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Create Contact

Add a new customer or vendor to your Quaderno account so you can track invoices, expenses, and business relationships in one place.

List Contacts

Retrieve and filter your customer contact list by name, email, or tax ID to find specific contacts quickly. Useful for managing your customer database and organizing contact information.

Delete Contact

Permanently removes a contact from your Quaderno account. Use this when you need to clean up outdated customer records or remove contacts that are no longer relevant to your business.

Retrieve Contact

Fetch complete details of a customer or vendor contact using their unique ID, including their name, address, tax information, and communication details. Use this to verify contact information before creating invoices, quotes, or managing transactions.

Retrieve Contact by Processor ID

Retrieve a contact's details using their payment processor customer ID and gateway name instead of Quaderno's internal ID. This is useful when you have external payment system references but need to access Quaderno contact information.

Update Contact

Modify an existing contact's information in Quaderno, including their name, address, email, and tax details. This helps you keep your customer and vendor records accurate and up-to-date.

Create Coupon

Creates a new discount coupon in Quaderno that you can apply to customer invoices, supporting either percentage-based or fixed-amount discounts.

Delete Coupon

Permanently remove a coupon code from your Quaderno account once it's no longer needed or has been used. This action cannot be reversed, so ensure you have the correct coupon before deleting.

List Coupons

Retrieve all your active and inactive coupons to view discount codes you've created, sorted by the most recently added first.

Retrieve Coupon

Fetch detailed information about a specific coupon including its discount amount, redemption limits, and expiration date to verify coupon validity and track usage.

Update Coupon

Modify an existing coupon's properties such as discount amount, name, or redemption limits to adjust your promotional offers without creating new coupons.

Deliver Credit Note

Automatically sends a credit note to your customer's email address with a PDF attachment, confirming the refund or credit amount they're entitled to receive.

List Credits

Retrieve all credit notes from your Quaderno account with optional filters for search terms, dates, status, or payment processor. Use this to track refunds, discounts, and adjustments issued to your customers.

Retrieve Credit Note

Fetch the complete details of a specific credit note to access refund information, amounts, and status for your accounting records.

Update Credit Note

Modify an existing credit note to update details like metadata, tags, notes, billing address, or attach supporting documents.

Void Credit Note

Cancels an existing credit note in your accounting system, removing its effect from your financial records. Use this when a credit note was issued in error or needs to be reversed.

Create Estimate

Generate a professional quote or cost estimate for your clients that includes itemized services or products with calculated totals. This helps you present pricing proposals and track estimate history directly within your billing system.

Delete Estimate

Permanently removes an estimate from your Quaderno account when it's no longer needed or was created in error. This action cannot be undone and immediately deletes the estimate record.

Deliver Estimate

Sends a finalized estimate to your customer's email address so they can review your pricing and proposal before making a purchase decision. This helps you get quick approval and move projects forward.

Get Estimate

Retrieve the complete details of an estimate including line items, amounts, and customer information to review before sending or converting it to an invoice.

List Estimates

Retrieve all your estimates from Quaderno with optional filtering by contact, status, or date range to quickly find specific quotes or track proposal activity.

Update Estimate

Modify an existing estimate in Quaderno to update details such as notes, line items, payment information, or customer contact details without recreating the entire estimate.

Create Evidence

Create location evidence records for your customers to establish tax compliance documentation, capturing billing country, IP address, or bank location details for regulatory requirements.

List Evidence

Retrieve all location evidence records to verify compliance and document jurisdiction information for your tax obligations, optionally filtered by status or related documents.

Retrieve Evidence

Fetches detailed information about a specific evidence record, including location proofs and verification data needed for tax compliance and audit trails. Use this to review the exact location and payment details associated with a transaction or customer.

Update Evidence

Modify tax compliance evidence records such as billing location, IP address, and bank country details to keep your tax documentation accurate and up-to-date.

