Documents
Documents — 30 endpoints.
Create and issue a document in one call
POST /documents/issue
Get all documents with filtering and pagination
GET /documents
Create a new document
POST /documents
List clients with creditable tax invoices
GET /documents/creditable-clients
List clients that have documents
GET /documents/document-clients
Open customer credit balance (יתרת זכות ללקוח) — money received that is not yet applied to an invoice
GET /documents/customer-credit
Get a document by ID
GET /documents/id
Update a document
PATCH /documents/id
Soft delete a document
DELETE /documents/id
Get payment summary for a document
GET /documents/id/payment-summary
Close a document with a reason-driven accounting treatment
POST /documents/id/close
Reverse a previously closed document (בטל סגירה)
POST /documents/id/close/reverse
[DEPRECATED] Reopen a closed document (restore outstanding balance)
PATCH /documents/id/reopen
Add allocation number to an issued document
PATCH /documents/id/allocation
Duplicate a document
POST /documents/id/duplicate
Convert document to another type
POST /documents/id/convert
Create receipt for invoice (with auto-inherited line items)
POST /documents/id/receipts
Get linked documents (parent and children)
GET /documents/id/linked
Get allowed conversion targets for a document
GET /documents/id/allowed-conversions
Create a public share link for a document
POST /documents/id/share
Send document via email with branded template
POST /documents/id/share/email
Send document via SMS
POST /documents/id/share/sms
Send document via WhatsApp
POST /documents/id/share/whatsapp
Get share history for a document
GET /documents/id/share/logs
Get receipts available to link to this document
GET /documents/id/available-receipts
Link receipts to this document
POST /documents/id/link-receipts
Unlink a receipt from this document
DELETE /documents/id/unlink-receipt/receiptId
Count documents matching the export scope/filters (+ their total)
POST /documents/export/count
Export documents (ZIP / Excel / CSV) for download
POST /documents/export
Email the client a secure download link for the export
POST /documents/export/send-email