/invoiceless

Serverless backend for sending simple recurring invoices

Primary LanguagePython

invoiceless

Invoiceless is a serverless API for sending simple recurring invoices by email using AWS Lambda, API Gateway, CloudWatch Events, and SES.

Deployment Instructions

  1. Make sure you have the AWS CLI installed
  2. Clone the repository
  3. From the top level directory, run

aws cloudformation package --template-file template.yaml --s3-bucket [your s3 bucket] --output-template-file packaged.yaml

aws cloudformation deploy --template-file ./packaged.yaml --stack-name invoiceless --capabilities CAPABILITY_IAM

Using the API

POST /invoices

Sends an invoice immediately to the recipients specified in agreement_info.client_emails.

Notes

agreement_info.verified_sender_arn is optional and only needs to be specified if your AWS SES account is still on probation. You can verify the address in agreement_info.provider_email by following the steps from AWS here.

agreement_info.net specifies the number of days until the invoice is due. It can be any integer from 1 to 120.

Example call

headers = {'content-type': 'application/json'}
url = '[api URL]/invoices/'

body = {
  "agreement_info": {
    "net": 30,
    "client_emails": [
      "accounts_payable@company.com",
      "
    ],
    "provider_email": "me@mybusiness.com",
    "verified_sender_arn": "arn:aws:ses:us-east-1:[account]:identity/me@mybusiness.com"
  },
  "client_info": {
    "client_id": "1001",
    "name": "My Client",
    "street": "1 Corporate Pkwy",
    "city": "Bigcity",
    "state": "TX",
    "country": "USA",
    "post_code": "01010"
  },
  "service_provider_info": {
    "name": "My Name",
    "street": "123 Main St",
    "city": "Anywhere",
    "state": "NY",
    "country": "USA",
    "post_code": "12345"
  },
  "line_items": [
    {
      "name": "Widgets",
      "description": "Default widgets",
      "units": 10,
      "unit_price": 125
    },
    {
      "name": "Customized Widgets",
      "description": "Reinforced widgets",
      "units": 10,
      "unit_price": 125
    }
  ]
}

requests.post(url, data=json.dumps(body), headers=headers)


POST invoices/schedule

This call creates a CloudWatch rule that sends your invoice on a recurring schedule that you specify.

The API request looks the same as the example above, except for the addition of a top-level body attribute called schedule_expression:

body = {
  "schedule_expression": "cron(0 12 25 * ? *)",
  "agreement_info": {
    ...

Refer to AWS's schedule expressions syntax guide for help creating your schedule.

The example above will send a recurring invoice on the 25th day of every month at 12:00 PM.

DELETE invoices/schedule/client_id

Removes the CloudWatch Events rule for the specified client ID. Note that Invoiceless only supports one recurring invoice per client at the moment.

Generated Invoices

Invoiceless uses PyInvoice to generate simple invoices that will be sent via email to the destination addresses you specify.

Example Invoice