Invoice Ninja

The Invoice Ninja modules enable you to monitor, create, update, list, retrieve, and delete the clients, expenses, invoices, payments, products, recurring invoices, event types, and memberships in your Invoice Ninja account.

Getting Started with Invoice Ninja

Prerequisites

Notice

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Invoice Ninja to Make

To connect your Invoice Ninja account to Make you need to obtain the API token from your Invoice Ninja account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Invoice Ninja account.

2. Click Settings > Account Management > API Token > + .

3. Enter a name for the token and click Save.

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4. Copy the API Token to your clipboard.

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5. Go to Make and open the Invoice Ninja module's Create a connection dialog.

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6. In the Connection name field, enter a name for the connection.

7. In the Domain field, enter your account URL address. For example, https://invoicing.co/#/.

8. In the API Token field, enter the token copied in step 4, and click Continue.

The connection has been established.

Clients

Triggers when a new client is added.

See the Setting Up Invoice Ninja Webhooks for adding webhook to your Invoice Ninja account.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Invoice Ninja account.

Gets all clients.

Connection

Establish a connection to your Invoice Ninja account.

Include

Select or map the option to include in the client details.

Limit

Set the maximum number of clients Make should return during one execution cycle.

Gets a client.

Connection

Establish a connection to your Invoice Ninja account.

Client ID

Select or map the Client ID whose details you want to retrieve.

Include

Select or map the options to include in the client details. For example, activities.

Creates a client.

Connection

Establish a connection to your Invoice Ninja account.

Name

Enter (map) the client's name.

Assigned User ID

Select or map the User ID assigned to the client.

Phone

Enter (map) the client's phone number.

Website

Enter (map) the client's website URL address.

Private Notes

Enter (map) the information about the client you would like to mention or share internally.

Public Notes

Enter (map) the information about the client you would like to mention or share publicly.

Size ID

Select or map the client's employee size. For example, 51-100.

Industry ID

Select or map the industry to which the client belongs. For example, Entertainment.

Billing Address 1

Enter (map) the client's billing address street name.

Billing Address 2

Enter (map) the client's billing address street name.

Billing City

Enter (map) the city name.

Billing State

Enter (map) the state name.

Billing Postal Code

Enter (map) the area postal code.

Billing Country ID

Select or map the client's billing country.

Custom Value (1-4)

Enter (map) the client's custom value.

Shipping Address 1

Enter (map) the client's shipping address street name.

Shipping Address 2

Enter (map) the client's shipping address street name.

Shipping City

Enter (map) the city name.

Shipping State

Enter (map) the state name.

Shipping Postal Code

Enter (map) the area postal code.

Shipping Country ID

Select or map the client's shipping country.

Settings

Add the settings for the client:

Currency ID - Select or map the Currency ID applicable to the client.

Payment Terms - Select or map the payment terms applicable to the client.

ID Number

Enter (map) the client's ID number.

VAT Number

Enter (map) the client's VAT number.

Number

Enter (map) the client number.

Group Settings ID

Select or map the Group Settings ID associated with the client.

Updates a client.

Connection

Establish a connection to your Invoice Ninja account.

Client ID

Select or map the Client ID whose details you want to update.

Name

Enter (map) the client's name.

Assigned User ID

Select or map the User ID assigned to the client.

Phone

Enter (map) the client's phone number.

Website

Enter (map) the client's website URL address.

Private Notes

Enter (map) the information about the client you would like to mention or share internally.

Public Notes

Enter (map) the information about the client you would like to mention or share publicly.

Size ID

Select or map the client's employee size. For example, 51-100.

Industry ID

Select or map the industry to which the client belongs. For example, Entertainment.

Billing Address 1

Enter (map) the client's billing address street name.

Billing Address 2

Enter (map) the client's billing address street name.

Billing City

Enter (map) the city name.

Billing State

Enter (map) the state name.

Billing Postal Code

Enter (map) the area postal code.

Billing Country ID

Select or map the client's billing country.

Custom Value (1-4)

Enter (map) the client's custom value.

Shipping Address 1

Enter (map) the client's shipping address street name.

Shipping Address 2

Enter (map) the client's shipping address street name.

Shipping City

Enter (map) the city name.

