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 Templates

Document Templates — 9 endpoints.

List all templates for business

GET /templates

Create new template

POST /templates

Get template by ID

GET /templates/id

Update template (creates new version)

PUT /templates/id

Soft delete template

DELETE /templates/id

Duplicate an existing template

POST /templates/id/duplicate

Set template as default for document types

POST /templates/id/set-default

Get version history of template

GET /templates/id/versions

Upload image asset for template

POST /templates/assets/upload

Document PDFs

Document PDFs — 4 endpoints.

Document Types

Document Types — 1 endpoint.