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Halo PSA

Consume Halo PSA API

Actions795

Recurring Invoice Header → Post Undefined

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Overview

This node integrates with the Halo PSA API to create or manipulate recurring invoice headers. Specifically, for the "Recurring Invoice Header" resource and the "Post Undefined" operation, it sends a POST request with a detailed JSON body representing a recurring invoice header's data structure.

Typical use cases include automating the creation of complex recurring invoices in Halo PSA, such as setting up billing schedules, line items, custom fields, payment terms, and related metadata. This is beneficial for businesses that want to automate invoicing workflows, reduce manual entry errors, and integrate their billing processes into broader automation pipelines.

For example, a user might configure this node to post a new recurring invoice header with multiple line items, custom schedules, and payment conditions, triggered by an event in another system.

Properties

Name Meaning
Body A JSON object representing the full recurring invoice header data to be posted. This includes nested structures such as custom fields, addresses, line items (with their own custom fields and linked items), schedules (with creation rules, todo lists, assets, users, budgets, services, milestones, etc.), payments, external links, and other metadata. The property expects a complete JSON payload matching the API's expected schema for a recurring invoice header.

The "Body" property supports a very rich and deeply nested JSON structure allowing comprehensive definition of all aspects of a recurring invoice header.

Output

The node outputs the JSON response returned by the Halo PSA API after posting the recurring invoice header. The output JSON will typically contain the created recurring invoice header details, including any server-generated IDs, status information, or error messages if the request failed.

No binary data output is indicated for this operation.

Dependencies

  • Requires an API key credential for authenticating with the Halo PSA API.
  • The node configuration must include the base URL of the Halo PSA instance, tenant identifier, client ID, and client secret.
  • The node uses HTTP requests with appropriate headers for authentication.
  • No additional external dependencies beyond the Halo PSA API and n8n's HTTP request capabilities.

Troubleshooting

  • Missing Credentials: If no credentials are provided or they are invalid, the node will throw an error "No credentials returned!" Ensure valid API authentication details are configured.
  • Resource or Operation Not Found: Errors like Resource Recurring Invoice Header not found or Operation Post Undefined not found indicate misconfiguration of resource or operation names.
  • Invalid JSON Body: Since the "Body" property requires a valid JSON payload, malformed JSON will cause parsing errors. Use proper JSON formatting and validation before input.
  • API Request Failures: Network issues, incorrect endpoint URLs, or insufficient permissions can cause request failures. Check the base URL, tenant, client ID, and client secret values.
  • Continue On Fail: If enabled, the node will return error messages in the output JSON instead of stopping execution, useful for batch processing.

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