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Schema
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API Key
1
Approval Workflow Models
5
Approval Workflows
3
Bank accounts
5
Bank Transactions
5
Bill Payments
3
Bills
10
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1
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5
Cash Matching
3
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5
Chart of Accounts
7
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4
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3
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15
Credit Memos
8
Customer Families
8
get
/customer-families
Lists all customer families
post
/customer-families
Creates a customer family
get
/customer-families/{customer_family_id}
Retrieves a customer family
delete
/customer-families/{customer_family_id}
Dissolves a customer family
patch
/customer-families/{customer_family_id}
Renames a customer family
get
/customer-families/{customer_family_id}/members
Lists the members of a customer family
post
/customer-families/{customer_family_id}/members
Adds members to a customer family
delete
/customer-families/{customer_family_id}/members/{customer_id}
Removes a member from a customer family
Customer Payments
2
Customers
9
Draft Contract Documents
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5
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6
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3
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5
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2
Tax rates
1
Vendor Credit Applications
1
Vendor Credits
5
Vendors
5
Webhooks
Webhooks
23
Customer Families
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Changes to Renames a customer family
patch
/customer-families/{customer_family_id}
Nov 3, 2026
c393d0102005
Revision changes
info
endpoint added