Global search across billing entities.
Global search
Free-text search across customers and their related records. A customer's name is denormalised onto their invoices and credit notes, so querying a customer name surfaces that customer (ranked first) together with their related records. Results are scoped to the caller's organization and workspace and filtered to the entity types the caller is permitted to read.
Required scope: search.read (Search across data).
query Parameters
includeExtra data to add to the response: customer, data, tags. Send a comma-separated list or repeat the parameter. An unknown name is refused with 400. data is sent without being asked until 2026-11-30; after that date it is sent only when named here. tags is sent without being asked until 2026-11-30; after that date it is sent only when named here.
qFree-text query (matches display_name, searchable, secondary_text)
typesComma-separated entity types to include (customer,product,invoice). Defaults to all.
limitMax hits to return (default 50, max 200)
cursorOpaque continuation token from the previous response's pagination.cursor. Omit for the first page. Cursors are stateless and do not expire, but are only valid for the list and filters that produced them.
tagFilter by tag id or name (repeatable)
Headers
X-Workspace-IdSelects the workspace this request operates in, by workspace UUID or slug (e.g. a sandbox workspace for test integrations). Omitted: the organization's default live workspace. Unknown workspace: 404; workspace outside your organization: 403. Discover workspaces via GET /workspaces.
Workspace UUID or slug.
Global search › Responses
OK
dataCustomer search overview
Returns a single customer's profile plus a recency-ordered preview of their related records (invoices, credit notes, ...), grouped by entity type. Groups are limited to the entity types the caller may read; results are scoped to the caller's organization and workspace.
Required scope: search.read (Search across data).
query Parameters
includeExtra data to add to the response: customer, data, tags. Send a comma-separated list or repeat the parameter. An unknown name is refused with 400. data is sent without being asked until 2026-11-30; after that date it is sent only when named here. tags is sent without being asked until 2026-11-30; after that date it is sent only when named here.
customer_idCustomer UUID to build the overview for
limitMax records previewed per group (default 5, max 20)
Headers
X-Workspace-IdSelects the workspace this request operates in, by workspace UUID or slug (e.g. a sandbox workspace for test integrations). Omitted: the organization's default live workspace. Unknown workspace: 404; workspace outside your organization: 403. Discover workspaces via GET /workspaces.
Workspace UUID or slug.
Customer search overview › Responses
OK