Select the Business for which you would like to look for a New Staff Member.

Select the Business for which you would like to Add a Payment to an Invoice.

Defaults to "Check" if left blank.

Select the Business for which you would like to Create an Estimate.

Date estimate was created, YYYY-MM-DD format.

User specified and visible estimate ID. Maximum length of 10 characters.

Name of organization being estimated.

First name of client on estimate.

Last name of client on estimate.

Three-letter currency code for estimate.

Two-letter language code, e.g. "en".

First line of address on estimate.

Post office box number for address on estimate.

Associated estimate number. 0 if none.

User ID of the user who sent the estimate, typically 1 for admin.

Name for the estimate line item(s). To add multiple line items,

Description for the estimate line item(s).

Type for estimate line item, 0 for normal estimate line.

Quantity of the estimate line unit, multiplied against the unit cost.

Unit cost amount, to two decimal places.

Three-letter currency code.

Name for the first tax on the estimate line.

First tax amount, in percentage, up to 3 decimal places.

Name for the second tax on the estimate line.

Second tax amount, in percentage, up to 3 decimal places.

Select the Business for which you would like to Create an Invoice.

Like USD, CAD, etc.

Please choose a date for this invoice. If left blank, the current date will be used.

Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.

Is this invoice paid.

Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.

Public note about discount.

Reference number for address on invoice.

Two-letter language code, e.g. "en".

Select the Business for which you would like to Create an Invoice.

String amount of the income, to two decimal places.

Three-letter currency code for amount.

Amount of the tax, to two decimal places.

Name of the tax.

The date the income was received, YYYY-MM-DD format.

Optional type of payment made. "Check", "Credit", "Cash", etc.

E.g. Shopify, Etsy, Farmers' Market

Select the Business for which you would like to create a recurring invoice.

Like USD, CAD, etc.

Please choose a date for this invoice. If left blank, the current date will be used.

Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.

Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.

Public note about discount.

Reference number for address on invoice.

Two-letter language code, e.g. "en".

How often to send the invoice.

Select the Business for which you would like to Send an Estimate.

Notice this field takes plain-text only.

Select the Business for which you would like to Create a Client.

Select Yes if you would like to create the client if they do not exist in the system.

The date the credit note is created for.

Select the Business for which you would like to Find a Customer.

Choose a field to search upon.

Select the Business for which you would like to Create a Client.

Choose a field to search upon.

The date the credit note is created for.

Choose the form you'd like to watch for new entries.

Choose the form you'd like to watch for new entries.

Choose the form you'd like to send this new entry to.

Select the Business for which you would like to look for a new payment.

Select the Business for which you would like look for a new expense

Select the Business for which you would like to Create a Client.

The date the credit note is created for.

Select the Business for which you would like to Create an Expense.

Tax1 amount for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Percent Tax1 Amount will not be used in favor of Tax1 Percent

Tax1 percent for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Amount Tax1 Percent will be used to calculate amount

Required if there is a Tax1 Amount

Tax amount for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Percent Tax2 Amount will not be used in favor of Tax2 Percent

Required if there is a Tax2 Amount

Tax2 percent for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Amount Tax2 Percent will be used to calculate amount

Required if Tax2 is used, is Tax2 a compound tax?

Note of percent to mark expense up.

Select the Business for which you would like to Create an Invoice PDF.

Select the Invoice for which you would like to create a PDF.

Select the Business for which you would like to Create a Project.

Fixed price used for flat rate projects

Hourly rate for hourly projects.

Select the Business for which you would like to Create an Expense.

Duration of the time entry in seconds. Decimal values will result in an error

Select the Business for which you would like to Send an Invoice.

Notice this field takes plain-text only.

Select the Business for which you would like to Update an Invoice.

This will only be used if Create if Invoice Does Not Exist is yes.

Select Yes if you would like to create the invoice if it does not exist in the system.

Select Yes if you would like to append line items on update. Default is to replace line items on update

Like USD, CAD, etc.

Adds days to assigned date to set due date. Due date will be the date of issue if left blank.

Enter the full invoice number.

Select the Business for which you would like to Find an invoice.

Choose a field to search upon.

If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".

Select the Business for which you would like to Create an Invoice.

Choose a field to search upon.

If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".

Like USD, CAD, etc.

Please choose a date for this invoice. If left blank, the current date will be used.

Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.

Is this invoice paid.

Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.

Public note about discount.

Reference number for address on invoice.

Two-letter language code, e.g. "en".

Though not required, this will help us pull down the associated fields and more accurately parse file and date fields.

Choose the form you'd like to send this new entry to.

Choose the field to perform the search upon.