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EasyBill

Kommuniziert mit der EasyBill API für Kunden

Actions40

Document → Convert Document

AI-generated

Overview

This node operation converts an existing document in EasyBill to a specified type, such as DUNNING, REMINDER, CHARGE_CONFIRM, CHARGE, CREDIT, DELIVERY, INVOICE, or ORDER. It is useful for automating document format conversions within EasyBill, for example, converting an invoice to a delivery note or a dunning notice. The operation supports specifying a PDF template for the converted document.

Use Case Examples

  1. Convert an invoice document to a delivery note using a specific PDF template.
  2. Convert a document to a dunning notice without specifying a PDF template, using the default template.

Properties

Name Meaning
Document ID The ID of the document to be converted.
Type The target document type to convert to. Available values include DUNNING, REMINDER, CHARGE_CONFIRM, CHARGE, CREDIT, DELIVERY, INVOICE, and ORDER.
Additional Fields Optional additional fields for the conversion, such as specifying a PDF template to use for the converted document.

Output

JSON

  • id - The ID of the converted document.
  • type - The type of the converted document.
  • status - The status of the converted document.
  • pdf_template - The PDF template used for the converted document, if specified.

Dependencies

  • EasyBill API with an API key credential

Troubleshooting

  • Ensure the Document ID provided is valid and exists in EasyBill to avoid 'document not found' errors.
  • Verify that the 'Type' parameter is one of the allowed values to prevent invalid type errors.
  • If specifying a PDF template, ensure the template ID is correct and available in EasyBill.
  • Check API authentication credentials if requests fail due to authorization errors.

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