Knowledge Base

SalesBinder currently allows you to customize your invoices and estimates in the following ways:

Upload your own logo for custom branding

Customize your billing department’s contact info

Display SKU’s instead of Unique ID’s

Edit each items’ title and description

Set a default “Payment Terms” paragraph and optionally overwrite it on […]

SalesBinder allows you to create as many custom fields for your inventory data as you need. Along with this great flexibility, you’re also able to toggle whether or not you want to display this data in your documents (ie. invoices, estimates, purchase orders, and packing […]

Documents List (GET) – /documents.[format] (page, contextId)

The Documents list is paginated. The pagination limit is set to 16 per page. You can pass the “page” query string parameter followed by a number to access the other pages.

Syntax:

http://[subdomain].salesbinder.com/api/documents.[format]

Example:

http://demo.salesbinder.com/api/documents.json?page=2

HTTP Request Type: GET

View Detailed Documentation

View Document Details […]

Converting estimates into invoices is actually done in one easy click. All you have to do is find the estimate you’d like to convert, and while viewing it you should see a big button that says “Convert to Invoice”.

When you convert an estimate into an […]