Bookkeeping
Documents, entries, headers, and accounts are different resources.
The mistake this page exists to prevent: treating a document, a header, and a sales invoice as the same object. They are three resources. Writes are the POST, PUT, and PATCH operations in the reference. Nothing on this page posts a journal for you.
Which read to call
| You need | Call |
|---|---|
| Vouchers for a business | Documents - List GET /v1/business/{business_slug}/document/ |
| One voucher | Document - Retrieve |
| Lines on that voucher | Entries - List GET .../document/{document_id}/entry/ |
| Journal headers | Headers - List GET /v1/business/{business_slug}/header/ |
| Chart of accounts | Accounts - List |
| An invoice you issued | Sales Invoices - List, not the document list |
document_id comes from the document list or create response. account_id comes from the account list. Do not swap them.
Writes
Document - Create and Account - Create take the bodies on those pages. Send Idempotency-Key on POST when a retry must not create a second resource. See Idempotency.
Locking, flagging, and attaching files are separate POSTs under /document/{document_id}/action/.... They are not fields on the create body. Read each reference page before you call it.
Creating a document does not create a sales invoice. Sending an invoice is Sales Invoice - Send.