Uploads and attaches a specific file or document to an existing bill.

Uploads and attaches a file to a specific sales order.

Uploads and attaches a specific file to a selected invoice.

Generate a new bill record in your system to document an invoice received from your vendor.

Create a new contact using the specified details you provide.

Add a new contact person to an existing contact in your account.

Generates a new credit note document to record a refund or adjustment for a customer.

Create a new payment transaction in your connected payment system.

Creates a new sales order record for a specified customer in your system.

Add a new employee record specifically for managing an expense.

Generate a detailed cost estimate document for a selected customer.

Create a new expense entry and specify whether it is billable or non-billable.

Generate a new invoice for a specified customer in your account.

Create a new item in your selected database or list.

Permanently remove a selected bill from your records, unless the bill already has payments applied to it.

Permanently remove a selected contact from your contact list.

Permanently remove a specified contact person from your records.

Permanently removes the specified credit note from your account.

Permanently remove a specified payment from your records.

Deletes a selected sales order from your account, except for those that have already been invoiced.

Remove a specified employee record from your system.

Permanently remove a selected estimate from your account.

Permanently remove a specific expense record from your account.

Permanently remove an existing invoice from your account, unless the invoice has payments or credit notes applied, in which case it cannot be deleted.

Remove a specific payment that has been applied to an invoice.

Deletes the specified item, unless it is part of a transaction, in which case deletion is not allowed.

Download the PDF version of a specific invoice to your device.

Sends the sales order document directly to the customer's email address.

Send an invoice directly to the customer's email address.

Retrieve comprehensive information about a specific bill, including its status, amount, and related details.

Retrieve comprehensive information about a specific contact.

Retrieve comprehensive information about a specific contact person, including their personal and contact details.

Retrieves detailed information about a specific credit note you select.

Retrieve detailed information about a specific payment that has already been made.

Retrieve comprehensive information about a specific sales order.

Retrieve comprehensive information about a specific employee, including their personal and job-related details.

Retrieve comprehensive information about a specific estimate, including its line items, amounts, and status.

Retrieve detailed information about a specific expense.

Retrieves detailed information about a specific existing item.

Retrieve comprehensive information about a specific invoice, including its status, amount, and associated customer details.

Retrieve a complete list of all bills from your account.

Retrieve a list of all contact persons from your account.

Retrieve a complete list of all contacts from your account.

Retrieves a complete list of all credit notes in your account.

Retrieve a detailed list of all payments that have been processed for a specific customer.

Retrieve a paginated list of employees from your account.

Retrieve a list of all estimates from your account.

Retrieve a complete list of all recorded expenses from your account.

Retrieve a detailed list of all payments that have been applied to a specific invoice.

Retrieve a complete list of all invoices from your account.

Retrieve a list of all currently active items from your account.

Retrieve a complete list of all sales orders from your account.

Executes a custom API request to the selected service using your authorized account.

Changes the status of a draft sales order to "open," making it active and ready for further processing.

Change the status of a previously voided invoice back to draft.

Change the status of an inactive item to active.

Change the status of a currently active item to inactive.

Send an email reminder to your customer about an unpaid invoice, but only if the invoice is currently open or overdue.

Update the details of an existing bill. To remove a specific line item from the bill, simply exclude it from the line_items list when updating.

Update the details of an existing contact. To remove a contact person, simply delete them from the contact_persons list.

Update the details of an existing contact person in your database.

Updates the details of a specified credit note in your account.

Modify the details of an existing payment record.

Updates the details of an existing sales order; to remove a line item from the order, simply omit it from the line_items list when updating.

Update the details of an existing estimate, including modifying or removing line items by omitting them from the line_items list.

Modify the details of an existing expense record.

Modify the details of a previously created invoice.

Update the information or properties of a specific item in your system.

Marks a specific sales order as void, indicating that it is canceled and will not be processed further.

Changes the status of a selected invoice to "void," and automatically removes any linked payments and credits from the invoice, returning them to the customer's available credits.

Triggers when a new bill is created or updated in your account.

Monitors and retrieves new or updated customer records.

Triggers when a new estimate is created or updated.

Triggers when a new expense is created.

Triggers when a new invoice is created.

Monitors and detects when a new item is added or an existing item is updated.

Triggers when a new customer payment is received.

Triggers when a new purchase order is added to your system.

Triggers when a sales order progresses through a specified workflow stage.