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EasyBill

Kommuniziert mit der EasyBill API für Kunden

Actions40

Document → Create Document

AI-generated

Overview

This node operation creates a new document in the EasyBill system. It is useful for automating the creation of invoices, offers, credit notes, or other document types associated with customers. For example, a business can automatically generate an invoice document with detailed item lines and additional metadata such as due dates, discounts, and currency information.

Use Case Examples

  1. Automatically create an invoice document for a customer with multiple items and specific payment terms.
  2. Generate a credit note document with detailed item descriptions and VAT information for accounting purposes.

Properties

Name Meaning
Customer ID The identifier for the customer to whom the document belongs.
Items A collection of items included in the document, each with details such as booking account, cost price, description, discount, quantity, unit price, VAT percent, and other item-specific fields.
Additional Fields Additional optional JSON fields to customize the document, including document date, currency, discount, due days, external ID, project ID, text content, document type, and various flags and metadata.

Output

JSON

  • id - The unique identifier of the created document.
  • customer_id - The customer ID associated with the document.
  • items - Array of items included in the document with their details.
  • document_date - The date the document was created.
  • currency - The currency code used in the document.
  • status - The current status of the document.
  • number - The document number assigned by EasyBill.

Dependencies

  • EasyBill API with an API key credential

Troubleshooting

  • Ensure the Customer ID is valid and exists in the EasyBill system to avoid errors.
  • Verify that all required item fields are correctly filled, especially quantity and pricing fields.
  • Check that the API key credential is correctly configured and has permissions to create documents.
  • If the document creation fails, review the additional fields for any invalid or unsupported values.

Links

  • EasyBill API Documentation - Official API documentation for EasyBill, detailing endpoints and data formats for document creation.

Discussion