Actions12
Overview
The node "Cloodo Finance" integrates with the Cloodo Worksuite API to manage financial data, specifically invoices, payments, and recurring transactions. For the Invoice - Create operation, it allows users to create new invoice records in the system by specifying details such as client, currency, dates, amounts, and status.
This node is beneficial for automating invoice creation workflows, such as generating invoices after a sale or service completion, syncing invoice data from other systems, or batch-creating invoices based on external triggers.
Example use cases:
- Automatically creating an invoice when a new order is placed in an e-commerce platform.
- Generating invoices for subscription billing cycles.
- Syncing invoice data from CRM or ERP systems into Cloodo Worksuite.
Properties
| Name | Meaning |
|---|---|
| Client ID | Identifier of the client for whom the invoice is created. |
| Currency ID | Identifier of the currency used in the invoice. |
| Show Shipping Address | Boolean flag indicating whether to display the shipping address on the invoice. |
| Status | Invoice payment status; options are "Paid" or "Unpaid". |
| Format Date | Format for date fields; currently supports "Y-M-D (e.g. 2022-11-11)". |
| IssueDate | The date when the invoice is issued. |
| DueDate | The due date for payment of the invoice. |
| Total | Total amount of the invoice. |
| Exchange Rate | Exchange rate applied to the invoice amount; must be between 0 and 100, precision up to 2 decimals. Defaults to 1. |
| Calculate Tax | Determines when tax calculation applies relative to discounts; options are "After Discount" or "Before Discount". |
Output
The node outputs JSON data representing the newly created invoice record as returned by the Cloodo Worksuite API. This typically includes all invoice details such as IDs, client info, currency, dates, totals, status, and any metadata related to the invoice creation.
If binary data were involved (e.g., PDF invoice files), it would be summarized here, but this node focuses on JSON invoice data only.
Dependencies
- Requires an active connection to the Cloodo Worksuite API.
- Needs an API authentication token or key configured in n8n credentials (referred generically as "an API key credential").
- The base URL for API requests is
https://erp-amz.cloodo.com/v4. - Proper permissions on the API key to create invoices.
Troubleshooting
- Authentication errors: Ensure the API key credential is valid and has permission to create invoices.
- Validation errors: Missing required fields like Client ID, Currency ID, IssueDate, DueDate, or Total will cause errors. Double-check that all required properties are provided.
- Invalid values: Exchange Rate must be between 0 and 100; providing values outside this range will likely cause request failures.
- API connectivity issues: Network problems or incorrect base URL configuration can prevent successful API calls.
- Date format issues: The node expects dates in the specified format; incorrect formatting may lead to errors.
Links and References
- Cloodo Worksuite API Documentation (Assumed typical location, replace with actual if known)
- n8n Documentation on Creating Custom Nodes
- General REST API best practices for error handling and authentication.