Monite Python Client Library v0.5.4

Accounts Receivable

• Custom VAT Rates
  • Increased components limit in custom VAT rates from 3 → 10.
  • New endpoints to create, read, update, and delete custom VAT rates.
  • Added is_custom flag to indicate custom rates.
  • PDFs now show VAT amounts broken down per component.
• Document Enhancements
  • New attachments field for invoices, quotes, and credit notes with granular email-inclusion control (max 25 MB).
  • Full control over line items table in PDFs – hide columns, rename labels, set numeric precision.
  • Added optional footer field and ability to display project name in PDFs.
  • New modern PDF template default_monite.
• Invoicing Features
  • Partial payment links support & partial payments reflected in PDFs.
  • Directly set invoice due_date or define inline payment terms.
  • Inline VAT rates can now have a custom tax_rate_name in PDFs.
  • Support for filtering/sorting receivables by discounted_subtotal, product_ids, and project_id.
  • is_einvoice flag for credit notes; e-invoice XML now stored and available via API.
• Recurring Invoices
  • Flexible schedules (daily, weekly, quarterly, etc.).
  • Pause/resume support and editable base templates.
  • New automation_level to control draft/issued/auto-send behavior.
• Country-Specific Updates
  • Added VAT/tax rates & compliance for Canada, New Zealand, and Philippines.
  • Updated Estonian VAT from 22% → 24%.

Accounts Payable

• AI-powered counterpart suggestions for uploaded payables.
• Can reopen payables from waiting_to_be_paid to new.
• Added routing_number to counterpart.bank_account.
• History endpoints for payables and payment records.
• Improved filtering (by tags, file attachments, projects, issued date, and origin).
• Credit notes: new validation endpoints, analytics, autolinking options, and OCR upload/cancel support.

Payments

• Apple Pay, Google Pay, Klarna, and Affirm (BNPL) support in payment links/web components.
• Open Banking expanded to Austria and Germany.
• Partial payment link creation for receivables.
• Payment links now expire 30 days after due date (default) and trigger automatic payment intent cancellation.
• More lifecycle control for payment records (create, process, succeed, cancel).

E-Invoicing

• New /einvoice_search endpoint to check PEPPOL registration.
• Flexible onboarding (is_sender / is_receiver flags).
• Validation of counterpart PEPPOL IDs.

Accounting Integration

• Force-push support for payment records.
• Better product/invoice pushing behavior (handles empty descriptions & discounts).
• Increased pagination limits to 250.
• Added accounting_tax_rate_id for precise tax mapping.
• Improved error messages and logging.

OCR

• File size limit doubled (10 MB → 20 MB) and page limit increased (10 → 100).
• Receipt data recognition.
• Relaxed requirements for headers and document_type field.

Monite Python Client Library 0.5.3

Merge pull request #52 from team-monite/fern-bot/2025-06-26T08-54Z

:herb: Fern Regeneration -- June 26, 2025

Monite Python Client Library 0.5.2

Merge pull request #36 from team-monite/fern-bot/05-08-2025-0237PM

:herb: Fern Regeneration -- May 8, 2025

Monite Python Client Library 0.5.1

Merge pull request #32 from team-monite/fern-bot/05-06-2025-0132PM

:herb: Fern Regeneration -- May 6, 2025

Monite Python Client Library

Merge pull request #31 from team-monite/fern-bot/05-06-2025-1226PM

:herb: Fern Regeneration -- May 6, 2025