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

Document PDFs

Document PDFs — 4 endpoints.

Preview document PDF in browser (with DRAFT watermark for non-finalized documents)

GET /documents/documentId/pdf/preview

Invalidate PDF cache for this document

POST /documents/documentId/pdf/invalidate-cache

Generate multiple PDFs in batch

POST /documents/documentId/pdf/batch

Create secure share link for document PDF

POST /documents/documentId/pdf/share-link

Document Finalization & Payments

Document Finalization & Payments — 25 endpoints.

Document Templates

Document Templates — 9 endpoints.