Summit Finance API Documentation

1. Introduction

Welcome to the Summit API documentation. Summit is an open-source invoicing and financial management application. This API allows developers to interact with Summit's core functionalities programmatically.

Authentication

All API requests must be authenticated using an API key. The API key should be included in the Authorization header as a Bearer token.

Example: Authorization: Bearer <YOUR_API_TOKEN>

Base URL

The base URL for all API endpoints is: https://your-summit-instance.com (Replace your-summit-instance.com with your actual Summit instance URL). All API paths are prefixed with /api.

2. Getting Started

Obtaining an API Key

API keys can be generated from the Summit application:

  1. Log in to your Summit account.
  2. Navigate to Settings.
  3. Go to the API Tokens tab.
  4. Click on "Generate New Token".
  5. Provide a name for your token and click "Generate Token".
  6. Important: Copy the generated token immediately. You will not be able to see it again.

The token will look like skt_xxxxxxxx_xxxxxxxxxxxxxxxxxxxxxxxx.

Authentication Process

Include your API token in the Authorization header for every request:

Authorization: Bearer skt_xxxxxxxx_xxxxxxxxxxxxxxxxxxxxxxxx

Common Headers

  • Authorization: Bearer token for authentication.
  • Content-Type: Should be application/json for requests with a JSON body (e.g., POST, PUT).

Guides

Authentication

Learn how to authenticate your API requests using API tokens.

Read more

Quickstart

Get up and running with the Summit API in just a few minutes.

Read more

Managing Invoices

Learn the basics of creating and managing invoices for your clients.

Read more

Creating Quotes

Learn how to create quotes for your clients.

Read more

Resources

Clients

Learn about the client model and how to create, retrieve, update, delete, and list clients for your company.

Invoices

Learn about the invoice model and how to create, retrieve, update, delete, and list invoices for your clients.

Quotes

Learn about the quote model and how to create, retrieve, update, delete, and list quotes for your clients.

Vendors

Learn about the vendor model and how to create, retrieve, update, delete, and list vendors for your company.

Expenses

Learn about the expense model and how to create, retrieve, update, delete, and list expenses for your company.

Expense Categories

Learn about the expense category model and how to manage categories for your expenses.

Income

Learn about the income model and how to create, retrieve, update, delete, and list income entries for your company.

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