Financial document

Endpoints
Method
Endpoint
Description
POST
/v4/financial-document
​Create a financial document.​
GET
/v4/financial-document/:id
​Retrieve a financial document.​
PUT
/v4/financial-document/:id
​Update a financial document.​
DELETE
/v4/financial-document/:id
​Delete a financial document.​
GET
/v4/financial-document-templates
​Retrieve financial document templates.​
GET
/v4/financial-document-statuses/:templateId
​Retrieve financial document statuses.​
GET
/v4/financial-document/:id/draft-templates
​Retrieve financial document draft templates.​
POST
/v4/financial-document/:id/switch-template
​Switch financial document template.​
​

Retrieve file draft templates

Create a financial document

Last modified 4mo ago

Method	Endpoint	Description
POST	/v4/financial-document	Create a financial document.
GET	/v4/financial-document/:id	Retrieve a financial document.
PUT	/v4/financial-document/:id	Update a financial document.
DELETE	/v4/financial-document/:id	Delete a financial document.
GET	/v4/financial-document-templates	Retrieve financial document templates.
GET	/v4/financial-document-statuses/:templateId	Retrieve financial document statuses.
GET	/v4/financial-document/:id/draft-templates	Retrieve financial document draft templates.
POST	/v4/financial-document/:id/switch-template	Switch financial document template.