Schemas

organizations
- Create an organization
- List organizations
- Update an organization
- Get an organization
estimates
- Create an Estimate
- List estimates
- Update an Estimate
- Get an estimate
- Delete an Estimate
- Update custom field in existing estimates
- Mark an estimate as sent
- Mark an estimate as accepted
- Mark an estimate as declined
- Submit an estimate for approval
- Approve an estimate.
- Email an estimate
- Get estimate email content
- Email multiple estimates
- Bulk export estimates
- Bulk print estimates
- Update billing address
- Update shipping address
- List estimate template
- Update estimate template
- List estimate comments & history
- Add Comments
- Update comment
- Delete a comment
contacts
- update an Estimate using a custom field's unique value
- Create a Contact
- List Contacts
- Update a contact using a custom field's unique value
- Update a Contact
- Get Contact
- Delete a Contact
- Mark as Active
- Mark as Inactive
- Enable Portal Access
- Enable Payment Reminders
- Disable Payment Reminders
- Email Statement
- Get Statement Mail Content
- Email Contact
- List Comments
- Get Contact Addresses
- Add Additional Address
- Edit Additional Address
- Delete Additional Address
- List Refunds
- Track 1099
- Untrack 1099
- Get Unused Retainer Payments
contact-persons
- Create a contact person
- Update a contact person
- Delete a contact person
- List contact persons
- Get a contact person
- Mark as primary contact person
sales-order
- Create a sales order
- List sales orders
- Update a sales order using a custom field's unique value
- Update a sales order
- Get a sales order
- Delete a sales order
- Update custom field in existing salesorders
- Mark a sales order as open
- Mark a sales order as void
- Update a sales order sub status
- Email a sales order
- Get sales order email content
- Submit a sales order for approval
- Approve a sales order.
- Bulk export sales orders
- Bulk print sales orders
- Update billing address
- Update shipping address
- List sales order templates
- Update sales order template
- Get a sales order attachment
- Add attachment to a sales order
- Update attachment preference
- Delete an attachment
- List sales order comments & history
- Add comment
- Update comment
- Delete a comment
sales-receipt
- Create a sales receipt
- List sales receipts
- Update a sales receipt
- Get a sales receipt
- Delete a sales receipt
- Email a sales receipt
customer-debit-notes
- Create a customer debit note
- List customer debit notes
- Update a customer debit note
- Get a customer debit note
- Delete a customer debit note
invoices
- Update an invoice
- Get an invoice
- Delete an invoice
- Mark an invoice as sent
- Void an invoice
- Mark as draft
- Email multiple invoices
- Create an instant invoice
- Associate invoices with sales order
- Submit an invoice for approval
- Approve an invoice.
- Get invoice email content
- Email an invoice
- Remind Customer
- Get payment reminder mail content
- Bulk invoice reminder
- Bulk export Invoices
- Bulk print invoices
- Disable payment reminder
- Enable payment reminder
- Write off invoice
- Cancel write off
- Update billing address
- Update shipping address
- List invoice templates
- Update invoice template
- List invoice payments
- List credits applied
- Apply credits
- Delete a payment
- Delete applied credit
- Get last attached attachment
- Add attachment to an invoice
- Update attachment preference
- Delete last attached attachment
- Retrieve Invoice Document
- Delete Invoice attachment
- Delete the expense receipt
- Update custom field in existing invoices
- List invoice comments & history
- Add comment
- Update comment
- Delete a comment
- Generate payment link
recurring-invoices
- Create a Recurring Invoice
- List all Recurring Invoice
- Update a recurring invoice using a custom field's unique value
- Update Recurring Invoice
- Get a Recurring Invoice
- Delete a Recurring Invoice
- Stop a Recurring Invoice
- Resume a Recurring Invoice
- Update Recurring Invoice template
- List Recurring Invoice History
credit-notes
- Create a credit note
- List all Credit Notes
- Update a credit note using a custom field's unique value
- Update a credit note
- Get a credit note
- Delete a credit note
- Email a credit note
- Get email content
- Void a Credit Note
- Convert Credit Note to Draft.
- Convert to Open
- Submit a credit note for approval
- Approve a credit note.
