# Zenskar Documentation - [Welcome to Zenskar](https://zenskar.com/docs/20260301/getting-started/introduction.md): Everything you need to automate billing, collect payments, and recognize revenue. - [Quickstart guide](https://zenskar.com/docs/20260301/getting-started/your-first-invoice/index.md) - [Step 1: Add a customer](https://zenskar.com/docs/20260301/getting-started/your-first-invoice/add-a-customer.md) - [Step 2: Ingest usage events via API](https://zenskar.com/docs/20260301/getting-started/your-first-invoice/ingest-usage-events-api.md) - [Step 3: Define billable metrics](https://zenskar.com/docs/20260301/getting-started/your-first-invoice/define-billable-metrics.md) - [Step 4: Create contract and add products](https://zenskar.com/docs/20260301/getting-started/your-first-invoice/create-contract-products.md) - [Step 5: Generate invoice](https://zenskar.com/docs/20260301/getting-started/your-first-invoice/generate-invoice.md) - [Chart of accounts](https://zenskar.com/docs/20260301/product-modules/accounting/concepts/chart-of-accounts.md) - [ASC 606 and IFRS 15: Five steps of revenue recognition](https://zenskar.com/docs/20260301/product-modules/accounting/concepts/five-steps-of-revenue-recognition.md) - [Revenue lifecycle](https://zenskar.com/docs/20260301/product-modules/accounting/concepts/revenue-lifecycle.md) - [Create a revenue recognition rule](https://zenskar.com/docs/20260301/product-modules/accounting/how-to-guides/create-a-revenue-recognition-rule.md) - [Revenue distribution and redistribution methods](https://zenskar.com/docs/20260301/product-modules/accounting/how-to-guides/revenue-distribution-and-redistribution-methods.md) - [Revenue adjustment methods](https://zenskar.com/docs/20260301/product-modules/accounting/reference/revenue-adjustment-methods.md) - [Revenue distribution methods](https://zenskar.com/docs/20260301/product-modules/accounting/reference/revenue-distribution-methods.md) - [Performance obligation policies](https://zenskar.com/docs/20260301/product-modules/accounting/reference/performance-obligation-policies.md) - [Customers](https://zenskar.com/docs/20260301/product-modules/customers/concepts/customers.md) - [Customer-facing portal](https://zenskar.com/docs/20260301/product-modules/customers/concepts/customer-facing-portal.md) - [Customers](https://zenskar.com/docs/20260301/product-modules/customers/walkthroughs/customers.md) - [Add customers to Zenskar](https://zenskar.com/docs/20260301/product-modules/customers/how-to-guides/add-customers.md) - [Manage customers](https://zenskar.com/docs/20260301/product-modules/customers/how-to-guides/manage-customers.md) - [Use the customer-facing portal](https://zenskar.com/docs/20260301/product-modules/customers/how-to-guides/customer-facing-portal.md) - [Customers reference](https://zenskar.com/docs/20260301/product-modules/customers/reference/customers.md) - [Customer-facing portal reference](https://zenskar.com/docs/20260301/product-modules/customers/reference/customer-facing-portal.md) - [Contract](https://zenskar.com/docs/20260301/product-modules/contracts/concepts/contract.md) - [Invoice corrections](https://zenskar.com/docs/20260301/product-modules/contracts/concepts/invoice-corrections.md) - [Contract](https://zenskar.com/docs/20260301/product-modules/contracts/walkthroughs/contract.md) - [How to work with contracts](https://zenskar.com/docs/20260301/product-modules/contracts/how-to-guides/contract.md) - [Contract reference](https://zenskar.com/docs/20260301/product-modules/contracts/reference/contract.md) - [Products](https://zenskar.com/docs/20260301/product-modules/products/concepts/products.md): What a product is, how it is priced, and how its lifecycle works in Zenskar - [Product type: Point in time](https://zenskar.com/docs/20260301/product-modules/products/concepts/product-type-point-in-time.md) - [Product type: Period of time](https://zenskar.com/docs/20260301/product-modules/products/concepts/product-type-period-of-time.md) - [Discount: Percent](https://zenskar.com/docs/20260301/product-modules/products/concepts/discount-percent.md) - [Discount: Quantity](https://zenskar.com/docs/20260301/product-modules/products/concepts/discount-quantity.md) - [Products](https://zenskar.com/docs/20260301/product-modules/products/walkthroughs/products.md) - [Percent discount](https://zenskar.com/docs/20260301/product-modules/products/walkthroughs/percent-discount.md) - [Quantity discount](https://zenskar.com/docs/20260301/product-modules/products/walkthroughs/quantity-discount.md) - [How to add a product](https://zenskar.com/docs/20260301/product-modules/products/how-to-guides/add-a-product.md) - [How to manage products](https://zenskar.com/docs/20260301/product-modules/products/how-to-guides/manage-products.md) - [Percent discount](https://zenskar.com/docs/20260301/product-modules/products/how-to-guides/percent-discount.md) - [Quantity discount](https://zenskar.com/docs/20260301/product-modules/products/how-to-guides/quantity-discount.md) - [Products reference](https://zenskar.com/docs/20260301/product-modules/products/reference/products.md) - [Percent discount](https://zenskar.com/docs/20260301/product-modules/products/reference/percent-discount.md) - [Quantity discount](https://zenskar.com/docs/20260301/product-modules/products/reference/quantity-discount.md) - [Billable metrics](https://zenskar.com/docs/20260301/product-modules/usage/concepts/billable-metrics.md) - [What is a usage event](https://zenskar.com/docs/20260301/product-modules/usage/concepts/usage-event.md) - [Data ingestion](https://zenskar.com/docs/20260301/product-modules/usage/data-sources/data-ingestion.md) - [How-to: Ingest usage events via data sync connectors](https://zenskar.com/docs/20260301/product-modules/usage/data-sources/data-ingestion-via-data-source-connectors.md) - [How-to: Execute remote queries on data source](https://zenskar.com/docs/20260301/product-modules/usage/data-sources/data-ingestion-via-remote-query.md) - [How-to: Ingest usage events](https://zenskar.com/docs/20260301/product-modules/usage/usage-event/data-ingestion-via-apis.md) - [How-to: Ingest usage events via CSV upload](https://zenskar.com/docs/20260301/product-modules/usage/usage-event/data-ingestion-via-zenskar-compatible-csv-file.md) - [How-to: Handle ingestion failures](https://zenskar.com/docs/20260301/product-modules/usage/usage-event/handle-usage-event-ingestion-failures.md) - [How-to: Edit historical data](https://zenskar.com/docs/20260301/product-modules/usage/usage-event/how-to-edit-historical-data.md) - [How-to: Set up S3 Event Sync](https://zenskar.com/docs/20260301/product-modules/usage/usage-event/how-to-set-up-s3-event-sync.md) - [How-to: Ingest usage events via dashboard](https://zenskar.com/docs/20260301/product-modules/usage/usage-event/web-form-for-manual-raw-metrics.md) - [General settings](https://zenskar.com/docs/20260301/product-modules/settings/general.md) - [Business entity](https://zenskar.com/docs/20260301/product-modules/settings/business-entity.md) - [Payment instructions](https://zenskar.com/docs/20260301/product-modules/settings/payment-instructions.md) - [Payment](https://zenskar.com/docs/20260301/product-modules/settings/payment.md) - [Communications settings](https://zenskar.com/docs/20260301/product-modules/settings/communications.md) - [Contract & Invoices](https://zenskar.com/docs/20260301/product-modules/settings/contract-invoices.md) - [Concepts](https://zenskar.com/docs/20260301/product-modules/settings/invoice-date-configuration/concepts.md) - [How-to guides](https://zenskar.com/docs/20260301/product-modules/settings/invoice-date-configuration/how-to-guides.md) - [Reference](https://zenskar.com/docs/20260301/product-modules/settings/invoice-date-configuration/reference.md) - [Webhook alerts](https://zenskar.com/docs/20260301/product-modules/settings/webhook-alerts.md) - [Tax configuration](https://zenskar.com/docs/20260301/product-modules/settings/tax-configuration.md) - [S3 Ingestion](https://zenskar.com/docs/20260301/product-modules/settings/s3-ingestion.md) - [Custom attributes](https://zenskar.com/docs/20260301/product-modules/settings/custom-attributes.md) - [API keys](https://zenskar.com/docs/20260301/product-modules/settings/api-keys.md) - [Entitlements](https://zenskar.com/docs/20260301/product-modules/more/entitlements.md) - [Communications](https://zenskar.com/docs/20260301/product-modules/more/communications/index.md) - [Email templates](https://zenskar.com/docs/20260301/product-modules/more/communications/email-templates.md) - [Email alerts](https://zenskar.com/docs/20260301/product-modules/more/communications/email-alerts.md) - [Document templates](https://zenskar.com/docs/20260301/product-modules/more/communications/document-templates.md) - [Templating guide](https://zenskar.com/docs/20260301/product-modules/more/communications/templating-guide.md) - [Invoice template variables](https://zenskar.com/docs/20260301/product-modules/more/communications/invoice-template-variables.md) - [Credit note template variables](https://zenskar.com/docs/20260301/product-modules/more/communications/credit-note-template-variables.md) - [Payment receipt template variables](https://zenskar.com/docs/20260301/product-modules/more/communications/payment-receipt-template-variables.md) - [Usage report template variables](https://zenskar.com/docs/20260301/product-modules/more/communications/usage-report-template-variables.md) - [Senders](https://zenskar.com/docs/20260301/product-modules/more/communications/senders.md) - [Sent emails](https://zenskar.com/docs/20260301/product-modules/more/communications/sent-emails.md) - [Role-based access control](https://zenskar.com/docs/20260301/security/role-based-access-control/index.md) - [Roles](https://zenskar.com/docs/20260301/security/role-based-access-control/roles.md) - [Users](https://zenskar.com/docs/20260301/security/role-based-access-control/users.md) - [SAML authentication](https://zenskar.com/docs/20260301/security/saml-authentication/index.md) - [SAML authentication with Google Workspace](https://zenskar.com/docs/20260301/security/saml-authentication/saml-authentication-with-google-workspace.md) - [SAML authentication with Microsoft Entra ID](https://zenskar.com/docs/20260301/security/saml-authentication/saml-authentication-with-microsoft-entra-id.md) - [Two-factor authentication](https://zenskar.com/docs/20260301/security/two-factor-authentication.md) - [Concepts](https://zenskar.com/docs/20260301/model-context-protocol/concepts.md) - [Walkthroughs](https://zenskar.com/docs/20260301/model-context-protocol/walkthroughs.md) - [How-to guides](https://zenskar.com/docs/20260301/model-context-protocol/how-to-guides.md) - [Reference](https://zenskar.com/docs/20260301/model-context-protocol/reference.md) - [Pricing models](https://zenskar.com/docs/20260301/pricing-models/index.md) - [Per unit](https://zenskar.com/docs/20260301/pricing-models/per-unit.md) - [Volume](https://zenskar.com/docs/20260301/pricing-models/volume.md) - [Tiered](https://zenskar.com/docs/20260301/pricing-models/tiered.md) - [Auth0](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/auth0.md) - [Amazon Athena](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/amazon-athena.md): The AWS Athena data-source connector enables syncing data to AWS by writing JSON files to S3 and making them accessible through a Lake Formation Governed Table in the Glue Data Catalog, requiring an AWS account, S3 bucket, Lake Formation database, and AWS