Actions20
Document → Create
AI-generatedSummary
Create a new document in iCount.
Inputs
- doc_type (required) — Select the type of document to be issued.
- issue_date — The date the document is issued (default: today).
- due_date — Due date for payment.
- currency_code — Select the currency for the document.
- lang — Select the language of the document.
- use_existing_client — Use an existing client from iCount by ID.
- client_id (required) — Client ID in iCount, required if using an existing client.
- client_name (required) — Full name of the client, required if not using an existing client.
- client_id_number — Client identification number.
- client_email — Email address to send the document.
- client_address — Client's address.
- client_city — Client's city.
- client_phone — Client's phone number.
- items_input_type — Choose how to input items.
- items_json (required) — JSON array of items if using JSON input type.
- items (required) — Items/services to be included in the document.
- add_payments — Indicate if payments should be added to the document.
- payments_input_type — Choose how to input payments.
- payments_json (required) — JSON array of payments if using JSON input type.
- payments (required) — Payments received.
- link_base_documents — Link base documents to the new document.
- based_on (required) — Base documents to link.
- comments — Notes to appear on the document.
- send_email — Automatically send to client's email.
- download_pdf — Download the document as a PDF.
Output shape
no body — success/failure only
Ensure to handle required fields based on whether an existing client is used.