Estimates

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

administration_id · pattern: ^\d+$

A unique record identifier

contact_id

identifier · pattern: ^\d+$

A unique record identifier

contact_person_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

estimate_id

string | null

estimate_sequence_id

string | null

workflow_id

identifier · pattern: ^\d+$

A unique record identifier

document_style_id

identifier · pattern: ^\d+$

A unique record identifier

identity_id

identifier · pattern: ^\d+$

A unique record identifier

draft_id

integer | null

state

string · enum

Enum values:

draft

open

late

accepted

rejected

billed

archived

estimate_date

string | null · date

due_date

string · date

reference

string | null

language

string | null

currency

string

number

original_estimate_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

show_tax

boolean

Default: true

sign_online

boolean

Default: true

sent_at

string | null · date

accepted_at

string | null · date

rejected_at

string | null · date

archived_at

string | null · date

created_at

string | null · date-time

updated_at

string | null · date-time

public_view_code

string | null · pattern: ^\d+$

public_view_code_expires_at

string | null · date-time

version

integer

pre_text

string | null

post_text

string | null

prices_are_incl_tax

boolean

Default: false

number

url

string

GET/{administration_id}/estimates/find_by_estimate_id/{estimate_id}{format}

curl https://moneybird.com/api/v2/:administration_id/estimates/find_by_estimate_id/:estimate_id:format \
  --header 'Authorization: Bearer <token>'

Example Responses

{
  "id": "501033095171933346",
  "administration_id": 123,
  "contact_id": "501033095150961821",
  "contact": {
    "id": "501033095150961821",
    "administration_id": 123,
    "company_name": "Foobar Holding B.V.",
    "firstname": null,
    "lastname": null,
    "address1": "Hoofdstraat 12",
    "address2": null,
    "zipcode": "1234AB",
    "city": "Amsterdam",
    "country": "NL",
    "phone": null,
    "delivery_method": "Email",
    "customer_id": "customer-1",
    "tax_number": null,
    "chamber_of_commerce": null,
    "bank_account": null,
    "is_trusted": false,
    "max_transfer_amount": null,
    "attention": null,
    "email": "info@example.com",
    "email_ubl": true,
    "send_invoices_to_attention": null,
    "send_invoices_to_email": "info@example.com",
    "send_estimates_to_attention": null,
    "send_estimates_to_email": "info@example.com",
    "direct_debit": false,
    "sepa_active": false,
    "sepa_iban": null,
    "sepa_iban_account_name": null,
    "sepa_bic": null,
    "sepa_mandate_id": null,
    "sepa_mandate_date": null,
    "sepa_sequence_type": "RCUR",
    "credit_card_number": null,
    "credit_card_reference": null,
    "credit_card_type": null,
    "tax_number_validated_at": null,
    "tax_number_valid": null,
    "invoice_workflow_id": null,
    "estimate_workflow_id": null,
    "si_identifier": null,
    "si_identifier_type": null,
    "moneybird_payments_mandate": false,
    "created_at": "2026-10-15T05:33:36.235Z",
    "updated_at": "2026-10-15T05:33:36.235Z",
    "version": 1792042416,
    "sales_invoices_url": "https://moneybird.dev/123/sales_invoices/0000000000000000000000000000000000000000000000000000000000000001/all",
    "notes": [],
    "custom_fields": [],
    "contact_people": [],
    "archived": false
  },
  "contact_person_id": "501033095153058975",
  "contact_person": {
    "id": null,
    "contact_id": "501033095150961821",
    "administration_id": 123,
    "firstname": "Jan",
    "lastname": "Janssen",
    "phone": "123-456-2346",
    "email": "janjanssen@dev.null.moneybird.net",
    "department": "Sales",
    "created_at": "2026-10-15T05:33:36.238Z",
    "updated_at": "2026-10-15T05:33:36.238Z",
    "version": 1792042416
  },
  "estimate_id": "2026-0001",
  "estimate_sequence_id": "0001",
  "workflow_id": "501033068476236949",
  "document_style_id": "501033068513985689",
  "identity_id": "501033068085118059",
  "draft_id": null,
  "state": "open",
  "estimate_date": "2026-10-15",
  "due_date": "2026-10-29",
  "reference": "Project X",
  "language": "nl",
  "currency": "EUR",
  "exchange_rate": "1.0",
  "discount": "0.0",
  "original_estimate_id": null,
  "show_tax": true,
  "sign_online": true,
  "sent_at": "2026-10-15",
  "accepted_at": null,
  "rejected_at": null,
  "archived_at": null,
  "created_at": "2026-10-15T05:33:36.256Z",
  "updated_at": "2026-10-15T05:33:36.281Z",
  "public_view_code": "076996",
  "public_view_code_expires_at": "2027-01-15T05:33:36.269Z",
  "version": 1792042416,
  "pre_text": "Hello, here is your quote",
  "post_text": "Please sign it",
  "details": [
    {
      "id": "501033095172981923",
      "administration_id": 123,
      "tax_rate_id": "501033068266521738",
      "ledger_account_id": "501033068181587066",
      "project_id": null,
      "product_id": null,
      "amount": "1 x",
      "amount_decimal": "1.0",
      "description": "Project X",
      "price": "300.0",
      "period": null,
      "row_order": 1,
      "total_price_excl_tax_with_discount": "300.0",
      "total_price_excl_tax_with_discount_base": "300.0",
      "tax_report_reference": [
        "NL/1a"
      ],
      "mandatory_tax_text": null,
      "created_at": "2026-10-15T05:33:36.257Z",
      "updated_at": "2026-10-15T05:33:36.280Z",
      "is_optional": false,
      "is_selected": true
    }
  ],
  "prices_are_incl_tax": false,
  "total_price_excl_tax": "300.0",
  "total_price_excl_tax_base": "300.0",
  "total_price_incl_tax": "363.0",
  "total_price_incl_tax_base": "363.0",
  "total_discount": "0.0",
  "url": "http://moneybird.dev/123/external/0000000000000000000000000000000000000000000000000000000000000001/f4a22a345c8bd226b8ad432fcd9ee981761542cad2ea6746443910253f3e1090/estimate",
  "custom_fields": [],
  "notes": [],
  "attachments": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "estimate_created",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-10-15T05:33:36.259Z",
      "updated_at": "2026-10-15T05:33:36.259Z"
    },
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "estimate_send_email",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {
        "email_address": "info@example.com; janjanssen@dev.null.moneybird.net",
        "email_message": "Geachte Jan Janssen,\n\nHierbij ontvangt u van ons een prijsopgave 2026-0001 voor onze\ndiensten.\n\nMet vriendelijke groet,\n\nParkietje B.V."
      },
      "created_at": "2026-10-15T05:33:36.284Z",
      "updated_at": "2026-10-15T05:33:36.284Z"
    }
  ],
  "tax_totals": [
    {
      "tax_rate_id": "501033068266521738",
      "taxable_amount": "300.0",
      "taxable_amount_base": "300.0",
      "tax_amount": "63.0",
      "tax_amount_base": "63.0"
    }
  ]
}

json

application/json

List all ids and versions

GET

https://moneybird.com/api/v2

/{administration_id}/estimates/synchronization{format}

Returns all estimates in the administration. The list contains the id and version of the estimate. If the version of the estimate is newer than the version you have stored locally, use the POST variant to fetch estimates with the given ids.

Required scope(s)

estimates

List all ids and versions › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

List all ids and versions › query Parameters

filter

string

Comma-separated key:value filter terms. Same syntax as GET /estimates — see that operation's description for the available keys.

List all ids and versions › Responses

200

IDs and versions of records

object[]

id

integer | string

version

integer | string

Fetch estimates with given ids

POST

https://moneybird.com/api/v2

/{administration_id}/estimates/synchronization{format}

Given a list of estimate ids, returns the estimate information belonging to the estimates. Returns a maximum of 100 estimates, even if more ids are provided.

