Actions59
- Document Actions
- Client Actions
- Supplier Actions
- Item (Catalog) Actions
- Expense Actions
- Payment Actions
- Transaction (עסקה) Actions
- Recurring Payment (הוראת קבע) Actions
- Retainer (ריטיינר) Actions
- Accounting Actions
- Business Actions
Document → Create
AI-generatedSummary
Create a Morning document with the selected type, description, client, income lines, and optional payment details. You can also attach an online payment link by enabling it and supplying a payment plugin and methods.
Inputs
- Document Type (required) — Choose the document to issue, such as a tax invoice (305), invoice and receipt (320), receipt (400), or credit note (330).
- Description (required) — Title or description shown on the document.
- Language — Document language: Hebrew or English; defaults to Hebrew.
- Currency — ISO 4217 currency code for document totals; defaults to ILS.
- VAT Type — How line prices relate to VAT: before VAT (0), VAT included (1, default), or exempt (2).
- Document Date — Issue date in YYYY-MM-DD format; defaults to today when omitted.
- Due Date — Payment due date in YYYY-MM-DD format; defaults to the last day of the month relative to the document date, or today if no document date is set.
- Client (JSON) — Client object, either an existing client ID or details to create a client.
- Income Lines (JSON Array) — Line items sent as income, with description, quantity, price, currency, and VAT type. Prices must match the selected VAT type.
- Linked Document IDs — Comma-separated UUIDs of related documents; required for credit notes (type 330).
- Payment Lines (JSON Array) — Payment lines sent as payment; required for document types 320, 400, and 405.
- Remarks — Free-text notes printed on the document.
- Enable Online Payment — Attach an online payment link. When enabled, provide the payment plugin and methods; Morning issues a linked receipt and closes the document after the customer pays.
- Plugin ID — Payment processor UUID; required when online payment is enabled. Find it under Document → Get Info for the same document type.
- Payment Methods — Methods offered on the payment link: credit card, Bit, Apple Pay, or Google Pay. Required when online payment is enabled.
- Max Payments — Maximum number of charges allowed on the payment link; 1 means a single charge, and values above 1 allow installments.
Output shape
a single document record
The document is created in Morning. Optional fields may be omitted; the node omits empty payment lines and linked document IDs.