Purpose

Returns a list of invoices matching the supplied filter — by invoice number, by claim (claim ID or file number), or by a date range. Services and Expenses are not included; call GetInvoiceDetail for line-level data.

Endpoint

Method: GetInvoiceSummaries
SOAPAction (1.1): "https://ftservices.onlinereportinginc.com/v2/GetInvoiceSummaries"
Parameter wrapper: <oParms>

Authentication

Standard credentials apply. See Authentication & Authorization.

Parameters

Name	Type	Required	Description
`Login`	string	yes	Authorized FileTrac system login.
`Password`	string	yes	Password for the login.
`CompanyKey`	string	yes	The unique company code provided by FileTrac.
`InvoiceNumber`	string	no	Invoice number as it appears in FileTrac.
`FileTracClaimID`	int	no	Claim ID — returns all invoices for that claim.
`FileTracFileNumber`	string	no	Claim file number — returns all invoices for that claim.
`DateStart`	string	no	Inclusive start of a date range, `mm/dd/yyyy`.
`DateEnd`	string	no	Inclusive end of a date range, `mm/dd/yyyy`.

The Freshdesk source narrative lists InvoiceID (int) as a parameter on this method. The WSDL envelope does not expose InvoiceID — only InvoiceNumber is accepted. Use GetInvoiceDetail with an InvoiceID for single-invoice retrieval.

Response

Returns a list of Invoice objects with the following fields. Note that this method returns a slightly richer Invoice payload than the one nested inside GetClaimDetail — claim-context fields (ClaimNumber, PolicyNumber, InsuredFirstName, etc.) are included so the invoice can be processed without a separate claim lookup.

Property	Datatype	Description
`ID`	int	Invoice ID. Pass to `GetInvoiceDetail` or `AddInvoicePayment`.
`Number`	string	Invoice number.
`Date`	dateTime	Invoice date.
`DueDate`	dateTime	Date the invoice is due.
`Label`	string	System invoice status (e.g., `Supplemental`).
`Void`	string	`Yes`/`No`.
`VoidDate`	dateTime	Date of the void.
`ClientCompanyName`	string	Carrier name.
`ClientCompanyCode`	string	Carrier code.
`ClientCompanyID`	int	Carrier ID.
`ClaimNumber`	string	Client claim number.
`ClaimID`	int	FileTrac claim ID.
`FileNumber`	string	Claim file number.
`PolicyNumber`	string	Policy number on the claim.
`CATCode`	string	CAT code on the claim.
`InsuredFirstName`	string	Primary insured first name.
`InsuredLastName`	string	Primary insured last name.
`DateOfLoss`	dateTime	Date of loss on the claim.
`LossType`	string	Loss type on the claim.
`LossUnit`	string	Loss unit.
`Deductible`	decimal	Claim deductible.
`WindDeductible`	decimal	Claim wind deductible.
`ClaimRCV`	decimal	Claim Replacement Cost Value.
`ClaimACV`	decimal	Claim Actual Cash Value.
`ClaimAmount`	decimal	Amount of claim.
`SpecialInstructions`	string	Claim special instructions.
`AssociatedUser`	string	Display name of the user associated with the invoice.
`AssociatedUserID`	int	System ID of that user.
`Total`	decimal	Total billable items.
`Tax`	decimal	Tax amount.
`TaxRate`	decimal	Tax rate.
`Notes`	string	Entry notes on the invoice.
`Services`	List	Returned as `xsi:nil="true"` placeholders — call `GetInvoiceDetail` to populate.
`Expenses`	List	Returned as `xsi:nil="true"` placeholders — call `GetInvoiceDetail` to populate.

Errors

This method does not produce method-specific business errors. Authentication failures surface via ResponseCode. Empty result sets are not errors.

Remarks

Multiple parameters yield the union with DateStart/DateEnd working together as a range.
DateEnd defaults to today when DateStart is supplied without it.
Services and Expenses are null in this method. Call GetInvoiceDetail per invoice ID to populate them.
The WSDL omits InvoiceID as a parameter. Use GetInvoiceDetail for single-invoice retrieval by ID.

Example Request (SOAP 1.1)

POST /v2/service.asmx HTTP/1.1
Host: ftservices.onlinereportinginc.com
Content-Type: text/xml; charset=utf-8
SOAPAction: "https://ftservices.onlinereportinginc.com/v2/GetInvoiceSummaries"<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetInvoiceSummaries xmlns="https://ftservices.onlinereportinginc.com/v2/">
      <oParms>
        <Login>integration.svc</Login>
        <Password>•••••••••</Password>
        <CompanyKey>ACME-AC-001</CompanyKey>
        <FileTracClaimID>881204</FileTracClaimID>
      </oParms>
    </GetInvoiceSummaries>
  </soap:Body>
</soap:Envelope>

Example Response (SOAP 1.1)

HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetInvoiceSummariesResponse xmlns="https://ftservices.onlinereportinginc.com/v2/">
      <GetInvoiceSummariesResult>
        <Invoice>
          <ID>70212</ID>
          <Number>INV-26-04210</Number>
          <Date>2026-05-22T00:00:00</Date>
          <DueDate>2026-06-21T00:00:00</DueDate>
          <Label/>
          <Void>No</Void>
          <ClientCompanyName>Lone Star Mutual</ClientCompanyName>
          <ClientCompanyCode>LSM</ClientCompanyCode>
          <ClientCompanyID>4218</ClientCompanyID>
          <ClaimNumber>LSM-2026-00874</ClaimNumber>
          <ClaimID>881204</ClaimID>
          <FileNumber>AC-26-001142</FileNumber>
          <PolicyNumber>HO3-LSM-44820</PolicyNumber>
          <InsuredFirstName>Daniel</InsuredFirstName>
          <InsuredLastName>Kowalski</InsuredLastName>
          <DateOfLoss>2026-05-09T00:00:00</DateOfLoss>
          <LossType>Wind</LossType>
          <Deductible>2500.00</Deductible>
          <ClaimRCV>78500.00</ClaimRCV>
          <ClaimACV>72100.00</ClaimACV>
          <AssociatedUser>Nguyen, Linh</AssociatedUser>
          <AssociatedUserID>3327</AssociatedUserID>
          <Total>4250.00</Total>
          <Tax>0.00</Tax>
          <TaxRate>0.00</TaxRate>
          <Services>
            <InvoiceServices xsi:nil="true" />
          </Services>
          <Expenses>
            <InvoiceExpenses xsi:nil="true" />
          </Expenses>
        </Invoice>
      </GetInvoiceSummariesResult>
    </GetInvoiceSummariesResponse>
  </soap:Body>
</soap:Envelope>

Related Methods

GetInvoiceDetail — single invoice with services and expenses.
AddInvoicePayment — record a payment against an invoice.
Invoice — the type.