- Email history
- Update billing address
- Update Shipping address
- List credit note template
- Update a credit note template
- List invoices credited
- Credit to an invoice
- Delete invoices credited
- List credit note comments & history
- Add a comment
- Delete a Comment
- List credit note refunds
- List refunds of a credit note
- Refund credit note
- Get credit note refund
- Update credit note refund
- Delete credit note refund
customer-payments
- Create a payment
- List Customer Payments
- Bulk delete Customer payments
- Update a payment using a custom field's unique value
- Update a payment
- Retrieve a payment
- Delete a payment
- List refunds of a customer payment
- Refund an excess customer payment
- Update custom field in existing customerpayments
- Details of a refund
- Update a refund
- Delete a Refund
recurring-expenses
- Create a recurring expense
- List recurring expenses
- Update an recurring expense using a custom field's unique value
- Update a recurring expense
- Get a recurring expense
- Delete a recurring expense
- Stop a recurring expense
- Resume a recurring Expense
- List child expenses created
- List recurring expense history
expenses
- Create an Expense
- List Expenses
- Update an expense using a custom field's unique value
- Update an Expense
- Get an Expense
- Delete an Expense
- List expense History & Comments
- List employees
- Create an employee
- Get an employee
- Delete an employee
- Get an expense receipt
- Add receipt to an expense.
- Delete a receipt
- Add attachment to an expense
retainer-invoices
- Create a retainerinvoice
- List a retainer invoices
- update a retainerinvoice
- Get a retainer invoice
- Delete a retainer invoice
- Mark a retainer invoice as sent
- Update retainer invoice template
- Void a retainer invoice
- Mark as draft
- Submit a retainer invoice for approval
- Approve a retainer invoice.
- Email a retainer invoice
- Get retainer invoice email content
- Update billing address
- List retainer invoice templates
- Get a retainer invoice attachment
- Add attachment to a retainer invoice
- Delete an attachment
- List retainer invoice comments & history
- Add comment
- Delete a comment
- Update comment
purchase-order
- Create a purchase order
- List purchase orders
- Update a purchase order using a custom field's unique value
- Update a purchase order
- Get a purchase order
- Delete purchase order
- Update custom field in existing purchaseorders
- Mark a purchase order as open
- Mark as billed
- Cancel a purchase order
- Submit a purchase order for approval
- Approve a purchase order
- Email a purchase order
- Get purchase order email content
- Update billing address
- List purchase order templates
- Update purchase order template
- Get a purchase order attachment
- Add attachment to a purchase order
- Update attachment preference
- Delete an attachment
- List purchase order comments & history
- Add comment
- Update comment
- Delete a comment
- Reject Purchase Order
bills
- Create a bill
- List bills
- Update a bill using a custom field's unique value
- Update a bill
- Get a bill
- Delete a bill
- Update custom field in existing bills
- Void a bill
- Mark a bill as open
- Submit a bill for approval
- Approve a bill
- Update billing address
- List bill payments
- Apply credits
- Delete a payment
- Get a bill attachment
- Add attachment to a bill
- Delete an attachment
- List bill comments & history
- Add comment
- Delete a comment
- Convert PO to Bill
recurring-bills
- Create a recurring bill
- List recurring bills
- Update a recurring bill using a custom field's unique value
- Update a recurring bill
- Get a recurring bill
- Delete a recurring bill
- Stop a recurring bill
- Resume a recurring Bill
- List recurring bill history
vendor-credits
- Create a vendor credit
- List vendor credits
- Update vendor credit
- Get vendor credit
- Delete vendor credit
- Convert to open
- Void vendor credit
- Submit a Vendor credit for approval
- Approve a Vendor credit
- List bills credited
- Apply credits to a bill
- Delete bills credited
- Refund a vendor credit
- List refunds of a vendor credit
- Update vendor credit refund
- Get vendor credit refund
- Delete vendor credit refund
- List vendor credit refunds
- Add a comment
- List vendor credit comments & history
- Delete a comment
vendor-payments
- Create a vendor payment
- List vendor payments
- Update an vendor payment using a custom field's unique value
- Bulk delete vendor payments
- Update a vendor payment
- Get a vendor payment
- Delete a vendor payment
- List refunds of a vendor payment
- Refund an excess vendor payment
- Details of a refund
- Update a refund
- Delete a refund
- Email a vendor payment
- Get vendor payment email content
custom-modules
- Get Record List of a Custom Module
- Bulk Update Custom Module
- Create Custom Modules
- Delete Custom Modules
- Get Individual Record Details
- Update Custom Module
- Delete individual records
bank-accounts
- Create a bank account
- List view of accounts
- Update bank account
- Get account details
- Delete an account
- Deactivate account.
