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Everest

Interact with Everest TMS (Transport Management System)

Actions60

Invoice → Create

AI-generated

Overview

This node creates an invoice or estimate in the Everest Transport Management System (TMS). It is useful for automating the generation of billing documents based on mission or client data, streamlining financial workflows. For example, it can be used to create an invoice for completed transport missions with details such as title, description, client information, amounts, and payment status.

Use Case Examples

  1. Create an invoice for a client with specified amounts and mission references.
  2. Generate an estimate for a potential job with detailed description and company information.

Properties

Name Meaning
Type Type of invoice: 0 for estimate, 1 for invoice.
Title Title of the invoice.
Description Description of the invoice.
Name or Company Company name for the invoice.
Address Address for the invoice.
Amount Excluding Tax Amount excluding taxes.
Amount Including Tax Amount including taxes.
Created For Identifier for whom the invoice is created (e.g., client:123).
Additional Fields Optional additional fields such as who created the invoice, validation status, payment status, and date paid.
Mission References Comma-separated mission references associated with the invoice.

Output

JSON

  • id - Unique identifier of the created invoice.
  • type - Type of the invoice (estimate or invoice).
  • title - Title of the invoice.
  • description - Description of the invoice.
  • name_or_company - Company name on the invoice.
  • address - Address on the invoice.
  • amount_excl - Amount excluding tax.
  • amount_incl - Amount including tax.
  • created_for - Entity for whom the invoice was created.
  • created_by - Who created the invoice.
  • validated - Validation status of the invoice.
  • status - Payment status of the invoice.
  • date_paid - Date when the invoice was paid.
  • missions - Mission references linked to the invoice.

Dependencies

  • Everest TMS API with appropriate API key credentials

Troubleshooting

  • Ensure all required fields (type, title, description, name_or_company, address, amount_excl, amount_incl, created_for) are provided to avoid validation errors.
  • Check API credentials and network connectivity if requests fail.
  • If the invoice creation fails, verify that mission references are correctly formatted and exist in the system.

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