Adds a new line item to an existing invoice or bill.

Adds a new item or entry to an existing proposal.

Creates a new cash deposit transaction in your account.

Creates a new contact using the basic information you provide.

Creates a new draft invoice for you. After creating the draft, you can easily add bill lines and finalize the invoice later using the “Update Bill Progress” module.

Creates a new firm using the default set of properties you provide.

Adds a new lead to your system, helping you keep track of potential customers or contacts.

Creates a new product using the basic details you provide.

Creates and submits a brand new proposal for you.

Retrieves comprehensive details about a specific contact.

Retrieves comprehensive details about a specific firm.

Retrieves comprehensive details about a specific invoice.

Retrieves comprehensive details about a specific lead.

Retrieves comprehensive details about a specific product for a customer.

Retrieves comprehensive details about a specific proposal.

Retrieves a PDF file of a specific proposal.

Retrieves a PDF file of a specific invoice.

Allows you to make a custom API request to any authorized endpoint, giving you flexibility to interact with features not covered by other modules.

Returns a list of contacts that match your specified search criteria, helping you quickly find the people you need.

Returns a list of companies that match your specified search criteria.

Retrieves a list of invoices for a selected time period and/or for a specific customer.

Returns a list of leads that match the specified party name, helping you quickly find relevant contacts.

Returns a list of products that match your specified search criteria, helping you quickly find the items you're looking for.

Retrieves a list of proposals that match your specified time period and keyword search criteria.

Updates the details of an existing contact.

Updates the details of an existing firm.

Updates the details of an existing product.

Updates the status or progress of a selected invoice, helping you keep track of its current stage.

Updates the progress status of a specific proposal, helping you keep track of its current stage.