credentials. - [Amazon Redshift](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/amazon-redshift.md): Connect an Amazon Redshift cluster or Serverless workgroup as a remote data source, then query it directly from a billable metric's SQL builder, without syncing the data into Zenskar first. - [BigQuery](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/bigquery.md) - [ClickHouse](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/clickhouse.md) - [CockroachDB](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/cockroachdb.md) - [Databricks Lakehouse](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/databricks-lakehouse.md) - [Google Sheets](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/google-sheets.md) - [Looker](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/looker.md) - [Metabase](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/metabase.md) - [MongoDB](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/mongodb.md) - [MySQL](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/mysql.md) - [PostgreSQL](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/postgresql.md) - [QuickBooks](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/quickbooks.md) - [Shopify](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/shopify.md) - [Snowflake](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/snowflake/index.md): Integrating Snowflake with Zenskar involves setting up Snowflake for integration and then configuring Zenskar to connect with Snowflake. - [Set up Snowflake for integration with Zenskar](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/snowflake/set-up-snowflake.md): This guide provides a step-by-step SQL script to set up Snowflake for integration with Zenskar, including creating roles, users, warehouses, and databases, and granting necessary privileges. - [Configure Zenskar's Snowflake connector](https://zenskar.com/docs/20260301/third-party-integrations/data-sources/snowflake/configure-snowflake.md): This guide provides step-by-step instructions for configuring Zenskar's Snowflake connector, including setting up the data source, configuring connection details, selecting tables and columns to sync, and setting sync frequency. - [NetSuite](https://zenskar.com/docs/20260301/third-party-integrations/ERPs/netsuite.md) - [QuickBooks](https://zenskar.com/docs/20260301/third-party-integrations/ERPs/quickbooks.md) - [Xero](https://zenskar.com/docs/20260301/third-party-integrations/ERPs/xero.md) - [Zoho Books](https://zenskar.com/docs/20260301/third-party-integrations/ERPs/zoho-books.md) - [HubSpot](https://zenskar.com/docs/20260301/third-party-integrations/CRMs-and-CPQs/hubspot.md) - [Salesforce integration guide](https://zenskar.com/docs/20260301/third-party-integrations/CRMs-and-CPQs/salesforce/index.md): This guide provides instructions for integrating your Salesforce account with your Zenskar account, including prerequisites, steps for connecting the accounts, and details on object mapping between Zenskar and Salesforce. - [Installation and setup of Zenskar’s package for Salesforce](https://zenskar.com/docs/20260301/third-party-integrations/CRMs-and-CPQs/salesforce/install-and-set-up-zenskar-package.md): Set up the Zenskar package for Salesforce with this step-by-step guide. Learn installation, configuration, and integration best practices. - [Use default Flow](https://zenskar.com/docs/20260301/third-party-integrations/CRMs-and-CPQs/salesforce/default-flow.md): Learn to integrate Zenskar with Salesforce using the default Flow. This guide covers setup steps, data sync, and automation best practices. - [Create your own Flow](https://zenskar.com/docs/20260301/third-party-integrations/CRMs-and-CPQs/salesforce/custom-flow.md): You can use Package Components to create Flows tailored to your Workflows and Setup. The following includes examples, Apex Actions, and Apex Classes that can be utilized to design these Flows. - [Avalara AvaTax](https://zenskar.com/docs/20260301/third-party-integrations/tax-automation/avalara-avatax.md) - [Anrok](https://zenskar.com/docs/20260301/third-party-integrations/tax-automation/anrok.md) - [Stripe](https://zenskar.com/docs/20260301/third-party-integrations/payment-gateways/stripe.md) - [Coming soon](https://zenskar.com/docs/20260301/roadmap.md): Functionality referenced in the product or docs that is not yet available in production - [Authentication](https://zenskar.com/docs/20260301/api-guides/authentication.md) - [Datetime format](https://zenskar.com/docs/20260301/api-guides/datetime-format.md) - [Idempotent requests](https://zenskar.com/docs/20260301/api-guides/idempotent-requests.md) - [Get chart of accounts](https://zenskar.com/docs/api-reference/accounting/get-chart-of-accounts.md): Get the chart of accounts for an organisation. - [Get accounts](https://zenskar.com/docs/api-reference/accounting/get-accounts.md): Fetch accounts for an organisation with optional filters and pagination. - [Create account](https://zenskar.com/docs/api-reference/accounting/create-account.md): Create a new account for an organisation. - [Get close date](https://zenskar.com/docs/api-reference/accounting/get-close-date.md): Fetch the close date for an organisation. - [Create close date](https://zenskar.com/docs/api-reference/accounting/create-close-date.md): Create a close date for an organisation. - [Update close date](https://zenskar.com/docs/api-reference/accounting/update-close-date.md): Update the close date for an organisation. - [Create journal entry](https://zenskar.com/docs/api-reference/accounting/create-journal-entry.md): Create a journal entry for an organisation. - [Get journal entry](https://zenskar.com/docs/api-reference/accounting/get-journal-entry.md): Fetch a journal entry by its unique identifier for an organisation. - [Update journal entry](https://zenskar.com/docs/api-reference/accounting/update-journal-entry.md): Update a journal entry by its unique identifier for an organisation. - [Get account balance by tag](https://zenskar.com/docs/api-reference/accounting/get-account-balance-by-tag.md): Fetch the balance of an account by its ID and optional filters. - [Get journal entries](https://zenskar.com/docs/api-reference/accounting/get-journal-entries.md): Fetch journal entries for an organisation with optional filters and pagination. - [Get journal lines](https://zenskar.com/docs/api-reference/accounting/get-journal-lines.md): Fetch journal lines for an organisation with optional filters and pagination. - [Get balance sheet](https://zenskar.com/docs/api-reference/accounting/get-balance-sheet.md): Fetch the balance sheet for an organisation with optional filters and pagination. - [Get income statement](https://zenskar.com/docs/api-reference/accounting/get-income-statement.md): Fetch the income statement for an organisation with optional filters and pagination. - [Validate period close](https://zenskar.com/docs/api-reference/accounting/validate-period-close.md): Validate prerequisites for closing an accounting period without actually closing it. Returns a comprehensive checklist of what needs to be fixed. - [Close accounting period](https://zenskar.com/docs/api-reference/accounting/close-accounting-period.md): Close an accounting period after validating all prerequisites. Once closed, no modifications can be made to transactions within the period. - [Get accounting periods](https://zenskar.com/docs/api-reference/accounting/get-accounting-periods.md): Fetch all closed accounting periods for an organisation with pagination. - [Get last closed period](https://zenskar.com/docs/api-reference/accounting/get-last-closed-period.md): Fetch the most recent closed accounting period for an organisation. - [Get accounting period](https://zenskar.com/docs/api-reference/accounting/get-accounting-period.md): Fetch a single accounting period by ID. - [List billable metrics](https://zenskar.com/docs/api-reference/billable-metrics/list-billable-metrics.md): List aggregates with optional filtering, sorting, and pagination. - [Create billable metric](https://zenskar.com/docs/api-reference/billable-metrics/create-billable-metric.md): Create a new aggregate with the provided details. - [Get aggregate estimates for a period](https://zenskar.com/docs/api-reference/billable-metrics/get-aggregate-estimates-for-a-period.md): Get estimates for a specific aggregate and customer within a date range. - [Get billable metric](https://zenskar.com/docs/api-reference/billable-metrics/get-billable-metric.md): Fetch a specific aggregate by its ID. - [Delete aggregate](https://zenskar.com/docs/api-reference/billable-metrics/delete-aggregate.md): Delete an existing aggregate by its ID. - [Update aggregate](https://zenskar.com/docs/api-reference/billable-metrics/update-aggregate.md): Update an existing aggregate by its ID. - [List business entities](https://zenskar.com/docs/api-reference/business-entities/list-business-entities.md): List business entities with pagination, filtering, and sorting options. - [Create business entity](https://zenskar.com/docs/api-reference/business-entities/create-business-entity.md): Create a new business entity with the provided details. - [Get business entity](https://zenskar.com/docs/api-reference/business-entities/get-business-entity.md): Fetch a business entity by its ID. - [Update business entity](https://zenskar.com/docs/api-reference/business-entities/update-business-entity.md): Update an existing business entity with the provided details. - [Get business entity config](https://zenskar.com/docs/api-reference/business-entities/get-business-entity-config.md): List all per-country/currency configs for a business entity. - [Set business entity config](https://zenskar.com/docs/api-reference/business-entities/set-business-entity-config.md): Replace all configs for a business entity. Each item is one country/currency row. - [Get region config](https://zenskar.com/docs/api-reference/business-entities/get-region-config.md): Get all configs for a specific country for a business entity. - [Upsert region config](https://zenskar.com/docs/api-reference/business-entities/upsert-region-config.md): Insert or update a config for a specific country/currency. - [Delete region config](https://zenskar.com/docs/api-reference/business-entities/delete-region-config.md): Soft-delete all configs for a specific country for a business entity. - [List contacts](https://zenskar.com/docs/api-reference/contacts/list-contacts.md): List contacts given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create contact](https://zenskar.com/docs/api-reference/contacts/create-contact.md): Creates a contact for the given organisation. The contact will be associated with the organisation. - [Get contact](https://zenskar.com/docs/api-reference/contacts/get-contact.md): Fetch a contact by its ID. The contact will be associated with the organisation. - [Delete contact](https://zenskar.com/docs/api-reference/contacts/delete-contact.md): Delete a contact by its ID. The contact will be associated with the organisation. - [Update contact](https://zenskar.com/docs/api-reference/contacts/update-contact.md): Update an existing contact with the provided details. The contact will be associated with the organisation. - [List contracts](https://zenskar.com/docs/api-reference/contracts/list-contracts.md): Retrieve a paginated list of contracts for your organization. - [Create contract](https://zenskar.com/docs/api-reference/contracts/create-contract.md): Creates a new contract in Zenskar. Contracts