Shipping State

Enter (map) the state name.

Shipping Postal Code

Enter (map) the area postal code.

Shipping Country ID

Select or map the client's shipping country.

Settings

Add the settings for the client:

Currency ID - Select or map the Currency ID applicable to the client.

Payment Terms - Select or map the payment terms applicable to the client.

ID Number

Enter (map) the client's ID number.

VAT Number

Enter (map) the client's VAT number.

Number

Enter (map) the client number.

Group Settings ID

Select or map the Group Settings ID associated with the client.

Deletes a client.

Connection

Establish a connection to your Invoice Ninja account.

Client ID

Select or map the Client ID you want to delete.

Products

Gets all products.

Connection

Establish a connection to your Invoice Ninja account.

Include

Select or map the option to include in the product details. For example, Company.

Limit

Set the maximum number of products Make should return during one execution cycle.pr

Gets a product.

Connection

Establish a connection to your Invoice Ninja account.

Product ID

Select or map the Product ID whose details you want to retrieve.

Include

Select or map the options to include in the product details. For example, Company.

Creates a product.

Connection

Establish a connection to your Invoice Ninja account.

Product Key

Select or map the product key details.

Notes

Enter (map) the product information.

Cost

Enter (map) the product cost.

Price

Enter (map) the product price information.

Quantity

Enter (map) the product quantity available.

Tax Name 1

Enter (map) the product tax name.

Tax Rate 1

Enter (map) the tax rate percentage or amount.

Tax Name 2

Enter (map) the product tax name.

Tax Rate 2

Enter (map) the tax rate percentage or amount.

Tax Name 3

Enter (map) the product tax name.

Tax Rate 3

Enter (map) the tax rate percentage or amount.

Custom Value (1-4)

Enter (map) the custom values of the product. For example, product dimensions.

Updates a product.

Connection

Establish a connection to your Invoice Ninja account.

Product ID

Select or map the Product ID whose details you want to update.

Product Key

Select or map the product key details.

Notes

Enter (map) the product information.

Cost

Enter (map) the product cost.

Price

Enter (map) the product price information.

Quantity

Enter (map) the product quantity available.

Tax Name 1

Enter (map) the product tax name.

Tax Rate 1

Enter (map) the tax rate percentage or amount.

Tax Name 2

Enter (map) the product tax name.

Tax Rate 2

Enter (map) the tax rate percentage or amount.

Tax Name 3

Enter (map) the product tax name.

Tax Rate 3

Enter (map) the tax rate percentage or amount.

Custom Value (1-4)

Enter (map) the custom values of the product. For example, product dimension.

Deletes a product.

Connection

Establish a connection to your Invoice Ninja account.

Product ID

Select or map the Product ID you want to delete.

Invoices

Triggers when a new invoice is added.

See the Setting Up Invoice Ninja Webhooks for adding webhook to your Invoice Ninja account.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Invoice Ninja account.

Gets all invoices.

Connection

Establish a connection to your Invoice Ninja account.

Include

Select or map the option you want to include the invoice details you want to list. For example, client.

Limit

Set the maximum number of invoices Make should return during one execution cycle.

Gets an invoice.

Connection

Establish a connection to your Invoice Ninja account.

Invoice ID

Select or map the Invoice ID whose details you want to retrieve.

Include

Select or map the option you want to include the invoice details you want to list.

Creates an invoice.

Connection

Establish a connection to your Invoice Ninja account.

Client ID

Select or map the Client ID whose invoice you want to create.

Date

Enter (map) the date of the invoice.

Due Date

Enter (map) the date on which the invoice is due for payment.

Number

Enter (map) the invoice number.

PO Number

Enter (map) the purchase order number of the invoice.

Discount

Enter (map) the discount applicable on the invoice in percentage.

Terms

Enter (map) the terms applicable to the invoice.

Public Notes

Enter (map) the information about the invoice which you want to share internally with the team members.

Private Notes

Enter (map) the information about the invoice which you want to share publicly.

Footer

Enter (map) the invoice footer text.

Tax Name 1

Enter (map) the tax name applicable to the invoice. For example, VAT.

Tax Rate 1

Enter (map) the tax rate applicable to the invoice. For example, 5%.

Tax Name 2

Enter (map) the tax name applicable to the invoice. For example, VAT.

