department to which the contact person belongs

designation of the contact person in the organisation

option to enable or disable portal access the contact person

Update details of an existing contact person

contact_person_id

contact_id

Mark a contact person as primary for contact

Exemption certificate number of the custome

Used to group like customers for exemption purposes

Person/Individual who represents a company

Two letter country code for the customer country, if your customer is not in US

Custom fields or additional fields for the contact

15 digit GST identification number of the customer/vendor

Choose whether the contact is GST registered/unregistered/consumer/overseas

Boolean to track the taxability of the customer

language of a contact. allowed values de,en,es,fr,it,ja,nl,pt,sv,zh

Commennts about the payment made by the contact

Customer's shipping address to which the goods must be delivered

ID of the tax or tax group that can be collected from the contact

12 digit Tax Registration number of a contact with Tax treatment as home_country_mexico, border_region_mexico, non_mexico

contact_name

company_name

Search contacts by first name of the contact person

first_name

Search contacts by last name of the contact person

first_last_name

Search contacts by any of the address fields

address

Search contacts by email id of the contact person

email

Search contacts by phone number of the contact person

phone

filter_by

search_text

sort_column

zcrm_contact_id

zcrm_account_id

Person/Individual who represents a compan

View the list of all client reviews for a particular contact


View the details of a particular client review


comment_id

A short note on the purpose/reason for the credit note

Enable automated payment reminders for a contact


Disable automated payment reminders for a contact


Array of email addresses of the recipients to be CC'd.

Files to be attached along with the statement

Boolean to trigger the email from the organization's email address

If start_date and end_date are not given, current month's statement will be sent to contact

Array of email addresses of the recipients

Get the mail content of a contacts billing statement


start_date

end_date

Files to be attached to the email. It has to be sent in multipart/formdata

Add an additional address for a contact using the arguments below


Country of the customer’s billing address

State of the customer’s billing address

Zip code of the customer’s billing address

Get addresses of a contact including its Shipping Address, Billing Address and other additional addresses

Edit the additional address of a contact using the arguments below


address_id

Delete the additional address of a contact


 Exemption certificate number of the customer

A tax code is a unique label used to group Items

Contact Persons associated with the credit note

Customer ID of the customer for whom the credit note is raised

Exchange rate for the currency associated with the customer

GST identification number of the customer

Set to true if you need to provide your own credit note number

Place where the goods/services are supplied to

Reference number generated for the payment

Unique ID of the creditnote template used

Terms & condition to be displayed in the credit note

(Optional) VAT treatment for the credit notes

creditnote_number

date

status

total

reference_number

Name of the customer to whom the credit note is raised

customer_name

item_name

customer_id

item_description

 Search credit notes by credit note number or customer name or credit note reference number

creditnote_id

Export credit note pdf with default print option

print

You can get credit note details as json/pdf/html

accept

The email IDs that have to be copied when the credit note is to be mailed

The email IDs to which the credit note is to be mailed

To mark a credit note as invalid/nullify it content

Updates the billing address for an existing credit note alone

Updates the shipping address for an existing credit note alone

Update the pdf template associated with the credit note

template_id

List of invoices used for a credit redemption

List invoices to which the credit note is applied

creditnote_invoice_id

Get history and comments of a credit note

List all refunds of an existing credit note

creditnote_refund_id

The format for the currency to be displayed

Filter currencies excluding base currency

currency_id

Create an exchange rate for the specified currency

Date from when the currency will be in effect

Rate of exchange for the currency with respect to base currency

List of exchange rates configured for the currency

from_date

To return the exchange rate only if available for current date

is_current_date

Sorts the exchange rate according to this column

Update the details of exchange rate for a currency

exchange_rate_id

Get the details of an exchange rate that has been asscoiated to the currency

Delete an exchange rate for the specified currency

Customer ID of the customer involved in the payment

List of invoices associated with the payment

List all the payments made by your customer

amount

notes

payment_mode

Search payments by reference number or customer name or payment description

payment_id

Refund the excess amount paid by the customer

customer_payment_id

Exchange rate for the currency used in the invoices and customer's currency

List all the refunds pertaining to an existing customer payment

refund_id

Obtain details of a particular refund of a customer payment

Delete refund pertaining to an existing customer payment

Exemption certificate number of the customer

A tax code is a unique label used to group Items (products, services, or charges) together

Array of contact person(s) for whom estimate has to be sent.

15 digit GST identification number of the customer

Ignore auto estimate number generation for this estimate

Used to specify how the discount has to applied

Used to specify whether the line item rates are inclusive or exclusive of tax

The notes added below expressing gratitude or for conveying some information

Send the estimate to the contact person(s) associated with the estimate

ID of the tax or tax group applied to the estimate

Enlist the terms & conditions for estimate

zcrm_potential_id

Update an existing estimate. To delete a line item just remove it from the line_items list

estimate_id

Get the details of a particular estimate in formats such as json/ pdf/ html

Mark a sent estimate as accepted if the customer has accepted it

Mark a sent estimate as declined if the customer has rejected it

Email an estimate to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.

Array of email addresses of the recipients to be CC'd

Get the email content based on a specific email template

email_template_id

Send estimates to your customers by email. Maximum of 10 estimates can be sent at once

Comma separated estimate ids which are to be emailed

Maximum of 25 estimates can be exported in a single pdf

estimate_ids

Export estimates as pdf and print them. Maximum of 25 estimates can be printed

Updates the billing address for this estimate alone

City of the Billing address of the contact

State of the Billing address of the contact

Updates the shipping address for this estimate alone

Update the pdf template associated with the estimate

Boolean to show the comments to contacts in portal

Get the complete history and comments of an estimate

Update an existing comment of an estimate.

List expense categories along with pagination

category_id

Update an expense category status as active

Update an expense category status as inactive

This is the ID of the tax applied in case

To specify if tax can be reclaimed for this mileage expense

Distance travelled for a particular mileage expense

End reading of odometer when creating a mileage expense

Engine capacity range for a particular mileage expense

Fuel type for a particular mileage expense

15 digit GST identification number of the vendor

Mileage rate for a particular mileage expense

ID of the project associated with the customer

Place from where the goods/services are supplied

Start reading of odometer when creating a mileage expense

Vehicle type for a particular mileage expense

description

account_name

Search expenses by account name or description

expense_id

employee_id

Boolean to check if partial payments are allowed

The IDs of the contact person associated with the contact

ID of the customer to whom the invoice is created

Ignore auto invoice number generation for this invoice

The notes added below expressing gratitude

Used to override the default payment terms label

Unique ID of the projet associated to an invoice

Send the invoice to the contact person(s) associated with the invoice

ID of the pdf template associated with the invoice

The terms added below expressing gratitude

(Optional) VAT treatment for the invoices

invoice_id

Send the invoice attachment a with the email

Contacts to whom email or snail mail has to be sent