represent revenue agreements with customers and serve as the foundation for billing, invoicing, and revenue recognition. - [Get contract by ID](https://zenskar.com/docs/api-reference/contracts/get-contract-by-id.md): Retrieve detailed information for a specific contract by its unique identifier. - [Update contract](https://zenskar.com/docs/api-reference/contracts/update-contract.md): Update an existing contract with new details. - [Delete contract](https://zenskar.com/docs/api-reference/contracts/delete-contract.md): Delete a contract by its ID, a contract must not be active to be deleted. - [Get contract amendments](https://zenskar.com/docs/api-reference/contracts/get-contract-amendments.md): Get all amendments for a contract - [Create contract phase](https://zenskar.com/docs/api-reference/contracts/create-contract-phase.md): Create a new phase for an existing contract - [Pause contract](https://zenskar.com/docs/api-reference/contracts/pause-contract.md): Pause an existing contract. - [Update pause contract](https://zenskar.com/docs/api-reference/contracts/update-pause-contract.md): Edit the pause of an existing contract. - [Resume contract](https://zenskar.com/docs/api-reference/contracts/resume-contract.md): Resume the pause of an existing contract. - [Create contract phase pricing](https://zenskar.com/docs/api-reference/contracts/create-contract-phase-pricing.md): Create a new pricing association for a contract phase - [Expire contract](https://zenskar.com/docs/api-reference/contracts/expire-contract.md): Expire a contract by its ID. The contract will be marked as expired and adjusted to the specified expiry date (or today if not provided). The expiry time is automatically set to end of day (23:59:59.999999). - [Get credit note list](https://zenskar.com/docs/api-reference/credit-notes/get-credit-note-list.md): List credit notes given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create credit note](https://zenskar.com/docs/api-reference/credit-notes/create-credit-note.md): Creates a credit note for the given organisation. The credit note will be associated with the organisation. - [Get credit note by ID](https://zenskar.com/docs/api-reference/credit-notes/get-credit-note-by-id.md): Fetch a credit note by its ID. The credit note will be associated with the organisation. - [Update credit note by ID](https://zenskar.com/docs/api-reference/credit-notes/update-credit-note-by-id.md): Update an existing credit note with the provided details. The credit note will be associated with the organisation. - [Get line items by credit note ID](https://zenskar.com/docs/api-reference/credit-notes/get-line-items-by-credit-note-id.md): Fetch line items associated with a specific credit note ID. - [List custom attribute definitions](https://zenskar.com/docs/api-reference/custom-attributes/list-custom-attribute-definitions.md): List custom attribute definitions for an organisation. If module is provided, returns definitions for that specific module. If business_entity_id is provided, returns org defaults with business entity overrides. Business entity overrides take precedence over org defaults for the same att… - [Create custom attribute definition](https://zenskar.com/docs/api-reference/custom-attributes/create-custom-attribute-definition.md): Create a new custom attribute definition for an organisation, or a specific business entity within it. - [Get custom attribute definition](https://zenskar.com/docs/api-reference/custom-attributes/get-custom-attribute-definition.md): Retrieve a specific custom attribute definition by its ID. - [Update custom attribute definition](https://zenskar.com/docs/api-reference/custom-attributes/update-custom-attribute-definition.md): Update an existing custom attribute definition. Note: attribute_key_name and data_type are generally not updatable after creation. - [List customers with filtering and pagination](https://zenskar.com/docs/api-reference/customers/list-customers-with-filtering-and-pagination.md): Retrieve customers with rich filtering, sorting, and pagination. - [Create customer](https://zenskar.com/docs/api-reference/customers/create-customer.md): Creates a new customer object in Zenskar. Customer objects represent the individuals or companies you do business with and serve for your revenue operations—they must exist before you can create contracts, generate invoices, or process payments. - [Get customer by ID](https://zenskar.com/docs/api-reference/customers/get-customer-by-id.md): Retrieve detailed information for a specific customer by their unique identifier. - [Delete customer](https://zenskar.com/docs/api-reference/customers/delete-customer.md): Deletes a customer by ID. - [Update customer](https://zenskar.com/docs/api-reference/customers/update-customer.md): Updates an existing customer in the system. - [Create customer relationships](https://zenskar.com/docs/api-reference/customers/create-customer-relationships.md): Creates a relationship between two customers within the same organization - [List payment methods](https://zenskar.com/docs/api-reference/customers/list-payment-methods.md): List all payment methods for a customer given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Patch Customer Connector Id](https://zenskar.com/docs/api-reference/customers/patch-customer-connector-id.md): Updates the connector ID for a customer. - [Attach external payment method](https://zenskar.com/docs/api-reference/customers/attach-external-payment-method.md): Attaches an external payment method (from Stripe or other provider) to a customer. **Connector Auto-Detection:** - If 'connector' is not provided, the system will automatically detect the connector by querying resource mappings - If exactly one connector mapping exists for the customer, it will be u… - [Delete payment method](https://zenskar.com/docs/api-reference/customers/delete-payment-method.md): Deletes a single payment method for a customer. - [Delete third-party connector](https://zenskar.com/docs/api-reference/customers/delete-third-party-connector.md): Deletes a specific connector for a customer. - [Create customer or guest session](https://zenskar.com/docs/api-reference/customers/create-customer-or-guest-session.md): Create a unique session for a customer or guest - [Get customer connector details](https://zenskar.com/docs/api-reference/customers/get-customer-connector-details.md): Retrieve connector integration details for a specific customer by connector name. - [List customer addresses](https://zenskar.com/docs/api-reference/customer-addresses/list-customer-addresses.md): Retrieve all addresses associated with a customer, with optional filtering by address type. - [Create customer address](https://zenskar.com/docs/api-reference/customer-addresses/create-customer-address.md): Create a new address for a customer. - [Get customer address](https://zenskar.com/docs/api-reference/customer-addresses/get-customer-address.md): Retrieve detailed information for a specific address by its unique identifier. - [Delete customer address](https://zenskar.com/docs/api-reference/customer-addresses/delete-customer-address.md): Delete an address from the customer's address book. - [Update customer address](https://zenskar.com/docs/api-reference/customer-addresses/update-customer-address.md): Update an existing address with partial data. Only provided fields will be updated. - [List data-source connectors](https://zenskar.com/docs/api-reference/data-sources/list-data-source-connectors.md): List datasource given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create data-source connector](https://zenskar.com/docs/api-reference/data-sources/create-data-source-connector.md): Creates a data source for the given organisation. The data source will be associated with the organisation. - [Get data-source connector](https://zenskar.com/docs/api-reference/data-sources/get-data-source-connector.md): Fetch a data source by its ID. The data source will be associated with the organisation. - [Update data-source connector](https://zenskar.com/docs/api-reference/data-sources/update-data-source-connector.md): Update an existing data source with the provided details. The data source will be associated with the organisation. - [List entitlements](https://zenskar.com/docs/api-reference/entitlements/list-entitlements.md): List entitlement given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create entitlement](https://zenskar.com/docs/api-reference/entitlements/create-entitlement.md): Create a new entitlement - [List customer entitlement balances with advanced filtering](https://zenskar.com/docs/api-reference/entitlements/list-customer-entitlement-balances-with-advanced-filtering.md): Retrieve customer entitlement balances with comprehensive filtering, sorting, and pagination. - [Get entitlement](https://zenskar.com/docs/api-reference/entitlements/get-entitlement.md): Get entitlement details by its unique identifier - [Delete entitlement](https://zenskar.com/docs/api-reference/entitlements/delete-entitlement.md): Delete an existing entitlement - [Update entitlement](https://zenskar.com/docs/api-reference/entitlements/update-entitlement.md): Update an existing entitlement - [Create entitlement customer](https://zenskar.com/docs/api-reference/entitlements/create-entitlement-customer.md): Create a new entitlement for a customer - [List entitlements for customer](https://zenskar.com/docs/api-reference/entitlements/list-entitlements-for-customer.md): List entitlements assigned to a customer given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Get total customer entitlements](https://zenskar.com/docs/api-reference/entitlements/get-total-customer-entitlements.md): Get total entitlements for a customer - [List customer entitlements](https://zenskar.com/docs/api-reference/entitlements/list-customer-entitlements.md): List all entitlements assigned to a customer - [List unique entitlements for customer](https://zenskar.com/docs/api-reference/entitlements/list-unique-entitlements-for-customer.md): List unique entitlements assigned to a customer - [Get entitlement customer](https://zenskar.com/docs/api-reference/entitlements/get-entitlement-customer.md): Get specific entitlement details for a customer - [Delete customer entitlement](https://zenskar.com/docs/api-reference/entitlements/delete-customer-entitlement.md): Delete an existing customer entitlement - [Update customer entitlement](https://zenskar.com/docs/api-reference/entitlements/update-customer-entitlement.md): Update an existing customer entitlement - [Get Customer Entitlement by ID](https://zenskar.com/docs/api-reference/entitlements/get-customer-entitlement-by-id.md): Get specific entitlement details for a customer by entitlement customer ID - [List invoices](https://zenskar.com/docs/api-reference/invoices/list-invoices.md): List invoices given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Get invoice](https://zenskar.com/docs/api-reference/invoices/get-invoice.md) - [Get invoice by external Id](https://zenskar.com/docs/api-reference/invoices/get-invoice-by-external-id.md): Get invoice details by its external ID. - [Generate an invoice](https://zenskar.com/docs/api-reference/invoices/generate-an-invoice.md): Generate an invoice for a customer given a contract - [Approve invoice](https://zenskar.com/docs/api-reference/invoices/approve-invoice.md): Approve an invoice by its ID. - [Approve V3 invoice](https://zenskar.com/docs/api-reference/invoices/approve-v3-invoice.md): Lean