Rillet

• Bulk update invoice metadata

  Patches metadata on up to 1,000 invoices in one atomic request.

• Cancel a milestone

  Permanently forfeits a pending milestone allocation on a FULL contract without redistributing it or automatically issuing a refund.

• Complete a close checklist task

  Marks the task as prepared, recorded as completed by the connected user at the current time.

• Create a bank account

  Registers a treasury bank account with currency, institution identifiers, and linkage to the GL cash account used during transaction import.

• Create a bank transaction

  Inserts a single bank feed line such as a wire, ACH, or adjustment when automated imports miss a statement row.

• Create a bill

  Accrues a new accounts-payable bill against a vendor with subsidiary context, line items, and due dates your approval workflow consumes.

• Create a bill payment

  Books a cash or scheduled disbursement that settles all or part of a bill, updating the outstanding payable and linking treasury activity.

• Create a charge

  Create a charge

• Create a chart of accounts

  Initializes the entire chart of accounts for a bare organization in one atomic call.

• Create a contract

  Rillet supports two contract scope types: FULL and REVENUE_RECOGNITION_ONLY.

• Create a credit memo

  Opens a customer credit memo that reduces receivable exposure before you allocate it to specific invoices.

• Create a customer

  Creates a new customer in the Accounts Receivable catalog.

• Create a customer family

  Creates a family from customers that do not already belong to one.

• Create a draft contract

  Stages a contract in the "draft" holding state instead of creating it directly as an active contract.

• Create a journal entry

  Posts a balanced manual journal entry with explicit debit and credit lines, posting date, and subsidiary scope for GL corrections.

• Create an account

  Adds an account to the chart of accounts for the organization.

• Create an invoice

  A matching creation approval workflow returns HTTP 202 with invoice_id, approval_request_id, and status PENDING.

• Create an invoice payment

  Records a manual cash receipt against an open invoice by amount, effective date, and a GL account code that maps to a funded cash account.

• Create a product

  Creates a new product (good or service) that can be referenced on contracts and invoices.

• Create a reimbursement

  Create a reimbursement

• Create a reimbursement payment

  Records a cash payment that settles all or part of a reimbursement.

• Create auto payment setup link

  Kicks off the setup of auto-payment for a customer.

• Create a vendor

  Adds a vendor master record the accounts-payable team can select on bills, vendor credits, and payments.

• Create a vendor credit

  Records a new vendor credit memo amount that reduces future payables without yet touching specific bills.

• Create external reference type

  Creates a `type` for use in `external_references`.

• Create field

  Defines a new custom field (text, number, pick list, etc.) that can be attached to supported Rillet entities for reporting and automation.

• Create field value

  Adds a selectable value to a pick-list style custom field so users and APIs can tag entities with consistent taxonomy.

• Delete a bank account

  Removes a bank account definition when the entity closed the account or you mistakenly created a duplicate connector mapping.

• Delete a bank transaction

  Removes a bank transaction row that was imported twice or created in error before it affects reconciled cash balances.

• Delete a bill

  Removes a bill that should no longer drive AP balances, typically while it remains in draft or was created in error.

• Delete a bill payment

  Reverses a previously recorded bill payment when the disbursement failed or was duplicated, restoring the bill balance accordingly.

• Delete a charge

  Drops a charge that should not influence spend reporting, for example duplicate imports from a card processor feed.

• Delete a contract

  Permanently removes a contract when your business rules allow deletion.

• Delete a contract document

  Removes one attachment from a contract.

• Delete a credit memo

  Removes a credit memo that should no longer affect AR balances, typically while it is still draft or unused.

• Delete a customer

  Permanently deletes a customer.

• Delete a customer family

  Dissolves the grouping.

• Delete a draft contract

  Permanently removes a draft contract along with its line items and external references.

• Delete a draft contract document

  Removes one attachment from a draft contract.

• Delete a journal entry

  Deletes a manual journal entry that should be excluded from the ledger, typically prior to period lock while corrections remain allowed.

• Delete an invoice

  Permanently removes an invoice when your policy allows it (for example draft or voided states).

• Delete an invoice document

  Removes one attachment from an invoice and deletes the stored file.

• Delete an invoice payment

  Reverses a previously recorded uncleared invoice payment, restoring the invoice balance accordingly.

• Delete a product

  Permanently removes a product or bundle.

• Delete a reimbursement

  Removes a reimbursement that was created prematurely or duplicated during intake so it no longer blocks payroll totals.

• Delete a reimbursement payment

  Reverses an uncleared reimbursement payment that was recorded in error.

• Delete a usage record

  Removes the usage entry for a single contract item on a specific calendar date.

• Delete a vendor

  Removes a vendor you no longer expect to pay.

• Delete a vendor credit

  Permanently removes a vendor credit that should not remain in the subledger.

• Delete credit memo applications

  Removes every application from this credit memo, reverting all invoice allocations.

• Delete field value

  Retires a pick-list option that should no longer be selectable while keeping older records intact for read-only history.

• End an open ended contract

  Sets an explicit end date on a contract that previously had no close date (open-ended).

And 114 more in Definable.