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Halo PSA

Consume Halo PSA API

Actions795

Recurring Invoice Header → Get One Invoice Header

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Overview

This node interacts with the Halo PSA API to retrieve data related to recurring invoice headers. Specifically, the "Get One Invoice Header" operation fetches a single recurring invoice header by its unique identifier. This is useful in scenarios where you need detailed information about a specific recurring invoice for reporting, auditing, or further processing within an automation workflow.

Practical examples include:

  • Automatically retrieving invoice header details when a new invoice is generated.
  • Integrating invoice data into accounting or CRM systems.
  • Validating invoice information before triggering payment or notification workflows.

Properties

Name Meaning
Id The unique numeric identifier of the recurring invoice header to retrieve (required).
Includedetails Boolean flag indicating whether to include extra related objects/details in the response.

Output

The node outputs JSON data representing the requested recurring invoice header. The structure includes all standard fields of the invoice header as returned by the Halo PSA API. If the Includedetails property is set to true, additional nested objects with extended details are included in the output.

No binary data output is produced by this operation.

Example output snippet (simplified):

{
  "id": 123,
  "customerName": "Acme Corp",
  "invoiceDate": "2024-01-01",
  "totalAmount": 1500.00,
  "details": { ... } // present if Includedetails=true
}

Dependencies

  • Requires valid credentials for the Halo PSA API, including base URL, tenant ID, client ID, and client secret.
  • The node uses these credentials to authenticate API requests.
  • No additional external dependencies beyond the Halo PSA API and n8n core modules.

Troubleshooting

  • Missing Credentials Error: If no credentials are provided or they are invalid, the node will throw an error stating "No credentials returned!". Ensure that the API key credential is correctly configured in n8n.
  • Resource or Operation Not Found: Errors like "Resource Recurring Invoice Header not found" or "Operation Get One Invoice Header not found for resource Recurring Invoice Header" indicate misconfiguration of the resource or operation names.
  • Invalid Id Parameter: Providing an invalid or missing Id will cause the API request to fail. Make sure the Id is a valid number corresponding to an existing invoice header.
  • API Request Failures: Network issues, incorrect tenant/client credentials, or API endpoint changes can cause request failures. Check the error message returned in the node output for clues.
  • JSON Parsing Issues: If using advanced parameters with JSON input, ensure the JSON syntax is correct to avoid parsing errors.

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