From d7b6c15a481379aa45a35826b7e067b697633b7b Mon Sep 17 00:00:00 2001 From: juliogarciag Date: Thu, 15 Oct 2026 17:46:28 -0500 Subject: [PATCH 1/3] Document the invoice CLI commands (PE-9117) --- src/pages/invoicing/index.mdx | 8 +++++++- src/pages/invoicing/recurring.mdx | 8 ++++++++ src/pages/solutions/business-banking.mdx | 4 +++- src/pages/solutions/revenue-automation.mdx | 3 ++- 4 files changed, 20 insertions(+), 3 deletions(-) diff --git a/src/pages/invoicing/index.mdx b/src/pages/invoicing/index.mdx index 3fd52a2..93e4281 100644 --- a/src/pages/invoicing/index.mdx +++ b/src/pages/invoicing/index.mdx @@ -32,4 +32,10 @@ Bank payments settle to the account and network configured in the bank settings, ## Programmatic access -Invoicing is web-only today: the [CLI / MCP](/introduction/agents) has no invoice commands. +Via the [Splits CLI / MCP](/introduction/agents): + +- `splits invoices list`: the workspace's invoices, newest first, with the link each payer pays from. Void invoices appear only when the status filter asks for them (**Read** scope) +- `splits invoices get `: one invoice (**Read** scope) +- `splits invoices create`: issues an invoice and emails it to the payer in the same call, with no separate send step (**Owner** scope) + +Creating an invoice through the CLI requires the Owner role and a workspace on the Pro plan or higher, and is limited to 50 invoices per workspace per hour. A one-off invoice is always issued on the day of the call. Attachments and editing invoices are web-only today. diff --git a/src/pages/invoicing/recurring.mdx b/src/pages/invoicing/recurring.mdx index 6852a13..747ed87 100644 --- a/src/pages/invoicing/recurring.mdx +++ b/src/pages/invoicing/recurring.mdx @@ -10,3 +10,11 @@ When [issuing an invoice](/invoicing), turn on *Make recurring* and pick a weekl Schedules run until paused: there is no end date or occurrence limit. If the first issue date is in the future, only the schedule is created, and the first invoice generates on that date. If the issue date is today or in the past but its due date has not passed, the first invoice is issued when the schedule is created. If the first due date has passed, Splits either issues that occurrence at the next available run or skips it and advances to the next occurrence; the form previews which will happen before creation. New occurrences generate daily at 11:00 UTC. View, edit, and pause schedules from the *Schedules* tab on the *Invoices* page. Like all invoicing, managing schedules requires the [Owner](/workspaces/roles) role. + +## Programmatic access + +Via the [Splits CLI / MCP](/introduction/agents): + +- `splits invoices create --interval --due-date-days `: creates a schedule. The first invoice is issued in the same call when its issue date is today or past and its due date has not passed; otherwise the next daily run handles it (**Owner** scope) + +Viewing, editing, and pausing schedules is web-only today. diff --git a/src/pages/solutions/business-banking.mdx b/src/pages/solutions/business-banking.mdx index 2b9fcf1..900ceef 100644 --- a/src/pages/solutions/business-banking.mdx +++ b/src/pages/solutions/business-banking.mdx @@ -75,5 +75,7 @@ Via the [Splits CLI / MCP](/introduction/agents): - `splits accounts list`: all accounts in the workspace (**Read** scope) - `splits transactions list`: the books, filterable by account, direction, amount, date, and memo (**Read** scope) +- `splits invoices list`: the invoices of the workspace, with the status of each invoice (**Read** scope) +- `splits invoices create`: issue an invoice and send it to the payer by email (**Owner** scope) -Banking (onramps, offramps, vendor payments) and invoicing are web-only today. +Banking (onramps, offramps, vendor payments) is web-only today. diff --git a/src/pages/solutions/revenue-automation.mdx b/src/pages/solutions/revenue-automation.mdx index b7703d3..e2b90ed 100644 --- a/src/pages/solutions/revenue-automation.mdx +++ b/src/pages/solutions/revenue-automation.mdx @@ -66,5 +66,6 @@ Via the [Splits CLI / MCP](/introduction/agents): - `splits automations list`: the workspace's automations (**Read** scope) - `splits transactions list`: every run and payment, filterable by account, direction, amount, and date (**Read** scope) +- `splits invoices create`: issue an invoice, one time or on a schedule, with an automation as the receiving account (**Owner** scope) -Creating automations, schedules, and invoices is web-only today. +Creating automations and payment schedules is web-only today. From 598996859d48c68b213bcb8733885a2d58a071c6 Mon Sep 17 00:00:00 2001 From: juliogarciag Date: Fri, 16 Oct 2026 01:08:14 -0500 Subject: [PATCH 2/3] Drop the rate limit and ONCE detail from the invoicing page (PE-9117) --- src/pages/invoicing/index.