List invoices for a business with optional filtering

Get detailed information about a specific invoice

Create a new invoice

Update an existing invoice

Delete an invoice (must be in DRAFT status)

Send an invoice to the customer via email

Approve a draft invoice

Mark an invoice as sent (without actually sending email)

List payments received for a specific invoice

Record a payment received for an invoice

List all customers for a business

Get detailed information about a specific customer

Create a new customer

Update an existing customer

Delete a customer (only if they have no invoices)

Search customers by name or email

List all products and services for a business

Get detailed information about a specific product or service

Create a new product or service

Update an existing product or service

Delete (archive) a product or service

List all accounts in the chart of accounts

Get detailed information about a specific account

Create a new account in the chart of accounts

Update an existing account

List transactions for a business with filtering options

Get detailed information about a specific transaction

Create a new transaction

Update an existing transaction

Categorize/recategorize a transaction to a different account

List attachments (receipts, documents) for a transaction

List bills (accounts payable) for a business

Get detailed information about a specific bill

Create a new bill

Update an existing bill

List payments made for a specific bill

Record a payment made for a bill

List estimates (quotes) for a business

Get detailed information about a specific estimate

Create a new estimate (quote)

Update an existing estimate

Send an estimate to the customer via email

Convert an approved estimate into an invoice

List all sales taxes configured for a business

Get detailed information about a specific tax

Create a new sales tax

List all businesses accessible with the current access token

Get detailed information about a specific business

Get the currently active business (if businessId is set globally)

Generate a Profit & Loss (Income Statement) report

Generate a Balance Sheet report

Generate an Aged Receivables (A/R Aging) report

Generate a tax summary report for a date range

Generate a cashflow statement for a date range