Required scope(s)

estimates

Fetch estimates with given ids › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Fetch estimates with given ids › Request Body

ids

(integer | string)[] · required

Fetch estimates with given ids › Responses

A list of estimates

estimate_response[]

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

administration_id · pattern: ^\d+$

A unique record identifier

contact_id

identifier · pattern: ^\d+$

A unique record identifier

contact_person_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

estimate_id

string | null

estimate_sequence_id

string | null

workflow_id

identifier · pattern: ^\d+$

A unique record identifier

document_style_id

identifier · pattern: ^\d+$

A unique record identifier

identity_id

identifier · pattern: ^\d+$

A unique record identifier

draft_id

integer | null

state

string · enum

Enum values:

draft

open

late

accepted

rejected

billed

archived

estimate_date

string | null · date

due_date

string · date

reference

string | null

language

string | null

currency

string

number

original_estimate_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

show_tax

boolean

Default: true

sign_online

boolean

Default: true

sent_at

string | null · date

accepted_at

string | null · date

rejected_at

string | null · date

archived_at

string | null · date

created_at

string | null · date-time

updated_at

string | null · date-time

public_view_code

string | null · pattern: ^\d+$

public_view_code_expires_at

string | null · date-time

version

integer

pre_text

string | null

post_text

string | null

prices_are_incl_tax

boolean

Default: false

number

url

string

POST/{administration_id}/estimates/synchronization{format}

curl https://moneybird.com/api/v2/:administration_id/estimates/synchronization:format \
  --request POST \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{
  "ids": [
    501033087976605250,
    501033088011208260
  ]
}'

Example Request Body

{
  "ids": [
    501033087976605250,
    501033088011208260
  ]
}

json

application/json

Example Responses

[
  {
    "id": "501033087976605218",
    "administration_id": 123,
    "contact_id": "501033087958779421",
    "contact": {
      "id": "501033087958779421",
      "administration_id": 123,
      "company_name": "Foobar Holding B.V.",
      "firstname": null,
      "lastname": null,
      "address1": "Hoofdstraat 12",
      "address2": null,
      "zipcode": "1234AB",
      "city": "Amsterdam",
      "country": "NL",
      "phone": null,
      "delivery_method": "Email",
      "customer_id": "customer-1",
      "tax_number": null,
      "chamber_of_commerce": null,
      "bank_account": null,
      "is_trusted": false,
      "max_transfer_amount": null,
      "attention": null,
      "email": "info@example.com",
      "email_ubl": true,
      "send_invoices_to_attention": null,
      "send_invoices_to_email": "info@example.com",
      "send_estimates_to_attention": null,
      "send_estimates_to_email": "info@example.com",
      "direct_debit": false,
      "sepa_active": false,
      "sepa_iban": null,
      "sepa_iban_account_name": null,
      "sepa_bic": null,
      "sepa_mandate_id": null,
      "sepa_mandate_date": null,
      "sepa_sequence_type": "RCUR",
      "credit_card_number": null,
      "credit_card_reference": null,
      "credit_card_type": null,
      "tax_number_validated_at": null,
      "tax_number_valid": null,
      "invoice_workflow_id": null,
      "estimate_workflow_id": null,
      "si_identifier": null,
      "si_identifier_type": null,
      "moneybird_payments_mandate": false,
      "created_at": "2026-10-15T05:33:29.377Z",
      "updated_at": "2026-10-15T05:33:29.377Z",
      "version": 1792042409,
      "sales_invoices_url": "https://moneybird.dev/123/sales_invoices/0000000000000000000000000000000000000000000000000000000000000001/all",
      "notes": [],
      "custom_fields": [],
      "contact_people": [],
      "archived": false
    },
    "contact_person_id": "501033087960876575",
    "contact_person": {
      "id": null,
      "contact_id": "501033087958779421",
      "administration_id": 123,
      "firstname": "Jan",
      "lastname": "Janssen",
      "phone": "123-456-2346",
      "email": "janjanssen@dev.null.moneybird.net",
      "department": "Sales",
      "created_at": "2026-10-15T05:33:29.379Z",
      "updated_at": "2026-10-15T05:33:29.379Z",
      "version": 1792042409
    },
    "estimate_id": "2026-0001",
    "estimate_sequence_id": "0001",
    "workflow_id": "501033068476236949",
    "document_style_id": "501033068513985689",
    "identity_id": "501033068085118059",
    "draft_id": null,
    "state": "open",
    "estimate_date": "2026-10-15",
    "due_date": "2026-10-29",
    "reference": "Project X",
    "language": "nl",
    "currency": "EUR",
    "exchange_rate": "1.0",
    "discount": "0.0",
    "original_estimate_id": null,
    "show_tax": true,
    "sign_online": true,
    "sent_at": "2026-10-15",
    "accepted_at": null,
    "rejected_at": null,
    "archived_at": null,
    "created_at": "2026-10-15T05:33:29.393Z",
    "updated_at": "2026-10-15T05:33:29.414Z",
    "public_view_code": "960190",
    "public_view_code_expires_at": "2027-01-15T05:33:29.404Z",
    "version": 1792042409,
    "pre_text": "Hello, here is your quote",
    "post_text": "Please sign it",
    "details": [
      {
        "id": "501033087977653795",
        "administration_id": 123,
        "tax_rate_id": "501033068266521738",
        "ledger_account_id": "501033068181587066",
        "project_id": null,
        "product_id": null,
        "amount": "1 x",
        "amount_decimal": "1.0",
        "description": "Project X",
        "price": "300.0",
        "period": null,
        "row_order": 1,
        "total_price_excl_tax_with_discount": "300.0",
        "total_price_excl_tax_with_discount_base": "300.0",
        "tax_report_reference": [
          "NL/1a"
        ],
        "mandatory_tax_text": null,
        "created_at": "2026-10-15T05:33:29.394Z",
        "updated_at": "2026-10-15T05:33:29.413Z",
        "is_optional": false,
        "is_selected": true
      }
    ],
    "prices_are_incl_tax": false,
    "total_price_excl_tax": "300.0",
    "total_price_excl_tax_base": "300.0",
    "total_price_incl_tax": "363.0",
    "total_price_incl_tax_base": "363.0",
    "total_discount": "0.0",
    "url": "http://moneybird.dev/123/external/0000000000000000000000000000000000000000000000000000000000000001/4793a5cff31ae610a0ee519c640aac51f1e987f6f45adfff5dbe317d045de5f2/estimate",
    "custom_fields": [],
    "notes": [],
    "attachments": [],
    "events": [
      {
        "administration_id": 123,
        "user_id": "501033067832411237",
        "action": "estimate_created",
        "link_entity_id": null,
        "link_entity_type": null,
        "data": {},
        "created_at": "2026-10-15T05:33:29.396Z",
        "updated_at": "2026-10-15T05:33:29.396Z"
      },
      {
        "administration_id": 123,
        "user_id": "501033067832411237",
        "action": "estimate_send_email",
        "link_entity_id": null,
        "link_entity_type": null,
        "data": {
          "email_address": "info@example.com; janjanssen@dev.null.moneybird.net",
          "email_message": "Geachte Jan Janssen,\n\nHierbij ontvangt u van ons een prijsopgave 2026-0001 voor onze\ndiensten.\n\nMet vriendelijke groet,\n\nParkietje B.V."
        },
        "created_at": "2026-10-15T05:33:29.417Z",
        "updated_at": "2026-10-15T05:33:29.417Z"
      }
    ],
    "tax_totals": [
      {
        "tax_rate_id": "501033068266521738",
        "taxable_amount": "300.0",
        "taxable_amount_base": "300.0",
        "tax_amount": "63.0",
        "tax_amount_base": "63.0"
      }
    ]
  },
  {
    "id": "501033088011208231",
    "administration_id": 123,
    "contact_id": "501033087958779421",
    "contact": {
      "id": "501033087958779421",
      "administration_id": 123,
      "company_name": "Foobar Holding B.V.",
      "firstname": null,
      "lastname": null,
      "address1": "Hoofdstraat 12",
      "address2": null,
      "zipcode": "1234AB",
      "city": "Amsterdam",
      "country": "NL",
      "phone": null,
      "delivery_method": "Email",
      "customer_id": "customer-1",
      "tax_number": null,
      "chamber_of_commerce": null,
      "bank_account": null,
      "is_trusted": false,
      "max_transfer_amount": null,
      "attention": null,
      "email": "info@example.com",
      "email_ubl": true,
      "send_invoices_to_attention": null,
      "send_invoices_to_email": "info@example.com",
      "send_estimates_to_attention": null,
      "send_estimates_to_email": "info@example.com",
      "direct_debit": false,
      "sepa_active": false,
      "sepa_iban": null,
      "sepa_iban_account_name": null,
      "sepa_bic": null,
      "sepa_mandate_id": null,
      "sepa_mandate_date": null,
      "sepa_sequence_type": "RCUR",
      "credit_card_number": null,
      "credit_card_reference": null,
      "credit_card_type": null,
      "tax_number_validated_at": null,
      "tax_number_valid": null,
      "invoice_workflow_id": null,
      "estimate_workflow_id": null,
      "si_identifier": null,
      "si_identifier_type": null,
      "moneybird_payments_mandate": false,
      "created_at": "2026-10-15T05:33:29.377Z",
      "updated_at": "2026-10-15T05:33:29.377Z",
      "version": 1792042409,
      "sales_invoices_url": "https://moneybird.dev/123/sales_invoices/0000000000000000000000000000000000000000000000000000000000000001/all",
      "notes": [],
      "custom_fields": [],
      "contact_people": [
        {
          "id": "501033087960876575",
          "contact_id": "501033087958779421",
          "administration_id": 123,
          "firstname": "Jan",
          "lastname": "Janssen",
          "phone": "123-456-2346",
          "email": "janjanssen@dev.null.moneybird.net",
          "department": "Sales",
          "created_at": "2026-10-15T05:33:29.379Z",
          "updated_at": "2026-10-15T05:33:29.379Z",
          "version": 1792042409
        }
      ],
      "archived": false
    },
    "contact_person_id": null,
    "contact_person": null,
    "estimate_id": null,
    "estimate_sequence_id": null,
    "workflow_id": "501033068476236949",
    "document_style_id": "501033068513985689",
    "identity_id": "501033068085118059",
    "draft_id": 2,
    "state": "draft",
    "estimate_date": null,
    "due_date": "2026-10-29",
    "reference": "Project X",
    "language": "nl",
    "currency": "EUR",
    "exchange_rate": "1.0",
    "discount": "0.0",
    "original_estimate_id": null,
    "show_tax": true,
    "sign_online": true,
    "sent_at": null,
    "accepted_at": null,
    "rejected_at": null,
    "archived_at": null,
    "created_at": "2026-10-15T05:33:29.427Z",
    "updated_at": "2026-10-15T05:33:29.428Z",
    "public_view_code": null,
    "public_view_code_expires_at": null,
    "version": 1792042409,
    "pre_text": "Hello, here is your quote",
    "post_text": "Please sign it",
    "details": [
      {
        "id": "501033088012256808",
        "administration_id": 123,
        "tax_rate_id": "501033068266521738",
        "ledger_account_id": "501033068181587066",
        "project_id": null,
        "product_id": null,
        "amount": "1 x",
        "amount_decimal": "1.0",
        "description": "Project X",
        "price": "300.0",
        "period": null,
        "row_order": 1,
        "total_price_excl_tax_with_discount": "300.0",
        "total_price_excl_tax_with_discount_base": "300.0",
        "tax_report_reference": [
          "NL/1a"
        ],
        "mandatory_tax_text": null,
        "created_at": "2026-10-15T05:33:29.428Z",
        "updated_at": "2026-10-15T05:33:29.428Z",
        "is_optional": false,
        "is_selected": true
      }
    ],
    "prices_are_incl_tax": false,
    "total_price_excl_tax": "300.0",
    "total_price_excl_tax_base": "300.0",
    "total_price_incl_tax": "363.0",
    "total_price_incl_tax_base": "363.0",
    "total_discount": "0.0",
    "url": "http://moneybird.dev/123/external/0000000000000000000000000000000000000000000000000000000000000001/85534ab5c01e9ed47dddfadfb0ebaeed0fd2df6aa26fdf6df5507ade5e0f321f/estimate",
    "custom_fields": [],
    "notes": [],
    "attachments": [],
    "events": [
      {
        "administration_id": 123,
        "user_id": "501033067832411237",
        "action": "estimate_created",
        "link_entity_id": null,
        "link_entity_type": null,
        "data": {},
        "created_at": "2026-10-15T05:33:29.429Z",
        "updated_at": "2026-10-15T05:33:29.429Z"
      }
    ],
    "tax_totals": [
      {
        "tax_rate_id": "501033068266521738",
        "taxable_amount": "300.0",
        "taxable_amount_base": "300.0",
        "tax_amount": "63.0",
        "tax_amount_base": "63.0"
      }
    ]
  }
]