Tax Rate 2

Enter (map) the tax rate applicable to the invoice. For example, 5%.

Tax Name 3

Enter (map) the tax name applicable to the invoice. For example, Sales Tax.

Tax Rate 3

Enter (map) the tax rate applicable to the invoice. For example, 5%.

Is Amount Discount

Select whether the invoice amount is after the discount.

Partial

Enter (map) the partial amount of the invoice.

Partial Due Date

Enter (map) the date on which the partial amount is due.

Custom Value (1-4)

Enter (map) the custom values for the invoice.

Line Items

Add the line items:

Product Key

Select or map the product key details.

Quantity

Select or map the Product ID whose details you want to retrieve.

Cost

Enter (map) the product cost.

Notes

Enter (map) the product information which you would like to mention.

Discount

Enter (map) the discount applied to the product.

Tax Name 1

Enter (map) the product tax name.

Tax Rate 1

Enter (map) the tax rate percentage or amount.

Tax Name 2

Enter (map) the product tax name.

Tax Rate 2

Enter (map) the tax rate percentage or amount.

Tax Name 3

Enter (map) the product tax name.

Tax Rate 3

Enter (map) the tax rate percentage or amount.

Is Amount discount

Select whether the invoice amount is after the discount.

Partial

Enter (map) the partial amount of the invoice.

Partial Due Date

Enter (map) the date on which the partial amount is due.

Custom Values (1-4)

Enter (map) the custom values of the product. For example, product dimensions.

Type ID

Select or map the product Type ID:

  • Product

  • Service

  • Unpaid Gateway Fee

  • Paid Gateway Fee

  • Late Fee

Line Total

Enter (map) the line total items.

Date

Enter (map) the date when you are adding to the product.

Custom Surcharge (1-4)

Enter (map) the custom surcharges of the product. For example, product dimensions.

Design ID

Select or map the invoice Design ID. For example, creative.

Assigned User ID

Select or map the assigned User ID for the invoice.

Exchange Rate

Enter (map) the currency exchange rate applicable to the invoice.

Updates an invoice.

Connection

Establish a connection to your Invoice Ninja account.

Invoice ID

Select or map the Invoice ID whose details you want to update.

Client ID

Select or map the Client ID whose invoice you want to create.

Date

Enter (map) the date of the invoice.

Due Date

Enter (map) the date on which the invoice is due for payment.

Number

Enter (map) the invoice number.

PO Number

Enter (map) the purchase order number of the invoice.

Discount

Enter (map) the discount applicable on the invoice in percentage.

Terms

Enter (map) the terms applicable to the invoice.

Public Notes

Enter (map) the information about the invoice which you want to share internally with the team members.

Private Notes

Enter (map) the information about the invoice which you want to share publicly.

Footer

Enter (map) the invoice footer text.

Tax Name 1

Enter (map) the tax name applicable to the invoice. For example, VAT.

Tax Rate 1

Enter (map) the tax rate applicable to the invoice. For example, 5%.

Tax Name 2

Enter (map) the tax name applicable to the invoice. For example, VAT.

Tax Rate 2

Enter (map) the tax rate applicable to the invoice. For example, 5%.

Tax Name 3

Enter (map) the tax name applicable to the invoice. For example, Sales Tax.

Tax Rate 3

Enter (map) the tax rate applicable to the invoice. For example, 5%.

Is Amount Discount

Select whether the invoice amount is after the discount.

Partial

Enter (map) the partial amount of the invoice.

Partial Due Date

Enter (map) the date on which the partial amount is due.

Custom Value (1-4)

Enter (map) the custom values for the invoice.

Line Items

Add the line items:

Product Key

Select or map the product key details.

Quantity

Select or map the Product ID whose details you want to retrieve.

Cost

Enter (map) the product cost.

Notes

Enter (map) the product information which you would like to mention.

Discount

Enter (map) the discount applied to the product.

Tax Name 1

Enter (map) the product tax name.

Tax Rate 1

Enter (map) the tax rate percentage or amount.

Tax Name 2

Enter (map) the product tax name.

Tax Rate 2

Enter (map) the tax rate percentage or amount.

Tax Name 3

Enter (map) the product tax name.

