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Overview

This node interacts with the Bexio API to create invoices. It is useful for automating invoice creation in business workflows, such as generating customer invoices based on contact and project data. For example, it can be used to create an invoice for a specific contact with detailed information like invoice title, document number, payment type, and invoice positions.

Use Case Examples

  1. Create an invoice for a customer by specifying the contact ID and user responsible, along with optional details like project association and currency.
  2. Automatically generate invoices with custom titles, references, and VAT settings for accounting purposes.

Properties

Name Meaning
Contact ID ID of the contact for this invoice, required to specify the customer.
User Name or ID User responsible for this invoice, selectable from a list or by specifying an ID via expression.
Additional Fields Optional fields to provide extra invoice details such as title, document number, reference, contact address, project ID, language, bank account, currency, payment type, header, footer, VAT type, VAT calculation method, tax display options, validity dates, and invoice positions as JSON array.

Output

JSON

  • id - ID of the created invoice.
  • contact_id - ID of the contact associated with the invoice.
  • user_id - ID of the user responsible for the invoice.
  • title - Title of the invoice.
  • document_nr - Document number of the invoice.
  • reference - Reference number for the invoice.
  • contact_address - Complete address of the contact.
  • project_id - ID of the associated project.
  • language_id - Language ID of the invoice.
  • bank_account_id - Bank account ID for payment.
  • currency_id - Currency ID used for the invoice.
  • payment_type_id - Payment type ID.
  • header - Header text of the invoice.
  • footer - Footer text of the invoice.
  • mwst_type - VAT type applied to the invoice.
  • mwst_is_net - Indicates if VAT is calculated on net amounts.
  • show_position_taxes - Indicates if taxes are shown on invoice positions.
  • is_valid_from - Start date of invoice validity.
  • is_valid_to - End date of invoice validity.
  • positions - Invoice positions as JSON array.

Dependencies

  • Bexio API
  • API key credential for Bexio API authentication

Troubleshooting

  • Ensure the Contact ID and User ID are valid and exist in Bexio to avoid errors.
  • If the invoice creation fails, check the API credentials and permissions for the Bexio API key.
  • Invalid JSON format in the 'Positions' field can cause errors; ensure it is a valid JSON array.
  • Missing required fields like Contact ID or User ID will result in errors; these must be provided.

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Discussion