API referenceDocumentsQuotes
Cancel quote
Cancels a draft or sent quote. Accepted and converted quotes must be reconciled through their receipt or invoice.
- Endpoint
POST /v1/quotes/{documentRef}/cancel- Authorization
- Required permission: `quotes:manage`.
- Environments
- Production and sandbox
- Idempotency
- Required for safe retries.
- Common next step
Publish quote link POST
Freezes a draft quote and returns its canonical customer portal link without requiring or sending email.
Record quote payment POST
Records the server-derived accepted total as a manual payment, or supplies the SAT payment form for an already confirmed online payment. It then asynchronously creates the receipt and requested invoice.