json

application/json

Download attachment

GET

https://moneybird.com/api/v2

/{administration_id}/estimates/{estimate_id}/attachments/{id}/download{format}

Download the attachment. The response will be a redirect to a temporarily available URL where the attachment can be downloaded. Use the Location header in the response to download the attachment.

Required scope(s)

estimates

Download attachment › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

estimate_id

identifier · pattern: ^\d+$ · required

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Download attachment › Responses

Found

string

Delete an attachment

DELETE

https://moneybird.com/api/v2

/{administration_id}/estimates/{estimate_id}/attachments/{id}{format}

Deletes an attachment of an attachable.

Required scope(s)

estimates

Delete an attachment › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

estimate_id

identifier · pattern: ^\d+$ · required

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Delete an attachment › Responses

Attachment deleted

No data returned

Destroys note from entity

DELETE

https://moneybird.com/api/v2

/{administration_id}/estimates/{estimate_id}/notes/{id}{format}

Deletes a note from the estimate.

Required scope(s)

estimates

Destroys note from entity › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

estimate_id

identifier · pattern: ^\d+$ · required

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Destroys note from entity › Responses

Note deleted

No data returned

Adds note to entity

POST

https://moneybird.com/api/v2

/{administration_id}/estimates/{estimate_id}/notes{format}

Adds a note to the estimate.

Required scope(s)

estimates

Adds note to entity › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

estimate_id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Adds note to entity › Request Body

object

Adds note to entity › Responses

Note created

note_response

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

administration_id · pattern: ^\d+$

A unique record identifier

entity_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

entity_type

string

user_id

identifier · pattern: ^\d+$

A unique record identifier

assignee_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

todo

boolean | string | null

Default: false

note

string | null

completed_at

string | null · date-time

completed_by_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

todo_type

string | null · enum

Enum values:

sales_invoice_due

purchase_invoice_due

general_document_reminder

general_document_due

new_document_awaiting_processing

new_financial_mutation_awaiting_processing

financial_mutations_not_updated

sales_invoice_payment_not_linked_to_financial_mutation

data

object | null

created_at

timestamp · date-time

updated_at

timestamp · date-time

POST/{administration_id}/estimates/{estimate_id}/notes{format}

curl https://moneybird.com/api/v2/:administration_id/estimates/:estimate_id/notes:format \
  --request POST \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{
  "note": {
    "note": "A pending TODO",
    "assignee_id": 501033087918933500,
    "todo": true
  }
}'

Example Request Body

{
  "note": {
    "note": "A pending TODO",
    "assignee_id": 501033087918933500,
    "todo": true
  }
}

json

application/json

Example Responses

{
  "id": "501033087927322138",
  "administration_id": 123,
  "entity_id": "501033087887476243",
  "entity_type": "Estimate",
  "user_id": "501033067832411237",
  "assignee_id": "501033087918933528",
  "todo": true,
  "note": "A pending TODO",
  "completed_at": null,
  "completed_by_id": null,
  "todo_type": null,
  "data": {},
  "created_at": "2026-10-15T05:33:29.347Z",
  "updated_at": "2026-10-15T05:33:29.347Z"
}

json

application/json

Add attachment to estimate

POST

https://moneybird.com/api/v2

/{administration_id}/estimates/{id}/attachments{format}

Add an attachment to an estimate.

Required scope(s)

estimates

Add attachment to estimate › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Add attachment to estimate › Request Body

file

string · binary

Add attachment to estimate › Responses

Status code

integer

Bills an estimate

PATCH

https://moneybird.com/api/v2

/{administration_id}/estimates/{id}/bill_estimate{format}

An invoice is created based on the accepted estimate.

Required scope(s)

estimates

Bills an estimate › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Bills an estimate › Request Body

Bills an estimate › Responses

Estimate billed

sales_invoice_response

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

administration_id · pattern: ^\d+$

A unique record identifier

contact_id

identifier · pattern: ^\d+$

A unique record identifier

simple_contact_response

contact_person_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

invoice_id

string | null

The invoice number. It is null while the invoice is a draft.

recurring_sales_invoice_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

subscription_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

workflow_id

identifier · pattern: ^\d+$

A unique record identifier

document_style_id

identifier · pattern: ^\d+$

A unique record identifier

identity_id

identifier · pattern: ^\d+$

A unique record identifier

draft_id

integer | null

Sequence number a draft is referred to by while it has no invoice number yet.

state

string · enum

Enum values:

draft

scheduled

open

pending_payment

reminded

late

paid

uncollectible

invoice_date

string | null · date

The date of the record itself. It does not say which periods the amounts belong to, because a detail can carry its own period and a record dated in one month can cover another. Read details[].period for the periods; only a detail without a period of its own lands on this date.

due_date

string · date

payment_conditions

string | null

payment_reference

string | null

short_payment_reference

string | null

reference

string | null

language

string | null

currency

string

discount

string | null

original_sales_invoice_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

paused

boolean

paid_at

string | null · date

sent_at

string | null · date

created_at

string · date-time

updated_at

string · date-time

public_view_code

string | null

public_view_code_expires_at

string | null · date-time

version

version

payment_response[]

total_paid

string

total_unpaid

string

total_unpaid_base

string

prices_are_incl_tax

boolean

total_price_excl_tax

string

total_price_excl_tax_base

string

total_price_incl_tax

string

total_price_incl_tax_base

string

total_discount

string

marked_dubious_on

string | null · date

marked_uncollectible_on

string | null · date

reminder_count

integer | null

next_reminder

string | null · date

original_estimate_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

url

string

payment_url

string

minimal_time_entry_response[]

PATCH/{administration_id}/estimates/{id}/bill_estimate{format}

curl https://moneybird.com/api/v2/:administration_id/estimates/:id/bill_estimate:format \
  --request PATCH \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{}'

