Rise CRMInstall

Summary

Creates a new invoice record in Rise CRM using client, dates, and optional fields.

Inputs

• client_id (required) — The client (company) to associate the invoice with. Select from the list or use an expression.
• bill_date (required) — The date the invoice is billed.
• due_date (required) — The due date for the invoice.
• project_id — Optional project to associate with the invoice.
• tax_id — Optional tax identifier for the invoice.
• note — Optional note to attach to the invoice.
• labels — Optional comma-separated labels to tag the invoice.
• binaryPropertyName — Name of the binary property containing a file to upload, if sending binary data (for other resources).

Output shape

One or more items, each containing the created invoice object (JSON).

The returned item contains the ID of the newly created invoice and other details.

Examples

Example 1: Create a standard invoice for a client with a due date.

Client ID: 123, Bill Date: 2023-10-27T00:00:00.000Z, Due Date: 2023-11-27T00:00:00.000Z

Example 2: Create an invoice and link it to a specific project.

Client ID: 123, Bill Date: 2023-10-27T00:00:00.000Z, Due Date: 2023-11-27T00:00:00.000Z, Project ID: 456

Links

• n8n community nodes installation guide