AccountIT Direct API Reference

Welcome to the AccountIT developer documentation. The AccountIT Direct API allows third-party platforms to integrate document generation, catalog management, customer databases, and real-time report querying.

The system exposes two styles of endpoints: a lightweight REST-like JSON/GET API and a robust SOAP web service. Both utilize the same underlying core features.

Endpoints

Environment	REST / JSON URL	SOAP WSDL URL
Testing (SandBox)	https://mytest.accountit.co.il/api_wp.php	https://mytest.accountit.co.il/api_ws.php?wsdl
Production	https://my.accountit.co.il/api_wp.php	https://my.accountit.co.il/api_ws.php?wsdl

Authentication

Every API call must provide user verification parameters. You can send credentials in the JSON body or as query string parameters:

• company_code (or legacy prefix) — The unique system-assigned prefix or registration number of your company.
• app_key (or legacy appKey) — Your developer access key found in AccountIT Settings under the API tab.

create_document

Creates a new billing document (invoice, receipt, invoice-receipt, or credit note) and registers the items and payments details in the account book.

Request Body Payload

Copy{
  "action": "create_document",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY",
  "docdata": {
    "doctype": 9,
    "account": 113,
    "company": "New Customer Ltd",
    "vatnum": "123456789",
    "email_client": 1,
    "billing_email": "client@example.com",
    "currency_sign": "ILS",
    "comments": "Thank you for your business!",
    "language": "heb"
  },
  "docdetails": [
    {
      "cat_num": 1,
      "description": "Software Implementation Services",
      "qty": 5,
      "unit_price": 250,
      "price": 1250,
      "discount_price": 0
    }
  ],
  "rcptdetials": [
    {
      "type": 1,
      "sum": 1250,
      "cheque_num": "4567"
    }
  ]
}

Request Parameters

Field	Type	Required	Description
docdata.doctype	Integer	Yes	Document Type: 8 = Invoice/Receipt, 9 = Receipt, 1 = Sales Invoice, 2 = Credit Note.
docdata.company	String	Yes	Name of the client/recipient.
docdata.billing_email	String	No	Client's email for sending the PDF automatically.
docdata.email_client	Integer	No	Set to 1 to mail the document automatically on creation.
docdetails	Array	Yes	List of items included in this document.
rcptdetials	Array	Yes*	Required for receipts (Type 9 or Type 8 with payments). List of payment methods.

Response on Success

{
  "success": true,
  "data": 4321,
  "doc_num": 4321,
  "pdf_access_public_id": "8c459fbe30d22ba",
  "pdf_url": "https://my.accountit.co.il/pdf.php?id=8c459fbe30d22ba"
}

העתק{
  "action": "create_document",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY",
  "docdata": {
    "doctype": 9,
    "account": 113,
    "company": "לקוח חדש בעמ",
    "vatnum": "123456789",
    "email_client": 1,
    "billing_email": "client@example.com",
    "currency_sign": "ILS",
    "comments": "תודה רבה על שיתוף הפעולה!",
    "language": "heb"
  },
  "docdetails": [
    {
      "cat_num": 1,
      "description": "שעות ייעוץ והטמעת תוכנה",
      "qty": 5,
      "unit_price": 250,
      "price": 1250,
      "discount_price": 0
    }
  ],
  "rcptdetials": [
    {
      "type": 1,
      "sum": 1250,
      "cheque_num": "4567"
    }
  ]
}

{
  "success": true,
  "data": 4321,
  "doc_num": 4321,
  "pdf_access_public_id": "8c459fbe30d22ba",
  "pdf_url": "https://my.accountit.co.il/pdf.php?id=8c459fbe30d22ba"
}

resend_document

Locates an existing document in the company account book (using either its internal unique ID or its Type and Document Number), updates its print counter, and automatically delivers a digital **"Certified True Copy" (העתק נאמן למקור)** PDF attachment to the requested email.