Example Request Body

{}

json

application/json

Example Responses

{
  "id": "501033087378916819",
  "administration_id": 123,
  "contact_id": "501033087261476291",
  "contact": {
    "id": "501033087261476291",
    "administration_id": 123,
    "company_name": "Foobar Holding B.V.",
    "firstname": null,
    "lastname": null,
    "address1": "Hoofdstraat 12",
    "address2": null,
    "zipcode": "1234AB",
    "city": "Amsterdam",
    "country": "NL",
    "phone": null,
    "delivery_method": "Email",
    "customer_id": "customer-1",
    "tax_number": null,
    "chamber_of_commerce": null,
    "bank_account": null,
    "is_trusted": false,
    "max_transfer_amount": null,
    "attention": null,
    "email": "info@example.com",
    "email_ubl": true,
    "send_invoices_to_attention": null,
    "send_invoices_to_email": "info@example.com",
    "send_estimates_to_attention": null,
    "send_estimates_to_email": "info@example.com",
    "direct_debit": false,
    "sepa_active": false,
    "sepa_iban": null,
    "sepa_iban_account_name": null,
    "sepa_bic": null,
    "sepa_mandate_id": null,
    "sepa_mandate_date": null,
    "sepa_sequence_type": "RCUR",
    "credit_card_number": null,
    "credit_card_reference": null,
    "credit_card_type": null,
    "tax_number_validated_at": null,
    "tax_number_valid": null,
    "invoice_workflow_id": null,
    "estimate_workflow_id": null,
    "si_identifier": null,
    "si_identifier_type": null,
    "moneybird_payments_mandate": false,
    "created_at": "2026-10-15T05:33:28.712Z",
    "updated_at": "2026-10-15T05:33:28.712Z",
    "version": 1792042408,
    "sales_invoices_url": "https://moneybird.dev/123/sales_invoices/0000000000000000000000000000000000000000000000000000000000000001/all",
    "notes": [],
    "custom_fields": [],
    "contact_people": [
      {
        "id": "501033087264622021",
        "contact_id": "501033087261476291",
        "administration_id": 123,
        "firstname": "Jan",
        "lastname": "Janssen",
        "phone": "123-456-2346",
        "email": "janjanssen@dev.null.moneybird.net",
        "department": "Sales",
        "created_at": "2026-10-15T05:33:28.714Z",
        "updated_at": "2026-10-15T05:33:28.714Z",
        "version": 1792042408
      }
    ],
    "archived": false
  },
  "contact_person_id": null,
  "contact_person": null,
  "invoice_id": null,
  "recurring_sales_invoice_id": null,
  "subscription_id": null,
  "workflow_id": "501033068396545167",
  "document_style_id": "501033068513985689",
  "identity_id": "501033068085118059",
  "draft_id": 1,
  "state": "draft",
  "invoice_date": null,
  "due_date": "2026-10-29",
  "payment_conditions": "We verzoeken u vriendelijk het bovenstaande bedrag van {document.total_price} voor {document.due_date} te voldoen op onze bankrekening onder vermelding van de omschrijving {document.payment_reference}. Voor vragen kunt u contact opnemen per e-mail.",
  "payment_reference": null,
  "short_payment_reference": null,
  "reference": "Project X",
  "language": "nl",
  "currency": "EUR",
  "discount": "0.0",
  "original_sales_invoice_id": null,
  "paused": false,
  "paid_at": null,
  "sent_at": null,
  "created_at": "2026-10-15T05:33:28.823Z",
  "updated_at": "2026-10-15T05:33:28.826Z",
  "public_view_code": null,
  "public_view_code_expires_at": null,
  "version": 1792042408,
  "details": [
    {
      "id": "501033087381013972",
      "administration_id": 123,
      "tax_rate_id": "501033068266521738",
      "ledger_account_id": "501033068181587066",
      "project_id": null,
      "product_id": null,
      "amount": "1 x",
      "amount_decimal": "1.0",
      "description": "Project X",
      "price": "300.0",
      "period": null,
      "row_order": 1,
      "total_price_excl_tax_with_discount": "300.0",
      "total_price_excl_tax_with_discount_base": "300.0",
      "tax_report_reference": [
        "NL/1a"
      ],
      "mandatory_tax_text": null,
      "created_at": "2026-10-15T05:33:28.825Z",
      "updated_at": "2026-10-15T05:33:28.825Z"
    }
  ],
  "payments": [],
  "total_paid": "0.0",
  "total_unpaid": "363.0",
  "total_unpaid_base": "363.0",
  "prices_are_incl_tax": false,
  "total_price_excl_tax": "300.0",
  "total_price_excl_tax_base": "300.0",
  "total_price_incl_tax": "363.0",
  "total_price_incl_tax_base": "363.0",
  "total_discount": "0.0",
  "marked_dubious_on": null,
  "marked_uncollectible_on": null,
  "reminder_count": 0,
  "next_reminder": null,
  "original_estimate_id": "501033087313905101",
  "url": "http://moneybird.dev/123/external/0000000000000000000000000000000000000000000000000000000000000001/792fe99735c39edfdfb9bb540920636b3f0cc15580a20bf80e10bd062699b5b4/sales_invoice",
  "payment_url": "http://moneybird.dev/123/external/0000000000000000000000000000000000000000000000000000000000000001/792fe99735c39edfdfb9bb540920636b3f0cc15580a20bf80e10bd062699b5b4/sales_invoice",
  "custom_fields": [],
  "notes": [],
  "attachments": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "sales_invoice_created_based_on_estimate",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {
        "original_estimate": "2026-0002"
      },
      "created_at": "2026-10-15T05:33:28.829Z",
      "updated_at": "2026-10-15T05:33:28.829Z"
    }
  ],
  "tax_totals": [
    {
      "tax_rate_id": "501033068266521738",
      "taxable_amount": "300.0",
      "taxable_amount_base": "300.0",
      "tax_amount": "63.0",
      "tax_amount_base": "63.0"
    }
  ],
  "time_entries": []
}

json

application/json

Changes the state of an estimate

PATCH

https://moneybird.com/api/v2

/{administration_id}/estimates/{id}/change_state{format}

Not every state change is allowed. e.g. open to billed is accepted, draft to open is not. Note: this only changes the state and does not perform other actions like sending or billing the estimate.

Required scope(s)

estimates

Changes the state of an estimate › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Changes the state of an estimate › Request Body

state

string · required

Can be accepted, rejected, open, late, billed or archived.

Changes the state of an estimate › Responses

Estimate updated

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

administration_id · pattern: ^\d+$

A unique record identifier

contact_id

identifier · pattern: ^\d+$

A unique record identifier

contact_person_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

estimate_id

string | null

estimate_sequence_id

string | null

workflow_id

identifier · pattern: ^\d+$

A unique record identifier

document_style_id

identifier · pattern: ^\d+$

A unique record identifier

identity_id

identifier · pattern: ^\d+$

A unique record identifier

draft_id

integer | null

state

string · enum

Enum values:

draft

open

late

accepted

rejected

billed

archived

estimate_date

string | null · date

due_date

string · date

reference

string | null

language

string | null

currency

string

number

original_estimate_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

show_tax

boolean

Default: true

sign_online

boolean

Default: true

sent_at

string | null · date

accepted_at

string | null · date

rejected_at

string | null · date

archived_at

string | null · date

created_at

string | null · date-time

updated_at

string | null · date-time

public_view_code

string | null · pattern: ^\d+$

public_view_code_expires_at

string | null · date-time

version

integer

pre_text

string | null

post_text

string | null

prices_are_incl_tax

boolean

Default: false

number

url

string

PATCH/{administration_id}/estimates/{id}/change_state{format}

curl https://moneybird.com/api/v2/:administration_id/estimates/:id/change_state:format \
  --request PATCH \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{
  "state": "accepted"
}'

