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Retrieves invoices from the Ascora Accounting API that have not yet been marked as sent to an accounting system. Optionally filter by date and company. Returns full invoice details including header information, customer data, and line items. Use **Mark Invoices** after processing to prevent re-retrieval.
Marks one or more payments as successfully sent to an external accounting system. Once marked, these payments will no longer be returned by the Get Payments tool. Use this after you have successfully processed and pushed payments to your accounting package (e.g., Xero, QuickBooks, MYOB).
Retrieves payments from the Ascora Accounting API that have not yet been marked as sent to an accounting system. Only returns payments linked to invoices that have already been marked as sent. Use **Mark Payments** after processing to prevent re-retrieval.
Marks one or more invoices as successfully sent to an external accounting system. Once marked, these invoices will no longer be returned by the Get Invoices tool. Use this after you have successfully processed and pushed invoices to your accounting package (e.g., Xero, QuickBooks, MYOB).
Creates a new enquiry in Ascora from external data such as website contact forms or CRM systems. The enquiry can later be converted into a Quote or Job within Ascora. Supports contact details, address information, a description of the enquiry, and any number of custom fields configured in your Ascora account.
Searches a page of customers from Ascora. Returns customer records including contact details and company information. Use this to look up existing customers, sync customer data to external systems, or verify customer records.
Retrieve one Ascora customer, including contact details, addresses, customer type and custom fields. Use list_customers to discover the customer ID.
Retrieve an Ascora job by its full job number, including status, customer relationships, address and pricing. Use list_jobs to find a job number.
Search a page of Ascora jobs by status, customer, assigned user, job type, creation date or text. Use a returned job number with get_job for full details.