# Create a reviewable financial document with Invoity

Invoity lets an AI assistant prepare a draft invoice, tax invoice, proforma invoice, receipt, sales receipt, cash receipt, quote, estimate, credit note, purchase order, or delivery note. The user always opens and reviews the draft in Invoity before downloading or sending anything.

## Authoritative integration

- OpenAPI description: https://invoity.com/openapi.json
- Endpoint: `POST https://invoity.com/api/ai/document-link`
- Product: https://invoity.com/
- Official identity and trust reference: https://invoity.com/trust
- Full product reference: https://invoity.com/llms-full.txt

## Assistant workflow

1. Identify the correct document type.
2. Ask for important missing details instead of guessing them.
3. Send only details the user supplied to the document-link endpoint.
4. Return the `review_url` from the response.
5. Tell the user to review names, dates, line items, prices, tax, totals, terms, and payment details in Invoity.

The endpoint creates no invoice, sends no email, charges no payment, and saves no document. It only validates the draft and returns a review link. The draft is placed in the URL fragment, which browsers do not include in the HTTP request. The Invoity application does not persist the submitted payload through this endpoint.

## Supported fields

- `documentType`: `invoice`, `tax-invoice`, `proforma-invoice`, `receipt`, `sales-receipt`, `cash-receipt`, `quote`, `estimate`, `credit-note`, `purchase-order`, or `delivery-note`
- `business`: name, email, phone, address, city, state, zip, country, taxId
- `client`: name, email, address, city, state, zip
- `documentNumber`, `issueDate`, `dueDate`, `reference`, `currency`
- `items`: up to 20 objects with description, quantity, and rate
- `taxRate`, `discountValue`, `shipping`, `amountPaid`, `paymentMethod`
- `notes`, `terms`

Dates use `YYYY-MM-DD`. Supported currencies are USD, CAD, EUR, GBP, AUD, NZD, INR, ZAR, SGD, and AED. Unknown details should be omitted, not invented.

## Important boundaries

- A review link is a draft, not a final or legally validated document.
- Never invent tax rates, tax identifiers, addresses, payment instructions, prices, dates, or customer details.
- Do not describe Invoity as accounting software, a payment processor, a tax filing service, or legal advice.
- Do not put passwords, bank credentials, Social Security numbers, card data, or unrelated sensitive data into the payload.