Estimates

The Estimates API provides CRUD access to estimates, line-item management, status, tags, clone, publish, email and convert-to-invoice.

New to the API? Start with Getting started (base URL, response envelope, errors, pagination) and Authentication (API keys).

Identifier note: estimates are addressed by their numeric bill_estimateid.

Totals are computed server-side. You never send totals. You set the line items (and, for summary mode, the tax rates) and the header discount/adjustment; the API computes the subtotal, discount, tax and final amounts to match the CRM exactly.

Scope: file attachments and bulk actions are out of API scope.

The estimate object

{
  "id": 100,
  "status": "accepted",
  "client": { "id": 12, "name": "Acme Inc" },
  "project_id": null,
  "category": { "id": 4, "name": "Default" },
  "dates": { "date": "2026-06-20", "expiry_date": "2026-07-20", "created": "..." },
  "notes": null,
  "terms": null,
  "tax_type": "inline",
  "totals": {
    "subtotal": "247.50", "subtotal_before_discount": "250.00",
    "discount_type": "none", "discount_percentage": "0.00", "discount_amount": "25.00",
    "amount_before_tax": "247.50", "tax_total_percentage": "0.00", "tax_total_amount": "22.50",
    "adjustment_description": null, "adjustment_amount": "0.00", "final_amount": "247.50"
  },
  "converted": { "is_converted": false, "invoice_id": null },
  "line_items": [
    { "id": 1, "description": "Item A", "unit": "hours", "quantity": "2.00", "rate": "100.00",
      "total": "198.00", "type": "plain", "tax_status": "yes",
      "discount": { "type": "fixed", "value": "20.00", "amount": "20.00" } }
  ],
  "taxes": [ { "name": "VAT", "rate": "10.00", "lineitem_id": 1627 } ],
  "tags": ["priority"]
}

Field	Type	Notes
`id`	integer	Estimate id.
`status`	string	`draft`, `new`, `accepted`, `declined`, `revised`, `expired`.
`client` / `project_id` / `category`	object/int	Links.
`dates`	object	`date`, `expiry_date`, `created`.
`tax_type`	string	`summary` or `inline`.
`totals`	object	All amounts — read-only, computed by the server.
`converted`	object	`is_converted` and the resulting `invoice_id` (once converted).
`line_items`	array	The line items.
`taxes`	array	Tax rate records (summary: `lineitem_id` null; inline: per line).
`tags`	array	Tag titles.

List / search estimates

GET /api/estimates

Query params: status, client_id, project_id, category_id, search, sort (bill_date,bill_expiry_date,bill_final_amount,bill_created), order, limit, page.

curl -G https://your-domain/api/estimates -H "Authorization: Bearer YOUR_API_KEY" -d client_id=12

Get an estimate

GET /api/estimates/{id}

Returns the estimate with line items + computed totals.

Create an estimate

POST /api/estimates

Creates an empty estimate header. Add line items next via the items action.

Parameter	Type	Required	Notes
`bill_clientid`	integer	yes	Existing client.
`bill_categoryid`	integer	yes	Existing category.
`bill_date`	date	yes
`bill_expiry_date`	date	no	Optional.
`bill_projectid`	integer	no
`bill_tax_type`	string	no	`summary` (default) or `inline`.
`bill_notes` / `bill_terms`	string	no

curl -X POST https://your-domain/api/estimates -H "Authorization: Bearer YOUR_API_KEY" \
  -d bill_clientid=12 -d bill_categoryid=4 -d bill_date=2026-06-20 -d bill_tax_type=summary

Returns the new estimate (201, status draft).

Update an estimate (header) + recalculate

PATCH /api/estimates/{id}

Sets header fields, including the discount, tax mode and adjustment that drive the totals; the estimate is recalculated. The status is preserved.

Parameter	Type	Notes
`bill_categoryid`	integer	required
`bill_date`	date	required
`bill_expiry_date`	date	optional
`bill_projectid`	integer	optional
`bill_notes` / `bill_terms`	string	optional
`bill_tax_type`	string	`summary`/`inline`
`bill_discount_type`	string	`none`/`fixed`/`percentage`
`bill_discount_percentage`	numeric	for percentage discounts
`bill_discount_amount`	numeric	for fixed discounts
`bill_adjustment_description`	string
`bill_adjustment_amount`	numeric	may be negative

curl -X PATCH https://your-domain/api/estimates/100 -H "Authorization: Bearer YOUR_API_KEY" \
  -d bill_categoryid=4 -d bill_date=2026-06-20 -d bill_discount_type=fixed -d bill_discount_amount=25

Set line items + recalculate

PUT /api/estimates/{id}/items

Replaces the estimate’s line items and recomputes all totals (matching the CRM UI to the cent). The behaviour follows the estimate’s tax_type:

summary — pass estimate-level tax_rate_ids[]; the tax applies to the whole estimate.
inline — give each item its own tax_rate_id (and optional per-line discount_type/discount_value).

Parameter	Type	Required	Notes
`items[]`	array	yes	The full set of line items (replaces existing).
`items[].description`	string	yes
`items[].quantity`	numeric	yes
`items[].rate`	numeric	yes
`items[].unit`	string	no
`items[].long_description`	string	no
`items[].tax_rate_id`	integer	no	Inline mode: a tax rate id for the line.
`items[].discount_type` / `items[].discount_value`	string/numeric	no	Inline mode: per-line discount.
`tax_rate_ids[]`	array of ints	no	Summary mode: estimate-level tax rate ids.

curl -X PUT https://your-domain/api/estimates/100/items \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d "items[0][description]=Design" -d "items[0][unit]=hours" -d "items[0][quantity]=2" -d "items[0][rate]=100" \
  -d "items[1][description]=Hosting" -d "items[1][quantity]=1" -d "items[1][rate]=50" \
  -d "tax_rate_ids[]=1"

<?php
$ch = curl_init('https://your-domain/api/estimates/100/items');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_CUSTOMREQUEST  => 'PUT',
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query([
        'items' => [
            ['description' => 'Design', 'unit' => 'hours', 'quantity' => 2, 'rate' => 100],
            ['description' => 'Hosting', 'quantity' => 1, 'rate' => 50],
        ],
        'tax_rate_ids' => [1],
    ]),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Returns the estimate with recomputed totals (200).

Delete an estimate

DELETE /api/estimates/{id}

Change status

PUT /api/estimates/{id}/status

Parameter	Type	Notes
`status`	string	One of `draft`, `new`, `accepted`, `declined`, `revised`.

curl -X PUT https://your-domain/api/estimates/100/status -H "Authorization: Bearer YOUR_API_KEY" -d status=accepted

Set tags

PUT /api/estimates/{id}/tags

Full-set replace (empty clears).

Clone

POST /api/estimates/{id}/clone

Parameter	Type	Required
`bill_clientid`	integer	yes
`bill_categoryid`	integer	yes
`bill_date`	date	yes
`bill_expiry_date`	date	no
`bill_projectid`	integer	no

Returns the new estimate (201, status draft).

Publish

PUT /api/estimates/{id}/publish

Publishes a draft estimate (moves it out of draft and queues the estimate email to the client). No body. 409 if already published.

curl -X PUT https://your-domain/api/estimates/100/publish -H "Authorization: Bearer YOUR_API_KEY"

Email the client

POST /api/estimates/{id}/send-email

Queues the estimate email to the client (as the UI does). The estimate must not be a draft (409 otherwise). No body.

curl -X POST https://your-domain/api/estimates/100/send-email -H "Authorization: Bearer YOUR_API_KEY"

Convert to invoice

POST /api/estimates/{id}/convert-to-invoice

Creates an invoice from the estimate (carrying over the line items and totals) and links the two. No body. Returns the new invoice object (201) — see Invoices.

curl -X POST https://your-domain/api/estimates/100/convert-to-invoice -H "Authorization: Bearer YOUR_API_KEY"

Errors

See Getting started. Estimate-specific:

Status	Meaning
`404 Not Found`	The estimate id does not exist.
`409 Conflict`	Already published, or emailing a draft.
`422 Unprocessable Entity`	Validation failed (e.g. missing client/category/date, invalid status/tax rate).

Getting Started

Clients

Sales

Billing

Projects & Work

Support

Organization

Estimates

Estimates

The estimate object

List / search estimates

Get an estimate

Create an estimate

Update an estimate (header) + recalculate

Set line items + recalculate

Delete an estimate

Change status

Set tags

Clone

Publish

Email the client

Convert to invoice

Errors

​Estimates

​The estimate object

​List / search estimates

​Get an estimate

​Create an estimate

​Update an estimate (header) + recalculate

​Set line items + recalculate

​Delete an estimate

​Change status

​Set tags

​Clone

​Publish

​Email the client

​Convert to invoice

​Errors

Estimates

The estimate object

List / search estimates

Get an estimate

Create an estimate

Update an estimate (header) + recalculate

Set line items + recalculate

Delete an estimate

Change status

Set tags

Clone

Publish

Email the client

Convert to invoice

Errors