curl --request DELETE \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan \
--header 'Authorization: <api-key>'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan"
headers = {"Authorization": "<api-key>"}
response = requests.delete(url, headers=headers)
print(response.text)const options = {method: 'DELETE', headers: {Authorization: '<api-key>'}};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "DELETE",
CURLOPT_HTTPHEADER => [
"Authorization: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan"
req, _ := http.NewRequest("DELETE", url, nil)
req.Header.Add("Authorization", "<api-key>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.delete("https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan")
.header("Authorization", "<api-key>")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Delete.new(url)
request["Authorization"] = '<api-key>'
response = http.request(request)
puts response.read_body{
"quoteId": "550e8400-e29b-41d4-a716-446655440002",
"settings": {
"schedule": {
"paymentPeriod": "quarterly",
"installmentCount": 4,
"firstDueDate": "2026-01-01",
"owedLeadTimeDays": 14,
"avoidWeekendSends": true,
"downPayment": null
},
"payees": [
{
"group": "Policy Invoice",
"payeeId": "550e8400-e29b-41d4-a716-446655440010"
}
],
"endorsementHandling": {
"mode": "void",
"status": "scheduled"
}
},
"settingsSource": "quote",
"plan": null
}Clear Quote Invoice Plan
Quote door. A quote owns its invoices. This clears the plan saved on the quote, so binding it creates no invoices until a plan is put back. The settings stay, so generating again uses them.
Clearing a quote that holds no plan succeeds and changes nothing. With
policy invoicing disabled, this returns 403 finv2-policy-invoicing-disabled.
A bound or cancelled quote returns 409.
Required permission: quote.edit
curl --request DELETE \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan \
--header 'Authorization: <api-key>'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan"
headers = {"Authorization": "<api-key>"}
response = requests.delete(url, headers=headers)
print(response.text)const options = {method: 'DELETE', headers: {Authorization: '<api-key>'}};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "DELETE",
CURLOPT_HTTPHEADER => [
"Authorization: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan"
req, _ := http.NewRequest("DELETE", url, nil)
req.Header.Add("Authorization", "<api-key>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.delete("https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan")
.header("Authorization", "<api-key>")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Delete.new(url)
request["Authorization"] = '<api-key>'
response = http.request(request)
puts response.read_body{
"quoteId": "550e8400-e29b-41d4-a716-446655440002",
"settings": {
"schedule": {
"paymentPeriod": "quarterly",
"installmentCount": 4,
"firstDueDate": "2026-01-01",
"owedLeadTimeDays": 14,
"avoidWeekendSends": true,
"downPayment": null
},
"payees": [
{
"group": "Policy Invoice",
"payeeId": "550e8400-e29b-41d4-a716-446655440010"
}
],
"endorsementHandling": {
"mode": "void",
"status": "scheduled"
}
},
"settingsSource": "quote",
"plan": null
}Authorizations
API key authentication. Send your raw API key as the Authorization header value with NO scheme prefix — Authorization: YOUR-API-KEY. Do NOT prefix it with Bearer or ApiKey, and do not use an X-API-Key header; those are not accepted.
Path Parameters
Company identifier
Quote identifier
Response
The quote's invoicing, with no plan.
A quote's invoicing: the settings it generates invoices from and the plan saved on it. Binding the quote uses them. Every quote invoicing endpoint returns this.
The settings a quote generates its invoices from. A PUT sends every field and replaces them all. A GET returns the same shape, so you can change a field of a GET's settings and send the object back.
Show child attributes
Show child attributes
Where settings come from. quote once the quote has settings of its own: saved with Replace Quote Invoice Settings, kept by Generate Quote Invoices, or saved in the app's Billing step. A plan attached without settings counts too, because its schedule is what settings shows. company-defaults while nothing on the quote sets them: settings are the company's payment defaults, applied to this quote.
quote, company-defaults The plan saved on the quote, or null when it holds none.
- Option 1
- Option 2
Show child attributes
Show child attributes