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/pages/invoicing/index.mdx b/src/pages/invoicing/index.mdx index 4791a65..01eda47 100644 --- a/src/pages/invoicing/index.mdx +++ b/src/pages/invoicing/index.mdx @@ -47,4 +47,4 @@ Via the [Splits CLI / MCP](/introduction/agents): - `splits invoices get `: one invoice (**Read** scope) - `splits invoices create`: issues an invoice and emails it to the payer in the same call, with no separate send step (**Owner** scope) -Creating an invoice through the CLI requires the Owner role and a workspace on the Pro plan or higher, and is limited to 50 invoices per workspace per hour. A one-off invoice is issued on the day of the call; `--interval ONCE` with a future issue date creates a one-time schedule instead, like *Send on issue date*. Attachments and editing invoices are web-only today. +Creating an invoice through the CLI requires the Owner role and a workspace on the Pro plan or higher. Attachments and editing invoices are web-only today. From 5da3e802b2b2216161ddb5ecbed46d74031a9418 Mon Sep 17 00:00:00 2001 From: juliogarciag Date: Fri, 16 Oct 2026 01:14:25 -0500 Subject: [PATCH 3/3] Note the Pro plan on every invoice create command (PE-9117) --- src/pages/invoicing/recurring.mdx | 2 +- src/pages/solutions/business-banking.mdx | 2 +- src/pages/solutions/revenue-automation.mdx | 2 +- 3 files changed, 3 insertions(+), 3 deletions(-) diff --git a/src/pages/invoicing/recurring.mdx b/src/pages/invoicing/recurring.mdx index c6c0b6c..c7f3270 100644 --- a/src/pages/invoicing/recurring.mdx +++ b/src/pages/invoicing/recurring.mdx @@ -15,6 +15,6 @@ From the *Schedules* tab on the *Invoices* page, any workspace member can view a Via the [Splits CLI / MCP](/introduction/agents): -- `splits invoices create --interval --due-date-days `: creates a schedule. The first invoice is issued in the same call when its issue date is today or past and its due date has not passed; otherwise the next daily run handles it (**Owner** scope) +- `splits invoices create --interval --due-date-days `: creates a schedule. The first invoice is issued in the same call when its issue date is today or past and its due date has not passed; otherwise the next daily run handles it. The workspace must be on the [Pro plan or higher](/invoicing#programmatic-access) (**Owner** scope) Viewing, editing, and pausing schedules is web-only today. diff --git a/src/pages/solutions/business-banking.mdx b/src/pages/solutions/business-banking.mdx index 900ceef..6df0693 100644 --- a/src/pages/solutions/business-banking.mdx +++ b/src/pages/solutions/business-banking.mdx @@ -76,6 +76,6 @@ Via the [Splits CLI / MCP](/introduction/agents): - `splits accounts list`: all accounts in the workspace (**Read** scope) - `splits transactions list`: the books, filterable by account, direction, amount, date, and memo (**Read** scope) - `splits invoices list`: the invoices of the workspace, with the status of each invoice (**Read** scope) -- `splits invoices create`: issue an invoice and send it to the payer by email (**Owner** scope) +- `splits invoices create`: issue an invoice and send it to the payer by email. The workspace must be on the [Pro plan or higher](/invoicing#programmatic-access) (**Owner** scope) Banking (onramps, offramps, vendor payments) is web-only today. diff --git a/src/pages/solutions/revenue-automation.mdx b/src/pages/solutions/revenue-automation.mdx index e2b90ed..7f183ec 100644 --- a/src/pages/solutions/revenue-automation.mdx +++ b/src/pages/solutions/revenue-automation.mdx @@ -66,6 +66,6 @@ Via the [Splits CLI / MCP](/introduction/agents): - `splits automations list`: the workspace's automations (**Read** scope) - `splits transactions list`: every run and payment, filterable by account, direction, amount, and date (**Read** scope) -- `splits invoices create`: issue an invoice, one time or on a schedule, with an automation as the receiving account (**Owner** scope) +- `splits invoices create`: issue an invoice, one time or on a schedule, with an automation as the receiving account. The workspace must be on the [Pro plan or higher](/invoicing#programmatic-access) (**Owner** scope) Creating automations and payment schedules is web-only today.