For Agents
Create and manage clients, estimates, invoices, items, and payments inside the Envoice billing platform and subscribe to invoice-activity webhooks.
Install Jentic One Beta
Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Envoice API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.
Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.
Step 1: Jentic One Host machine
# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | shStep 2: Agent machine
# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register # connects your agent to your Jentic One instanceJentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.
What an agent can do with Envoice API.
List, create, update, and delete clients in the Envoice billing system
Create and update estimates and convert an accepted estimate into an invoice
Send estimates and invoices to clients with /sendtoclient style endpoints
GET STARTED
Use for: List all clients in my Envoice account, Create a new client in Envoice with name, email, and billing address, Generate a new estimate for an existing client, Convert an accepted estimate into an invoice in Envoice
Not supported: Does not handle full general-ledger accounting, payroll, or payment-card acquiring — use for client, estimate, invoice, payment, and webhook management only.
Envoice is a small-business invoicing and billing platform that handles clients, estimates, invoices, recurring invoices, payments, items, and reporting. The API exposes 61 endpoints covering the full invoicing lifecycle: client management, estimation creation and conversion to invoice, invoice issuing and payment recording, item and tax catalogues, and webhook subscriptions for invoice activity. Suited to SaaS apps and accounting integrations that need to push invoices into Envoice or react when an invoice is paid or sent to a client.
Record payments against invoices and update payment records as needed
Manage product and service items, including their tax categories, in the Envoice catalogue
Set up recurring invoices and update their schedule and status
Subscribe webhooks to react to invoice activities such as send, view, or pay events
Patterns agents use Envoice API for, with concrete tasks.
★ SaaS Subscription Billing
A SaaS product creates a client in Envoice when a customer signs up, then schedules a recurring invoice via the recurring-invoice endpoints to bill on the subscription cadence. Payments are recorded back via the payment endpoints, and webhook notifications keep the application aware of paid, sent, and viewed events. Replaces a custom billing engine for SMB-facing SaaS.
Call POST /api/client/new for the new customer, then create a recurring invoice that bills monthly on day 1.
Estimate-to-Invoice Workflow
Sales teams create estimates with POST /api/estimation/new, send them via POST /api/estimation/sendtoclient, and convert accepted estimates into invoices with POST /api/estimation/convert. The conversion preserves line items and tax handling, eliminating double entry. Useful for project-based and services businesses.
Submit POST /api/estimation/sendtoclient for estimate 9001, then call POST /api/estimation/convert when the client accepts.
Invoice Activity Notifications
External systems subscribe to Envoice webhooks so dashboards and Slack channels react when invoices are sent, viewed, or paid. The webhook payload includes the invoice identifier and activity type, enabling fine-grained automation such as triggering a follow-up email if an invoice has been viewed but not paid for several days.
Register a webhook URL via the webhook subscription endpoint and verify the test payload arrives at the configured endpoint.
AI Agent Billing Assistant Through Jentic
An AI assistant uses Jentic to discover Envoice operations by intent and answers user questions like 'create an invoice for $1,200 to Acme for consulting' by chaining client lookup, item creation, and invoice issuing. The Envoice x-auth-key and x-auth-secret stay in the Jentic vault and never enter the agent's prompt context.
Search Jentic for 'create an invoice for a client', load the new-invoice endpoint, and execute it with the client ID and a single line item.
61 endpoints — envoice is a small-business invoicing and billing platform that handles clients, estimates, invoices, recurring invoices, payments, items, and reporting.
METHOD
PATH
DESCRIPTION
/api/client/all
List all clients
/api/client/new
Create a new client
/api/client/update
Update an existing client
/api/estimation/new
Create a new estimate
/api/estimation/sendtoclient
Send an estimate to the client
/api/estimation/convert
Convert an estimate into an invoice
/api/estimation/all
List all estimates
/api/estimation/changestatus
Change the status of an estimate
/api/client/all
List all clients
/api/client/new
Create a new client
/api/client/update
Update an existing client
/api/estimation/new
Create a new estimate
/api/estimation/sendtoclient
Send an estimate to the client
Three things that make agents converge on Jentic-routed access.
Credential isolation
Envoice x-auth-key and x-auth-secret are stored encrypted in the Jentic vault (MAXsystem). Agents call /api/client/new, /api/estimation/convert, and the invoice endpoints through scoped tokens — neither header value is ever visible to the agent context.
Intent-based discovery
Agents search Jentic by intent (e.g. 'create an invoice in Envoice') and receive the matching operation with its input schema, so the agent calls the correct /api/* path without parsing the docs site.
Time to first call
Direct Envoice integration: 2-3 days to wire up dual-header auth, the estimate-to-invoice flow, recurring schedules, and webhook receivers. Through Jentic: about an hour — search, load, execute.
Alternatives and complements available in the Jentic catalogue.
Specific to using Envoice API through Jentic.
What authentication does the Envoice API use?
The Envoice API uses two API keys: x-auth-key and x-auth-secret, both passed as headers on every request. Through Jentic, both values are stored encrypted in the vault (MAXsystem) and injected at execution time so they never enter the agent context.
Can I create a recurring invoice with the Envoice API?
Yes. The API exposes recurring-invoice endpoints to create, update, and pause recurring schedules so a SaaS application can hand subscription billing to Envoice rather than building its own engine.
How do I convert an estimate into an invoice?
Call POST /api/estimation/convert with the estimate identifier. The conversion carries over line items and tax treatment so there is no double entry. Pair with POST /api/estimation/sendtoclient to send the estimate to the client first.
What are the rate limits for the Envoice API?
The OpenAPI spec does not publish numeric rate limits. Envoice applies fair-use throttling at the account level. If you are running bulk imports or back-fills, contact Envoice support before sustained high-throughput operations.
How do I create a new invoice through Jentic?
Search Jentic for 'create an invoice in Envoice', load the new-invoice operation, and execute it with the client ID and line items. Get started at https://app.jentic.com/sign-up.
Does Envoice support webhooks?
Yes. Configure up to ten webhook URLs that receive HTTP POST payloads when invoice activity occurs (sent, viewed, paid). Endpoints that fail to return 200 across multiple retries are deactivated until they recover.
/api/estimation/convert
Convert an estimate into an invoice
/api/estimation/all
List all estimates
/api/estimation/changestatus
Change the status of an estimate