Upbooks Documentation

Explore APIs, integrations, and best practices — everything you need to build with Upbooks.

Developer Tools

We provides essential resources like Postman collections and comprehensive API documentation to aid developers in testing, integration, and troubleshooting.

API Usage

Begin your journey with Upbooks, explore features, and learn to maximize efficiency.

API Reference

Access detailed API references for comprehensive integration guidance.

Postman Collection

Integrate Upbooks with other tools and systems using our comprehensive API documentation.

Error Codes

Explore error codes to assist in troubleshooting and resolving API issues.

FAQ

How do I create recurring invoices?

Once you add an invoice by providing the necessary details like client name, invoice, and payment details, then choose recurring invoices. You can check the box and set a recurring frequency if you want your invoices to be recurring.

How do I create recurring expenses?

You can record expenses from the purchase tab. To add an expense, click on record expenses, then add the necessary details like title, type of expense, vendor name, select orders, amount, and date. To make your expenses recurring, check the "make it recurring" box, and set a recurring frequency. Additionally, you can also upload receipts for the expense and click on "add."

How can I connect payments online using Upbooks?

You can connect razorpay in the organisation settings > online payments and then update invoice settings to accept payments through razorpay.