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Overview

This node integrates with the Bexio API to send customer invoices via email. It allows users to specify the invoice ID and recipient email address, along with optional email subject, message, and whether to mark the invoice as sent. This is useful for automating invoice delivery in business workflows, ensuring invoices are sent promptly and optionally updating their status in Bexio.

Use Case Examples

  1. Automatically send an invoice to a customer after it is created in Bexio.
  2. Send a customized invoice email with a specific subject and message to a client.
  3. Mark invoices as sent in Bexio after emailing them to recipients.

Properties

Name Meaning
Invoice ID ID of the invoice to send, used to identify which invoice to email.
Recipient Email address of the recipient who will receive the invoice.
Subject Optional email subject for the invoice email.
Message Optional email message body to include in the invoice email.
Mark as Sent Boolean flag indicating whether to mark the invoice as sent in Bexio after sending the email.

Output

JSON

  • id - ID of the sent invoice or confirmation from Bexio.
  • status - Status of the send operation, e.g., success or failure.
  • message - Additional message or details about the send operation.

Dependencies

  • Bexio API with authentication credentials

Troubleshooting

  • Ensure the invoice ID exists and is valid in Bexio to avoid errors.
  • Verify the recipient email address is correctly formatted to prevent email delivery failures.
  • Check API credentials and permissions if authentication errors occur.
  • If marking as sent fails, verify the invoice status and permissions in Bexio.

Links

Discussion