API-v1
Add validation codes fields to sequences endpoints, and atcud fields to documents endpoints.
Add possibility to configure account credentials, when updating an account.
New endpoint: register sequences.
Add payment_days and tax_exemption_code to clients.get endpoint. Check clients.get for details.
Documents in draft state can be downloaded as PDFs.
Info about request limits can be found here.
Add inverted_sequence_number to document responses. This param returns the sequence number in the following format (serie/number), e.g. A/1. Please refer to the documentation.
Added saft hash element on get document endpoint. Please refer to the documentation. Saft hash is the four letter code associated with a document, that must be present when printed.
Documents can be download as second copy. Please refer to the documentation.
Add logo parameter on send document by email. Please refer to the documentation.
Serie is optional on partial payment endpoint. Check invoices.partial_payment for details.
Partial payment endpoint return receipt data on body response. Check invoices.partial_payment for details.
Make partial payments for documents. Check invoices.partial_payment for details.
Invoices can now be filtered when listing them. Check invoices.list for details.
Estimates can now be filtered when listing them. Check quotes.list for details.
Guides can now be filtered when listing them. Check transport-guides.list for details.
Purchase Orders can now be filtered when listing them. Check purchase-orders.list for details.
New endpoint to archive a document. Check invoices.archive for details.
New endpoint to unarchive a document. Check invoices.unarchive for details.
New endpoint to update an account. Check accounts.update for details.
New endpoint to suspend an account. Check accounts.suspend for details.
New endpoint to activate an account. Check accounts.activate for details.
New endpoint to get subscription and plan data for an account. Check accounts.stats for details.
New endpoint to get account data. Check accounts.get for details.
Sequences allow JSON requests.
Set a sequence as the default sequence.
Added city field to client data.
Taxes allow JSON requests.
Added a new endpoint to get related documents for an invoice. Check Related documents for details.
Added a new endpoint to get related documents for a simplified invoice. Check Related documents for details.
Added a new endpoint to download PDFs. Check Generate PDF for more details.
Added a new endpoint to create accounts. Check Accounts for more details.
Added API for Invoice Receipts.
Added API for Transport Guides, Shipping Guides and Devolution Guides.
Added API for Quotes, Proformas and Fees Notes.
Simplified invoices now have the same state machine as invoices (you need to finalize and settle).
When changing state to settled, a new receipt will be created.
Added endpoint to retrieve related documents.
Added API for simplified invoices (Portugal only).
Added a permalink element when getting all types of documents.
It’s now possible to handle clients via a code.
Added a new endpoint to find clients by code.
Added several endpoints to allow creating documents for a specific client. Please check the new client functions.
Added top debtors endpoint. Check documentation here
Added quarterly-results endpoint. Check documentation here ] Changed top clients endpoint response. Check documentation here
Authentication documentation re-written.
Added clients/find-by-name endpoint. Please refer to the documentation for more details.
Added login endpoint which accepts current login and password for a user, and it returns all the accounts that belong to him respectively. Please refer to the documentation for more details.
Added client invoices endpoint which accepts the client id and a filter, and returns all the invoices filtered for that client. Please refer to the documentation for more details.
Dashboard charts data can now be obtained via API. Please refer to the documentation to see how it works.
Credit notes can now be managed via API. Please refer to the documentation to see how it works. Special note for credit_notes.list which allows page and per_page optional params.
Debit notes can now be managed via API. Please refer to the documentation to see how it works. Special note for debit_notes.list which allows page and per_page as optional params.
Minor typos fixed on the documentation.
Added page and per_page option to users.list. Please refer to the documentation.
Cash invoices can now be managed via API. Please refer to the documentation to see how it works. Special note for cash_invoices.list which allows page and per_page as optional params.
Added invoice timeline when requesting a particular invoice. Invoice timeline includes all the events that occured. You can check when and who created it. This can be obtained via invoices.get. Please refer to invoices.get for more details. All other types of invoice documents will inherit this behaviour when they are available.
MB reference can now be activated upon creating or updating an invoice via API. When an invoice is finalized, the MB reference is generated and included on the invoices.get response. All other types of invoice documents will inherit this behaviour when they are available. This option is only available for accounts which have CompraFacil enabled.
Added endpoint to view accounts which are associated with the user making the API request. Please refer to the documentation for more details.
Added endpoint to change current account. Please refer to the documentation for more details.
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