V3 invoice approval. Runs the approval-time tax reverify gate (pre-commit); on a material tax change beyond the org policy the invoice stays in draft (409). Accounting/webhooks/sync are not run by this endpoint yet. - [Get invoice line items](https://zenskar.com/docs/api-reference/invoices/get-invoice-line-items.md): API to get details about the invoice line items, features and pricing models. This endpoint is accessible to customers to view their invoice details. - [Void invoice](https://zenskar.com/docs/api-reference/invoices/void-invoice.md): Void an invoice by its ID. - [Create credit note against invoice](https://zenskar.com/docs/api-reference/invoices/create-credit-note-against-invoice.md): Create a credit note against an invoice by its ID. - [List jobs](https://zenskar.com/docs/api-reference/jobs/list-jobs.md): List jobs given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Get job by ID](https://zenskar.com/docs/api-reference/jobs/get-job-by-id.md): Retrieve a specific job by its ID - [Get job outcomes by filters](https://zenskar.com/docs/api-reference/jobs/get-job-outcomes-by-filters.md): Retrieve job outcomes based on various filters such as job type, status, and date range. This endpoint supports pagination and searching. - [Get job outcomes by ID](https://zenskar.com/docs/api-reference/jobs/get-job-outcomes-by-id.md): Retrieve job outcomes for a specific job by its ID. This endpoint allows you to fetch the outcomes of a job, including logs and status. - [Get job with sub-jobs](https://zenskar.com/docs/api-reference/jobs/get-job-with-sub-jobs.md): Retrieve a job along with its sub-jobs if it's a parent job. This endpoint is useful for viewing the status and progress of split jobs. - [Get invoice payments](https://zenskar.com/docs/api-reference/payments/get-invoice-payments.md): Get all payments for a specific invoice - [Get payment by ID](https://zenskar.com/docs/api-reference/payments/get-payment-by-id.md): Get payment details by its unique identifier - [Delete manual payment](https://zenskar.com/docs/api-reference/payments/delete-manual-payment.md): Delete an existing manual payment - [Update payment](https://zenskar.com/docs/api-reference/payments/update-payment.md): Update an existing payment - [Get payments](https://zenskar.com/docs/api-reference/payments/get-payments.md): Get a paginated list of all payments - [Create payment](https://zenskar.com/docs/api-reference/payments/create-payment.md): Create a new payment - [Create invoice charge](https://zenskar.com/docs/api-reference/payments/create-invoice-charge.md): Create a new charge for a specific invoice - [Edit manual payment](https://zenskar.com/docs/api-reference/payments/edit-manual-payment.md): Edit an existing manual payment - [Refund payment](https://zenskar.com/docs/api-reference/payments/refund-payment.md): Create a refund for an existing payment - [List plans](https://zenskar.com/docs/api-reference/plans/list-plans.md): List plans given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create plan](https://zenskar.com/docs/api-reference/plans/create-plan.md): Create a new plan for an organization - [Get plan by Id](https://zenskar.com/docs/api-reference/plans/get-plan-by-id.md): Retrieve a specific plan by its ID - [Update plan](https://zenskar.com/docs/api-reference/plans/update-plan.md): Update an existing plan by its ID - [Delete plan by Id](https://zenskar.com/docs/api-reference/plans/delete-plan-by-id.md): Delete a specific plan by its ID - [Create plan phase](https://zenskar.com/docs/api-reference/plans/create-plan-phase.md): Create a new phase for a plan - [Update plan phase](https://zenskar.com/docs/api-reference/plans/update-plan-phase.md): Update an existing phase for a plan by its ID - [Delete plan phase](https://zenskar.com/docs/api-reference/plans/delete-plan-phase.md): Delete a specific phase from a plan by its ID - [Create plan phase pricing](https://zenskar.com/docs/api-reference/plans/create-plan-phase-pricing.md): Create pricing for a plan phase - [Update plan phase pricing](https://zenskar.com/docs/api-reference/plans/update-plan-phase-pricing.md): Update pricing for a plan phase by its ID - [Delete plan phase pricing by Id](https://zenskar.com/docs/api-reference/plans/delete-plan-phase-pricing-by-id.md): Delete pricing for a specific plan phase by its ID - [Create new version](https://zenskar.com/docs/api-reference/plans/create-new-version.md): Create a new version of an existing plan - [List products](https://zenskar.com/docs/api-reference/products/list-products.md): List products given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create product](https://zenskar.com/docs/api-reference/products/create-product.md): Creates a new product in the organization. - [Get product](https://zenskar.com/docs/api-reference/products/get-product.md): Fetches a product by its ID. - [Delete product](https://zenskar.com/docs/api-reference/products/delete-product.md): Deletes a product by its ID. - [Update product](https://zenskar.com/docs/api-reference/products/update-product.md): Updates a product by its ID. - [Get product pricings](https://zenskar.com/docs/api-reference/products/get-product-pricings.md): Fetches all pricing models associated with a product. - [Create product pricing](https://zenskar.com/docs/api-reference/products/create-product-pricing.md): Creates a new pricing model for a product. - [Get product pricing](https://zenskar.com/docs/api-reference/products/get-product-pricing.md): Fetches a specific pricing model by its ID. - [Delete product pricing](https://zenskar.com/docs/api-reference/products/delete-product-pricing.md): Deletes a specific pricing model for a product by its ID. - [Update product pricing](https://zenskar.com/docs/api-reference/products/update-product-pricing.md): Updates an existing pricing model for a product. - [Get product bundle pricing](https://zenskar.com/docs/api-reference/products/get-product-bundle-pricing.md): Fetches a specific product bundle pricing by its ID. - [Update product bundle pricing](https://zenskar.com/docs/api-reference/products/update-product-bundle-pricing.md): Updates an existing pricing model for a product bundle. - [Create product bundle pricing](https://zenskar.com/docs/api-reference/products/create-product-bundle-pricing.md): Creates a new pricing model for a product bundle. - [List tax categories](https://zenskar.com/docs/api-reference/tax/list-tax-categories.md): List tax categories (Zenskar codes) for the organisation with pagination. - [Create tax category](https://zenskar.com/docs/api-reference/tax/create-tax-category.md): Create a tax category. System generates a unique Zenskar code (e.g. ZEN_TAX_00001). - [Get tax category](https://zenskar.com/docs/api-reference/tax/get-tax-category.md): Get a tax category by Zenskar code (e.g. ZEN_TAX_00001). - [Update tax category](https://zenskar.com/docs/api-reference/tax/update-tax-category.md): Update a tax category by Zenskar code (e.g. ZEN_TAX_00001). - [List jurisdiction rates](https://zenskar.com/docs/api-reference/tax/list-jurisdiction-rates.md): List tax jurisdiction rates for a business entity. Optionally filter by tax category ID. - [Create jurisdiction rate](https://zenskar.com/docs/api-reference/tax/create-jurisdiction-rate.md): Create a jurisdiction rate for a business entity (destination → tax group). - [Get jurisdiction rate](https://zenskar.com/docs/api-reference/tax/get-jurisdiction-rate.md): Get a single jurisdiction rate by ID. - [Update jurisdiction rate](https://zenskar.com/docs/api-reference/tax/update-jurisdiction-rate.md): Update a jurisdiction rate by ID. - [Resolve the applicable tax rate for a destination](https://zenskar.com/docs/api-reference/tax/resolve-the-applicable-tax-rate-for-a-destination.md): Same code path billing uses — given a tax category + destination + date, return the single applicable rate breakdown plus its fingerprint. 404 when no row matches; 422 when the configuration is ambiguous (multiple rows match — caller must close one's effective_to or deactivate it). - [List tax rates](https://zenskar.com/docs/api-reference/tax/list-tax-rates.md): List expanded tax rates for a jurisdiction rate. - [Get tax rate](https://zenskar.com/docs/api-reference/tax/get-tax-rate.md): Get a single tax rate by ID. - [Update tax rate](https://zenskar.com/docs/api-reference/tax/update-tax-rate.md): Update a tax rate by ID. - [List tags](https://zenskar.com/docs/api-reference/tags/list-tags.md): List tags - [Upsert tags](https://zenskar.com/docs/api-reference/tags/upsert-tags.md): Upsert tags - [List usage events](https://zenskar.com/docs/api-reference/usage-events/list-usage-events.md): List Usage Events given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create usage event](https://zenskar.com/docs/api-reference/usage-events/create-usage-event.md): Create a new usage event - [Get usage event by ID](https://zenskar.com/docs/api-reference/usage-events/get-usage-event-by-id.md): Get usage event details by its unique identifier - [Update usage event](https://zenskar.com/docs/api-reference/usage-events/update-usage-event.md): Update an existing usage event - [Get usage event by slug](https://zenskar.com/docs/api-reference/usage-events/get-usage-event-by-slug.md): Get usage event details by its slug - [Welcome to Zenskar](https://zenskar.com/docs/20240301/getting-started/introduction.md): Everything you need to automate billing, collect payments, and recognize revenue. - [Quickstart guide](https://zenskar.com/docs/20240301/getting-started/your-first-invoice/index.md) - [Step 1: Add a customer](https://zenskar.com/docs/20240301/getting-started/your-first-invoice/add-a-customer.md) - [Step 2: Ingest usage events via API](https://zenskar.com/docs/20240301/getting-started/your-first-invoice/ingest-usage-events-api.md) - [Step 3: Define billable metrics](https://zenskar.com/docs/20240301/getting-started/your-first-invoice/define-billable-metrics.md) - [Step 4: Create contract and add products](https://zenskar.com/docs/20240301/getting-started/your-first-invoice/create-contract-products.md) - [Step 5: Generate invoice](https://zenskar.com/docs/20240301/getting-started/your-first-invoice/generate-invoice.md) - [What does Zenskar pilot program entail?](https://zenskar.com/docs/20240301/integration-and-migration-guides/what-does-a-zenskar-pilot-program-entail.md) - [What does Zenskar implementation entail?](https://zenskar.com/docs/20240301/integration-and-migration-guides/what-does-zenskar-implementation-entail.md) - [Data migration and integration options](https://zenskar.com/docs/20240301/integration-and-migration-guides/data-migration-and-integration-options.md) - [Integrating your ERP software with Zenskar](https://zenskar.com/docs/20240301/integration-and-migration-guides/integrating-your-erp-with-zenskar.md) - [Chart of accounts](https://zenskar.com/docs/20240301/product-modules/accounting/concepts/chart-of-accounts.md) - [ASC 606 and IFRS 15: Five steps of revenue recognition](https://zenskar.com/docs/20240301/product-modules/accounting/concepts/five-steps-of-revenue-recognition.md) - [Revenue lifecycle](https://zenskar.com/docs/20240301/product-modules/accounting/concepts/revenue-lifecycle.md) - [Create a revenue recognition rule](https://zenskar.com/docs/20240301/product-modules/accounting/how-to-guides/create-a-revenue-recognition-rule.md) - [Revenue distribution and redistribution methods](https://zenskar.com/docs/20240301/product-modules/accounting/how-to-guides/revenue-distribution-and-redistribution-methods.md) - [Revenue