Tax Rate 3

Enter (map) the tax rate percentage or amount.

Is Amount discount

Select whether the invoice amount is after the discount.

Partial

Enter (map) the partial amount of the invoice.

Partial Due Date

Enter (map) the date on which the partial amount is due.

Custom Values (1-4)

Enter (map) the custom values of the product. For example, product dimensions.

Type ID

Select or map the product Type ID:

  • Product

  • Service

  • Unpaid Gateway Fee

  • Paid Gateway Fee

  • Late Fee

Line Total

Enter (map) the line total items.

Date

Enter (map) the date when you are adding to the product.

Custom Surcharge (1-4)

Enter (map) the custom surcharges of the product. For example, product dimensions.

Design ID

Select or map the invoice Design ID. For example, creative.

Assigned User ID

Select or map the assigned User ID for the invoice.

Exchange Rate

Enter (map) the currency exchange rate applicable to the invoice.

Deletes an invoice.

Connection

Establish a connection to your Invoice Ninja account.

Invoice ID

Select or map the Invoice ID you want to delete.

Recurring Invoices

Gets all recurring invoices.

Connection

Establish a connection to your Invoice Ninja account.

Limit

Set the maximum number of recurring invoices Make should return during one execution cycle.

Gets a recurring invoice.

Connection

Establish a connection to your Invoice Ninja account.

Recurring Invoice ID

Select or map the Recurring Invoice ID whose details you want to retrieve.

Creates a recurring invoice.

Connection

Establish a connection to your Invoice Ninja account.

Client ID

Select or map the Client ID for which you want to create the recurring invoice.

Frequency ID

Select or map the recurring frequency ID. For example, Weekly.

Project ID

Select or map the Project ID to which the invoice belongs.

Number

Enter (map) the recurring invoice number.

Discount

Enter (map) the discount percentage applicable on the invoice.

Is Amount Discount

Select whether the invoice amount is after the discount.

PO Number

Enter (map) the purchase order number of the invoice.

Date

Enter (map) the date of the invoice.

Due Date

Enter (map) the date on which the invoice is due for payment.

Due Date Days

Enter (map) the days on which the invoice is due for payment.

Line Items

Add the line items:

Product Key

Select or map the product key details.

Quantity

Select or map the Product ID whose details you want to retrieve.

Cost

Enter (map) the product cost.

Notes

Enter (map) the product information which you would like to mention.

Discount

Enter (map) the discount applied to the product.

Tax Name 1

Enter (map) the product tax name.

Tax Rate 1

Enter (map) the tax rate percentage or amount.

Tax Name 2

Enter (map) the product tax name.

Tax Rate 2

Enter (map) the tax rate percentage or amount.

Tax Name 3

Enter (map) the product tax name.

Tax Rate 3

Enter (map) the tax rate percentage or amount.

Is Amount discount

Select whether the invoice amount is after the discount.

Partial

Enter (map) the partial amount of the invoice.

Partial Due Date

Enter (map) the date on which the partial amount is due.

Custom Values (1-4)

Enter (map) the custom values of the product. For example, product dimensions.

Type ID

Select or map the product Type ID:

  • Product

  • Service

  • Unpaid Gateway Fee

  • Paid Gateway Fee

  • Late Fee

Line Total

Enter (map) the line total items.

Date

Enter (map) the date when you are adding to the product.

Footer

Enter (map) the invoice footer text.

Public Notes

Enter (map) the information about the invoice which you want to share internally with the team members.

Private Notes

Enter (map) the information about the invoice which you want to share publicly.

Terms

Enter (map) the terms applicable to the invoice.

Tax Name 1

Enter (map) the tax name applicable to the invoice. For example, VAT.

Tax Rate 1

Enter (map) the tax rate applicable to the invoice. For example, 5%.

Tax Name 2

Enter (map) the tax name applicable to the invoice. For example, VAT.

Tax Rate 2

Enter (map) the tax rate applicable to the invoice. For example, 5%.

Tax Name 3

Enter (map) the tax name applicable to the invoice. For example, VAT.

Tax Rate 3

Enter (map) the tax rate applicable to the invoice. For example, 5%.

Custom Value (1-4)

Enter (map) the custom values for the invoice.