Example Request Body

{
  "state": "accepted"
}

json

application/json

Example Responses

{
  "id": "501033091401254736",
  "administration_id": 123,
  "contact_id": "501033091337291590",
  "contact": {
    "id": "501033091337291590",
    "administration_id": 123,
    "company_name": "Foobar Holding B.V.",
    "firstname": null,
    "lastname": null,
    "address1": "Hoofdstraat 12",
    "address2": null,
    "zipcode": "1234AB",
    "city": "Amsterdam",
    "country": "NL",
    "phone": null,
    "delivery_method": "Email",
    "customer_id": "customer-1",
    "tax_number": null,
    "chamber_of_commerce": null,
    "bank_account": null,
    "is_trusted": false,
    "max_transfer_amount": null,
    "attention": null,
    "email": "info@example.com",
    "email_ubl": true,
    "send_invoices_to_attention": null,
    "send_invoices_to_email": "info@example.com",
    "send_estimates_to_attention": null,
    "send_estimates_to_email": "info@example.com",
    "direct_debit": false,
    "sepa_active": false,
    "sepa_iban": null,
    "sepa_iban_account_name": null,
    "sepa_bic": null,
    "sepa_mandate_id": null,
    "sepa_mandate_date": null,
    "sepa_sequence_type": "RCUR",
    "credit_card_number": null,
    "credit_card_reference": null,
    "credit_card_type": null,
    "tax_number_validated_at": null,
    "tax_number_valid": null,
    "invoice_workflow_id": null,
    "estimate_workflow_id": null,
    "si_identifier": null,
    "si_identifier_type": null,
    "moneybird_payments_mandate": false,
    "created_at": "2026-10-15T05:33:32.598Z",
    "updated_at": "2026-10-15T05:33:32.598Z",
    "version": 1792042412,
    "sales_invoices_url": "https://moneybird.dev/123/sales_invoices/0000000000000000000000000000000000000000000000000000000000000001/all",
    "notes": [],
    "custom_fields": [],
    "contact_people": [],
    "archived": false
  },
  "contact_person_id": null,
  "contact_person": null,
  "estimate_id": "2026-0002",
  "estimate_sequence_id": "0002",
  "workflow_id": "501033068476236949",
  "document_style_id": "501033068513985689",
  "identity_id": "501033068085118059",
  "draft_id": null,
  "state": "accepted",
  "estimate_date": "2026-10-15",
  "due_date": "2026-10-29",
  "reference": "Project X",
  "language": "nl",
  "currency": "EUR",
  "exchange_rate": "1.0",
  "discount": "0.0",
  "original_estimate_id": null,
  "show_tax": true,
  "sign_online": true,
  "sent_at": "2026-10-15",
  "accepted_at": "2026-10-15",
  "rejected_at": null,
  "archived_at": null,
  "created_at": "2026-10-15T05:33:32.659Z",
  "updated_at": "2026-10-15T05:33:32.696Z",
  "public_view_code": "309434",
  "public_view_code_expires_at": "2027-01-15T05:33:32.671Z",
  "version": 1792042412,
  "pre_text": "Hello, here is your quote",
  "post_text": "Please sign it",
  "details": [
    {
      "id": "501033091401254737",
      "administration_id": 123,
      "tax_rate_id": "501033068266521738",
      "ledger_account_id": "501033068181587066",
      "project_id": null,
      "product_id": null,
      "amount": "1 x",
      "amount_decimal": "1.0",
      "description": "Project X",
      "price": "300.0",
      "period": null,
      "row_order": 1,
      "total_price_excl_tax_with_discount": "300.0",
      "total_price_excl_tax_with_discount_base": "300.0",
      "tax_report_reference": [
        "NL/1a"
      ],
      "mandatory_tax_text": null,
      "created_at": "2026-10-15T05:33:32.660Z",
      "updated_at": "2026-10-15T05:33:32.680Z",
      "is_optional": false,
      "is_selected": true
    }
  ],
  "prices_are_incl_tax": false,
  "total_price_excl_tax": "300.0",
  "total_price_excl_tax_base": "300.0",
  "total_price_incl_tax": "363.0",
  "total_price_incl_tax_base": "363.0",
  "total_discount": "0.0",
  "url": "http://moneybird.dev/123/external/0000000000000000000000000000000000000000000000000000000000000001/9a6761b7afccd9352e060fc63b3b05a30939fda425c36e55177e283b7042cf42/estimate",
  "custom_fields": [],
  "notes": [],
  "attachments": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "estimate_created",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-10-15T05:33:32.662Z",
      "updated_at": "2026-10-15T05:33:32.662Z"
    },
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "estimate_send_email",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {
        "email_address": "info@example.com",
        "email_message": "Geachte Foobar Holding B.V.,\n\nHierbij ontvangt u van ons een prijsopgave 2026-0002 voor onze\ndiensten.\n\nMet vriendelijke groet,\n\nParkietje B.V."
      },
      "created_at": "2026-10-15T05:33:32.684Z",
      "updated_at": "2026-10-15T05:33:32.684Z"
    },
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "estimate_mark_accepted",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-10-15T05:33:32.697Z",
      "updated_at": "2026-10-15T05:33:32.697Z"
    }
  ],
  "tax_totals": [
    {
      "tax_rate_id": "501033068266521738",
      "taxable_amount": "300.0",
      "taxable_amount_base": "300.0",
      "tax_amount": "63.0",
      "tax_amount_base": "63.0"
    }
  ]
}

json

application/json

Download estimate PDF by id

GET

https://moneybird.com/api/v2

/{administration_id}/estimates/{id}/download_pdf{format}

Redirects to the download URL of the estimate as PDF. The link is valid for 30 seconds.

Required scope(s)

estimates

Download estimate PDF by id › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Download estimate PDF by id › query Parameters

media

string

In case you want to hide sender address and logo you can set this to 'stationery'.

Download estimate PDF by id › Responses

Found

string

Sends an estimate

PATCH

https://moneybird.com/api/v2

/{administration_id}/estimates/{id}/send_estimate{format}

You can provide a send method, email address and message. If you don't provide any arguments, the defaults from the contact and workflow will be used. If you have sent the estimate before, then the settings from the previous sending are used instead of the defaults.

Required scope(s)

estimates

Sends an estimate › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Sends an estimate › Request Body

object

sender

boolean | string

signature_output

string

audit_trail

string

ip_address

string

Sends an estimate › Responses

Estimate updated

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

administration_id · pattern: ^\d+$

A unique record identifier

contact_id

identifier · pattern: ^\d+$

A unique record identifier

contact_person_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

estimate_id

string | null

estimate_sequence_id

string | null

workflow_id

identifier · pattern: ^\d+$

A unique record identifier

document_style_id

identifier · pattern: ^\d+$

A unique record identifier

identity_id

identifier · pattern: ^\d+$

A unique record identifier

draft_id

integer | null

state

string · enum

Enum values:

draft

open

late

accepted

rejected

billed

archived

estimate_date

string | null · date

due_date

string · date

reference

string | null

language

string | null

currency

string

number

original_estimate_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

show_tax

boolean

Default: true

sign_online

boolean

Default: true

sent_at

string | null · date

accepted_at

string | null · date

rejected_at

string | null · date

archived_at

string | null · date

created_at

string | null · date-time

updated_at

string | null · date-time

public_view_code

string | null · pattern: ^\d+$

public_view_code_expires_at

string | null · date-time

version

integer

pre_text

string | null

post_text

string | null

prices_are_incl_tax

boolean

Default: false

number

url

string

PATCH/{administration_id}/estimates/{id}/send_estimate{format}

curl https://moneybird.com/api/v2/:administration_id/estimates/:id/send_estimate:format \
  --request PATCH \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{}'

Example Request Body

{}

json

application/json

Example Responses

{
  "id": "501033092062906279",
  "administration_id": 123,
  "contact_id": "501033092050323365",
  "contact": {
    "id": "501033092050323365",
    "administration_id": 123,
    "company_name": "Foobar Holding B.V.",
    "firstname": null,
    "lastname": null,
    "address1": "Hoofdstraat 12",
    "address2": null,
    "zipcode": "1234AB",
    "city": "Amsterdam",
    "country": "NL",
    "phone": null,
    "delivery_method": "Email",
    "customer_id": "customer-1",
    "tax_number": null,
    "chamber_of_commerce": null,
    "bank_account": null,
    "is_trusted": false,
    "max_transfer_amount": null,
    "attention": null,
    "email": "info@example.com",
    "email_ubl": true,
    "send_invoices_to_attention": null,
    "send_invoices_to_email": "info@example.com",
    "send_estimates_to_attention": null,
    "send_estimates_to_email": "info@example.com",
    "direct_debit": false,
    "sepa_active": false,
    "sepa_iban": null,
    "sepa_iban_account_name": null,
    "sepa_bic": null,
    "sepa_mandate_id": null,
    "sepa_mandate_date": null,
    "sepa_sequence_type": "RCUR",
    "credit_card_number": null,
    "credit_card_reference": null,
    "credit_card_type": null,
    "tax_number_validated_at": null,
    "tax_number_valid": null,
    "invoice_workflow_id": null,
    "estimate_workflow_id": null,
    "si_identifier": null,
    "si_identifier_type": null,
    "moneybird_payments_mandate": false,
    "created_at": "2026-10-15T05:33:33.279Z",
    "updated_at": "2026-10-15T05:33:33.279Z",
    "version": 1792042413,
    "sales_invoices_url": "https://moneybird.dev/123/sales_invoices/0000000000000000000000000000000000000000000000000000000000000001/all",
    "notes": [],
    "custom_fields": [],
    "contact_people": [],
    "archived": false
  },
  "contact_person_id": null,
  "contact_person": null,
  "estimate_id": "2026-0001",
  "estimate_sequence_id": "0001",
  "workflow_id": "501033068476236949",
  "document_style_id": "501033068513985689",
  "identity_id": "501033068085118059",
  "draft_id": null,
  "state": "open",
  "estimate_date": "2026-10-15",
  "due_date": "2026-10-29",
  "reference": "Project X",
  "language": "nl",
  "currency": "EUR",
  "exchange_rate": "1.0",
  "discount": "0.0",
  "original_estimate_id": null,
  "show_tax": true,
  "sign_online": true,
  "sent_at": "2026-10-15",
  "accepted_at": null,
  "rejected_at": null,
  "archived_at": null,
  "created_at": "2026-10-15T05:33:33.291Z",
  "updated_at": "2026-10-15T05:33:33.318Z",
  "public_view_code": "683669",
  "public_view_code_expires_at": "2027-01-15T06:33:33.307Z",
  "version": 1792042413,
  "pre_text": "Hello, here is your quote",
  "post_text": "Please sign it",
  "details": [
    {
      "id": "501033092063954856",
      "administration_id": 123,
      "tax_rate_id": "501033068266521738",
      "ledger_account_id": "501033068181587066",
      "project_id": null,
      "product_id": null,
      "amount": "1 x",
      "amount_decimal": "1.0",
      "description": "Project X",
      "price": "300.0",
      "period": null,
      "row_order": 1,
      "total_price_excl_tax_with_discount": "300.0",
      "total_price_excl_tax_with_discount_base": "300.0",
      "tax_report_reference": [
        "NL/1a"
      ],
      "mandatory_tax_text": null,
      "created_at": "2026-10-15T05:33:33.292Z",
      "updated_at": "2026-10-15T05:33:33.317Z",
      "is_optional": false,
      "is_selected": true
    }
  ],
  "prices_are_incl_tax": false,
  "total_price_excl_tax": "300.0",
  "total_price_excl_tax_base": "300.0",
  "total_price_incl_tax": "363.0",
  "total_price_incl_tax_base": "363.0",
  "total_discount": "0.0",
  "url": "http://moneybird.dev/123/external/0000000000000000000000000000000000000000000000000000000000000001/fe1b346e638b95c3e74b95e02d0adff5562da915f6ef1f4526ea2671cb2b8728/estimate",
  "custom_fields": [],
  "notes": [],
  "attachments": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "estimate_created",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-10-15T05:33:33.294Z",
      "updated_at": "2026-10-15T05:33:33.294Z"
    },
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "estimate_send_email",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {
        "email_address": "info@example.com",
        "email_message": "Geachte Foobar Holding B.V.,\n\nHierbij ontvangt u van ons een prijsopgave 2026-0001 voor onze\ndiensten.\n\nMet vriendelijke groet,\n\nParkietje B.V."
      },
      "created_at": "2026-10-15T05:33:33.321Z",
      "updated_at": "2026-10-15T05:33:33.321Z"
    }
  ],
  "tax_totals": [
    {
      "tax_rate_id": "501033068266521738",
      "taxable_amount": "300.0",
      "taxable_amount_base": "300.0",
      "tax_amount": "63.0",
      "tax_amount_base": "63.0"
    }
  ]
}

json

application/json

Get an estimate by id

GET

https://moneybird.com/api/v2

/{administration_id}/estimates/{id}{format}

Returns all information about an estimate.

