# List manual taxable documents

Operation ID: `manualTaxableDocuments`

Group: Accounting › Tax Documents › Manual Taxable Documents

[Open in the interactive reference](https://docs.api.lensing.ai/lensing/v1/endpoints/manualTaxableDocuments)

`GET /tax-documents/manual-taxable-documents`

Read-only: Reads and returns; changes nothing.

Lists manual taxable documents, also called ad hoc documents. Each document has its main fields only. For the full record, with its lines, use GET tax-documents/manual-taxable-documents/:id or POST tax-documents/manual-taxable-documents/search. To match on customer name, document number, or text, use POST tax-documents/manual-taxable-documents/search.

## Parameters

| Name | In | Type | Required | Description |
| --- | --- | --- | --- | --- |
| `Api-Version` | header | string · v1 | yes | The API version this request targets, named by its public identifier. Required on every request; omitting it, or naming a version this company does not have, is answered with 400. This document describes version `v1`. |

## Query surface

- `id` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between, like
- `type` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between, like
- `invoiceDate` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between
- `serviceDate` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between
- `dueDate` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between
- `currency` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between, like
- `paymentStatus` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between, like
- `hasAttachment` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between
- `customerId` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between, like
- `entityId` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between, like
- `totalTaxAmount` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between
- `totalAmount` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between
- `totalAllocatedAmount` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between
- `totalOpenAmount` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between
- `lastModifiedDate` — filter by eq, ne, gt, gte, lt, lte, in, notIn, between
- Orderable: id, type, invoiceDate, serviceDate, dueDate, currency, paymentStatus, hasAttachment, customerId, entityId, totalTaxAmount, totalAmount, totalAllocatedAmount, totalOpenAmount, lastModifiedDate
- Selectable: id, type, taxDocumentNumber, documentNumber, title, description, invoiceDate, serviceDate, dueDate, currency, paymentStatus, paymentTerms, hasAttachment, customerId, customerName, customerNumber, entityId, entityName, totalTaxAmount, totalAmount, totalAllocatedAmount, totalOpenAmount, lastModifiedDate
- `page[size]` — Page size
- `page[cursor]` — Opaque continuation cursor

## Response

`200` Success

Under `data`, an array of manualTaxableDocumentsRow:

