Get invoice
Tool ID: kohlercode_crm_invoice_get
Summary
Returns one formal invoice with its complete saved details and ordered line items. Read-only.
When to use it
- Review an invoice — See addresses, dates, tax details, totals, and payment status.
- Inspect line items — Read each position’s description, amount, unit, price, and total.
- Confirm company details — Check the CRM company associated with an invoice.
What you need
| Requirement | Required? |
|---|---|
| Metraclick connection | Yes |
| Tool enabled for your account | Yes |
| KohlerCode CRM connected by your administrator | Yes |
| Invoice record ID | Yes |
Parameters
| Parameter | Required? | Description |
|---|---|---|
invoice_id |
Yes | Invoice record ID returned by List invoices |
What you get back
The full saved invoice snapshot, including company and recipient details, invoice and payment dates, service period, tax and currency values, totals, footer information, and ordered positions.
Each position includes its description, amount, unit, price, total, and display order.
Example prompts
Show the full details for this invoice ID.
List the positions and totals on the invoice we just found.
What company, service period, and payment status are recorded on this invoice?
Tips
- First use List invoices to find the invoice record ID.
- The invoice record ID may differ from the invoice number printed on the document.
- Client connections can only open invoices for their assigned company. Admin connections can open invoices from any company.
- This tool returns invoice data, not a PDF file.