Amount

Enter (map) the invoice amount.

Partial

Enter (map) the partial amount payable for the invoice.

Next Send Date

Enter (map) the date on which the invoice should be sent again.

Remaining Cycles

Select or map the number of cycles remaining for the recurring invoices.

Auto Bill

Enter (map) the auto bill information of the invoice.

Auto Bill Enabled

Select whether the auto-billing is enabled for the invoice.

Custom Surcharges (1-4)

Enter (map) the custom surcharges of the product. For example, product dimensions.

Design ID

Select or map the invoice Design ID. For example, creative.

Assigned User ID

Select or map the assigned User ID for the invoice.

Exchange Rate

Enter (map) the currency exchange rate applicable to the invoice.

Updates a recurring invoice.

Connection

Establish a connection to your Invoice Ninja account.

Recurring Invoice ID

Select or map the Recurring Invoice ID whose details you want to update.

See the Creating a Recurring Invoice section for field descriptions.

Deletes a recurring invoice.

Connection

Establish a connection to your Invoice Ninja account.

Recurring Invoice ID

Select or map the Recurring Invoice ID you want to delete.

Payments

Triggers when a new payment is added.

See the Setting Up Invoice Ninja Webhooks for adding webhook to your Invoice Ninja account.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Invoice Ninja account.

Gets all payments.

Connection

Establish a connection to your Invoice Ninja account.

Include

Select or map the option to include in the payment details.

Limit

Set the maximum number of payments Make should return during one execution cycle.

Gets a payment.

Connection

Establish a connection to your Invoice Ninja account.

Payment ID

Select or map the Payment ID whose details you want to retrieve.

Include

Select or map the option whose relationship responses you want to receive in the payment details.

Creates a payment.

Connection

Establish a connection to your Invoice Ninja account.

Client ID

Select or map the Client ID whose payment you want to create.

Assigned User ID

Select or map the User ID to whom the payment is assigned.

Amount

Enter (map) the payment amount.

Date

Enter (map) the date of the payment.

Type ID

Select or map the payment type. For example, check.

Transaction Reference

Enter (map) the payment transaction reference number.

Private Notes

Enter (map) the additional information about the payment which you want to share internally.

Number

Enter (map) the payment number.

Custom Value (1-4)

Enter (map) the payment custom values. For example, the reason for payment.

Updates a payment.

Connection

Establish a connection to your Invoice Ninja account.

Payment ID

Select or map the Payment ID whose details you want to update.

Client ID

Select or map the Client ID whose payment you want to create.

Assigned User ID

Select or map the User ID to whom the payment is assigned.

Amount

Enter (map) the payment amount.

Date

Enter (map) the date of the payment.

Type ID

Select or map the payment type. For example, check.

Transaction Reference

Enter (map) the payment transaction reference number.

Private Notes

Enter (map) the additional information about the payment which you want to share internally.

Number

Enter (map) the payment number.

Deletes a payment.

Connection

Establish a connection to your Invoice Ninja account.

Payment ID

Select or map the Payment ID you want to delete.

Quotes

Triggers when a new quote is added.

See the Setting Up Invoice Ninja Webhooks for adding webhook to your Invoice Ninja account.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Invoice Ninja account.

Gets all quotes.

Connection

Establish a connection to your Invoice Ninja account.

Include

Select or map the option to include in the quote details.

Limit

Set the maximum number of quotes Make should return during one execution cycle.

Gets a quote.

Connection

Establish a connection to your Invoice Ninja account.

Include

Select or map the option to include in the quote details.

Creates a quote.

Connection

Establish a connection to your Invoice Ninja account.

Client ID

Select or map the Client ID for whom you are creating the quote.

Date

Enter (map) the date on which you are creating the quote.

Due Date

Enter (map) the due by which the quote is due.

Number

Enter (map) the quote number.

PO Number

Enter (map) the purchase order number applicable to the quote.

Discount

Enter (map) the discount applicable to the quote.

Terms

Enter (map) the terms applicable to the quote.

Public Notes

Enter (map) the information about the invoice which you want to share publicly.

Private Notes

Enter (map) the information about the invoice which you want to share privately.

Footer

Enter (map) the invoice footer text.

Project ID

Select or map the Project ID to which the invoice belongs.

