer-facing price offer. It produces no journal entry and is never booked; it converts forward into an order confirmation or a booked invoice. Reads require the quotes-read scope and writes quotes-write. The shared line model, list/get/PDF reads, and email delivery are in Billing documents.

Lifecycle

Code
draft → sent → accepted / rejected
          │  (a sent quote past validUntil displays as "expired")
          └─ convert → order confirmation  OR  invoice

The stored status covers draft / sent / accepted / rejected; displayStatus adds the server-derived converted and expired states (so the status list filter accepts all six: draft, sent, accepted, rejected, expired, converted). A converted quote is read-only — it cannot be edited, re-sent, or converted again. The invoice it ultimately produces is the booked document.

Create a draft

POST /v1/quotes requires customerId, date, and lines; validUntil is quote-only. The document must carry at least one product line (see Document lines). Document totals (subtotal / vat / amount) are computed from the line items, and the documentNumber stays null until the document is sent.

Code
curl -X POST 'https://api.ledgerbee.com/api/v1/quotes' \
  -H 'x-api-key: <your-key>' \
  -H 'Content-Type: application/json' \
  -d '{
    "customerId": "0197a943-2325-7829-b835-b6c71a293065",
    "date": "2026-01-15",
    "validUntil": "2026-02-15",
    "currency": "DKK",
    "lines": [
      { "priceId": "0197a943-2325-7829-b835-b6c71a293099", "quantity": 2 }
    ]
  }'

PATCH /v1/quotes/{id} updates a draft by replacing the editable fields and line items wholesale — send the full intended set. This is also how you change a quote's validUntil.

Send

POST /v1/quotes/{id}/send allocates the document number (if not already set), renders the PDF, and marks the quote sent. deliveryType is Manual (default) or Email; Sproom / e-invoicing does not apply — there is no legal e-invoice type for a quote. On an email send, the recipient resolves from recipientEmail, else the customer contact, else the customer email; a recipientEmail that isn't already a contact is created as one and linked to the document. To preview before sending, GET /v1/quotes/{id}/pdf?draft=true streams a watermarked draft.

Convert

Converting moves a quote forward in the pre-sales chain and is the only way it reaches the books. A quote converts with target: "orderConfirmation" or target: "invoice". It must be sent first (or accepted) — converting a draft returns 400 SALES_DOCUMENT_CONVERT_REQUIRES_SENT.

Code
curl -X POST 'https://api.ledgerbee.com/api/v1/quotes/0197a943-2325-7829-b835-b6c71a293066/convert' \
  -H 'x-api-key: <your-key>' \
  -H 'Content-Type: application/json' \
  -d '{ "target": "orderConfirmation" }'

Code
{ "targetType": "orderConfirmation", "targetId": "0197a943-2325-7829-b835-b6c71a29306a" }

By default the source's fields and line items are copied verbatim; supply an optional document payload to adjust the target before finalizing. A document converts only once — the source becomes read-only, and its convertedToDocumentId / convertedToInvoiceId fields point at what it produced.

Errors

Condition	Response	Fix
Missing or wrong scope	403	Grant the matching read or write scope.
Non-UUID id / unknown id	400 / 404	Pass a UUID id that exists for your tenant.
Email send with no resolvable recipient	400 SALES_DOCUMENT_MISSING_RECIPIENT	Pass recipientEmail, or set an email on the customer or contact.
Edit or send a converted document	400 SALES_DOCUMENT_LOCKED_CONVERTED	Act on the document the conversion produced instead.
Re-converting	400 SALES_DOCUMENT_ALREADY_CONVERTED_TO_DOCUMENT or SALES_DOCUMENT_ALREADY_CONVERTED_TO_INVOICE	Read convertedToDocumentId / convertedToInvoiceId on the source.
Converting a still-draft document	400 SALES_DOCUMENT_CONVERT_REQUIRES_SENT	Send the quote first via POST /{id}/send; a quote may also be converted once accepted.

Webhooks

See Webhooks for endpoint setup, the signed envelope, and signature verification.

Topic	Fires when
quote.sent	Fired when a quote is sent to the customer.
quote.converted	Fired when a quote is converted into an order confirmation or an invoice.