Get Finances Overview
Retrieve a finance dashboard overview for the authenticated lab. Lab-only. Returns key metrics (outstanding, invoiced this month, payments this month, overdue), plus recent invoices and payments.
Retrieve a finance dashboard overview for the authenticated lab. Lab-only. Returns key metrics (outstanding, invoiced this month, payments this month, overdue), plus recent invoices and payments.
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Response Body
application/json
curl -X GET "https://example.com/finances/overview"{ "metrics": { "currencyTotals": [ { "currency": "string", "totalOutstanding": "string", "invoicedThisMonth": "string", "invoicedThisMonthCount": 0, "paymentsThisMonth": "string", "paymentsThisMonthCount": 0, "overdueAmount": "string", "overdueCount": 0 } ] }, "recentInvoices": [ { "id": "string", "invoiceNumber": "string", "clinicName": "string", "clinicNameMissing": true, "status": "string", "totalAmount": "string", "amountDue": "string", "dueDate": "string", "issueDate": "string", "currency": "string" } ], "recentPayments": [ { "id": "string", "invoiceId": "string", "invoiceNumber": "string", "clinicName": "string", "clinicNameMissing": true, "amount": "string", "method": "string", "status": "string", "paidAt": "string", "currency": "string" } ]}Get Finance Account GET
Retrieve financial summary for a specific clinic account. Lab-only. Returns total invoiced, paid, outstanding, overdue, credit balance, and last payment date.
Get Stripe External Adjustment GET
View an unresolved external Stripe adjustment and source-receipt invoice candidates. Lab owner/admin only.