Create Expense

Records a business expense in Quaderno by capturing supplier or vendor payments along with itemized details and supporting documents. This helps you track spending and maintain accurate financial records for accounting and tax purposes.

List Expenses

Retrieve all your business expenses from Quaderno with pagination support, organized from newest to oldest. This helps you track spending, review transaction details, and manage your financial records efficiently.

Add Expense Payment

Records a payment received for an existing expense in Quaderno, tracking the amount and payment method to keep your expense records up-to-date.

Delete Expense

Permanently removes an expense record from your Quaderno account that was created in error or is no longer needed. This action cannot be undone and helps keep your financial records accurate.

Retrieve Expense

Fetch detailed information about a specific expense including amounts, dates, and categorization. Useful for verifying expense details, reconciling accounts, or gathering information needed for reporting and analysis.

Update Expense

Modify key details on an existing expense record, such as adding notes, updating payment information, or organizing expenses with tags. Use this to keep your expense records current and organized without recreating entries.

Create Invoice

Generate a professional invoice in Quaderno for billing customers on products or services, receiving a complete invoice record with PDF and payment details.

List Invoices

Retrieve all your invoices from Quaderno with flexible filtering options to find specific invoices by number, customer, date range, or payment status.

Record Invoice Payment

Records a payment against an invoice to update its status and track cash received from customers. This keeps your financial records accurate and up-to-date as payments arrive.

Deliver Invoice

Sends a finalized invoice directly to your customer's email address, ensuring they receive professional billing documentation automatically. This streamlines your invoicing workflow by eliminating manual email steps.

Mark Invoice Uncollectible

Write off an invoice that cannot be collected, removing it from your active receivables and recording it as a business loss for accounting purposes. This helps you maintain accurate financial records when a customer payment is unlikely to be recovered.

Remove Invoice Payment

Deletes a payment record that was incorrectly applied to an invoice, allowing you to correct payment entries and maintain accurate financial records.

Retrieve Invoice

Fetch complete details of a specific invoice including line items, tax information, and payment status. Use this to verify invoice information, track payment records, or gather data for your accounting reports.

Update Invoice

Modify specific details on an existing invoice such as notes, payment information, tags, and billing address without recreating it. This is useful for keeping invoice records accurate and adding administrative details after initial creation.

Create Product

Add a new product to your Quaderno inventory with pricing, tax details, and SKU information so you can quickly include it in invoices and expenses. This streamlines your billing process by pre-configuring products rather than entering details manually each time.

Delete Product

Permanently removes a product from your catalog by ID. Use this when you need to discontinue items or clean up your product list.

List Products

Retrieve all products and services from your Quaderno account with optional filtering by name or SKU to quickly access your complete product catalog and pricing information.

Retrieve Product

Fetches detailed information about a specific product stored in your Quaderno account, including pricing, tax classification, and other product attributes. Use this to verify product details before creating invoices or managing your product catalog.

Update product

Modify product details like name, price, or description in your catalog without affecting other product information. Use this to keep your inventory accurate and up-to-date as your business evolves.

Create Receipt

Creates a receipt in Quaderno to document and record a payment transaction, providing you with a receipt number, PDF, and shareable link for your records and customer delivery.

Deliver Receipt

Automatically sends a receipt to your customer's email address with a PDF attachment, helping you provide instant proof of payment without manual effort.

List Receipts

Retrieve all receipts from your Quaderno account with flexible filtering options to find specific transactions by date, customer, or payment status. Use this to quickly access payment records for reporting, auditing, or responding to customer inquiries.

Retrieve Receipt

Fetch complete details of a specific receipt by its ID to access line items, amounts, taxes, and payment information for verification or record-keeping purposes.

Create Report Request

Request generation of tax summaries, invoice lists, or credit note reports for a specified date range, with results available for download once processing completes.

List Reporting Requests

Retrieve all reporting requests for your account including their current processing status and download links for completed reports. Use this to track report generation progress and access finished reports when ready.

