SumitInstall

Summary

Create a new accounting document of a specified type (e.g., Invoice, Receipt) with customer details, itemized entries, VAT inclusion settings, and optional additional fields such as draft status and dates.

Inputs

• Document Type (required) — Select the type of document to create, such as Invoice, Receipt, Proforma Invoice, and others.
• Customer — Specify customer details using a search mode (Automatic, By ID, External Identifier, Company Number, or Name) along with corresponding fields like Name, Email, Customer ID, External Identifier, and Company Number.
• Items — Provide one or more items to include in the document, each requiring Item Name, Quantity, and Unit Price, with an optional Description.
• VAT Included — Determine whether the item prices are inclusive of VAT (default is true).
• Additional Fields — Set optional fields including draft status (Is Draft), Date, Due Date, Description, External Reference, Opening Text, Closing Text, Language (Hebrew or English), and whether to send the document by email (Send By Email).

Output shape

a single record

Returns the API response representing the created document details or error information if creation fails.

Examples

Example 1: Create an invoice document with customer lookup by ID, including multiple items and additional metadata.

Document Type set to Invoice; Customer Search Mode set to By ID with a valid Customer ID; multiple items specified with their quantities and prices; VAT Included set as desired; and optional Additional Fields with Date and Description filled.

Links

• n8n community nodes installation guide