| Field | Type | Required | Filter | Sort | Description |
| --- | --- | --- | --- | --- | --- |
| `id` | string | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`), Pattern (`like`) | yes | Stable, platform-assigned id (a UUID) of the document — the public identifier used by GET tax-documents/manual-taxable-documents/:id. Filter e.g. filter[id][in]=<id1>,<id2>. |
| `type` | string \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`), Pattern (`like`) | yes | Kind of document. One of 'outgoingInvoice', 'outgoingCredit', 'incomingInvoice', 'incomingCredit'. Filter target: filter[type][eq]=outgoingInvoice, which with filter[totalOpenAmount][gt]=0 selects the unmatched customer invoices. |
| `taxDocumentNumber` | string \| null | no | no | no | System-generated tax document number, unique per tenant and human-readable. Absent until one has been assigned. Returned but NOT filterable or orderable — it identifies a specific financial document, and a sorted page would disclose the numbers in issue order; match on it through POST tax-documents/manual-taxable-documents/search. |
| `documentNumber` | string \| null | no | no | no | Document number as it appears on the source document — the counterparty's own number for an incoming document, or one carried over from an external system. Returned but NOT filterable or orderable, on the same grounds as taxDocumentNumber; match on it through POST tax-documents/manual-taxable-documents/search. |
| `title` | string \| null | no | no | no | Title of the document. Returned but NOT filterable or orderable by design — free text must never travel in a URL, so match on it through POST tax-documents/manual-taxable-documents/search. |
| `description` | string \| null | no | no | no | Free-text description of the document. Returned but NOT filterable or orderable by design — free text must never travel in a URL; match on it through POST tax-documents/manual-taxable-documents/search. |
| `invoiceDate` | date \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`) | yes | Date the document was issued, as a calendar date (YYYY-MM-DD). Filter target: filter[invoiceDate][between]=2026-01-01,2026-03-31; bounds are inclusive. |
| `serviceDate` | date \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`) | yes | Date the underlying service was provided, as a calendar date (YYYY-MM-DD). Drives the tax point where it differs from the invoice date. Filter target: filter[serviceDate][gte]=2026-01-01. |
| `dueDate` | date \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`) | yes | Date payment falls due, as a calendar date (YYYY-MM-DD). Filter target: filter[dueDate][lt]=2026-01-01 selects what was already due by then. |
| `currency` | string \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`), Pattern (`like`) | yes | Currency of this document as a 3-letter ISO 4217 code (e.g. USD, EUR). It governs every amount on this row. Filter target: filter[currency][in]=USD,EUR. |
| `paymentStatus` | string \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`), Pattern (`like`) | yes | Settlement status of the document. One of 'paid', 'partiallyPaid', 'unpaid', 'noPaymentNeeded', 'voided', 'applied', 'unapplied', 'partiallyApplied', 'noApplicationNeeded'. Filter target: filter[paymentStatus][in]=unpaid,partiallyPaid. |
| `paymentTerms` | string \| null | no | no | no | Payment terms recorded on the document, as free text (e.g. 'Net 30'). Returned but NOT filterable or orderable by design — free text must never travel in a URL; match on it through POST tax-documents/manual-taxable-documents/search. |
| `hasAttachment` | boolean \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`) | yes | True when the document has at least one attachment. The attachments themselves are not published by this API. Filter target: filter[hasAttachment][eq]=false finds documents still missing their supporting file. |
| `customerId` | string \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`), Pattern (`like`) | yes | Id of the customer the document is issued to (a UUID). Filter target: filter[customerId][eq]=<customerId> — this is how a customer's documents are listed. |
| `customerName` | string \| null | no | no | no | Display name of the customer. Returned but NOT filterable or orderable — a counterparty name must not travel in a URL, and a sorted page would disclose the names in order; match on it through POST tax-documents/manual-taxable-documents/search. |
| `customerNumber` | string \| null | no | no | no | System-generated customer number of the customer. Returned but NOT filterable or orderable, on the same grounds as customerName; match on it through POST tax-documents/manual-taxable-documents/search. |
| `entityId` | string \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`), Pattern (`like`) | yes | Id of the legal entity the document belongs to (a UUID). Filter target: filter[entityId][eq]=<entityId>. |
| `entityName` | string \| null | no | no | no | Name of the legal entity the document belongs to. Returned but NOT filterable or orderable — it names internal organisational structure, which a sorted page would disclose in order; match on it through POST tax-documents/manual-taxable-documents/search. |
| `totalTaxAmount` | decimal \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`) | yes | Sum of the tax amounts of every line, in the document currency (see currency). Filter target: filter[totalTaxAmount][gt]=0. |
| `totalAmount` | decimal \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`) | yes | Sum of the total amounts of every line — the gross document total, in the document currency (see currency). Filter target: filter[totalAmount][between]=100,5000. |
| `totalAllocatedAmount` | decimal \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`) | yes | Amount already allocated to this document by payments or credits, in the document currency (see currency). |
| `totalOpenAmount` | decimal \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`) | yes | Remaining unallocated balance on this document, in the document currency (see currency). Filter target: filter[totalOpenAmount][gt]=0 combined with filter[type][eq]=outgoingInvoice selects the open customer receivables. |
| `lastModifiedDate` | date-time \| null | no | Exact (`eq`, `ne`), Range (`gt`, `gte`, `lt`, `lte`, `between`), Any of (`in`, `notIn`) | yes | Instant the document record last changed, as ISO 8601 UTC (YYYY-MM-DDTHH:mm:ss.sssZ). Filter with filter[lastModifiedDate][gte]= and sort with sort=lastModifiedDate for a complete incremental-sync cursor. |

```json
{
  "data": [
    {
      "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "type": "<type>",
      "taxDocumentNumber": "<taxDocumentNumber>",
      "documentNumber": "<documentNumber>",
      "title": "<title>",
      "description": "<description>",
      "invoiceDate": "2026-01-15",
      "serviceDate": "2026-01-15",
      "dueDate": "2026-01-15",
      "currency": "<currency>",
      "paymentStatus": "<paymentStatus>",
      "paymentTerms": "<paymentTerms>",
      "hasAttachment": true,
      "customerId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "customerName": "<customerName>",
      "customerNumber": "<customerNumber>",
      "entityId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "entityName": "<entityName>",
      "totalTaxAmount": "19.99",
      "totalAmount": "19.99",
      "totalAllocatedAmount": "19.99",
      "totalOpenAmount": "19.99",
      "lastModifiedDate": "2026-01-15T09:30:00.000Z"
    }
  ],
  "pagination": {
    "hasMore": true,
    "nextCursor": "<nextCursor>"
  }
}
```

## Statuses

- `400` — Invalid request or business failure
- `401` — The request carries no valid access token.
- `403` — Not authorized
- `404` — Not found
- `429` — Too many requests from this client address. The response has no body and no `Retry-After` header.
- `500` — Internal server error