adjustment methods](https://zenskar.com/docs/20240301/product-modules/accounting/reference/revenue-adjustment-methods.md) - [Revenue distribution methods](https://zenskar.com/docs/20240301/product-modules/accounting/reference/revenue-distribution-methods.md) - [Performance obligation policies](https://zenskar.com/docs/20240301/product-modules/accounting/reference/performance-obligation-policies.md) - [Contract](https://zenskar.com/docs/20240301/product-modules/contracts/concepts/contract.md) - [Contract renewal](https://zenskar.com/docs/20240301/product-modules/contracts/concepts/contract-renewal.md) - [Plan](https://zenskar.com/docs/20240301/product-modules/contracts/concepts/plan.md) - [Contract features](https://zenskar.com/docs/20240301/product-modules/contracts/concepts/feature.md) - [Contract](https://zenskar.com/docs/20240301/product-modules/contracts/walkthroughs/contract.md) - [How to create a plan-based contract via dashboard](https://zenskar.com/docs/20240301/product-modules/contracts/how-to-guides/create-a-contract-from-a-plan-using-the-zenskar-dashboard.md) - [How to create a contract via dashboard](https://zenskar.com/docs/20240301/product-modules/contracts/how-to-guides/create-a-contract-using-the-zenskar-dashboard.md) - [How to create a contract via AI](https://zenskar.com/docs/20240301/product-modules/contracts/how-to-guides/create-a-contract-via-ai.md) - [How to manage contracts](https://zenskar.com/docs/20240301/product-modules/contracts/how-to-guides/manage-contracts.md) - [Contract reference](https://zenskar.com/docs/20240301/product-modules/contracts/reference/contract.md) - [Customers](https://zenskar.com/docs/20240301/product-modules/customers/concepts/customers.md) - [Customer-facing portal](https://zenskar.com/docs/20240301/product-modules/customers/concepts/customer-facing-portal.md) - [Customers](https://zenskar.com/docs/20240301/product-modules/customers/walkthroughs/customers.md) - [Add customers to Zenskar](https://zenskar.com/docs/20240301/product-modules/customers/how-to-guides/add-customers.md) - [Manage customers](https://zenskar.com/docs/20240301/product-modules/customers/how-to-guides/manage-customers.md) - [Use the customer-facing portal](https://zenskar.com/docs/20240301/product-modules/customers/how-to-guides/customer-facing-portal.md) - [Customers reference](https://zenskar.com/docs/20240301/product-modules/customers/reference/customers.md) - [Customer-facing portal reference](https://zenskar.com/docs/20240301/product-modules/customers/reference/customer-facing-portal.md) - [Create custom dashboards](https://zenskar.com/docs/20240301/product-modules/insights/create-custom-dashboards.md) - [Monitoring](https://zenskar.com/docs/20240301/product-modules/insights/monitoring.md) - [Invoices](https://zenskar.com/docs/20240301/product-modules/insights/billing-and-collections-dashboard/invoices-analytics.md) - [Payments](https://zenskar.com/docs/20240301/product-modules/insights/billing-and-collections-dashboard/payment-analytics.md) - [Revenue analytics](https://zenskar.com/docs/20240301/product-modules/insights/revenue-analytics/index.md) - [Gross revenue retention](https://zenskar.com/docs/20240301/product-modules/insights/revenue-analytics/gross-revenue-retention.md) - [Monthly recurring revenue](https://zenskar.com/docs/20240301/product-modules/insights/revenue-analytics/monthly-recurring-revenue.md) - [Monthly recurring revenue by product](https://zenskar.com/docs/20240301/product-modules/insights/revenue-analytics/monthly-recurring-revenue-by-product.md) - [MRR customer waterfall](https://zenskar.com/docs/20240301/product-modules/insights/revenue-analytics/mrr-customer-waterfall.md) - [MRR product waterfall](https://zenskar.com/docs/20240301/product-modules/insights/revenue-analytics/mrr-product-waterfall.md) - [Net annual recurring revenue](https://zenskar.com/docs/20240301/product-modules/insights/revenue-analytics/net-annual-recurring-revenue.md) - [Net revenue retention](https://zenskar.com/docs/20240301/product-modules/insights/revenue-analytics/net-revenue-retention.md) - [Invoices](https://zenskar.com/docs/20240301/product-modules/invoices/index.md) - [Life cycle of an invoice](https://zenskar.com/docs/20240301/product-modules/invoices/life-cycle-of-an-invoice.md) - [Create invoices](https://zenskar.com/docs/20240301/product-modules/invoices/generating-invoices-in-zenskar.md) - [Create one-off invoices](https://zenskar.com/docs/20240301/product-modules/invoices/create-one-off-invoices.md) - [How to edit an invoice](https://zenskar.com/docs/20240301/product-modules/invoices/how-to-edit-an-invoice.md) - [Credit notes](https://zenskar.com/docs/20240301/product-modules/invoices/credit-notes.md) - [Payments](https://zenskar.com/docs/20240301/product-modules/payments/concepts/payments.md) - [Default payment method](https://zenskar.com/docs/20240301/product-modules/payments/concepts/default-payment-method.md) - [Payments](https://zenskar.com/docs/20240301/product-modules/payments/walkthroughs/payments.md) - [How to connect a payment gateway](https://zenskar.com/docs/20240301/product-modules/payments/how-to-guides/connect-a-payment-gateway.md) - [How to manage payments](https://zenskar.com/docs/20240301/product-modules/payments/how-to-guides/manage-payments.md) - [Payments reference](https://zenskar.com/docs/20240301/product-modules/payments/reference/payments.md) - [Products](https://zenskar.com/docs/20240301/product-modules/products/concepts/products.md) - [Features](https://zenskar.com/docs/20240301/product-modules/products/concepts/feature.md) - [Products](https://zenskar.com/docs/20240301/product-modules/products/walkthroughs/products.md) - [How to add a product](https://zenskar.com/docs/20240301/product-modules/products/how-to-guides/add-a-product.md) - [How to manage products](https://zenskar.com/docs/20240301/product-modules/products/how-to-guides/manage-products.md) - [Products reference](https://zenskar.com/docs/20240301/product-modules/products/reference/products.md) - [Billable metrics](https://zenskar.com/docs/20240301/product-modules/usage/concepts/billable-metrics.md) - [What is a usage event](https://zenskar.com/docs/20240301/product-modules/usage/concepts/usage-event.md) - [Data ingestion](https://zenskar.com/docs/20240301/product-modules/usage/data-sources/data-ingestion.md) - [How-to: Ingest usage events via data sync connectors](https://zenskar.com/docs/20240301/product-modules/usage/data-sources/data-ingestion-via-data-source-connectors.md) - [How-to: Execute remote queries on data source](https://zenskar.com/docs/20240301/product-modules/usage/data-sources/data-ingestion-via-remote-query.md) - [How-to: Ingest usage events](https://zenskar.com/docs/20240301/product-modules/usage/usage-event/data-ingestion-via-apis.md) - [How-to: Ingest usage events via CSV upload](https://zenskar.com/docs/20240301/product-modules/usage/usage-event/data-ingestion-via-zenskar-compatible-csv-file.md) - [How-to: Handle ingestion failures](https://zenskar.com/docs/20240301/product-modules/usage/usage-event/handle-usage-event-ingestion-failures.md) - [How-to: Edit historical data](https://zenskar.com/docs/20240301/product-modules/usage/usage-event/how-to-edit-historical-data.md) - [How-to: Set up S3 Event Sync](https://zenskar.com/docs/20240301/product-modules/usage/usage-event/how-to-set-up-s3-event-sync.md) - [How-to: Ingest usage events via dashboard](https://zenskar.com/docs/20240301/product-modules/usage/usage-event/web-form-for-manual-raw-metrics.md) - [General settings](https://zenskar.com/docs/20240301/product-modules/settings/general.md) - [Business entity](https://zenskar.com/docs/20240301/product-modules/settings/business-entity.md) - [Payment instructions](https://zenskar.com/docs/20240301/product-modules/settings/payment-instructions.md) - [Payment](https://zenskar.com/docs/20240301/product-modules/settings/payment.md) - [Communications settings](https://zenskar.com/docs/20240301/product-modules/settings/communications.md) - [Contract & Invoices](https://zenskar.com/docs/20240301/product-modules/settings/contract-invoices.md) - [Concepts](https://zenskar.com/docs/20240301/product-modules/settings/invoice-date-configuration/concepts.md) - [How-to guides](https://zenskar.com/docs/20240301/product-modules/settings/invoice-date-configuration/how-to-guides.md) - [Reference](https://zenskar.com/docs/20240301/product-modules/settings/invoice-date-configuration/reference.md) - [Single sign-on authentication](https://zenskar.com/docs/20240301/product-modules/settings/single-sign-on-authentication.md) - [Webhook alerts](https://zenskar.com/docs/20240301/product-modules/settings/webhook-alerts.md) - [Zenskar IPs](https://zenskar.com/docs/20240301/product-modules/settings/zenskar-ips.md) - [S3 Ingestion](https://zenskar.com/docs/20240301/product-modules/settings/s3-ingestion.md) - [Custom attributes](https://zenskar.com/docs/20240301/product-modules/settings/custom-attributes.md) - [API keys](https://zenskar.com/docs/20240301/product-modules/settings/api-keys.md) - [Entitlements](https://zenskar.com/docs/20240301/product-modules/more/entitlements.md) - [Communications](https://zenskar.com/docs/20240301/product-modules/more/communications/index.md) - [Document templates](https://zenskar.com/docs/20240301/product-modules/more/communications/document-templates.md) - [Email alerts](https://zenskar.com/docs/20240301/product-modules/more/communications/email-alerts.md) - [Email templates](https://zenskar.com/docs/20240301/product-modules/more/communications/email-templates.md) - [Templating guide](https://zenskar.com/docs/20240301/product-modules/more/communications/templating-guide.md) - [Invoice template variables](https://zenskar.com/docs/20240301/product-modules/more/communications/invoice-template-variables.md) - [Credit note template variables](https://zenskar.com/docs/20240301/product-modules/more/communications/credit-note-template-variables.md) - [Payment receipt template variables](https://zenskar.com/docs/20240301/product-modules/more/communications/payment-receipt-template-variables.md) - [Usage report template variables](https://zenskar.com/docs/20240301/product-modules/more/communications/usage-report-template-variables.md) - [Segments](https://zenskar.com/docs/20240301/product-modules/more/communications/segments.md) - [Senders](https://zenskar.com/docs/20240301/product-modules/more/communications/senders.md) - [Sent emails](https://zenskar.com/docs/20240301/product-modules/more/communications/sent-emails.md) - [Usage alerts](https://zenskar.com/docs/20240301/product-modules/more/communications/usage-alerts.md) - [Configurations](https://zenskar.com/docs/20240301/product-modules/more/communications/configurations.md) - [RBAC](https://zenskar.com/docs/20240301/security/role-based-access-control/index.md) - [Roles](https://zenskar.com/docs/20240301/security/role-based-access-control/roles.md) - [Users](https://zenskar.com/docs/20240301/security/role-based-access-control/users.md) - [SAML authentication](https://zenskar.com/docs/20240301/security/saml-authentication/index.md) - [SAML authentication with Google Workspace](https://zenskar.com/docs/20240301/security/saml-authentication/saml-authentication-with-google-workspace.md) - [SAML authentication with Microsoft Entra ID](https://zenskar.com/docs/20240301/security/saml-authentication/saml-authentication-with-microsoft-entra-id.md) - [Two-factor