# Guides

> Step-by-step guides for each task, grouped by the record they work on, and a table to find the right one fast.

Web page: https://developer.yoprint.com/guides/

Each guide does one job, step by step, with the operations it uses and a working example. They're grouped by the record they work on, as in [How YoPrint works](https://developer.yoprint.com/how-yoprint-works.md) and the [API reference](https://developer.yoprint.com/reference.md): an invoice's lines are with invoices, a shipment's with shipping.

New here? [Quote to payment](https://developer.yoprint.com/guides/quote-to-payment.md) walks one order through every step, start to finish, and links to the guides below for the details.

## Find a guide

| I want to…                                                                                          | Guide                                                                                        |
| --------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------- |
| Create a quote or sales order, change its dates or status, publish it, ask for approval, convert it | [Create and change orders](https://developer.yoprint.com/guides/orders.md)                   |
| Put products, custom items and fees on an order                                                     | [Add line items](https://developer.yoprint.com/guides/line-items.md)                         |
| Create jobs, schedule them, and move jobs and tasks through statuses                                | [Schedule and track production](https://developer.yoprint.com/guides/jobs-and-production.md) |
| Ship some or all of an order, get rates and buy or record labels                                    | [Ship an order](https://developer.yoprint.com/guides/shipping.md)                            |
| Bill an order: create invoices and their lines                                                      | [Invoice an order](https://developer.yoprint.com/guides/invoices.md)                         |
| Record payments, refunds and store credit, and split payments across invoices                       | [Take payments and refunds](https://developer.yoprint.com/guides/payments.md)                |
| Create, find or update customers, contacts and addresses                                            | [Create and sync customers](https://developer.yoprint.com/guides/customers-and-contacts.md)  |
| Read your products and supplier catalog prices and stock                                            | [Look up products and prices](https://developer.yoprint.com/guides/products-and-catalog.md)  |
| Read and update purchase orders                                                                     | [Work with purchase orders](https://developer.yoprint.com/guides/purchase-orders.md)         |
| Hear about changes as they happen                                                                   | [Receive webhooks](https://developer.yoprint.com/guides/webhooks.md)                         |
| Export a quarter's orders, or import a price table                                                  | [Export and import data](https://developer.yoprint.com/guides/imports-and-exports.md)        |
| Connect YoPrint to other apps without code                                                          | [Zapier and no-code](https://developer.yoprint.com/guides/zapier-and-no-code.md)             |

## Before you start

Every guide assumes the [API basics](https://developer.yoprint.com/concepts/authentication.md): your key in the `Authorization` header and ids from the `id` field. Amounts use different encodings: check [Money and quantities](https://developer.yoprint.com/concepts/money-and-quantities.md) for each field. If a call fails, see [Errors](https://developer.yoprint.com/concepts/errors.md).