Overview
Tesouro’s accounts receivable API automates document creation and tracking for business customers — invoices, quotes, credit notes, and delivery notes. Document types:- Invoice — a request for payment listing the products or services delivered and the amount due.
- Quote — a formal offer detailing cost before the client commits.
- Credit note — reduces the amount due on an invoice.
- Delivery note — accompanies a shipment, listing the products and quantities included.
- Generate branded invoices, quotes, credit notes, and delivery notes.
- Generate a downloadable PDF or send documents via email.
- Automatically send payment reminders to your business customers’ clients.
- Track document status — issued, paid, or expired.
Invoicing
Create and manage invoices for payments with Tesouro.Invoice lifecycle
Statuses an outgoing invoice moves through inside Tesouro.
Create and send invoices
Create an invoice and collect payment.
Recurring invoices
Create and manage recurring invoices in Tesouro.
Payment terms
Set the time allowed to pay an invoice and include discounts for early payments.
Payment reminders
Automatically send payment reminders before invoice due dates and early discount dates.
Overdue reminders
Send automated reminders about overdue invoices.
Quotes
Create, send, and manage quotes sent to customers with Tesouro.Quote lifecycle
Statuses a quote moves through inside Tesouro.
Create and send quotes
Create a quote and send a formal offer.
Other document types
Credit notes
Use credit notes to legally amend or cancel invoices.
Delivery notes
Create delivery notes to accompany invoices and document shipments to customers.
More resources
Products
Manage the goods, materials, and services listed in invoices.
Discounts
Apply discounts to line items and the total sale.
Special deductions
Handle special discounts, incentives, and rebates.
Document history
Review the history of changes made to a specific document.