Actions13
- Customers Actions
- Documents Actions
- PDF-Templates Actions
- Attachments Actions
- Document-Payments Actions
Overview
The node integrates with the Easybill API to create documents, specifically invoices. It allows users to generate invoice documents by specifying customer details, invoice items, currency, VAT options, and other relevant metadata. This node is useful in automating billing workflows, generating invoices dynamically based on customer data and transaction details, and integrating invoicing into broader automation pipelines.
Practical examples include:
- Automatically creating an invoice when a new order is placed in an e-commerce system.
- Generating invoices for recurring billing cycles.
- Creating customized invoices with specific templates and attachments for different customers or projects.
Properties
| Name | Meaning |
|---|---|
| Document Type | The type of document to create. Currently, only "Invoice" is supported. |
| Customer | Select the customer for whom the invoice is created. Can be selected from a list or specified by ID (numeric). |
| Template | Optional template to use for the invoice. Can be selected from a list or specified by ID (alphanumeric with dashes). |
| Title | The title of the document. |
| Invoice Number | The invoice number. If left empty, the system generates one automatically. |
| Currency | The currency used in the document. Options include EUR, USD, GBP, JPY, AUD, CAD, and many others. |
| VAT option | VAT classification of the document. Options include Taxable, Not taxable (various cases), Tax debt change, Intra-community delivery, Export delivery, Other tax exemption. |
| Attachments | Choose which attachments should be sent with the document. Multiple attachments can be selected from a dynamic list. |
| Gross document | Boolean indicating if the document is gross (VAT calculated on gross amount) or net (VAT calculated on net amount). |
| Edit Default Text | Collection to overwrite default header and footer text of the document. Includes Header Text and Footer Text fields. |
| Change Date of Supply | Settings to specify or override the date of supply on the invoice. Includes type (Default, Service, Delivery), optional period (date range), or single date. |
| Items | List of invoice items. Each item includes description, quantity (number or string), unit, type (position, no calc, text), position ID, note, pricing (net/gross), VAT percentage, discount, booking account, export costs, cost price, and item type. |
| Cash Discount | Details about cash discount including percentage and valid days. |
| Additional Fields | Various optional fields such as order number, buyer reference, due in days, grace period, use shipping address, VAT country, OSS flag, external ID, fulfillment country, and shipping country. |
Output
The node outputs a JSON array where each element represents the created document (invoice). The structure typically contains all relevant information returned by the Easybill API about the newly created document, such as its ID, status, and any metadata.
If the node supports binary data output (not explicitly shown here), it would represent files like PDFs of the invoice or attachments, but this is not detailed in the provided code or properties.
Dependencies
- Requires an API key credential for Easybill to authenticate requests.
- Uses Easybill API endpoints to perform operations.
- Dynamic loading of customers, templates, and attachments via helper methods that call Easybill API.
- No additional environment variables are explicitly required beyond the API authentication.
Troubleshooting
- Invalid Customer ID: When specifying customer by ID, ensure it is numeric; otherwise, validation will fail.
- Template ID Format: Template IDs must match the regex pattern allowing alphanumeric characters and dashes.
- Missing Required Fields: Customer selection and document type are mandatory; missing these will cause errors.
- API Errors: Network issues or invalid credentials will result in API call failures. Verify API key and network connectivity.
- Date of Supply Configuration: If using SERVICE or DELIVERY types, ensure exactly one of date, date_from, or date_to is set; otherwise, the API may reject the request.
- Currency and VAT Options: Use valid currency codes and VAT classifications as per Easybill's requirements to avoid validation errors.
Links and References
- Easybill API Documentation (general reference for API usage)
- ISO 4217 Currency Codes (for currency options)
- VAT classification guidelines relevant to your region or business context.
This summary is based solely on static analysis of the provided properties and bundled source code without runtime execution.