BackOffice ERPInstall

Summary

Create a new invoice in the BackOffice ERP system by providing required details such as customer (which supports smart search by name, email, or keyword), invoice number, date, currency, and items to add, along with optional billing and shipping information and invoice settings.

Inputs

• Customer (required) — Customer ID or smart search term (name, email, or keyword) to identify the customer for the invoice.
• Number (required) — Invoice number; leave empty to auto-generate.
• Date (required) — Date of the invoice in YYYY-MM-DD format or leave empty for today.
• Currency (required) — Currency code or ID for the invoice.
• Newitems (required) — String specifying the new items to add to the invoice.
• Billing Street (required) — Street address for billing.
• Allowed payment modes (required) — Payment modes allowed for this invoice.
• Billing City — City name for billing address.
• Billing State — State name for billing address.
• Billing ZIP Code — ZIP code for billing address.
• Billing Country — Country code for billing address.
• Include shipping="no" — Boolean to add shipping address (set true to include).
• Show shipping on invoice — Boolean to show shipping details in the invoice.
• Shipping street — Shipping street address.
• Shipping city — Shipping city name.
• Shipping state — Shipping state name.
• Shipping zip — Shipping ZIP code.
• Shipping country — Shipping country code.
• Duedate — Due date for the invoice.
• Cancel overdue reminders — Boolean to prevent sending overdue reminders for this invoice.
• Tags — Comma-separated tags related to the invoice.
• Sale agent — ID of the sales agent associated with the invoice.
• Recurring — Recurring interval (1 to 12 or custom).
• Discount type — Discount application type: before_tax or after_tax.
• Repeat every custom — Custom repeat interval count if recurring is set to custom.
• Repeat type custom — Custom repeat type: day, week, month, or year.
• Cycles — Number of recurring cycles (0 for infinite).
• Adminnote — Administrative notes.
• Removed items — Items to be removed from the invoice.
• Clientnote — Notes for the client.
• Terms — Terms and conditions text.

Output shape

a single record containing the created invoice's details as returned by the BackOffice ERP API.

If multiple matches occur in smart search fields, the node outputs a message listing matches to refine the input. Errors or missing required fields result in node execution failure unless 'Continue On Fail' is enabled, which outputs the error in the item.