- Activate account
- Import a Bank/Credit Card Statement
- Get last imported statement
- Delete last imported statement
bank-transactions
- Create a transaction for an account
- Get transactions list
- Update a transaction
- Get transaction
- Delete a transaction
- Get matching transactions
- Match a transaction
- Unmatch a matched transaction
- Exclude a transaction
- Restore a transaction
- Categorize an uncategorized transaction
- Categorize as expense
- Uncategorize a categorized transaction
- Categorize a vendor payment
- Categorize as customer payment
- Categorize as credit note refunds
- Categorize as vendor credit refunds
- Categorize as Customer Payment refund
- Categorize as Vendor Payment refund
bank-rules
- Get Rules List
- Create a rule
- Get a rule
- Update a rule
- Delete a rule
chart-of-accounts
- Create an account
- List chart of accounts
- Update an account
- Get an account
- Delete an account
- Mark an account as active
- Mark an account as inactive
- List of transactions for an account
- Delete a transaction
journals
- Create a journal
- Get journal list
- Update a journal
- Get journal
- Delete a journal
- Mark a journal as published
- Add attachment to a journal
- Add comment
- Delete a comment
fixed-assets
- Create a fixed asset
- Get fixed asset list
- Update a fixed asset
- Get fixed asset
- Delete a fixed asset
- Get fixed asset history
- Get fixed asset's forecast depreciation
- Mark fixed asset as active
- Cancel fixed asset
- Mark fixed asset as draft
- Write off fixed asset
- Sell fixed asset
- Add a comment
- Delete a comment
- Create a fixed asset type
- Get fixed asset type list
- Update a fixed asset type
- Delete a fixed asset type
base-currency-adjustment
- Create a base currency adjustment
- List base currency adjustment
- Get a base currency adjustment
- Delete a base currency adjustment
- List account details for base currency adjustment
projects
- Create a project
- List projects
- Update a project using a custom field's unique value
- Update project
- Get a project
- Delete project
- Activate project
- Inactivate a project
- Clone project
- Assign users
- List Users
- Invite user
- Update user
- Get a Project User
- Delete user
- Post comment
- List comments
- Delete comment
- List invoices
tasks
- Add a task
- List tasks
- Update a task
- Get a task
- Delete Task
time-entries
- Log time entries
- List time entries.
- Delete time entries
- Update time entry
- Get a time entry
- Delete time entry
- Start timer
- Stop timer
- Get timer
users
- Create a user
- List Users
- Update a user
- Get an user details
- Delete a user
- Get current user
- Invite a user
- Mark user as active
- Mark user as inactive
items
- Create an Item
- List items
- Update an item using a custom field's unique value
- Update an item
- Get an item
- Delete an item
- Update custom field in existing items
- Mark as active
- Mark as inactive
locations
- Enable Locations
- Create a location
- List all locations
- Update location
- Delete a location
- Mark as Active
- Mark as Inactive
- Mark as Primary
currency
- Create a Currency
- List Currencies
- Update a Currency
- Get a Currency
- Delete a currency
- List exchange rates
- Create an exchange rate
- Get an exchange rate.
- Update an exchange rate
- Delete an exchage rate
taxes
- Create a tax
- List taxes
- Update a tax
- Get a tax
- Delete a tax
- Get a tax group
- Update a tax group
- Delete a tax group
- Create a tax group
- Create a tax authority [US and CA Edition only]
- List tax authorities [US Edition only]
- Update a tax authority [US and CA Edition only]
- Get a tax authority [US and CA Edition only]
- Delete a tax authority [US and CA Edition only]
- Create a tax exemption [US Edition only]
- List tax exemptions [US Edition only]
- Update a tax exemption [US Edition only]
- Get a tax exemption [US Edition only]
- Delete a tax exemption [US Edition only]
opening-balance
- Create opening balance
- Update opening balance
- Get opening balance
- Delete opening balance
integration
- Import a customer using the CRM account ID
- Import a customer using CRM contact ID
- Import a vendor using the CRM vendor ID
- Import an item using the CRM product ID
Schemas
- Schemas

Schemas

create-a-base-currency-adjustment-request

{
    "currency_id": "460000000000097",
    "adjustment_date": "2013-09-05",
    "exchange_rate": 1,
    "notes": " "
}