Actions20
Overview
The Plutio Invoice Update operation allows you to update an existing invoice in your Plutio workspace. This node is useful for automating changes to invoices, such as modifying client details, updating tax information, changing the invoice status, or applying discounts. Typical use cases include synchronizing invoice data with other systems, batch-updating invoices based on business logic, or integrating Plutio invoicing into broader financial workflows.
Example scenarios:
- Automatically update invoice status to "Paid" when payment is received.
- Change the client associated with an invoice if a correction is needed.
- Apply or adjust taxes and discounts across multiple invoices.
Properties
| Name | Type | Meaning |
|---|---|---|
| Invoice ID | String | The unique identifier of the invoice to update. |
| Tax | Fixed Collection | Key-value pairs specifying one or more taxes (each with a title and value) to apply/update. |
| Client | Fixed Collection | Information about the client (entity type and name/ID) to associate with the invoice. |
| Options | Collection | Additional invoice options: - Invoice Name (string): Name/title of the invoice. - Currency (options): Currency code (USD, EUR). - Status (options): Invoice status (Draft, Pending, Paid, Cancelled). - Discount (number): Discount percentage to apply. |
Output
The output will be a JSON object representing the updated invoice as returned by the Plutio API. The structure typically includes fields such as:
{
"_id": "string",
"name": "string",
"currency": "string",
"status": "string",
"discount": "string",
"tax": [
{
"title": "string",
"value": number
}
],
"client": {
"entityType": "person|company",
"_id": "string"
},
// ...other invoice fields as provided by Plutio
}
If the update is successful, the full invoice object is returned. If there is an error and "Continue On Fail" is enabled, the output will contain an error field with the error message.
Dependencies
- External Service: Requires access to the Plutio API.
- API Credentials: You must configure valid Plutio API credentials (
plutioApi) in n8n. - n8n Configuration: No special environment variables are required beyond standard credential setup.
Troubleshooting
Common Issues:
- Invalid Invoice ID: If the provided Invoice ID does not exist, the API will return an error.
- Client Not Found: If the client information does not match any person or company in Plutio, the update may fail.
- Incorrect Data Types: Supplying incorrect types (e.g., string instead of number for discount) can cause errors.
- Missing Required Fields: Omitting mandatory fields like Invoice ID will result in failure.
Error Messages:
"Invoice not found": Ensure the Invoice ID is correct and exists in your Plutio account."Client not found": Double-check the client entity type and ID/name."Invalid tax format": Make sure each tax entry has both a title and a numeric value."Authentication failed": Verify that your Plutio API credentials are correctly set up in n8n.