Request Body Payload

Copy{
  "action": "resend_document",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY",
  "num": 4321,
  "email": "archive@example.com"
}

Alternatively, locate the document using the Document Type and Document Number:

{
  "action": "resend_document",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY",
  "doc_type": 8,
  "doc_num": 125,
  "email": "archive@example.com"
}

Request Parameters

Field	Type	Required	Description
num	Integer	Optional*	The internal unique transaction sequence number (num or id). Required if doc_type is not sent.
doc_type	Integer	Optional*	The document type code (e.g., 8, 9). Must be sent alongside doc_num.
doc_num	Integer	Optional*	The printed document serial number. Must be sent alongside doc_type.
email	String	Yes	Target email address where the True Copy PDF will be emailed.

Response on Success

{
  "success": true,
  "message": "Faithful copy has been emailed.",
  "document_id": 4321,
  "pdf_access_public_id": "8c459fbe30d22ba",
  "pdf_url": "https://my.accountit.co.il/pdf.php?id=8c459fbe30d22ba"
}

העתק{
  "action": "resend_document",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY",
  "num": 4321,
  "email": "archive@example.com"
}

{
  "action": "resend_document",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY",
  "doc_type": 8,
  "doc_num": 125,
  "email": "archive@example.com"
}

{
  "success": true,
  "message": "Faithful copy has been emailed.",
  "document_id": 4321,
  "pdf_access_public_id": "8c459fbe30d22ba",
  "pdf_url": "https://my.accountit.co.il/pdf.php?id=8c459fbe30d22ba"
}

create_item

Creates a catalog item record directly in the product database so it can be reused in future invoices or inventory queries.

Request Body Payload

Copy{
  "action": "create_item",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY",
  "item": {
    "name": "Consulting hour",
    "description": "Developer consulting session",
    "defprice": 250,
    "cost_price": 100,
    "details": "Hourly rate"
  }
}

Response on Success

{
  "success": true,
  "data": 1234,
  "item_num": 1234
}

העתק{
  "action": "create_item",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY",
  "item": {
    "name": "שעת ייעוץ",
    "description": "שעת ייעוץ והטמעת תוכנה",
    "defprice": 250,
    "cost_price": 100,
    "details": "מחיר שעתי קבוע"
  }
}

{
  "success": true,
  "data": 1234,
  "item_num": 1234
}

create_account

Creates a new ledger account or customer profile in the company account book databases.

Request Body Payload

Copy{
  "action": "create_account",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY",
  "account_data": {
    "type": 0,
    "company": "Acme Corporation Ltd",
    "vatnum": "514234567",
    "email": "billing@acme.com",
    "phone": "039876543",
    "address": "12 Main St",
    "city": "Tel Aviv",
    "zip": "67890"
  }
}

Account Type Reference

Value	Description
0	Customers (לקוחות)
1	Suppliers (ספקים)
2	Expenses (הוצאות)
3	Incomes (הכנסות)
7	Banks (בנקים)

Response on Success

{
  "success": true,
  "data": 5678,
  "account_num": 5678
}

העתק{
  "action": "create_account",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY",
  "account_data": {
    "type": 0,
    "company": "אקמי מערכות בעמ",
    "vatnum": "514234567",
    "email": "billing@acme.com",
    "phone": "039876543",
    "address": "רחוב ראשי 12",
    "city": "תל אביב",
    "zip": "67890"
  }
}

{
  "success": true,
  "data": 5678,
  "account_num": 5678
}

get_documents

Queries existing documents registered inside the company profile based on search parameters.

