Overview

Three small resources sit behind quotes and invoices:

• Products are reusable line items with a price, unit and optional tax rate.
• Tax rates are named percentages you define, such as "GST 18%" or "VAT 20%".
• The billing profile is your seller identity (legal name, address, tax ID) plus numbering and default terms. There is exactly one per account.

Authentication

Authorization: Bearer cm_your_api_key

One scope pair covers both products and tax rates. Dashboard logins are not scope-checked, except that creating, updating or deleting tax rates and replacing the billing profile require an owner or admin role.

Money and rates

• Money is always an integer in minor units of the document's currency, never a decimal. INR 1180.50 is 118050. Currencies with no minor unit (for example JPY) use exponent 0; a few (for example KWD) use exponent 3; everything else uses 2.
• Tax rates are in basis points (1 bps = 0.01%). 1800 is 18%. Allowed range 0..10000.

Products

{
  "id": "8b20…",
  "tenant_id": "a0b1…",
  "name": "Voice agent setup",
  "description": "One-time onboarding",
  "sku": "VA-SETUP",
  "unit": "unit",
  "unit_price_minor": 2500000,
  "currency": "INR",
  "tax_rate_id": "9c30…",
  "hsn_sac": "998313",
  "archived": false,
  "created_at": "2026-10-07T09:00:00Z",
  "updated_at": "2026-10-07T09:00:00Z"
}

POST /api/v1/crm/products

curl -X POST https://api.callmissed.com/api/v1/crm/products \
  -H "Authorization: Bearer cm_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Voice agent setup",
    "sku": "VA-SETUP",
    "unit_price_minor": 2500000,
    "currency": "INR",
    "tax_rate_id": "9c30…",
    "hsn_sac": "998313"
  }'

Create returns 201 with the product object. Archived products stay on existing documents but are hidden from the default list.

Tax rates

{
  "id": "9c30…",
  "tenant_id": "a0b1…",
  "name": "GST 18%",
  "rate_bps": 1800,
  "is_default": true,
  "archived": false,
  "created_at": "2026-10-07T09:00:00Z",
  "updated_at": "2026-10-07T09:00:00Z"
}

Only one rate is the default: setting is_default on one clears it on the others, and archiving a rate clears its default flag. Writes need an owner or admin role for dashboard logins. Changing a rate does not rewrite existing quotes or invoices. Each line stores the tax name and rate it was created with.

Billing profile

One profile per account. GET creates the profile with defaults on first read if you have not saved one yet.

{
  "id": "1d40…",
  "tenant_id": "a0b1…",
  "legal_name": "Acme Traders Pvt Ltd",
  "address_line1": "12 MG Road",
  "address_line2": null,
  "city": "Pune",
  "state": "Maharashtra",
  "state_code": "27",
  "postal_code": "411001",
  "country": "IN",
  "tax_id": "27ABCDE1234F1Z5",
  "tax_regime": "in_gst",
  "default_currency": "INR",
  "invoice_prefix": "INV",
  "quote_prefix": "QT",
  "numbering_period": "fy_april",
  "payment_terms_days": 15,
  "quote_validity_days": 30,
  "default_notes": null,
  "default_terms": "Payment due within 15 days.",
  "bank_details": "Account name, number, IFSC",
  "reply_to_email": "billing@acme.example",
  "auto_invoice_on_accept": true,
  "created_at": "2026-10-07T09:00:00Z",
  "updated_at": "2026-10-07T09:00:00Z"
}

PUT replaces the whole profile: every field is optional, but an omitted field is reset to its default (null for text fields). With an API key it needs crm_billing:write; with a dashboard login only an owner or admin may change it (403 otherwise). Returns the saved profile.

Tax regimes

The mode is resolved for you from the seller and buyer details and saved on each document as tax_mode (in_intra, in_inter, standard or none) with a place_of_supply. CallMissed does not look up rates for you: tax is calculated from the rates you configure. For tax treatment, such as zero-rating exports, consult your tax advisor.

Numbering

Document numbers look like INV/26-27/0001: prefix, period, then a gapless counter that restarts each period.

Quotes are numbered when first sent. Invoices are numbered when issued, so drafts never consume a number.

Errors

Nothing on this page consumes credits.