Documents

Permission: מסמכים (documents:read)

The list supports common cursor and time filters, search over title and customer-name snapshot, and these statuses: open, converted, pending_payment, closed, credited, returned, partially_paid, partially_credited, partially_returned. It sorts by updated_at descending, then ID descending.

set -euo pipefail
: "${DAILY_API_KEY:?DAILY_API_KEY is required}"
curl --fail-with-body --silent --show-error --get \
  'https://api.godaily.co.il/v1/documents' \
  --header "Authorization: Bearer ${DAILY_API_KEY}" \
  --header 'Accept: application/json' \
  --data-urlencode 'updated_after=2026-07-01T00:00:00.000Z' \
  --data-urlencode 'limit=100'

{
  "id": "813d0b3f-ab6c-43d4-9173-8f224566ba2f",
  "object": "document",
  "document_type": "invoice",
  "document_number": 1042,
  "title": "Invoice 1042",
  "status": "pending_payment",
  "language": "en",
  "customer": { "id": "44f34dad-a427-4c65-ae26-b0a43f8f65f7", "name": "Orion Retail" },
  "issue_date": "2026-07-15",
  "due_date": "2026-08-14",
  "currency": "ILS",
  "subtotal_minor": 185000,
  "discount_minor": null,
  "vat_minor": 33300,
  "total_minor": 218300,
  "payment_status": "unpaid",
  "pdf_available": true,
  "line_items": [{
    "id": "ccf43b06-f708-41b7-8408-a96f31b637f2",
    "line_number": 1,
    "product_id": "44cfbbd5-185d-4c9d-8597-588c25e574e8",
    "name": "Brand workshop",
    "sku": "WORKSHOP-01",
    "quantity": "1.000",
    "unit_price_minor": 185000,
    "total_minor": 185000,
    "currency": "ILS",
    "vat_included": false
  }],
  "related_document_ids": [],
  "created_at": "2026-07-15T08:05:00.000Z",
  "updated_at": "2026-07-15T08:06:00.000Z"
}

due_date is the issue date for cash terms, issue date plus configured net days for net terms, and otherwise null. vat_minor is total_minor - subtotal_minor. payment_status is derived from document status. Use pdf_available before requesting the PDF URL.

Creation and lifecycle

documents:write allows POST /documents with all CreateDocumentDto fields, including document type, customer or supplier, date, lines, receipt payments, currency, payment and delivery terms, attachments, linked documents, and task. A UUID client_request_id is required to prevent duplicate creation.

Purchase documents use the same route with the appropriate document type, such as PURCHASE_ORDER, and a supplier. Receipt creation uses receipt_payments. Select only a document_type value from the schema and match its customer or supplier requirements.

GET /documents/{id}/details returns expanded document details, lines, and relationships. PATCH /documents/{id} accepts note to update the handling note. POST /documents/{id}/close and POST /documents/{id}/reopen follow the existing close and reopen rules.

Amounts, serial number, and lines of an issued document cannot be rewritten. For a financial correction, create a credit or correcting document with linked_document_ids according to the original document's type and state. Issued documents have no physical deletion route.

Drafts

GET /document-drafts, GET /document-drafts/{id}, POST /document-drafts, PATCH /document-drafts/{id}, and DELETE /document-drafts/{id} manage drafts. Creation requires document_type and draft_data; the schema lists the other fields. Updates preserve omitted fields. When issuing a document, you may specify source_draft_id.

Fields that change other entities may need additional permissions; see combined operations.

All request and response fields · Write and deletion rules

Imported documents

GET /imported-documents/morning and GET /imported-documents/maven expose historical archives separately from Daily documents. Adding /{id} returns details, lines, payments, PDF file metadata, and relationships to Daily documents. These operations require documents:read.

The lists support limit, cursor, created_after, updated_after, and search by document number or customer name. They are sorted by updated_at and ID, descending. Imported source details are read-only; raw provider payloads and internal payment data are excluded from responses.