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Send TaxDome client invoices from one prompt

At month end the same invoice is created account by account, with the same line and a different amount, and one missed client means a month of late revenue.

Cotlet does it in your own TaxDome account with list_accounts, list_invoices and send_invoice, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can TaxDome do this on its own?

TaxDome has no public API for invoices (checked 14 Oct 2026). Zapier covers contacts only, so no Zap can create an invoice. TaxDome MCP is announced and not open to every firm yet.

How you do it in TaxDome today

  1. Open New > Invoice, or open the client's Invoices tab and choose New invoice.
  2. Enter an amount or pick an invoice template, then fill in the details.
  3. Use Preview to see the PDF the client will receive.
  4. Click Create, which both creates and sends the invoice.
  5. To bill several clients at once, select them under Account > Clients and click Create Invoice.

How to send TaxDome client invoices from one prompt

Prompt

Create and send the monthly bookkeeping invoice for each company account tagged "monthly": one line "Bookkeeping, October 2026" at the amount in my sheet, due in 14 days.
  1. 01

    Find the clients to bill

    list_accounts returns the accounts that match your rule, such as a tag or a company type, and the agent matches each one to the amount in your sheet or prompt.

  2. 02

    Check what was already billed

    list_invoices runs per account, and an invoice with the same description in the same month marks the client as already billed. The agent never sends twice for one period.

  3. 03

    Hold anything odd

    A missing amount, a zero amount or an amount more than double last month's is listed for you and not sent.

  4. 04

    Create and send

    send_invoice creates the invoice and sends it, as the Create button does. Money is involved, so each call waits for your OK unless you turn confirmation off for it.

  5. 05

    Hand back a billing list

    You get each client, invoice ID and total, then the held and skipped clients with the reason.

What you get back

Example data

Monthly accounts: 12
Invoices sent: 10, total $8,450.00
- Harbor Dental LLC: $1,200.00
- Pine & Co: $650.00
Skipped, already billed this month: 1
Held for you: 1 (Nguyen Family: no amount in the sheet)

Other ways to ask

  • On the 1st of each month, send last month's bookkeeping invoice to every account tagged "monthly".
  • Create the invoices but do not send them, and list the totals for me to check first.
  • Find accounts with no invoice in the last 30 days and tell me which ones to bill.

What TaxDome allows, and what to know first

  • In TaxDome, only the firm owner or a team member with the Manage invoices access right can create invoices.
  • The Create button creates and sends the invoice in one step, so there is no separate send for a new invoice.
  • Preview shows the PDF the client will receive.
  • An invoice can start from an amount or from an invoice template.

send_invoice asks for your OK by default. To run it weekly without you, switch confirmation off for that tool in your dashboard.

Sources: TaxDome Help: Creating a bill · TaxDome Help: Creating, emailing and setting reminders for invoices

Call send_invoice from a script

curl

curl -X POST https://cotlet.dev/api/v1/taxdome/accounts/acc_4f21/invoices \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"items":[{"description":"Bookkeeping, October 2026","amount":1200}],"due_date":"2026-10-28"}'

Example response

{
  "invoice_id": "inv_2291",
  "account_id": "acc_4f21",
  "items": [
    {
      "description": "Bookkeeping, October 2026",
      "amount": 1200
    }
  ],
  "total": 1200,
  "due_date": "2026-10-28",
  "status": "sent"
}

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

Schedule it in n8n, Make, Zapier or cron

TaxDome tools this automation uses

Cotlet TaxDome tools used to send TaxDome client invoices from one prompt
Tool Parameters
list_accounts query, type, limit, cursor
list_invoices account_id, cursor
send_invoice account_id, items, template, due_date
All 14 TaxDome tools with descriptions

Frequently asked questions

Is it safe to connect TaxDome to Cotlet?

Yes. You sign in to TaxDome yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get TaxDome once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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