Required scope(s)

estimates

Get an estimate by id › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Get an estimate by id › query Parameters

includes

string[]

Get an estimate by id › Responses

A estimate

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

administration_id · pattern: ^\d+$

A unique record identifier

contact_id

identifier · pattern: ^\d+$

A unique record identifier

contact_person_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

estimate_id

string | null

estimate_sequence_id

string | null

workflow_id

identifier · pattern: ^\d+$

A unique record identifier

document_style_id

identifier · pattern: ^\d+$

A unique record identifier

identity_id

identifier · pattern: ^\d+$

A unique record identifier

draft_id

integer | null

state

string · enum

Enum values:

draft

open

late

accepted

rejected

billed

archived

estimate_date

string | null · date

due_date

string · date

reference

string | null

language

string | null

currency

string

number

original_estimate_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

show_tax

boolean

Default: true

sign_online

boolean

Default: true

sent_at

string | null · date

accepted_at

string | null · date

rejected_at

string | null · date

archived_at

string | null · date

created_at

string | null · date-time

updated_at

string | null · date-time

public_view_code

string | null · pattern: ^\d+$

public_view_code_expires_at

string | null · date-time

version

integer

pre_text

string | null

post_text

string | null

prices_are_incl_tax

boolean

Default: false

number

url

string

GET/{administration_id}/estimates/{id}{format}

curl https://moneybird.com/api/v2/:administration_id/estimates/:id:format \
  --header 'Authorization: Bearer <token>'

Example Responses

{
  "id": "501033086541104484",
  "administration_id": 123,
  "contact_id": "501033086506501471",
  "contact": {
    "id": "501033086506501471",
    "administration_id": 123,
    "company_name": "Foobar Holding B.V.",
    "firstname": null,
    "lastname": null,
    "address1": "Hoofdstraat 12",
    "address2": null,
    "zipcode": "1234AB",
    "city": "Amsterdam",
    "country": "NL",
    "phone": null,
    "delivery_method": "Email",
    "customer_id": "customer-1",
    "tax_number": null,
    "chamber_of_commerce": null,
    "bank_account": null,
    "is_trusted": false,
    "max_transfer_amount": null,
    "attention": null,
    "email": "info@example.com",
    "email_ubl": true,
    "send_invoices_to_attention": null,
    "send_invoices_to_email": "info@example.com",
    "send_estimates_to_attention": null,
    "send_estimates_to_email": "info@example.com",
    "direct_debit": false,
    "sepa_active": false,
    "sepa_iban": null,
    "sepa_iban_account_name": null,
    "sepa_bic": null,
    "sepa_mandate_id": null,
    "sepa_mandate_date": null,
    "sepa_sequence_type": "RCUR",
    "credit_card_number": null,
    "credit_card_reference": null,
    "credit_card_type": null,
    "tax_number_validated_at": null,
    "tax_number_valid": null,
    "invoice_workflow_id": null,
    "estimate_workflow_id": null,
    "si_identifier": null,
    "si_identifier_type": null,
    "moneybird_payments_mandate": false,
    "created_at": "2026-10-15T05:33:27.991Z",
    "updated_at": "2026-10-15T05:33:27.991Z",
    "version": 1792042407,
    "sales_invoices_url": "https://moneybird.dev/123/sales_invoices/0000000000000000000000000000000000000000000000000000000000000001/all",
    "notes": [],
    "custom_fields": [],
    "contact_people": [],
    "archived": false
  },
  "contact_person_id": "501033086512792929",
  "contact_person": {
    "id": null,
    "contact_id": "501033086506501471",
    "administration_id": 123,
    "firstname": "Jan",
    "lastname": "Janssen",
    "phone": "123-456-2346",
    "email": "janjanssen@dev.null.moneybird.net",
    "department": "Sales",
    "created_at": "2026-10-15T05:33:27.997Z",
    "updated_at": "2026-10-15T05:33:27.997Z",
    "version": 1792042407
  },
  "estimate_id": "2026-0001",
  "estimate_sequence_id": "0001",
  "workflow_id": "501033068476236949",
  "document_style_id": "501033068513985689",
  "identity_id": "501033068085118059",
  "draft_id": null,
  "state": "open",
  "estimate_date": "2026-10-15",
  "due_date": "2026-10-29",
  "reference": "Project X",
  "language": "nl",
  "currency": "EUR",
  "exchange_rate": "1.0",
  "discount": "0.0",
  "original_estimate_id": null,
  "show_tax": true,
  "sign_online": true,
  "sent_at": "2026-10-15",
  "accepted_at": null,
  "rejected_at": null,
  "archived_at": null,
  "created_at": "2026-10-15T05:33:28.024Z",
  "updated_at": "2026-10-15T05:33:28.094Z",
  "public_view_code": "718467",
  "public_view_code_expires_at": "2027-01-15T05:33:28.051Z",
  "version": 1792042408,
  "pre_text": "Hello, here is your quote",
  "post_text": "Please sign it",
  "details": [
    {
      "id": "501033086543201637",
      "administration_id": 123,
      "tax_rate_id": "501033068266521738",
      "ledger_account_id": "501033068181587066",
      "project_id": null,
      "product_id": null,
      "amount": "1 x",
      "amount_decimal": "1.0",
      "description": "Project X",
      "price": "300.0",
      "period": null,
      "row_order": 1,
      "total_price_excl_tax_with_discount": "300.0",
      "total_price_excl_tax_with_discount_base": "300.0",
      "tax_report_reference": [
        "NL/1a"
      ],
      "mandatory_tax_text": null,
      "created_at": "2026-10-15T05:33:28.026Z",
      "updated_at": "2026-10-15T05:33:28.093Z",
      "is_optional": false,
      "is_selected": true
    }
  ],
  "prices_are_incl_tax": false,
  "total_price_excl_tax": "300.0",
  "total_price_excl_tax_base": "300.0",
  "total_price_incl_tax": "363.0",
  "total_price_incl_tax_base": "363.0",
  "total_discount": "0.0",
  "url": "http://moneybird.dev/123/external/0000000000000000000000000000000000000000000000000000000000000001/e51d2aee094cdc4d30f30bc983583df0ba8b034e96f72a08698508117e9359c0/estimate",
  "custom_fields": [],
  "notes": [],
  "attachments": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "estimate_created",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-10-15T05:33:28.032Z",
      "updated_at": "2026-10-15T05:33:28.032Z"
    },
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "estimate_send_email",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {
        "email_address": "info@example.com; janjanssen@dev.null.moneybird.net",
        "email_message": "Geachte Jan Janssen,\n\nHierbij ontvangt u van ons een prijsopgave 2026-0001 voor onze\ndiensten.\n\nMet vriendelijke groet,\n\nParkietje B.V."
      },
      "created_at": "2026-10-15T05:33:28.099Z",
      "updated_at": "2026-10-15T05:33:28.099Z"
    }
  ],
  "tax_totals": [
    {
      "tax_rate_id": "501033068266521738",
      "taxable_amount": "300.0",
      "taxable_amount_base": "300.0",
      "tax_amount": "63.0",
      "tax_amount_base": "63.0"
    }
  ]
}

json

application/json

Updates an estimate

PATCH

https://moneybird.com/api/v2

/{administration_id}/estimates/{id}{format}

When updating an estimate, provide only the attributes you want to update. The other attributes will not be changed.

