Actions40
- Customer Actions
- Customer Group Actions
- Discount Actions
- Document Actions
- Document Payment Actions
- SEPA Payment Actions
Document → Update Document
AI-generatedOverview
This node operation updates an existing document in the EasyBill system. It allows users to modify various document details such as items, customer data refresh, and reason for change. This operation is useful for keeping document records accurate and up-to-date, especially when changes are needed after a document has been finalized.
Use Case Examples
- Updating the items list of an invoice to reflect new quantities or prices.
- Refreshing customer data linked to a document to ensure the latest customer information is used.
- Providing a reason for change when updating a finalized document to maintain version history.
Properties
| Name | Meaning |
|---|---|
| Document ID | The unique identifier of the document to update. |
| Refresh Customer Data | Flag to force refreshing of the customer data associated with the document. |
| Reason for Change | A string saved on the document version as the reason for the update, applicable when updating a finalized document. |
| Items | A collection of items to update on the document, including details like booking account, cost price, description, discount, quantity, price, VAT, and other item-specific fields. |
| Additional Fields | Additional JSON data fields for the document such as anonymize due date, bank debit form, buyer reference, currency, discount, document date, due in days, external ID, file format config type, fulfillment country, grace period, archive status, login ID, number, order number, PDF template, project ID, recurring options, reference ID, replica URL, service date, shipping country, status, text content, title, type, use shipping address flag, VAT country, and VAT option. |
Output
JSON
response- The JSON response from the EasyBill API after updating the document, containing the updated document details.
Dependencies
- EasyBill API with an API key credential for authentication
Troubleshooting
- Ensure the Document ID is valid and exists in the EasyBill system to avoid 'not found' errors.
- Verify that the API key credential is correctly configured and has permissions to update documents.
- If updating a finalized document, provide a 'Reason for Change' to avoid rejection of the update.
- Check the format and types of item fields and additional fields to match the API requirements to prevent validation errors.