Create and send Exact Online sales invoices with AI

1. Open the company (division) you invoice from and make sure the customer exists as a relation; create it first if it is new.
2. Create a new sales invoice, pick the customer, and enter each line with item or description, quantity, price and VAT code.
3. Save the invoice, then use the print or send option to email it, post it to the customer postbox or send it via Peppol.
4. Repeat per customer. The send is a second action after saving, so an invoice that was saved but never sent is easy to miss.

For each customer in this list, create a sales invoice in my main Exact Online company with the hours and rate I give you, then send it to the customer by email. Show me each invoice before sending.

1. 01

   Resolve every customer first

   search_relations looks each name up in the chosen division. An unknown name is listed for you, and create_relation runs only if you said new customers are allowed.

2. 02

   Build one invoice per customer

   create_sales_invoice gets all lines of that customer in a single call, because Exact needs the lines in the same POST as the header. The agent reads the returned total and compares it with your hours times rate.

3. 03

   Stop on a mismatch

   If Exact returns a different total than you expect, for example because a VAT code changed it, the agent reports both numbers and does not send.

4. 04

   Send only checked invoices

   send_sales_invoice runs per invoice, after you OK it, with email, postbox or Peppol as you chose. Sending and recording the financial transaction are separate results in Exact, and the agent reports what came back.

5. 05

   Report what is left

   Invoices created but not sent stay in a list with their invoice numbers, so nothing sits half finished.

Division: 1234567 (Example BV)
Created 3 invoices from your list:
- 20260412 Northwind Studio: 12 h x 95.00 = 1,140.00 + VAT, sent by email
- 20260413 Bakker Logistics: 8 h x 95.00 = 760.00 + VAT, sent by email
- 20260414 Van Dijk Design: 5 h x 95.00 = 475.00 + VAT, held, customer has no email address
Not sent: 1

curl -X POST https://cotlet.dev/api/v1/exact-online/sales-invoices \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"division":1234567,"customer":"Northwind Studio","invoice_date":"2026-10-14","lines":[{"description":"Consulting, October","quantity":12,"unit_price":95,"vat_code":"2"}]}'

{
  "invoice_id": "b21e9d77-5a0c-4f1e-8d13-0c6a77e45002",
  "invoice_number": 20260412,
  "customer": "Northwind Studio",
  "invoice_date": "2026-10-14",
  "lines": [
    {
      "description": "Consulting, October",
      "quantity": 12,
      "unit_price": 95,
      "vat_code": "2",
      "amount": 1140
    }
  ],
  "amount_excl_vat": 1140,
  "currency": "EUR",
  "status": "created"
}

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

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