Required scope(s)

estimates

Updates an estimate › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Updates an estimate › Request Body

object

Updates an estimate › Responses

Estimate updated

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

administration_id · pattern: ^\d+$

A unique record identifier

contact_id

identifier · pattern: ^\d+$

A unique record identifier

contact_person_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

estimate_id

string | null

estimate_sequence_id

string | null

workflow_id

identifier · pattern: ^\d+$

A unique record identifier

document_style_id

identifier · pattern: ^\d+$

A unique record identifier

identity_id

identifier · pattern: ^\d+$

A unique record identifier

draft_id

integer | null

state

string · enum

Enum values:

draft

open

late

accepted

rejected

billed

archived

estimate_date

string | null · date

due_date

string · date

reference

string | null

language

string | null

currency

string

number

original_estimate_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

show_tax

boolean

Default: true

sign_online

boolean

Default: true

sent_at

string | null · date

accepted_at

string | null · date

rejected_at

string | null · date

archived_at

string | null · date

created_at

string | null · date-time

updated_at

string | null · date-time

public_view_code

string | null · pattern: ^\d+$

public_view_code_expires_at

string | null · date-time

version

integer

pre_text

string | null

post_text

string | null

prices_are_incl_tax

boolean

Default: false

number

url

string

PATCH/{administration_id}/estimates/{id}{format}

curl https://moneybird.com/api/v2/:administration_id/estimates/:id:format \
  --request PATCH \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{
  "estimate": {
    "details_attributes": {
      "0": {
        "description": "Detail description",
        "price": 99,
        "amount": 1,
        "tax_rate_id": 501033068266521700,
        "ledger_account_id": 501033068181587100
      },
      "1": {
        "id": 501033088411764300,
        "_destroy": true
      }
    }
  }
}'

Example Request Body

{
  "estimate": {
    "details_attributes": {
      "0": {
        "description": "Detail description",
        "price": 99,
        "amount": 1,
        "tax_rate_id": 501033068266521700,
        "ledger_account_id": 501033068181587100
      },
      "1": {
        "id": 501033088411764300,
        "_destroy": true
      }
    }
  }
}

json

application/json

Example Responses

{
  "id": "501033088410715732",
  "administration_id": 123,
  "contact_id": "501033088385549903",
  "contact": {
    "id": "501033088385549903",
    "administration_id": 123,
    "company_name": "Foobar Holding B.V.",
    "firstname": null,
    "lastname": null,
    "address1": "Hoofdstraat 12",
    "address2": null,
    "zipcode": "1234AB",
    "city": "Amsterdam",
    "country": "NL",
    "phone": null,
    "delivery_method": "Email",
    "customer_id": "customer-1",
    "tax_number": null,
    "chamber_of_commerce": null,
    "bank_account": null,
    "is_trusted": false,
    "max_transfer_amount": null,
    "attention": null,
    "email": "info@example.com",
    "email_ubl": true,
    "send_invoices_to_attention": null,
    "send_invoices_to_email": "info@example.com",
    "send_estimates_to_attention": null,
    "send_estimates_to_email": "info@example.com",
    "direct_debit": false,
    "sepa_active": false,
    "sepa_iban": null,
    "sepa_iban_account_name": null,
    "sepa_bic": null,
    "sepa_mandate_id": null,
    "sepa_mandate_date": null,
    "sepa_sequence_type": "RCUR",
    "credit_card_number": null,
    "credit_card_reference": null,
    "credit_card_type": null,
    "tax_number_validated_at": null,
    "tax_number_valid": null,
    "invoice_workflow_id": null,
    "estimate_workflow_id": null,
    "si_identifier": null,
    "si_identifier_type": null,
    "moneybird_payments_mandate": false,
    "created_at": "2026-10-15T05:33:29.783Z",
    "updated_at": "2026-10-15T05:33:29.783Z",
    "version": 1792042409,
    "sales_invoices_url": "https://moneybird.dev/123/sales_invoices/0000000000000000000000000000000000000000000000000000000000000001/all",
    "notes": [],
    "custom_fields": [],
    "contact_people": [],
    "archived": false
  },
  "contact_person_id": "501033088388695633",
  "contact_person": {
    "id": null,
    "contact_id": "501033088385549903",
    "administration_id": 123,
    "firstname": "Jan",
    "lastname": "Janssen",
    "phone": "123-456-2346",
    "email": "janjanssen@dev.null.moneybird.net",
    "department": "Sales",
    "created_at": "2026-10-15T05:33:29.787Z",
    "updated_at": "2026-10-15T05:33:29.787Z",
    "version": 1792042409
  },
  "estimate_id": "2026-0001",
  "estimate_sequence_id": "0001",
  "workflow_id": "501033068476236949",
  "document_style_id": "501033068513985689",
  "identity_id": "501033068085118059",
  "draft_id": null,
  "state": "open",
  "estimate_date": "2026-10-15",
  "due_date": "2026-10-29",
  "reference": "Project X",
  "language": "nl",
  "currency": "EUR",
  "exchange_rate": "1.0",
  "discount": "0.0",
  "original_estimate_id": null,
  "show_tax": true,
  "sign_online": true,
  "sent_at": "2026-10-15",
  "accepted_at": null,
  "rejected_at": null,
  "archived_at": null,
  "created_at": "2026-10-15T05:33:29.807Z",
  "updated_at": "2026-10-15T05:33:29.871Z",
  "public_view_code": "115230",
  "public_view_code_expires_at": "2027-01-15T05:33:29.821Z",
  "version": 1792042409,
  "pre_text": "Hello, here is your quote",
  "post_text": "Please sign it",
  "details": [
    {
      "id": "501033088475727449",
      "administration_id": 123,
      "tax_rate_id": "501033068266521738",
      "ledger_account_id": "501033068181587066",
      "project_id": null,
      "product_id": null,
      "amount": "1",
      "amount_decimal": "1.0",
      "description": "Detail description",
      "price": "99.0",
      "period": null,
      "row_order": 0,
      "total_price_excl_tax_with_discount": "99.0",
      "total_price_excl_tax_with_discount_base": "99.0",
      "tax_report_reference": [
        "NL/1a"
      ],
      "mandatory_tax_text": null,
      "created_at": "2026-10-15T05:33:29.870Z",
      "updated_at": "2026-10-15T05:33:29.870Z",
      "is_optional": false,
      "is_selected": true
    }
  ],
  "prices_are_incl_tax": false,
  "total_price_excl_tax": "99.0",
  "total_price_excl_tax_base": "99.0",
  "total_price_incl_tax": "119.79",
  "total_price_incl_tax_base": "119.79",
  "total_discount": "0.0",
  "url": "http://moneybird.dev/123/external/0000000000000000000000000000000000000000000000000000000000000001/dfdf045ccdcbb3e8509fb128db22236e190e03d283aaf710b333a1fe8ba92eb5/estimate",
  "custom_fields": [],
  "notes": [],
  "attachments": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "estimate_created",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-10-15T05:33:29.811Z",
      "updated_at": "2026-10-15T05:33:29.811Z"
    },
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "estimate_send_email",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {
        "email_address": "info@example.com; janjanssen@dev.null.moneybird.net",
        "email_message": "Geachte Jan Janssen,\n\nHierbij ontvangt u van ons een prijsopgave 2026-0001 voor onze\ndiensten.\n\nMet vriendelijke groet,\n\nParkietje B.V."
      },
      "created_at": "2026-10-15T05:33:29.836Z",
      "updated_at": "2026-10-15T05:33:29.836Z"
    },
    {
      "administration_id": 123,
      "user_id": "501033067832411237",
      "action": "estimate_updated",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {
        "total_price_excl_tax": [
          "300.0",
          "99.0"
        ],
        "total_price_excl_tax_base": [
          "300.0",
          "99.0"
        ],
        "total_price_incl_tax": [
          "363.0",
          "119.79"
        ],
        "total_price_incl_tax_base": [
          "363.0",
          "119.79"
        ],
        "cached_taxes": [
          [
            {
              "tax_rate_id": "501033068266521738",
              "report_reference": "NL/1a",
              "payable": true,
              "debit": 0,
              "credit": "63.0"
            }
          ],
          [
            {
              "tax_rate_id": "501033068266521738",
              "report_reference": "NL/1a",
              "payable": true,
              "debit": 0,
              "credit": "20.79"
            }
          ]
        ],
        "updated_at": [
          "2026-10-15T07:33:29.833+02:00",
          "2026-10-15T07:33:29.862+02:00"
        ]
      },
      "created_at": "2026-10-15T05:33:29.871Z",
      "updated_at": "2026-10-15T05:33:29.871Z"
    }
  ],
  "tax_totals": [
    {
      "tax_rate_id": "501033068266521738",
      "taxable_amount": "99.0",
      "taxable_amount_base": "99.0",
      "tax_amount": "20.79",
      "tax_amount_base": "20.79"
    }
  ]
}

json

application/json

Deletes an estimate

DELETE

https://moneybird.com/api/v2

/{administration_id}/estimates/{id}{format}

Deletes an estimate.

Required scope(s)

estimates

Deletes an estimate › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Deletes an estimate › Responses

Estimate deleted

No data returned

List all estimates

GET

https://moneybird.com/api/v2

/{administration_id}/estimates{format}

Returns a paginated list of estimates in the administration.