Request Body Payload

Copy{
  "action": "get_documents",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY"
}

Response on Success

[
  {
    "num": 4321,
    "docnum": 125,
    "doctype": 8,
    "company": "New Customer Ltd",
    "total": 1250,
    "vat": 172.6,
    "currency_sign": "ILS"
  }
]

העתק{
  "action": "get_documents",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY"
}

[
  {
    "num": 4321,
    "docnum": 125,
    "doctype": 8,
    "company": "לקוח חדש בעמ",
    "total": 1250,
    "vat": 172.6,
    "currency_sign": "ILS"
  }
]

get_items

Queries catalog items registered inside the company database.

Request Body Payload

Copy{
  "action": "get_items",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY"
}

Response on Success

[
  {
    "name": "Consulting hour",
    "description": "Developer consulting session",
    "defprice": 250,
    "cost_price": 100
  }
]

העתק{
  "action": "get_items",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY"
}

[
  {
    "name": "שעת ייעוץ",
    "description": "שעת ייעוץ והטמעת תוכנה",
    "defprice": 250,
    "cost_price": 100
  }
]

get_accounts

Queries existing ledger accounts or customers registered inside the company database.

Request Body Payload

Copy{
  "action": "get_accounts",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY"
}

Response on Success

[
  {
    "type": 0,
    "company": "Acme Corporation Ltd",
    "num": 5678,
    "vatnum": "514234567",
    "email": "billing@acme.com"
  }
]

העתק{
  "action": "get_accounts",
  "company_code": "YOUR_COMPANY_CODE",
  "app_key": "YOUR_APP_KEY"
}

[
  {
    "type": 0,
    "company": "אקמי מערכות בעמ",
    "num": 5678,
    "vatnum": "514234567",
    "email": "billing@acme.com"
  }
]

SOAP/XML Web Service Integration

For enterprise systems that prefer SOAP integration, all core features of AccountIT are available under the target namespace urn:accountitws. The WSDL file automatically defines the complex types, structures, and endpoints required for type-safe code generation in languages like C#, Java, PHP, and Python.

SOAP Endpoint & WSDL URLs:

• Production WSDL: https://my.accountit.co.il/api_ws.php?wsdl
• Sandbox WSDL: https://mytest.accountit.co.il/api_ws.php?wsdl

SOAP Request Structure

SOAP requests use standard RPC/encoded formatting. Below is an example payload to invoke resend_document:

Copy<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/">
  <s:Body s:encodingStyle="http://schemas.xmlsoap.org/soap/encoding/"
          xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
          xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <q1:resend_document xmlns:q1="urn:accountitws">
      <company_code xsi:type="xsd:string">YOUR_COMPANY_CODE</company_code>
      <app_key xsi:type="xsd:string">YOUR_APP_KEY</app_key>
      <email xsi:type="xsd:string">recipient@example.com</email>
      <id xsi:type="xsd:int">4321</id>
      <doctype xsi:type="xsd:int">0</doctype>
      <docnum xsi:type="xsd:int">0</docnum>
      <subject xsi:type="xsd:string">Faithful Copy</subject>
      <body xsi:type="xsd:string">Please find the document attached.</body>
    </q1:resend_document>
  </s:Body>
</s:Envelope>

העתק<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/">
  <s:Body s:encodingStyle="http://schemas.xmlsoap.org/soap/encoding/"
          xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
          xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <q1:resend_document xmlns:q1="urn:accountitws">
      <company_code xsi:type="xsd:string">YOUR_COMPANY_CODE</company_code>
      <app_key xsi:type="xsd:string">YOUR_APP_KEY</app_key>
      <email xsi:type="xsd:string">recipient@example.com</email>
      <id xsi:type="xsd:int">4321</id>
      <doctype xsi:type="xsd:int">0</doctype>
      <docnum xsi:type="xsd:int">0</docnum>
      <subject xsi:type="xsd:string">העתק נאמן למקור</subject>
      <body xsi:type="xsd:string">מצורף מסמך נאמן למקור.</body>
    </q1:resend_document>
  </s:Body>
</s:Envelope>

SOAP Complex Types & Structures

The SOAP service defines several complex structures. Refer to the table below to construct request payloads correctly:

