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Overview

The Plutio Invoice Create node allows you to create a new invoice in Plutio, a business management platform. This node is useful for automating the generation of invoices based on workflow data, such as after a sale, project completion, or service delivery. It can be used to streamline billing processes, integrate with CRM or e-commerce systems, and ensure accurate client and tax information is included in each invoice.

Practical examples:

  • Automatically generate an invoice when a deal is marked as "won" in your CRM.
  • Create invoices for recurring services at scheduled intervals.
  • Generate invoices with dynamic client and tax details from form submissions.

Properties

Name Type Meaning
Tax fixedCollection Key-value pairs containing the title and value of each tax to apply to the invoice.
Client fixedCollection Information about the client (person or company) for whom the invoice is created.
Options collection Additional invoice options, including name, currency, discount, and template selection.

Details:

  • Tax

    • Title: The name/label of the tax (e.g., VAT).
    • Value: The numeric value of the tax (percentage or amount).

  • Client

    • Entity Type: Specifies if the client is a person or a company.
    • Entity Name or ID: The name or unique identifier of the client.

  • Options

    • Invoice Name: The name/title of the invoice (1–500 characters).
    • Currency: The currency for the invoice (USD or EUR).
    • Discount: Discount percentage to apply to the invoice.
    • Template Name or ID: The template to use for the invoice layout (selectable or by ID/expression).

Output

The node returns the JSON response from the Plutio API after creating the invoice. The structure typically includes:

{
  "_id": "string",           // Unique identifier of the created invoice
  "name": "string",          // Invoice name
  "currency": "string",      // Currency code (e.g., USD)
  "discount": "string",      // Discount applied (e.g., "10%")
  "templateId": "string",    // Template ID used
  "tax": [                   // Array of tax objects
    {
      "title": "string",
      "value": number
    }
  ],
  "client": {                // Client object
    "entityType": "string",  // "person" or "company"
    "_id": "string"          // Client's unique ID
    // ...other client fields
  },
  // ...other invoice fields returned by Plutio
}

Note: The actual output may include additional fields depending on the Plutio API response.

Dependencies

  • External Service: Requires access to the Plutio API.
  • API Credentials: You must configure valid Plutio API credentials (plutioApi) in n8n.
  • Environment: No special environment variables are required beyond standard n8n credential setup.

Troubleshooting

Common Issues:

  • Invalid Client Reference: If the client name or ID does not match an existing person/company in Plutio, the node will not be able to associate the invoice correctly.
  • Missing Required Fields: Omitting mandatory fields like Invoice Name or Client may result in API errors.
  • Incorrect Tax Format: Ensure tax values are numbers; otherwise, the API may reject the request.
  • Authentication Errors: Invalid or missing Plutio API credentials will cause authentication failures.

Error Messages & Resolutions:

  • "Client not found": Double-check the client name/ID and entity type.
  • "Missing required field": Ensure all required properties (like Invoice Name) are provided.
  • "Invalid API key": Verify that the correct Plutio API credentials are set up in n8n.

Links and References

Discussion