Required scope(s)

estimates

List all estimates › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

List all estimates › query Parameters

filter

string

Filters are key:value terms separated by commas (e.g. period:this_year,state:all). Any filter you pass replaces the defaults below entirely, so include every key you need — in particular pass an explicit period (a named period or a YYYYMMDD..YYYYMMDD range) to look beyond the default financial year. Available filters:

Filter	Type	Default	Description
state	`String`	`all`	`all`, `draft`, `open`, `late`, `accepted`, `rejected`, `billed` or `archived`
period	`String`	`this_year`	Matches on the estimate date. This can either be the description of a period (`this_week`, `prev_week`, `next_week`, `this_month`, `prev_month`, `next_month`, `this_quarter`, `prev_quarter`, `next_quarter`, `this_year`, `prev_year`, `next_year`) or a custom period (`201301..201302`, `20130101..20130131`)
contact_id	`Integer`		Filters estimates by a single contact
workflow_id	`Integer`		Filters estimates by a single workflow

The period filter matches on the estimate date. It does not look at the period of the individual details, which says which months the expenses belong to. Read details[].period in the response when you need those months, or use the reports endpoints, which already spread the amounts over that period. A detail's period can fall outside the filtered range, however wide you make it, so this filter cannot tell you which periods amounts fall in. Use the reports endpoints for that.

You can filter by multiple states at the same time as well. To do this, separate the state values by a pipe: state:draft|scheduled.

Default: period:this_year

page

integer | string

per_page

integer | string · min: 1 · max: 100 · pattern: ^\d+$

List all estimates › Responses

A list of estimates

estimate_response[]

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

administration_id · pattern: ^\d+$

A unique record identifier

contact_id

identifier · pattern: ^\d+$

A unique record identifier

contact_person_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

estimate_id

string | null

estimate_sequence_id

string | null

workflow_id

identifier · pattern: ^\d+$

A unique record identifier

document_style_id

identifier · pattern: ^\d+$

A unique record identifier

identity_id

identifier · pattern: ^\d+$

A unique record identifier

draft_id

integer | null

state

string · enum

Enum values:

draft

open

late

accepted

rejected

billed

archived

estimate_date

string | null · date

due_date

string · date

reference

string | null

language

string | null

currency

string

number

original_estimate_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

show_tax

boolean

Default: true

sign_online

boolean

Default: true

sent_at

string | null · date

accepted_at

string | null · date

rejected_at

string | null · date

archived_at

string | null · date

created_at

string | null · date-time

updated_at

string | null · date-time

public_view_code

string | null · pattern: ^\d+$

public_view_code_expires_at

string | null · date-time

version

integer

pre_text

string | null

post_text

string | null

prices_are_incl_tax

boolean

Default: false

number

url

string

GET/{administration_id}/estimates{format}

curl https://moneybird.com/api/v2/:administration_id/estimates:format \
  --header 'Authorization: Bearer <token>'

Example Responses

[
  {
    "id": "501033088785057409",
    "administration_id": 123,
    "contact_id": "501033088696977011",
    "contact": {
      "id": "501033088696977011",
      "administration_id": 123,
      "company_name": "Foobar Holding B.V.",
      "firstname": null,
      "lastname": null,
      "address1": "Hoofdstraat 12",
      "address2": null,
      "zipcode": "1234AB",
      "city": "Amsterdam",
      "country": "NL",
      "phone": null,
      "delivery_method": "Email",
      "customer_id": "customer-1",
      "tax_number": null,
      "chamber_of_commerce": null,
      "bank_account": null,
      "is_trusted": false,
      "max_transfer_amount": null,
      "attention": null,
      "email": "info@example.com",
      "email_ubl": true,
      "send_invoices_to_attention": null,
      "send_invoices_to_email": "info@example.com",
      "send_estimates_to_attention": null,
      "send_estimates_to_email": "info@example.com",
      "direct_debit": false,
      "sepa_active": false,
      "sepa_iban": null,
      "sepa_iban_account_name": null,
      "sepa_bic": null,
      "sepa_mandate_id": null,
      "sepa_mandate_date": null,
      "sepa_sequence_type": "RCUR",
      "credit_card_number": null,
      "credit_card_reference": null,
      "credit_card_type": null,
      "tax_number_validated_at": null,
      "tax_number_valid": null,
      "invoice_workflow_id": null,
      "estimate_workflow_id": null,
      "si_identifier": null,
      "si_identifier_type": null,
      "moneybird_payments_mandate": false,
      "created_at": "2026-10-15T05:33:30.081Z",
      "updated_at": "2026-10-15T05:33:30.081Z",
      "version": 1792042410,
      "sales_invoices_url": "https://moneybird.dev/123/sales_invoices/0000000000000000000000000000000000000000000000000000000000000001/all",
      "notes": [],
      "custom_fields": [],
      "contact_people": [],
      "archived": false
    },
    "contact_person_id": null,
    "contact_person": null,
    "estimate_id": "2026-0003",
    "estimate_sequence_id": "0003",
    "workflow_id": "501033068476236949",
    "document_style_id": "501033068513985689",
    "identity_id": "501033068085118059",
    "draft_id": null,
    "state": "open",
    "estimate_date": "2026-10-15",
    "due_date": "2026-10-29",
    "reference": "Project X",
    "language": "nl",
    "currency": "EUR",
    "exchange_rate": "1.0",
    "discount": "0.0",
    "original_estimate_id": null,
    "show_tax": true,
    "sign_online": true,
    "sent_at": "2026-10-15",
    "accepted_at": null,
    "rejected_at": null,
    "archived_at": null,
    "created_at": "2026-10-15T05:33:30.165Z",
    "updated_at": "2026-10-15T05:33:30.182Z",
    "public_view_code": "523866",
    "public_view_code_expires_at": "2027-01-15T05:33:30.174Z",
    "version": 1792042410,
    "pre_text": "Hello, here is your quote",
    "post_text": "Please sign it",
    "details": [
      {
        "id": "501033088786105986",
        "administration_id": 123,
        "tax_rate_id": "501033068266521738",
        "ledger_account_id": "501033068181587066",
        "project_id": null,
        "product_id": null,
        "amount": "1 x",
        "amount_decimal": "1.0",
        "description": "Project X",
        "price": "300.0",
        "period": null,
        "row_order": 1,
        "total_price_excl_tax_with_discount": "300.0",
        "total_price_excl_tax_with_discount_base": "300.0",
        "tax_report_reference": [
          "NL/1a"
        ],
        "mandatory_tax_text": null,
        "created_at": "2026-10-15T05:33:30.165Z",
        "updated_at": "2026-10-15T05:33:30.181Z",
        "is_optional": false,
        "is_selected": true
      }
    ],
    "prices_are_incl_tax": false,
    "total_price_excl_tax": "300.0",
    "total_price_excl_tax_base": "300.0",
    "total_price_incl_tax": "363.0",
    "total_price_incl_tax_base": "363.0",
    "total_discount": "0.0",
    "url": "http://moneybird.dev/123/external/0000000000000000000000000000000000000000000000000000000000000001/dcf012726270c4b3049c58de0eac08d8f81a6077b1cff705c1d1c45ed16d7ef3/estimate",
    "custom_fields": [],
    "notes": [],
    "attachments": [],
    "events": [
      {
        "administration_id": 123,
        "user_id": "501033067832411237",
        "action": "estimate_created",
        "link_entity_id": null,
        "link_entity_type": null,
        "data": {},
        "created_at": "2026-10-15T05:33:30.167Z",
        "updated_at": "2026-10-15T05:33:30.167Z"
      },
      {
        "administration_id": 123,
        "user_id": "501033067832411237",
        "action": "estimate_send_email",
        "link_entity_id": null,
        "link_entity_type": null,
        "data": {
          "email_address": "info@example.com",
          "email_message": "Geachte Foobar Holding B.V.,\n\nHierbij ontvangt u van ons een prijsopgave 2026-0003 voor onze\ndiensten.\n\nMet vriendelijke groet,\n\nParkietje B.V."
        },
        "created_at": "2026-10-15T05:33:30.184Z",
        "updated_at": "2026-10-15T05:33:30.184Z"
      }
    ],
    "tax_totals": [
      {
        "tax_rate_id": "501033068266521738",
        "taxable_amount": "300.0",
        "taxable_amount_base": "300.0",
        "tax_amount": "63.0",
        "tax_amount_base": "63.0"
      }
    ]
  }
]

json

application/json

Creates a new estimate

POST

https://moneybird.com/api/v2

/{administration_id}/estimates{format}

Creates a new estimate.

Required scope(s)

estimates

Creates a new estimate › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Creates a new estimate › Request Body

object

Creates a new estimate › Responses

Estimate created

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

administration_id · pattern: ^\d+$

A unique record identifier

contact_id

identifier · pattern: ^\d+$

A unique record identifier

contact_person_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

estimate_id

string | null

estimate_sequence_id

string | null

workflow_id

identifier · pattern: ^\d+$

A unique record identifier

document_style_id

identifier · pattern: ^\d+$

A unique record identifier

identity_id

identifier · pattern: ^\d+$

A unique record identifier

draft_id

integer | null

state

string · enum

Enum values:

draft

open

late

accepted

rejected

billed

archived

estimate_date

string | null · date

due_date

string · date

reference

string | null

language

string | null

currency

string

number

original_estimate_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

show_tax

boolean

Default: true

sign_online

boolean

Default: true

sent_at

string | null · date

accepted_at

string | null · date

rejected_at

string | null · date

archived_at

string | null · date

created_at

string | null · date-time

updated_at

string | null · date-time

public_view_code

string | null · pattern: ^\d+$

public_view_code_expires_at

string | null · date-time

version

integer

pre_text

string | null

post_text

string | null

prices_are_incl_tax

boolean

Default: false

number

url

string