Introduction Quickstart Build with AI

Accounting - Financial Reports Accounting - VAT Reports Addresses Bank Reconciliation Banking Billing Business Analytics Business Meta Businesses Card Clearing Certificates Client Branches Client Contacts Client Payment Cards Client Statistics Clients CRM - Call Logs CRM - Client Profile CRM - Communication CRM - Dashboard CRM - Deals CRM - Lifecycle CRM - Meetings CRM - Notes CRM - Pipelines CRM - Reminders CRM - Tasks CRM - Templates CRM - Timeline Customer Ledger Document Finalization & Payments Document PDFs Document Templates Document Types Documents Expense Exports Expense Inbox Expense Management Expense OCR Expenses Inventory - Counts Inventory - Product Categories Inventory - Stock Inventory - Stock Movements Inventory - Warehouses Mandates (Standing Orders)Notification Preferences Notifications Partner — API Keys Partner — Branding Partner — Clients Partner — Cross-Merchant Partner — Documents Partner — Email Settings Partner — Me Partner — Merchants Partner — Webhooks Payment Links Payment Pages Payment Pages Analytics Payment Terminals Payment Terms Product Import Products Projects reports SMS Supplier Advances Suppliers Tags Tax Authority - VAT Report 874 Tax Authority Export Tax Authority Integration Transaction Fees Tranzila Registration Webhooks

Client Payment Cards

Client Payment Cards — 5 endpoints.

List a client's active saved cards

GET /clients/clientId/cards

Save a new card the client tokenized via Hosted Fields

POST /clients/clientId/cards

Mint a Hosted-Fields handshake to add a new card

POST /clients/clientId/cards/handshake

Set a card as the client's default (pre-selected on charge)

POST /clients/clientId/cards/tokenId/default

Remove (soft-revoke) a saved card

DELETE /clients/clientId/cards/tokenId

Client Contacts

Client Contacts — 5 endpoints.

Client Statistics

Client Statistics — 3 endpoints.