Complex Types Reference

Type Name	Structure Fields & Types	Description
docdata	doctype (int), account (int), company (string), vatnum (string), address (string), city (string), zip (string), phone (string), refnum (string), sub_total (float), novat_total (float), total (float), vat (float), manage_tax (int), src_tax (float), price_include_vat (int), email_client (int), billing_email (string), currency_sign (string), comments (string), notify_owner (int), footer_credit (string), language (string)	Document master fields (header details). Used during document creation.
itemdata	name (string), description (string), defprice (float), unit_price (float), currency (int), group_id (int), unit_id (int), cost_price (float), profit (float), min (float), max (float), order_point (float), details (string), name_eng (string), alt_catalog_number (string), internal_barcode (string), external_barcode (string), location_1 (string), location_2 (string), location_3 (string), color (string), item_type (int), status (int), is_default (int), created_at (string), update_at (string)	Catalog item parameters. Used during item registration.
items	cat_num (int), description (string), qty (float), unit_price (float), price (float), discount_price (float)	Line item detailing specific goods/services added on a document. Passed as an array (itemsArray).
payments	type (int), sum (float), cheque_num (string)	Payment method lines. Passed as an array (paymentsArray). Codes: 1=Cash, 2=Check, 3=Credit Card, 4=Bank Transfer.
accountdata	type (int), sub_type (int), company (string), id6111 (int), pay_terms (string), src_tax (float), src_date (string), vatnum (string), email (string), phone (string), contact (string), department (string), status (int), dir_phone (string), cellular (string), fax (string), address (string), city (string), zip (string), comments (string), include856 (int), clearance856type (string), Position (string), Assessor (string), Occupation (string), country (string), state (string), price_list_id (int), taxnumber (string), foreign_number (string), acc_bank_type (string), cash_register_used (string), payment_method_used (string), acc_bank (string), acc_branch (string), acc_bankaccount (string), deductible_tax (float), created_at (string)	Client/supplier account card fields. Used for ledger setup.
resend_document_response	success (boolean), message (string), document_id (int), pdf_access_public_id (string), pdf_url (string)	Return structure of the resend_document endpoint.
balance	account (int), account_balance (float), date (string)	Bank book balance details.

SOAP Methods Reference

Click on any method header to expand the detailed parameter reference, return types, and descriptions.

create_document & create_document_id

Description: Registers and generates a new invoice, receipt, receipt-invoice, or credit note in the system ledger.

Parameters:

• company_code (string) - Company prefix key
• app_key (string) - API developer key
• docdata (tns:docdata) - Header details
• items (tns:itemsArray) - Array of document items
• payments (tns:paymentsArray) - Array of payment methods

Expected Return:

xsd:int: create_document returns the generated serial document number. create_document_id returns the internal primary database ID of the document record.

resend_document

Description: Sends a faithful copy of a generated document directly to the specified email address, providing a direct download link and status feedback.

Parameters:

• company_code (string)
• app_key (string)
• email (string) - Recipient email address
• id (int) - The internal database ID of the document (Optional, pass 0 if using doctype/docnum search)
• doctype (int) - Document type code (Optional)
• docnum (int) - Document serial number (Optional)
• subject (string) - Custom email subject line (Optional)
• body (string) - Custom email body message (Optional)

Expected Return:

tns:resend_document_response: Returns a struct containing success (bool), message (string), document_id (int), pdf_access_public_id (string), and pdf_url (string - absolute URL to the PDF file).

create_item & get_items

Description: create_item registers a catalog item. get_items queries items from the company catalog.

Parameters for create_item:

• company_code (string)
• app_key (string)
• itemdata (tns:itemdata)

Parameters for get_items:

• company_code (string)
• app_key (string)
• num (int) - Item catalog number (Pass 0 to retrieve all items)

Expected Return:

create_item returns xsd:int (catalog ID). get_items returns tns:itemsArray containing matching catalog items.

create_account & get_accounts

Description: create_account registers a customer or vendor. get_accounts fetches accounts from the ledger.

