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Halo PSA

Consume Halo PSA API

Actions795

Invoice Header → Post Undefined

AI-generated

Overview

This node integrates with the Halo PSA API to perform operations on various resources. Specifically, for the Invoice Header resource and the Post Undefined operation, it sends a POST request with a complex JSON body representing an invoice header structure. This allows users to create or update invoice headers in Halo PSA by providing detailed invoice data including addresses, lines, schedules, payments, custom fields, and more.

Common scenarios where this node is beneficial include:

  • Automating invoice creation workflows by sending structured invoice data from other systems.
  • Integrating Halo PSA invoicing with external ERP or accounting software.
  • Bulk uploading or updating invoice headers with rich metadata and nested related entities.

Practical example:

  • A user prepares a JSON object describing an invoice with line items, custom fields, payment terms, and schedules, then uses this node to post that data to Halo PSA, automating invoice generation without manual entry.

Properties

Name Meaning
Body The full JSON payload representing the invoice header to be posted. This includes nested objects and arrays such as custom fields, addresses (billing, shipping, origin), invoice lines with linked items and tax rules, schedules with tasks and assets, payments, external links, and many optional detailed substructures. The property expects a JSON object matching the Halo PSA invoice header schema.

Output

The node outputs an array of JSON objects corresponding to each input item processed. Each output item contains:

  • json: The response from the Halo PSA API after posting the invoice header. This typically includes confirmation details of the created or updated invoice header, any generated IDs, status messages, or error information if the request failed.

No binary data output is indicated for this operation.

Dependencies

  • Requires valid credentials for the Halo PSA API, including base URL, tenant identifier, client ID, and client secret.
  • The node depends on network connectivity to the Halo PSA service endpoint.
  • No additional environment variables are explicitly required beyond the API credentials configured in n8n.

Troubleshooting

  • No credentials returned!: Indicates missing or misconfigured API credentials. Ensure the API key credential is properly set up in n8n.
  • Resource or Operation not found: If the specified resource or operation does not exist, verify that "Invoice Header" and "Post Undefined" are correctly selected.
  • JSON parsing errors: The Body property must contain valid JSON. Invalid JSON will cause parsing failures. Use JSON validators before input.
  • API request failures: Network issues, invalid credentials, or malformed request bodies can cause errors. Check the error message returned in the output JSON for details.
  • Continue On Fail: If enabled, the node will continue processing subsequent items even if one fails, returning error details in the output JSON.

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