Bill AR | Customer transactions

Name: AR | Customer transactions API
Brand: AR | Customer transactions
Availability: InStock

★ Only Publicly Available OpenAPI DocumentFinanceAccountingapiKey40 EndpointsREST

Install Jentic One Beta

Connect the AR | Customer transactions to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the AR | Customer transactions, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with AR | Customer transactions API.

Create and update invoices and recurring invoice schedules for individual customers or in bulk batches

Send invoices to customers by email or postal mail and capture customer authorisation for charges

Charge authorised customers and record received AR payments against open invoices

GET STARTED

Start building with AR | Customer transactions API

Explore with Jentic

View OpenAPI Document

For Agents

Issue customer invoices, run recurring billing, charge authorised customers, and record received payments inside BILL's AR workflow.

Use for: I need to create an invoice for a customer in BILL, I want to set up a recurring invoice that bills weekly, Send an invoice to a customer by email, Charge an authorised customer for an outstanding invoice

Not supported: Does not handle vendor bills, AP payments, or organisation-level user and bank-account management - use for accounts receivable customer invoicing and collections only.

Use Cases

Patterns agents use AR | Customer transactions API for, with concrete tasks.

★ Recurring SaaS invoicing

Generate and send recurring invoices to subscription customers on a fixed schedule and reconcile collected funds back to the accounting ledger. The customer-transactions API provisions RecurringInvoice records, issues each cycle's Invoice via SendInvoice or MailInvoice, and writes the matching ReceivedPay record once the customer pays. A small finance team can run a multi-hundred customer book without manual invoice creation each month.

Create a RecurringInvoice for customer ID 0cu01AAAAA with monthly frequency, $499 USD line item, and email delivery enabled, then verify the next-run date is set

Customer charge and AR reconciliation

Charge authorised customers' stored payment methods and record the resulting funds against the originating invoice. Agents call SetCustomerAuthorization to capture mandate, ChargeCustomer to debit the account, and RecordARPayment to mark the invoice paid. This lets professional services and B2B firms close their AR loop without touching the BILL web UI.

Call ChargeCustomer for invoice ID 00n01AAAAA against the customer's authorised bank account, then call RecordARPayment with the returned transaction reference

Credit memo and dispute handling

Apply credit memos to customer accounts when invoices are disputed, partially refunded, or adjusted. The API exposes Crud/Create/CreditMemo for issuing the memo and Crud/Read/InvoiceCredit plus List/InvoiceCredit so agents can audit which credits have been applied. Useful for AR teams handling chargebacks, returns, or pricing corrections.

Create a CreditMemo for $120.00 against customer ID 0cu01AAAAA referencing invoice 00n01AAAAA, then list InvoiceCredit records to confirm it posted

AR summary reporting for finance agents

Pull the consolidated AR position for a BILL organisation on demand. GetARSummary returns aggregate open balances, aging buckets, and received payment totals so a finance agent can answer cash-flow questions or feed a weekly board pack. Combined with List/ReceivedPay it gives a complete view of inflows over a window without the user opening BILL.

Call GetARSummary for the connected organisation and return total outstanding balance plus current-period received payments

Agent-driven invoice operations via Jentic

An AI agent uses Jentic to discover customer-transaction operations from a natural-language intent like 'send an invoice to a customer'. Jentic returns the matching BILL operation, loads its input schema, and executes the call with credentials held in your Jentic One instance. The agent can chain Create + Send + RecordARPayment without ever handling the BILL session token directly.

Search Jentic for 'send an invoice to a customer', load the SendInvoice schema, and execute it for invoice ID 00n01AAAAA with the customer's email address

Key Endpoints

40 endpoints — jentic publishes the only available openapi specification for ar | customer transactions, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

POST

/Crud/Create/Invoice.json

Create a customer invoice

POST

/Crud/Create/RecurringInvoice.json

Create a recurring invoice schedule

POST

/SendInvoice.json

Email an invoice to the customer

POST

/MailInvoice.json

Send an invoice by postal mail

POST

/ChargeCustomer.json

Charge an authorised customer

POST

/RecordARPayment.json

Record a payment received against an invoice

POST

/Crud/Create/CreditMemo.json

Issue a credit memo

POST

/GetARSummary.json

Retrieve consolidated AR summary

POST

/Crud/Create/Invoice.json

Create a customer invoice

POST

/Crud/Create/RecurringInvoice.json

Create a recurring invoice schedule

POST

/SendInvoice.json

Email an invoice to the customer

POST

/MailInvoice.json

Send an invoice by postal mail

POST

/ChargeCustomer.json

Charge an authorised customer

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Your BILL developer key and session token are stored once, encrypted, by your own Jentic One instance and injected at execution time. They never enter the agent's prompt, logs, or context.

Intent-based discovery

Agents search Jentic by intent such as 'create a customer invoice in BILL' or 'record an AR payment', and Jentic returns the matching customer-transactions operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

Time to first call

FAQs

Specific to using AR | Customer transactions API through Jentic.

Why is there no official OpenAPI spec for AR | Customer transactions?

BILL does not publish an OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call AR | Customer transactions via structured tooling. It is validated against the live API and kept up to date. Get started with Jentic One, the self-hosted execution layer.

What authentication does the AR | Customer transactions API use?

BILL uses an API key plus session token model. Agents authenticate to bill.com once and pass the session token with each request alongside the developer key. Through Jentic these credentials are held encrypted in the vault, so the agent receives a scoped handle and never sees the raw key.

Can I create a recurring invoice with this API?

Yes. Call POST /Crud/Create/RecurringInvoice.json with the customer ID, frequency, and line items. Use POST /Crud/Update/RecurringInvoice.json to change a schedule, and POST /List/RecurringInvoice.json to enumerate active schedules for an organisation.

How do I charge an authorised customer through Jentic?

Search Jentic for 'charge a customer in bill.com'. Jentic returns the ChargeCustomer operation, loads its schema, and your agent calls POST /ChargeCustomer.json with the customer ID and amount. Follow with POST /RecordARPayment.json to post the receipt against the invoice.

What rate limits apply to the AR | Customer transactions API?

BILL applies per-organisation throttling on its v2 API. Specific quotas are not exposed in the spec; in practice agents should batch via the Bulk/Crud endpoints (for example POST /Bulk/Crud/Create/Invoice.json) when issuing more than a handful of records to stay within limits.

Is the BILL AR API free to use?

BILL bundles API access with paid plans rather than offering a separate free tier. You need an active BILL organisation and a developer key. Jentic does not add usage charges on top of the underlying BILL plan.

Can I limit what my agent is allowed to do with the BILL Customer Transactions API?

Yes. Because Jentic One is self-hosted, you decide which of the RPC-style operations your agent may call, so you can allow it to create or send a customer invoice while leaving charging a customer or recording an AR payment out of reach. Since these operations carry the invoice and customer ids in the request body rather than the URL path, the agent can only act on the operations you have granted. Your BILL developer key and session token stay with your own instance and are injected at execution time, so the agent works inside the boundary you set.

Bill AR | Customer transactions

Connect the AR | Customer transactions to your agent

Capabilities

Start building with AR | Customer transactions API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs