Skip to content
Last updated

Invoicing & Finance

Transportial provides full invoicing and quoting capabilities tied to your transport operations. Generate invoices from transport orders, send quotes to customers, and manage the financial lifecycle.

Invoices

Creating an Invoice

curl -X POST https://api.otms.transportial.com/api/invoice \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -d '{
    "name": "Invoice #2026-042",
    "direction": "OUT",
    "date": "2026-03-22",
    "subjectBusiness": { "id": "your-business-uuid" },
    "targetBusiness": { "id": "customer-business-uuid" },
    "lines": [
      {
        "description": "Transport Rotterdam → Amsterdam",
        "quantity": 1,
        "unitPrice": 450.00,
        "taxPercentage": 21
      }
    ]
  }'

Response:

{
  "success": true,
  "message": "OK",
  "invoice": {
    "id": "invoice-uuid",
    "number": "2026-042",
    "status": "concept",
    "direction": "OUT",
    "subTotal": 450.00,
    "tax": 94.50,
    "total": 544.50,
    "totalOpen": 544.50,
    "currency": "EUR",
    "createdAt": "2026-03-22T10:00:00Z"
  }
}

Sending an Invoice

curl -X POST "https://api.otms.transportial.com/api/invoice/{id}/send" \
  -H "Authorization: Bearer YOUR_TOKEN"

This emails the invoice to the target business's contact email.

Sending a Payment Reminder

curl -X POST "https://api.otms.transportial.com/api/invoice/{id}/send:reminder" \
  -H "Authorization: Bearer YOUR_TOKEN"

Invoice from Email

Transportial can create invoices from incoming emails:

curl -X PUT "https://api.otms.transportial.com/api/invoice/mail/receiver" \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -d '{
    "from": "supplier@example.com",
    "subject": "Invoice #INV-2026-100",
    "body": "Please find attached invoice..."
  }'

Listing Invoices

# List invoices for an administration (paginated)
curl -X GET "https://api.otms.transportial.com/api/invoices/{administrationId}/0/20" \
  -H "Authorization: Bearer YOUR_TOKEN"

# Search invoices with filters
curl -X POST "https://api.otms.transportial.com/api/invoices/{administrationId}/0/20" \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -d '{
    "status": "sent",
    "direction": "OUT"
  }'

Quotes

Quotes provide pricing before a transport order is accepted. They can be sent to customers and converted to invoices.

Creating a Quote

curl -X POST https://api.otms.transportial.com/api/quote \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -d '{
    "name": "Quote #Q-2026-015",
    "direction": "OUT",
    "date": "2026-03-22",
    "dueAt": "2026-04-05T23:59:59Z",
    "subjectBusiness": { "id": "your-business-uuid" },
    "targetBusiness": { "id": "customer-business-uuid" },
    "lines": [
      {
        "description": "Transport Rotterdam → Berlin (full truck)",
        "quantity": 1,
        "unitPrice": 1200.00,
        "taxPercentage": 21
      }
    ]
  }'

Sending a Quote

curl -X POST "https://api.otms.transportial.com/api/quote/{id}/send" \
  -H "Authorization: Bearer YOUR_TOKEN"

Quotes support shared links that allow recipients to accept or decline without logging in:

# Recipient views the quote
GET /api/quote:public/{id}/{shareCode}

# Recipient accepts
POST /api/quote:public/{id}/accept/{shareCode}

# Recipient declines
POST /api/quote:public/{id}/decline/{shareCode}

Converting a Quote to an Invoice

Once accepted, convert a quote directly into an invoice:

curl -X POST "https://api.otms.transportial.com/api/quote/{id}/create:invoice" \
  -H "Authorization: Bearer YOUR_TOKEN"

Financial Fields on Transport Entities

Transport orders, consignments, and trips all carry financial fields:

EntityFields
Transport OrderexpectedRevenue, expectedCost
ConsignmentexpectedRevenue, expectedCost, pricingElements
TripexpectedRevenue, expectedCost, actualCost
InvoicesubTotal, tax, total, totalOpen
QuotesubTotal, tax, total

These fields allow you to track estimated vs. actual costs across the entire transport chain.

Invoice Directions

DirectionDescription
OUTOutgoing invoice — you are billing a customer
INIncoming invoice — a supplier is billing you

Next Steps