Parameters for create_account:

• company_code (string)
• app_key (string)
• accountdata (tns:accountdata)

Parameters for get_accounts:

• company_code (string)
• app_key (string)
• account (int) - Account number (Pass 0 for all accounts)
• type (int) - Account role filter

Expected Return:

create_account returns xsd:int (Account number). get_accounts returns tns:accountsArray.

get_documents & get_documents_full

Description: Queries document records. get_documents returns document headers, while get_documents_full returns headers, line items, and payment details.

Parameters:

• company_code (string)
• app_key (string)
• num (int) - Document number to search (Pass 0 for all documents)

Expected Return:

get_documents returns tns:documentsArray. get_documents_full returns tns:documents_fullArray.

get_bankbook_balance & set_bankbook_file

Description: Retrieves bookkeeping account balance or uploads base64 bank files to ledger processing.

Parameters:

• company_code (string)
• app_key (string)
• account (int) - Account bank book code
• file_type (string - set_bankbook_file only) - Bank name / format type
• file_data (string - set_bankbook_file only) - Base64 encoded file data

Expected Return:

get_bankbook_balance returns tns:balance struct. set_bankbook_file returns xsd:int status code.

get_period_reports & get_saved_vat_report & get_saved_tax_report

Description: Retrives periodic tax reports (VAT / Income Tax) calculations, aggregations, and filing status summaries.

Expected Return:

Returns report summary lists or details structures matching vat_report or tax_report complex types.

SOAP Code Integration Examples

Use the snippets below to easily set up connection and execute requests against the AccountIT SOAP API in your programming environment:

1. PHP (SoapClient)

Copy<?php
$wsdl = "https://my.accountit.co.il/api_ws.php?wsdl";
$client = new SoapClient($wsdl, [
    'trace' => 1,
    'exceptions' => true,
    'encoding' => 'UTF-8'
]);

try {
    $response = $client->resend_document(
        "YOUR_COMPANY_CODE", // company_code
        "YOUR_APP_KEY",                     // app_key
        "recipient@example.com",                    // recipient email
        4321,                                       // document internal ID
        0,                                          // doctype (optional)
        0,                                          // docnum (optional)
        "Faithful Copy of Document",                // subject (optional)
        "Hello, please find the document attached." // email body (optional)
    );

    if ($response->success) {
        echo "Email sent! PDF Link: " . $response->pdf_url;
    } else {
        echo "API Error: " . $response->message;
    }
} catch (SoapFault $e) {
    echo "SOAP Client Fault: " . $e->getMessage();
}
?>

2. Python (using zeep)

Copyimport zeep

wsdl_url = "https://my.accountit.co.il/api_ws.php?wsdl"
client = zeep.Client(wsdl=wsdl_url)

try:
    response = client.service.resend_document(
        company_code="YOUR_COMPANY_CODE",
        app_key="YOUR_APP_KEY",
        email="recipient@example.com",
        id=4321,
        doctype=0,
        docnum=0,
        subject="Faithful Copy of Document",
        body="Hello, please find the document attached."
    )
    if response['success']:
        print(f"Sent successfully! PDF: {response['pdf_url']}")
    else:
        print(f"Failed: {response['message']}")
except Exception as e:
    print(f"Connection failed: {e}")

3. Node.js (using soap npm package)

Copyconst soap = require('soap');

const wsdlUrl = 'https://my.accountit.co.il/api_ws.php?wsdl';
const payload = {
  company_code: 'YOUR_COMPANY_CODE',
  app_key: 'YOUR_APP_KEY',
  email: 'recipient@example.com',
  id: 4321,
  doctype: 0,
  docnum: 0,
  subject: 'Faithful Copy of Document',
  body: 'Hello, please find the document attached.'
};

soap.createClient(wsdlUrl, (err, client) => {
  if (err) return console.error('Error creating client:', err);
  
  client.resend_document(payload, (err, result) => {
    if (err) return console.error('SOAP call error:', err);
    if (result.success) {
      console.log('Sent successfully! URL:', result.pdf_url);
    } else {
      console.log('API rejected request:', result.message);
    }
  });
});