Retrieve Reporting Request

Check the status of a report generation request and obtain the download URL once the report is ready for retrieval.

Create Recurring

Set up automatic recurring invoices in Quaderno that generate on a schedule, enabling you to bill customers regularly without manual intervention.

Delete Recurring

Permanently remove a recurring invoice or subscription from your Quaderno account when you no longer need to bill a customer on a regular schedule.

List Recurrings

Retrieve all your recurring billing documents such as invoices, expenses, or estimates that automatically generate at set intervals, helping you manage your ongoing payment workflows.

Retrieve Recurring

Fetch detailed information about a recurring invoice or subscription by its ID, including billing schedule, amount, and customer details.

Update Recurring

Modify subscription details, billing information, line items, or recurring schedules for existing recurring documents in Quaderno without affecting unspecified fields.

Get Authorization

Verify your Quaderno account is properly connected and retrieve your account credentials to confirm API access is working correctly.

List Sessions

Retrieve your Quaderno checkout sessions with filtering and pagination options to view transaction history and session details. Use this to track and manage customer checkout activities across your business.

Ping API Service

Verifies that your Quaderno account is connected and the API service is functioning properly, helping you diagnose connection issues before processing payments or invoices.

Calculate Tax Rate

Determines the applicable tax rate for a specific address and transaction type so you can accurately calculate taxes before creating an invoice or processing a transaction.

Create Tax ID

Register your business's tax identification number (such as VAT) in a specific tax jurisdiction to ensure compliance and proper tax reporting.

Delete Tax ID

Permanently removes a registered tax ID from your Quaderno account, allowing you to clean up inactive tax jurisdictions and keep your tax configuration current.

List Registered Tax IDs

Retrieve all tax IDs your business has registered across different jurisdictions to verify compliance and manage multi-region tax obligations.

List Tax Codes

Retrieve all available tax codes supported by Quaderno to properly classify your products and services for tax compliance.

List Tax Jurisdictions

Retrieve all available tax jurisdictions supported by Quaderno to understand which regions and locations you can calculate and collect taxes for. This helps you identify where your business needs to comply with tax obligations.

Retrieve Tax Code

Fetch detailed information about a specific tax code classification, including its rates and rules applicable to your products or services. This helps you understand how a particular tax code applies to your sales transactions.

Retrieve Tax ID

Fetch detailed information about a specific tax ID to verify registration status and associated business details. This helps you confirm tax identity information when managing customer accounts or processing transactions.

Retrieve Tax Jurisdiction

Look up tax jurisdiction details by ID to verify the name, country, and region information needed for accurate tax compliance and invoicing.

Update Tax ID

Modify tax ID information in your Quaderno account, such as updating validity dates, tax ID values, or establishment details when your business tax information changes.

Validate Tax ID

Verify that a customer's tax ID is legitimate and properly formatted for their country, ensuring accurate tax compliance and reducing billing errors. This is essential for validating business tax identities before processing transactions or generating invoices.

Create Transaction

Records a sale or refund transaction in Quaderno and automatically generates corresponding invoices or credit notes. Use this to maintain accurate financial records and automatically send documents to your customers.

Create Webhook

Set up a webhook to receive real-time notifications from Quaderno when important events occur, such as invoices being created or contacts being added, enabling you to automate downstream workflows and stay synchronized with your accounting data.

Delete Webhook

Remove a webhook that you no longer need to monitor events from your Quaderno account, preventing unnecessary notifications and cleaning up your integration setup.

List Webhooks

Retrieve all configured webhooks to see which events your accounting system is currently monitoring and where notifications are being sent. This helps you understand your automation setup and verify that important business events are being tracked.

Update Webhook

Modify an existing webhook configuration to change the URL where you receive payment notifications or adjust which events trigger alerts. This keeps your payment notifications aligned with your current business infrastructure.