authentication](https://zenskar.com/docs/20240301/security/two-factor-authentication.md) - [Concepts](https://zenskar.com/docs/20240301/model-context-protocol/concepts.md) - [Walkthroughs](https://zenskar.com/docs/20240301/model-context-protocol/walkthroughs.md) - [How-to guides](https://zenskar.com/docs/20240301/model-context-protocol/how-to-guides.md) - [Reference](https://zenskar.com/docs/20240301/model-context-protocol/reference.md) - [Flat-fee pricing](https://zenskar.com/docs/20240301/pricing-models/flat-fee.md) - [Matrix pricing](https://zenskar.com/docs/20240301/pricing-models/matrix.md) - [Percent pricing](https://zenskar.com/docs/20240301/pricing-models/percent.md) - [Per-unit pricing](https://zenskar.com/docs/20240301/pricing-models/per-unit.md) - [Step pricing](https://zenskar.com/docs/20240301/pricing-models/step.md) - [Tiered pricing](https://zenskar.com/docs/20240301/pricing-models/tiered.md) - [Tiered pricing with flat fee](https://zenskar.com/docs/20240301/pricing-models/tiered-pricing-with-flat-fee.md) - [Two-dimensional tiered pricing](https://zenskar.com/docs/20240301/pricing-models/two-dimensional-tiered.md) - [Volume](https://zenskar.com/docs/20240301/pricing-models/volume.md) - [Volume pricing with flat fee](https://zenskar.com/docs/20240301/pricing-models/volume-with-flat-fee.md) - [Third-party integrations](https://zenskar.com/docs/20240301/third-party-integrations/index.md): Browse every data source, ERP, CRM/CPQ, tax, and payment gateway connector Zenskar supports. - [Auth0](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/auth0.md) - [Amazon Athena](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/amazon-athena.md): The AWS Athena data-source connector enables syncing data to AWS by writing JSON files to S3 and making them accessible through a Lake Formation Governed Table in the Glue Data Catalog, requiring an AWS account, S3 bucket, Lake Formation database, and AWS credentials. - [Amazon Redshift](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/amazon-redshift.md): Connect an Amazon Redshift cluster or Serverless workgroup as a remote data source, then query it directly from a billable metric's SQL builder, without syncing the data into Zenskar first. - [BigQuery](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/bigquery.md) - [ClickHouse](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/clickhouse.md) - [CockroachDB](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/cockroachdb.md) - [Databricks Lakehouse](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/databricks-lakehouse.md) - [Google Sheets](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/google-sheets.md) - [Looker](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/looker.md) - [Metabase](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/metabase.md) - [MongoDB](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/mongodb.md) - [MySQL](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/mysql.md) - [PostgreSQL](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/postgresql.md) - [QuickBooks](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/quickbooks.md) - [Shopify](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/shopify.md) - [Snowflake](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/snowflake/index.md): Integrating Snowflake with Zenskar involves setting up Snowflake for integration and then configuring Zenskar to connect with Snowflake. - [Set up Snowflake for integration with Zenskar](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/snowflake/set-up-snowflake.md): This guide provides a step-by-step SQL script to set up Snowflake for integration with Zenskar, including creating roles, users, warehouses, and databases, and granting necessary privileges. - [Configure Zenskar's Snowflake connector](https://zenskar.com/docs/20240301/third-party-integrations/data-sources/snowflake/configure-snowflake.md): This guide provides step-by-step instructions for configuring Zenskar's Snowflake connector, including setting up the data source, configuring connection details, selecting tables and columns to sync, and setting sync frequency. - [NetSuite](https://zenskar.com/docs/20240301/third-party-integrations/ERPs/netsuite.md) - [QuickBooks](https://zenskar.com/docs/20240301/third-party-integrations/ERPs/quickbooks.md) - [Xero](https://zenskar.com/docs/20240301/third-party-integrations/ERPs/xero.md) - [Zoho Books](https://zenskar.com/docs/20240301/third-party-integrations/ERPs/zoho-books.md) - [HubSpot](https://zenskar.com/docs/20240301/third-party-integrations/CRMs-and-CPQs/hubspot.md) - [Salesforce integration guide](https://zenskar.com/docs/20240301/third-party-integrations/CRMs-and-CPQs/salesforce/index.md): This guide provides instructions for integrating your Salesforce account with your Zenskar account, including prerequisites, steps for connecting the accounts, and details on object mapping between Zenskar and Salesforce. - [Installation and setup of Zenskar’s package for Salesforce](https://zenskar.com/docs/20240301/third-party-integrations/CRMs-and-CPQs/salesforce/install-and-set-up-zenskar-package.md): Set up the Zenskar package for Salesforce with this step-by-step guide. Learn installation, configuration, and integration best practices. - [Use default Flow](https://zenskar.com/docs/20240301/third-party-integrations/CRMs-and-CPQs/salesforce/default-flow.md): Learn to integrate Zenskar with Salesforce using the default Flow. This guide covers setup steps, data sync, and automation best practices. - [Create your own Flow](https://zenskar.com/docs/20240301/third-party-integrations/CRMs-and-CPQs/salesforce/custom-flow.md): You can use Package Components to create Flows tailored to your Workflows and Setup. The following includes examples, Apex Actions, and Apex Classes that can be utilized to design these Flows. - [Avalara AvaTax](https://zenskar.com/docs/20240301/third-party-integrations/tax-automation/avalara-avatax.md) - [Anrok](https://zenskar.com/docs/20240301/third-party-integrations/tax-automation/anrok.md) - [Stripe](https://zenskar.com/docs/20240301/third-party-integrations/payment-gateways/stripe.md) - [Authentication](https://zenskar.com/docs/20240301/api-guides/authentication.md) - [Datetime format](https://zenskar.com/docs/20240301/api-guides/datetime-format.md) - [Idempotent requests](https://zenskar.com/docs/20240301/api-guides/idempotent-requests.md) - [Get chart of accounts](https://zenskar.com/docs/api-reference/accounting/get-chart-of-accounts.md): Get the chart of accounts for an organisation. - [Get accounts](https://zenskar.com/docs/api-reference/accounting/get-accounts.md): Fetch accounts for an organisation with optional filters and pagination. - [Create account](https://zenskar.com/docs/api-reference/accounting/create-account.md): Create a new account for an organisation. - [Get close date](https://zenskar.com/docs/api-reference/accounting/get-close-date.md): Fetch the close date for an organisation. - [Create close date](https://zenskar.com/docs/api-reference/accounting/create-close-date.md): Create a close date for an organisation. - [Update close date](https://zenskar.com/docs/api-reference/accounting/update-close-date.md): Update the close date for an organisation. - [Create journal entry](https://zenskar.com/docs/api-reference/accounting/create-journal-entry.md): Create a journal entry for an organisation. - [Get journal entry](https://zenskar.com/docs/api-reference/accounting/get-journal-entry.md): Fetch a journal entry by its unique identifier for an organisation. - [Update journal entry](https://zenskar.com/docs/api-reference/accounting/update-journal-entry.md): Update a journal entry by its unique identifier for an organisation. - [Get account balance by tag](https://zenskar.com/docs/api-reference/accounting/get-account-balance-by-tag.md): Fetch the balance of an account by its ID and optional filters. - [Get journal entries](https://zenskar.com/docs/api-reference/accounting/get-journal-entries.md): Fetch journal entries for an organisation with optional filters and pagination. - [Get journal lines](https://zenskar.com/docs/api-reference/accounting/get-journal-lines.md): Fetch journal lines for an organisation with optional filters and pagination. - [Get balance sheet](https://zenskar.com/docs/api-reference/accounting/get-balance-sheet.md): Fetch the balance sheet for an organisation with optional filters and pagination. - [Get income statement](https://zenskar.com/docs/api-reference/accounting/get-income-statement.md): Fetch the income statement for an organisation with optional filters and pagination. - [Validate period close](https://zenskar.com/docs/api-reference/accounting/validate-period-close.md): Validate prerequisites for closing an accounting period without actually closing it. Returns a comprehensive checklist of what needs to be fixed. - [Close accounting period](https://zenskar.com/docs/api-reference/accounting/close-accounting-period.md): Close an accounting period after validating all prerequisites. Once closed, no modifications can be made to transactions within the period. - [Get accounting periods](https://zenskar.com/docs/api-reference/accounting/get-accounting-periods.md): Fetch all closed accounting periods for an organisation with pagination. - [Get last closed period](https://zenskar.com/docs/api-reference/accounting/get-last-closed-period.md): Fetch the most recent closed accounting period for an organisation. - [Get accounting period](https://zenskar.com/docs/api-reference/accounting/get-accounting-period.md): Fetch a single accounting period by ID. - [List billable metrics](https://zenskar.com/docs/api-reference/billable-metrics/list-billable-metrics.md): List aggregates with optional filtering, sorting, and pagination. - [Create billable metric](https://zenskar.com/docs/api-reference/billable-metrics/create-billable-metric.md): Create a new aggregate with the provided details. - [Get aggregate estimates for a period](https://zenskar.com/docs/api-reference/billable-metrics/get-aggregate-estimates-for-a-period.md): Get estimates for a specific aggregate and customer within a date range. - [Get billable metric](https://zenskar.com/docs/api-reference/billable-metrics/get-billable-metric.md): Fetch a specific aggregate by its ID. - [Delete aggregate](https://zenskar.com/docs/api-reference/billable-metrics/delete-aggregate.md): Delete an existing aggregate by its ID. - [Update aggregate](https://zenskar.com/docs/api-reference/billable-metrics/update-aggregate.md): Update an existing aggregate by its ID. - [List business entities](https://zenskar.com/docs/api-reference/business-entities/list-business-entities.md): List business entities with pagination, filtering, and sorting options. - [Create business entity](https://zenskar.com/docs/api-reference/business-entities/create-business-entity.md): Create a new business entity with the provided details. - [Get business entity](https://zenskar.com/docs/api-reference/business-entities/get-business-entity.md): Fetch a business entity by its ID. - [Update business entity](https://zenskar.com/docs/api-reference/business-entities/update-business-entity.md): Update an existing business entity with the provided details. - [Get business entity config](https://zenskar.com/docs/api-reference/business-entities/get-business-entity-config.md): List all per-country/currency configs for a business entity. - [Set business entity config](https://zenskar.com/docs/api-reference/business-entities/set-business-entity-config.md): Replace