Actions102
- Activity Actions
- Agreement Actions
- Company Actions
- Configuration Actions
- Contact Actions
- Document Actions
- Expense Actions
- Invoice Actions
- Member Actions
- Opportunity Actions
- Product Catalog Actions
- Project Actions
- Purchase Order Actions
- Schedule Actions
- Service Ticket Actions
- Time Actions
Overview
This node integrates with the ConnectWise Manage API to create new invoices within a specified company. It is designed for users who want to automate invoice creation in their ConnectWise Manage system directly from n8n workflows. Typical use cases include generating invoices after service completion, billing clients automatically based on project milestones, or integrating invoice creation into broader financial automation processes.
For example, after a project task is marked complete, this node can be used to create an invoice for the client associated with that project, specifying invoice dates, due dates, and status.
Properties
| Name | Meaning |
|---|---|
| Company ID | The unique identifier of the company for which the invoice is being created (required). |
| Additional Fields | Optional extra invoice details: |
| - Date: Invoice date in YYYY-MM-DD format. | |
| - Due Date: Invoice due date in YYYY-MM-DD format. | |
| - Reference: A reference number for the invoice. | |
| - Status: Invoice status; options are "Open", "Paid", or "Void". | |
| - Type: Invoice type; options are "Standard", "Progress", or "Credit". |
Output
The node outputs JSON data representing the newly created invoice as returned by the ConnectWise Manage API. This typically includes all invoice fields such as invoice ID, company association, dates, status, type, and any other relevant metadata.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to the ConnectWise Manage API.
- Needs an API authentication credential configured in n8n to authorize requests.
- The node uses the base URL of the ConnectWise Manage instance provided in the credentials.
- Proper permissions in ConnectWise Manage to create invoices are necessary.
Troubleshooting
- Missing Required Fields: If the "Company ID" is not provided, the node will throw an error indicating the missing required field.
- API Authentication Errors: Invalid or expired API credentials will cause authentication failures. Ensure the API key or token is valid and has sufficient permissions.
- Invalid Date Formats: Dates must be in
YYYY-MM-DDformat; otherwise, the API may reject the request. - Unsupported Status or Type Values: Only the predefined options for status ("Open", "Paid", "Void") and type ("Standard", "Progress", "Credit") are accepted.
- API Endpoint Errors: Network issues or incorrect site URLs in credentials can lead to failed API calls.
- Error Messages: The node surfaces errors from the ConnectWise API, including detailed messages when available. Review these messages to identify issues like permission denials or invalid data.
To resolve most issues, verify input parameters, check API credentials, and ensure network connectivity to the ConnectWise Manage instance.