Create and release Acumatica customer invoices from a billing sheet

1. An AR clerk opens Invoices and Memos (AR301000), picks the document type and the customer, and sets the date.
2. Each billable item becomes a row in the document details with its description, quantity and unit price.
3. Acumatica starts the invoice On Hold when Hold Documents on Entry is on, otherwise Balanced; an invoice On Hold is edited and the clerk clicks Remove Hold to make it Balanced.
4. Only a Balanced invoice can be released. The clerk clicks Release on the form, or selects many in Release AR Documents (AR501000).
5. Release makes the invoice Open, raises the customer balance and creates a general ledger batch, so it is the step that is hard to take back.

Create an AR invoice for every customer in this billing sheet, one line per row, and keep them On Hold. Show me the totals, then remove the hold and release the ones I confirm.

1. 01

   Resolve every customer

   list_customers matches each sheet row to a Customer ID. A row with no match or two matches is set aside and listed, because creating an invoice for the wrong customer is the costly mistake.

2. 02

   Create each invoice On Hold

   create_ar_invoice saves one invoice per customer with hold set to true. Rows for the same customer become lines of one invoice, not several invoices.

3. 03

   Read the totals back

   get_invoice returns each saved invoice with its lines and total. The agent compares that total to the sum of the sheet rows and flags any difference before anything is released.

4. 04

   Release in order

   release_ar_invoice runs for the invoices you confirm, with remove_hold set so a held invoice becomes Balanced first. A release that Acumatica runs in the background is checked until the status is Open.

5. 05

   Report what is Open

   The agent returns the list of released invoices with their reference numbers, and the ones left On Hold with the reason.

Sheet rows: 6 across 4 customers
Created On Hold: 4 invoices
- Harbor Dental Group: 2 lines, 3,150.00 (matches sheet)
- Lakeside Studio: 1 line, 880.00 (matches sheet)
Set aside: 1 row, no customer named "Pine Corner"
Released after your OK: 3 (Open)

curl -X POST https://cotlet.dev/api/v1/acumatica/customers/C000045/ar-invoices \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"date":"2026-10-31","hold":false,"lines":[{"description":"Hosting, October","quantity":1,"unit_price":2400},{"description":"Support hours","quantity":5,"unit_price":150}]}'

{
  "reference_nbr": "002231",
  "customer_id": "C000045",
  "status": "Balanced",
  "total": 3150
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is acumatica_write → create_ar_invoice. Example data.

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