העתק<?php
$wsdl = "https://my.accountit.co.il/api_ws.php?wsdl";
$client = new SoapClient($wsdl, [
    'trace' => 1,
    'exceptions' => true,
    'encoding' => 'UTF-8'
]);

try {
    $response = $client->resend_document(
        "YOUR_COMPANY_CODE", // company_code
        "YOUR_APP_KEY",                     // app_key
        "recipient@example.com",                    // דוא"ל נמען
        4321,                                       // מזהה פנימי ID
        0,                                          // סוג מסמך (אופציונלי)
        0,                                          // מספר מסמך (אופציונלי)
        "העתק נאמן למקור של מסמך",                  // כותרת מייל
        "שלום רב, מצורף קובץ מסמך המקור לבקשתך."     // גוף הודעה
    );

    if ($response->success) {
        echo "הודעה נשלחה בהצלחה! קישור לקובץ: " . $response->pdf_url;
    } else {
        echo "שגיאת שירות API: " . $response->message;
    }
} catch (SoapFault $e) {
    echo "שגיאת חיבור SOAP: " . $e->getMessage();
}
?>

העתקimport zeep

wsdl_url = "https://my.accountit.co.il/api_ws.php?wsdl"
client = zeep.Client(wsdl=wsdl_url)

try:
    response = client.service.resend_document(
        company_code="YOUR_COMPANY_CODE",
        app_key="YOUR_APP_KEY",
        email="recipient@example.com",
        id=4321,
        doctype=0,
        docnum=0,
        subject="העתק נאמן למקור",
        body="שלום רב, מצורף מסמך נאמן למקור המבוקש."
    )
    if response['success']:
        print(f"נשלח בהצלחה! קישור: {response['pdf_url']}")
    else:
        print(f"שגיאת API: {response['message']}")
except Exception as e:
    print(f"חיבור נכשל: {e}")

העתקconst soap = require('soap');

const wsdlUrl = 'https://my.accountit.co.il/api_ws.php?wsdl';
const payload = {
  company_code: 'YOUR_COMPANY_CODE',
  app_key: 'YOUR_APP_KEY',
  email: 'recipient@example.com',
  id: 4321,
  doctype: 0,
  docnum: 0,
  subject: 'העתק נאמן למקור של מסמך',
  body: 'מצורף המסמך המבוקש נאמן למקור.'
};

soap.createClient(wsdlUrl, (err, client) => {
  if (err) return console.error('שגיאה ביצירת קליינט:', err);
  
  client.resend_document(payload, (err, result) => {
    if (err) return console.error('שגיאה בפניית SOAP:', err);
    if (result.success) {
      console.log('נשלח בהצלחה! קישור:', result.pdf_url);
    } else {
      console.log('שגיאת API:', result.message);
    }
  });
});

Error Codes & Troubleshooting

When an API request fails, the response will carry a negative status code or a descriptive JSON structure with a boolean success: false.

Error Code	Status Message / Cause	Resolution
-2	Authentication failed or API access is disabled.	Verify that both your company_code and app_key are correct and active.
-3	Unsupported API version.	Contact support or verify parameters format.
-5	Database creation / operation failed.	The database failed to record transaction. Usually due to duplicate keys or validation limits.
-10	Validation error / missing target fields.	Ensure all mandatory fields such as email and unique identifiers are present.
-11	Target document not found.	The document combination or internal ID requested was not found under this company prefix.
-12	Email delivery threshold / limits exceeded.	The company reached its daily or monthly limit for automated outbound mails.