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Overview

This node operation retrieves multiple invoice records from the Autotask system. It is useful for scenarios where you need to fetch a list of invoices for reporting, analysis, or integration with other systems. For example, you can use it to get all invoices within a date range, or to retrieve a limited number of recent invoices for processing.

Properties

Name Meaning
Fields Defines which invoice fields to retrieve and map in the output. Supports custom mapping and selection of specific fields.
Get All Determines whether to return all matching invoice records or limit the number of records returned.
Max Records Specifies the maximum number of invoice records to return when 'Get All' is false. The value must be between 1 and 500.
Add Picklist Labels If enabled, adds human-readable label fields for picklist fields in the invoice data, enhancing readability.
Add Reference Labels If enabled, adds human-readable label fields for reference fields in the invoice data.
Select Columns Names or IDs. Allows selection of specific invoice fields to include in the response. If none are selected, all fields are returned. The ID field is always included.
Flatten User-Defined Fields If enabled, user-defined fields (UDFs) are moved to the top level of each invoice object instead of being nested, simplifying access.

Output

JSON

  • invoices - An array of invoice objects, each containing the requested fields and optionally added label fields for picklists and references.

Dependencies

  • Requires an Autotask API key credential for authentication to access the Autotask REST API.

Troubleshooting

  • If no invoices are returned, verify that the query parameters and field selections are correct and that invoices exist in the Autotask system.
  • If the node throws authentication errors, ensure the Autotask API credentials are correctly configured and have sufficient permissions.
  • When selecting specific fields, ensure the field IDs or names are valid; invalid fields may cause errors or missing data.
  • If the maximum records limit is set too low, you may not retrieve all desired invoices; consider enabling 'Get All' to fetch all records.
  • Large data retrievals may cause timeouts or performance issues; use filters or limits to manage data volume.

Discussion