pexinvoices

name

pex:invoices

description

ProcurementExpress invoice management via CLI. Covers creating, updating, accepting, approving, rejecting, cancelling, archiving invoices, and adding comments. Handles the full invoice lifecycle from receipt through approval to settlement. CLI commands: pex invoice list|show|create|update|accept|approve|reject|cancel|archive| dearchive|rerun-flow. Also: pex comment add-invoice. Triggers on: invoice, bill, invoice approval, invoice status, awaiting review, outstanding invoice, ready to pay, invoice comment, invoice line items.

ProcurementExpress Invoices

Prerequisites

Authenticate and set active company first (pex:setup skill).

List & Show

pex invoice list --status=outstanding --page=1 --per-page=20
pex invoice list --search="INV-001" --supplier-id=10
pex invoice list --date-filter="last 30days" --sort=invoices.created_at --direction=desc
pex invoice list --department-id=5 --archived --sage-exported

pex invoice show 456

Status Filter Values

awaiting_review, outstanding, ready_to_pay, settled, cancelled

Date Filter Values

last 7days, last 30days, last 60days, last 90days, last 180days, last 1year, current_month, current_year, last_month, last_year

Create

IMPORTANT: Invoices should ALWAYS include --line-items with at least one line item. This applies to both standalone invoices and PO-linked invoices.

# Standalone invoice (not linked to any PO)
pex invoice create \
  --invoice-number="INV-2024-001" \
  --supplier-id=10 \
  --issue-date="2024-03-01" \
  --due-date="2024-04-01" \
  --gross-amount=5000 \
  --currency-id=1 \
  --standalone \
  --line-items='[
    {"description":"Office supplies","unit_price":100,"quantity":50}
  ]'

# PO-linked invoice
pex invoice create \
  --invoice-number="INV-2024-002" \
  --supplier-id=10 \
  --issue-date="2024-03-01" \
  --due-date="2024-04-01" \
  --gross-amount=6000 \
  --currency-id=1 \
  --po-ids=123,456 \
  --line-items='[
    {"description":"Laptops","unit_price":1200,"quantity":5,"purchase_order_id":123,"purchase_order_item_id":200}
  ]'

Create/Update Options

• --invoice-number: invoice reference number
• --supplier-id: supplier ID
• --issue-date, --due-date, --uploaded-date, --received-date, --validation-date: date fields
• --gross-amount: total gross amount
• --currency-id: currency ID
• --standalone: flag for invoices not linked to any PO
• --po-ids: comma-separated PO IDs to link (for PO-linked invoices)
• --payment-term-id: from company settings
• --sage-exported: mark as exported to Sage
• --confidence-score: AI extraction confidence score
• --digital-invoice: mark as digital invoice
• --line-items: required — JSON array of line items (see fields below)
• --custom-fields: JSON array of [{"value":"x","custom_field_id":1}]
• --uploads: JSON array of supplier invoice uploads [{"file":"..."}]

Line Item Fields

Each line item object supports:

• description (required), unit_price (required), quantity (required)
• vat, net_amount, sequence_no
• tax_rate_id, chart_of_account_id, qbo_customer_id, quickbooks_class_id
• purchase_order_id, purchase_order_item_id — link to specific PO line item
• billable_status — for QuickBooks
• tax_exception — exempt from tax calculation
• custom_field_values_attributes: [{"value":"x","custom_field_id":1}]

Update

pex invoice update 456 --invoice-number="INV-2024-001-R" --due-date="2024-05-01"
pex invoice update 456 --line-items='[{"id":200,"quantity":10},{"id":201,"_destroy":true}]'

Approval Lifecycle

pex invoice accept 456      # awaiting_review → outstanding
pex invoice approve 456     # outstanding → ready_to_pay
pex invoice reject 456      # → rejected
pex invoice cancel 456      # → cancelled
pex invoice archive 456     # archive
pex invoice dearchive 456   # restore from archive
pex invoice rerun-flow 456  # rerun approval flow when rules changed

Status Flow

awaiting_review → accept → outstanding → approve → ready_to_pay → payment → settled
                                       → reject → rejected
                                       → cancel → cancelled

Comments

pex comment add-invoice 456 --comment="Payment scheduled for next week"

Key Response Fields

• id, invoice_number, status, gross_amount, net_amount, balance_amount
• issue_date, due_date, supplier, currency
• standalone_invoice — whether linked to POs
• confidence_score, digital_invoice — AI extraction info
• invoice_line_items[] — line items with amounts
• purchase_orders[] — linked PO summaries
• comments[], histories[] — comments and status history
• npayments[] — payment records
• Action flags: can_accept, can_approve, can_reject, can_cancel, can_archive, can_dearchive