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API Docs

DuePilot API Reference

REST API for integrating DuePilot into your platform, automating workflows, and building custom AR tooling.

Authentication


DuePilot uses API keys for authentication. Generate a key from Settings → API Keys in your dashboard. All API requests must include your key as a Bearer token.

Authorization: Bearer dp_live_sk_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Base URL

https://api.duepilot.ai

API Version

v1 (current)

Rate limit

100 requests / minute

Response format

JSON envelope: { data, pagination? }

REST API Endpoints


GET

/v1/invoices

List all invoices with pagination, filtering by status and customer

GET

/v1/invoices/:id

Get a single invoice with full customer, sequence, and reply history

POST

/v1/invoices/:id/sequences

Enroll an invoice in a collection sequence

DELETE

/v1/invoices/:id/sequences

Stop the active sequence for an invoice

GET

/v1/customers

List customers with payment scores and AR summary

GET

/v1/customers/:id

Get customer profile with full payment history and scoring breakdown

GET

/v1/sequences

List available collection sequences in your workspace

POST

/v1/sequences

Create a custom collection sequence

GET

/v1/sequences/:id/steps

Get all steps in a sequence with timing and template content

GET

/v1/replies

List classified customer replies with pagination

GET

/v1/replies/:id

Get a single reply with AI classification and confidence score

POST

/v1/replies/:id/resolve

Mark a reply as reviewed and resolved

GET

/v1/dashboard/summary

Get AR summary: aging buckets, DSO, recovery rate, active sequences

GET

/v1/rules

List automation rules in your workspace

POST

/v1/rules

Create a new automation rule with trigger and action configuration

GET

/v1/events

Paginated event log for all DuePilot actions on invoices and customers

Example requests


GET

/v1/invoices

Returns a paginated list of invoices. Supports filtering by status, customer, and aging bucket.

Response

{
  "data": [
    {
      "id": "inv_01HXYZ",
      "customer_id": "cus_01HABC",
      "amount": 4750.00,
      "currency": "USD",
      "status": "overdue",
      "due_date": "2026-03-15",
      "days_overdue": 25,
      "sequence_active": true
    }
  ],
  "pagination": {
    "cursor": "inv_01HXYZ",
    "has_more": true,
    "limit": 25
  }
}
POST

/v1/invoices/:id/sequences

Enroll an invoice in a collection sequence. Returns the sequence enrollment with step schedule.

Request body

{
  "sequence_id": "seq_01HDEF",
  "override_tone": "firm"
}

Response

{
  "data": {
    "enrollment_id": "enr_01HPQR",
    "invoice_id": "inv_01HXYZ",
    "sequence_id": "seq_01HDEF",
    "status": "active",
    "next_step_at": "2026-04-10T09:00:00Z",
    "steps_remaining": 4
  }
}
GET

/v1/dashboard/summary

Returns the current AR summary including aging buckets, DSO, and recovery metrics.

Response

{
  "data": {
    "total_outstanding": 127450.00,
    "aging": {
      "current": 42000.00,
      "days_1_30": 38500.00,
      "days_31_60": 29750.00,
      "days_61_90": 12200.00,
      "days_90_plus": 5000.00
    },
    "dso": 38.2,
    "recovery_rate_30d": 0.89,
    "active_sequences": 47
  }
}

Webhooks


DuePilot can send webhook events to your server when key actions occur. Configure webhook URLs in Settings → Webhooks.

invoice.enrolled

An invoice was enrolled in a sequence

invoice.paid

QuickBooks recorded a payment — sequence paused

invoice.overdue

An invoice passed its due date without payment

reply.received

A customer replied to a collection email

reply.classified

AI classified the reply type and confidence score

sequence.completed

All steps in a sequence were sent without payment

sequence.paused

Sequence paused due to dispute or reply classification

Full API reference coming soon

TypeScript and Python SDKs, OpenAPI spec download, and interactive API explorer are in development. Contact us for early access.

Request Early Access

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