all configs for a business entity. Each item is one country/currency row. - [Get region config](https://zenskar.com/docs/api-reference/business-entities/get-region-config.md): Get all configs for a specific country for a business entity. - [Upsert region config](https://zenskar.com/docs/api-reference/business-entities/upsert-region-config.md): Insert or update a config for a specific country/currency. - [Delete region config](https://zenskar.com/docs/api-reference/business-entities/delete-region-config.md): Soft-delete all configs for a specific country for a business entity. - [List contacts](https://zenskar.com/docs/api-reference/contacts/list-contacts.md): List contacts given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create contact](https://zenskar.com/docs/api-reference/contacts/create-contact.md): Creates a contact for the given organisation. The contact will be associated with the organisation. - [Get contact](https://zenskar.com/docs/api-reference/contacts/get-contact.md): Fetch a contact by its ID. The contact will be associated with the organisation. - [Delete contact](https://zenskar.com/docs/api-reference/contacts/delete-contact.md): Delete a contact by its ID. The contact will be associated with the organisation. - [Update contact](https://zenskar.com/docs/api-reference/contacts/update-contact.md): Update an existing contact with the provided details. The contact will be associated with the organisation. - [List contracts](https://zenskar.com/docs/api-reference/contracts/list-contracts.md): Retrieve a paginated list of contracts for your organization. - [Create contract](https://zenskar.com/docs/api-reference/contracts/create-contract.md): Creates a new contract in Zenskar. Contracts represent revenue agreements with customers and serve as the foundation for billing, invoicing, and revenue recognition. - [Get contract by ID](https://zenskar.com/docs/api-reference/contracts/get-contract-by-id.md): Retrieve detailed information for a specific contract by its unique identifier. - [Update contract](https://zenskar.com/docs/api-reference/contracts/update-contract.md): Update an existing contract with new details. - [Delete contract](https://zenskar.com/docs/api-reference/contracts/delete-contract.md): Delete a contract by its ID, a contract must not be active to be deleted. - [Get contract amendments](https://zenskar.com/docs/api-reference/contracts/get-contract-amendments.md): Get all amendments for a contract - [Create contract phase](https://zenskar.com/docs/api-reference/contracts/create-contract-phase.md): Create a new phase for an existing contract - [Pause contract](https://zenskar.com/docs/api-reference/contracts/pause-contract.md): Pause an existing contract. - [Update pause contract](https://zenskar.com/docs/api-reference/contracts/update-pause-contract.md): Edit the pause of an existing contract. - [Resume contract](https://zenskar.com/docs/api-reference/contracts/resume-contract.md): Resume the pause of an existing contract. - [Create contract phase pricing](https://zenskar.com/docs/api-reference/contracts/create-contract-phase-pricing.md): Create a new pricing association for a contract phase - [Expire contract](https://zenskar.com/docs/api-reference/contracts/expire-contract.md): Expire a contract by its ID. The contract will be marked as expired and adjusted to the specified expiry date (or today if not provided). The expiry time is automatically set to end of day (23:59:59.999999). - [Get credit note list](https://zenskar.com/docs/api-reference/credit-notes/get-credit-note-list.md): List credit notes given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create credit note](https://zenskar.com/docs/api-reference/credit-notes/create-credit-note.md): Creates a credit note for the given organisation. The credit note will be associated with the organisation. - [Get credit note by ID](https://zenskar.com/docs/api-reference/credit-notes/get-credit-note-by-id.md): Fetch a credit note by its ID. The credit note will be associated with the organisation. - [Update credit note by ID](https://zenskar.com/docs/api-reference/credit-notes/update-credit-note-by-id.md): Update an existing credit note with the provided details. The credit note will be associated with the organisation. - [Get line items by credit note ID](https://zenskar.com/docs/api-reference/credit-notes/get-line-items-by-credit-note-id.md): Fetch line items associated with a specific credit note ID. - [List custom attribute definitions](https://zenskar.com/docs/api-reference/custom-attributes/list-custom-attribute-definitions.md): List custom attribute definitions for an organisation. If module is provided, returns definitions for that specific module. If business_entity_id is provided, returns org defaults with business entity overrides. Business entity overrides take precedence over org defaults for the same att… - [Create custom attribute definition](https://zenskar.com/docs/api-reference/custom-attributes/create-custom-attribute-definition.md): Create a new custom attribute definition for an organisation, or a specific business entity within it. - [Get custom attribute definition](https://zenskar.com/docs/api-reference/custom-attributes/get-custom-attribute-definition.md): Retrieve a specific custom attribute definition by its ID. - [Update custom attribute definition](https://zenskar.com/docs/api-reference/custom-attributes/update-custom-attribute-definition.md): Update an existing custom attribute definition. Note: attribute_key_name and data_type are generally not updatable after creation. - [List customers with filtering and pagination](https://zenskar.com/docs/api-reference/customers/list-customers-with-filtering-and-pagination.md): Retrieve customers with rich filtering, sorting, and pagination. - [Create customer](https://zenskar.com/docs/api-reference/customers/create-customer.md): Creates a new customer object in Zenskar. Customer objects represent the individuals or companies you do business with and serve for your revenue operations—they must exist before you can create contracts, generate invoices, or process payments. - [Get customer by ID](https://zenskar.com/docs/api-reference/customers/get-customer-by-id.md): Retrieve detailed information for a specific customer by their unique identifier. - [Delete customer](https://zenskar.com/docs/api-reference/customers/delete-customer.md): Deletes a customer by ID. - [Update customer](https://zenskar.com/docs/api-reference/customers/update-customer.md): Updates an existing customer in the system. - [Create customer relationships](https://zenskar.com/docs/api-reference/customers/create-customer-relationships.md): Creates a relationship between two customers within the same organization - [List payment methods](https://zenskar.com/docs/api-reference/customers/list-payment-methods.md): List all payment methods for a customer given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Patch Customer Connector Id](https://zenskar.com/docs/api-reference/customers/patch-customer-connector-id.md): Updates the connector ID for a customer. - [Attach external payment method](https://zenskar.com/docs/api-reference/customers/attach-external-payment-method.md): Attaches an external payment method (from Stripe or other provider) to a customer. **Connector Auto-Detection:** - If 'connector' is not provided, the system will automatically detect the connector by querying resource mappings - If exactly one connector mapping exists for the customer, it will be u… - [Delete payment method](https://zenskar.com/docs/api-reference/customers/delete-payment-method.md): Deletes a single payment method for a customer. - [Delete third-party connector](https://zenskar.com/docs/api-reference/customers/delete-third-party-connector.md): Deletes a specific connector for a customer. - [Create customer or guest session](https://zenskar.com/docs/api-reference/customers/create-customer-or-guest-session.md): Create a unique session for a customer or guest - [Get customer connector details](https://zenskar.com/docs/api-reference/customers/get-customer-connector-details.md): Retrieve connector integration details for a specific customer by connector name. - [List customer addresses](https://zenskar.com/docs/api-reference/customer-addresses/list-customer-addresses.md): Retrieve all addresses associated with a customer, with optional filtering by address type. - [Create customer address](https://zenskar.com/docs/api-reference/customer-addresses/create-customer-address.md): Create a new address for a customer. - [Get customer address](https://zenskar.com/docs/api-reference/customer-addresses/get-customer-address.md): Retrieve detailed information for a specific address by its unique identifier. - [Delete customer address](https://zenskar.com/docs/api-reference/customer-addresses/delete-customer-address.md): Delete an address from the customer's address book. - [Update customer address](https://zenskar.com/docs/api-reference/customer-addresses/update-customer-address.md): Update an existing address with partial data. Only provided fields will be updated. - [List data-source connectors](https://zenskar.com/docs/api-reference/data-sources/list-data-source-connectors.md): List datasource given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create data-source connector](https://zenskar.com/docs/api-reference/data-sources/create-data-source-connector.md): Creates a data source for the given organisation. The data source will be associated with the organisation. - [Get data-source connector](https://zenskar.com/docs/api-reference/data-sources/get-data-source-connector.md): Fetch a data source by its ID. The data source will be associated with the organisation. - [Update data-source connector](https://zenskar.com/docs/api-reference/data-sources/update-data-source-connector.md): Update an existing data source with the provided details. The data source will be associated with the organisation. - [List entitlements](https://zenskar.com/docs/api-reference/entitlements/list-entitlements.md): List entitlement given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create entitlement](https://zenskar.com/docs/api-reference/entitlements/create-entitlement.md): Create a new entitlement - [List customer entitlement balances with advanced filtering](https://zenskar.com/docs/api-reference/entitlements/list-customer-entitlement-balances-with-advanced-filtering.md): Retrieve customer entitlement balances with comprehensive filtering, sorting, and pagination. - [Get entitlement](https://zenskar.com/docs/api-reference/entitlements/get-entitlement.md): Get entitlement details by its unique identifier - [Delete entitlement](https://zenskar.com/docs/api-reference/entitlements/delete-entitlement.md): Delete an existing entitlement - [Update entitlement](https://zenskar.com/docs/api-reference/entitlements/update-entitlement.md): Update an existing entitlement - [Create entitlement customer](https://zenskar.com/docs/api-reference/entitlements/create-entitlement-customer.md): Create a new entitlement for a customer - [List entitlements for customer](https://zenskar.com/docs/api-reference/entitlements/list-entitlements-for-customer.md): List entitlements assigned to a customer given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Get total customer entitlements](https://zenskar.com/docs/api-reference/entitlements/get-total-customer-entitlements.md): Get total entitlements for a customer - [List customer entitlements](https://zenskar.com/docs/api-reference/entitlements/list-customer-entitlements.md): List all entitlements assigned to a customer - [List unique entitlements for customer](https://zenskar.com/docs/api-reference/entitlements/list-unique-entitlements-for-customer.md): List unique entitlements assigned to a customer - [Get entitlement customer](https://zenskar.com/docs/api-reference/entitlements/get-entitlement-customer.md): Get specific entitlement details for a customer - [Delete customer entitlement](https://zenskar.com/docs/api-reference/entitlements/delete-customer-entitlement.md): Delete an existing customer entitlement - [Update customer entitlement](https://zenskar.com/docs/api-reference/entitlements/update-customer-entitlement.md): Update an existing customer entitlement - [Get Customer Entitlement by ID](https://zenskar.com/docs/api-reference/entitlements/get-customer-entitlement-by-id.md): Get specific entitlement details for a customer by entitlement customer ID - [List invoices](https://zenskar.com/docs/api-reference/invoices/list-invoices.md): List invoices given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Get invoice](https://zenskar.com/docs/api-reference/invoices/get-invoice.md) - [Get invoice by external Id](https://zenskar.com/docs/api-reference/invoices/get-invoice-by-external-id.md): Get invoice details by its external ID. - [Generate an invoice](https://zenskar.com/docs/api-reference/invoices/generate-an-invoice.md): Generate an invoice for a customer given a contract - [Approve invoice](https://zenskar.com/docs/api-reference/invoices/approve-invoice.md): Approve an invoice by its ID. - [Approve V3 invoice](https://zenskar.com/docs/api-reference/invoices/approve-v3-invoice.md): Lean V3 invoice approval. Runs the approval-time tax reverify gate (pre-commit); on a material tax change beyond the org policy the invoice stays in draft (409). Accounting/webhooks/sync are not run by this endpoint yet. - [Get invoice line items](https://zenskar.com/docs/api-reference/invoices/get-invoice-line-items.md): API to get details about the invoice line items, features and pricing models. This endpoint is accessible to customers to view their invoice details. - [Void invoice](https://zenskar.com/docs/api-reference/invoices/void-invoice.md): Void an invoice by its ID. - [Create credit note against invoice](https://zenskar.com/docs/api-reference/invoices/create-credit-note-against-invoice.md): Create a credit note against an invoice by its ID. - [List jobs](https://zenskar.com/docs/api-reference/jobs/list-jobs.md): List jobs given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Get job by ID](https://zenskar.com/docs/api-reference/jobs/get-job-by-id.md): Retrieve a specific job by its ID - [Get job outcomes by filters](https://zenskar.com/docs/api-reference/jobs/get-job-outcomes-by-filters.md): Retrieve job outcomes based on various filters such as job type, status, and date range. This endpoint supports pagination and searching. - [Get job outcomes by ID](https://zenskar.com/docs/api-reference/jobs/get-job-outcomes-by-id.md): Retrieve job outcomes for a specific job by its ID. This endpoint allows you to fetch the outcomes of a job, including logs and status. - [Get job with sub-jobs](https://zenskar.com/docs/api-reference/jobs/get-job-with-sub-jobs.md): Retrieve a job along with its sub-jobs if it's a parent job. This endpoint is useful for viewing the status and progress of split jobs. - [Get invoice payments](https://zenskar.com/docs/api-reference/payments/get-invoice-payments.md): Get all payments for a specific invoice - [Get payment by ID](https://zenskar.com/docs/api-reference/payments/get-payment-by-id.md): Get payment details by its unique identifier - [Delete manual payment](https://zenskar.com/docs/api-reference/payments/delete-manual-payment.md): Delete an existing manual payment - [Update payment](https://zenskar.com/docs/api-reference/payments/update-payment.md): Update an existing payment - [Get payments](https://zenskar.com/docs/api-reference/payments/get-payments.md): Get a paginated list of all payments - [Create payment](https://zenskar.com/docs/api-reference/payments/create-payment.md): Create a new payment - [Create invoice charge](https://zenskar.com/docs/api-reference/payments/create-invoice-charge.md): Create a new charge for a specific invoice - [Edit manual payment](https://zenskar.com/docs/api-reference/payments/edit-manual-payment.md): Edit an existing manual payment - [Refund payment](https://zenskar.com/docs/api-reference/payments/refund-payment.md): Create a refund for an existing payment - [List plans](https://zenskar.com/docs/api-reference/plans/list-plans.md): List plans given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create plan](https://zenskar.com/docs/api-reference/plans/create-plan.md): Create a new plan for an organization - [Get plan by Id](https://zenskar.com/docs/api-reference/plans/get-plan-by-id.md): Retrieve a specific plan by its ID - [Update plan](https://zenskar.com/docs/api-reference/plans/update-plan.md): Update an existing plan by its ID - [Delete plan by Id](https://zenskar.com/docs/api-reference/plans/delete-plan-by-id.md): Delete a specific plan by its ID - [Create plan phase](https://zenskar.com/docs/api-reference/plans/create-plan-phase.md): Create a new phase for a plan - [Update plan phase](https://zenskar.com/docs/api-reference/plans/update-plan-phase.md): Update an existing phase for a plan by its ID - [Delete plan phase](https://zenskar.com/docs/api-reference/plans/delete-plan-phase.md): Delete a specific phase from a plan by its ID - [Create plan phase pricing](https://zenskar.com/docs/api-reference/plans/create-plan-phase-pricing.md): Create pricing for a plan phase - [Update plan phase pricing](https://zenskar.com/docs/api-reference/plans/update-plan-phase-pricing.md): Update pricing for a plan phase by its ID - [Delete plan phase pricing by Id](https://zenskar.com/docs/api-reference/plans/delete-plan-phase-pricing-by-id.md): Delete pricing for a specific plan phase by its ID - [Create new version](https://zenskar.com/docs/api-reference/plans/create-new-version.md): Create a new version of an existing plan - [List products](https://zenskar.com/docs/api-reference/products/list-products.md): List products given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create product](https://zenskar.com/docs/api-reference/products/create-product.md): Creates a new product in the organization. - [Get product](https://zenskar.com/docs/api-reference/products/get-product.md): Fetches a product by its ID. - [Delete product](https://zenskar.com/docs/api-reference/products/delete-product.md): Deletes a product by its ID. - [Update product](https://zenskar.com/docs/api-reference/products/update-product.md): Updates a product by its ID. - [Get product pricings](https://zenskar.com/docs/api-reference/products/get-product-pricings.md): Fetches all pricing models associated with a product. - [Create product pricing](https://zenskar.com/docs/api-reference/products/create-product-pricing.md): Creates a new pricing model for a product. - [Get product pricing](https://zenskar.com/docs/api-reference/products/get-product-pricing.md): Fetches a specific pricing model by its ID. - [Delete product pricing](https://zenskar.com/docs/api-reference/products/delete-product-pricing.md): Deletes a specific pricing model for a product by its ID. - [Update product pricing](https://zenskar.com/docs/api-reference/products/update-product-pricing.md): Updates an existing pricing model for a product. - [Get product bundle pricing](https://zenskar.com/docs/api-reference/products/get-product-bundle-pricing.md): Fetches a specific product bundle pricing by its ID. - [Update product bundle pricing](https://zenskar.com/docs/api-reference/products/update-product-bundle-pricing.md): Updates an existing pricing model for a product bundle. - [Create product bundle pricing](https://zenskar.com/docs/api-reference/products/create-product-bundle-pricing.md): Creates a new pricing model for a product bundle. - [List tax categories](https://zenskar.com/docs/api-reference/tax/list-tax-categories.md): List tax categories (Zenskar codes) for the organisation with pagination. - [Create tax category](https://zenskar.com/docs/api-reference/tax/create-tax-category.md): Create a tax category. System generates a unique Zenskar code (e.g. ZEN_TAX_00001). - [Get tax category](https://zenskar.com/docs/api-reference/tax/get-tax-category.md): Get a tax category by Zenskar code (e.g. ZEN_TAX_00001). - [Update tax category](https://zenskar.com/docs/api-reference/tax/update-tax-category.md): Update a tax category by Zenskar code (e.g. ZEN_TAX_00001). - [List jurisdiction rates](https://zenskar.com/docs/api-reference/tax/list-jurisdiction-rates.md): List tax jurisdiction rates for a business entity. Optionally filter by tax category ID. - [Create jurisdiction rate](https://zenskar.com/docs/api-reference/tax/create-jurisdiction-rate.md): Create a jurisdiction rate for a business entity (destination → tax group). - [Get jurisdiction rate](https://zenskar.com/docs/api-reference/tax/get-jurisdiction-rate.md): Get a single jurisdiction rate by ID. - [Update jurisdiction rate](https://zenskar.com/docs/api-reference/tax/update-jurisdiction-rate.md): Update a jurisdiction rate by ID. - [Resolve the applicable tax rate for a destination](https://zenskar.com/docs/api-reference/tax/resolve-the-applicable-tax-rate-for-a-destination.md): Same code path billing uses — given a tax category + destination + date, return the single applicable rate breakdown plus its fingerprint. 404 when no row matches; 422 when the configuration is ambiguous (multiple rows match — caller must close one's effective_to or deactivate it). - [List tax rates](https://zenskar.com/docs/api-reference/tax/list-tax-rates.md): List expanded tax rates for a jurisdiction rate. - [Get tax rate](https://zenskar.com/docs/api-reference/tax/get-tax-rate.md): Get a single tax rate by ID. - [Update tax rate](https://zenskar.com/docs/api-reference/tax/update-tax-rate.md): Update a tax rate by ID. - [List tags](https://zenskar.com/docs/api-reference/tags/list-tags.md): List tags - [Upsert tags](https://zenskar.com/docs/api-reference/tags/upsert-tags.md): Upsert tags - [List usage events](https://zenskar.com/docs/api-reference/usage-events/list-usage-events.md): List Usage Events given a `next` or `previous` cursor and a limit. If cursor is not provided you will get the beginning of the search set - [Create usage event](https://zenskar.com/docs/api-reference/usage-events/create-usage-event.md): Create a new usage event - [Get usage event by ID](https://zenskar.com/docs/api-reference/usage-events/get-usage-event-by-id.md): Get usage event details by its unique identifier - [Update usage event](https://zenskar.com/docs/api-reference/usage-events/update-usage-event.md): Update an existing usage event - [Get usage event by slug](https://zenskar.com/docs/api-reference/usage-events/get-usage-event-by-slug.md): Get usage event details by its slug ## OpenAPI Specs - [openapi](/docs/api-reference/openapi.json) - [openapi-20240301](/docs/docs2/openAPI/openapi-20240301.json) - [openapi-20260301](/docs/docs2/openAPI/openapi-20260301.json) - [openapi](/docs/openapi.json) - [openapi-20240301](/docs/openAPI/openapi-20240301.json) - [openapi-20260301](/docs/openAPI/openapi-20260301.json) ## Optional - [Blog](https://www.zenskar.com/blog)