Tax Name 1

Enter (map) the product tax name.

Tax Rate 1

Enter (map) the tax rate percentage or amount.

Tax Name 2

Enter (map) the product tax name.

Tax Rate 2

Enter (map) the tax rate percentage or amount.

Tax Name 3

Enter (map) the product tax name.

Tax Rate 3

Enter (map) the tax rate percentage or amount.

Custom Surcharge (1-4)

Enter (map) the custom surcharges of the product. For example, product dimensions.

Is Amount Discount

Select whether the invoice amount is after the discount.

Partial

Enter (map) the partial amount of the invoice.

Custom Value (1-4)

Enter (map) the custom values of the product. For example, product dimensions.

Line Items

Add the line items to the quote:

Product Key

Select or map the product key details.

Quantity

Select or map the Product ID whose details you want to retrieve.

Cost

Enter (map) the product cost.

Notes

Enter (map) the product information which you would like to mention.

Discount

Enter (map) the discount applied to the product.

Tax Name 1

Enter (map) the product tax name.

Tax Rate 1

Enter (map) the tax rate percentage or amount.

Tax Name 2

Enter (map) the product tax name.

Tax Rate 2

Enter (map) the tax rate percentage or amount.

Tax Name 3

Enter (map) the product tax name.

Tax Rate 3

Enter (map) the tax rate percentage or amount.

Custom Value (1-4)

Enter (map) the custom values of the product. For example, product dimensions.

Type ID

Select or map the product Type ID:

  • Product

  • Service

  • Unpaid Gateway Fee

  • Paid Gateway Fee

  • Late Fee

Line Total

Enter (map) the line total items.

Date

Enter (map) the date when you are adding to the product.

Design ID

Select or map the invoice Design ID. For example, creative.

Assigned User ID

Select or map the assigned User ID for the invoice.

Exchange Rate

Enter (map) the currency exchange rate applicable to the quote.

Updates a quote.

Connection

Establish a connection to your Invoice Ninja account.

Client ID

Select or map the Client ID for whom you are creating the quote.

Date

Enter (map) the date on which you are creating the quote.

Due Date

Enter (map) the due by which the quote is due.

Number

Enter (map) the quote number.

PO Number

Enter (map) the purchase order number applicable to the quote.

Discount

Enter (map) the discount applicable to the quote.

Terms

Enter (map) the terms applicable to the quote.

Public Notes

Enter (map) the information about the invoice which you want to share publicly.

Private Notes

Enter (map) the information about the invoice which you want to share privately.

Footer

Enter (map) the invoice footer text.

Project ID

Select or map the Project ID to which the invoice belongs.

Tax Name 1

Enter (map) the product tax name.

Tax Rate 1

Enter (map) the tax rate percentage or amount.

Tax Name 2

Enter (map) the product tax name.

Tax Rate 2

Enter (map) the tax rate percentage or amount.

Tax Name 3

Enter (map) the product tax name.

Tax Rate 3

Enter (map) the tax rate percentage or amount.

Custom Surcharge (1-4)

Enter (map) the custom surcharges of the product. For example, product dimensions.

Is Amount Discount

Select whether the invoice amount is after the discount.

Partial

Enter (map) the partial amount of the invoice.

Custom Value (1-4)

Enter (map) the custom values of the product. For example, product dimensions.

Line Items

Add the line items to the quote:

Product Key

Select or map the product key details.

Quantity

Select or map the Product ID whose details you want to retrieve.

Cost

Enter (map) the product cost.

Notes

Enter (map) the product information which you would like to mention.

Discount

Enter (map) the discount applied to the product.

Tax Name 1

Enter (map) the product tax name.

Tax Rate 1

Enter (map) the tax rate percentage or amount.

Tax Name 2

Enter (map) the product tax name.

Tax Rate 2

Enter (map) the tax rate percentage or amount.

Tax Name 3

Enter (map) the product tax name.

Tax Rate 3

Enter (map) the tax rate percentage or amount.

Custom Value (1-4)

Enter (map) the custom values of the product. For example, product dimensions.

Type ID

Select or map the product Type ID:

  • Product

  • Service

  • Unpaid Gateway Fee

  • Paid Gateway Fee

  • Late Fee

Line Total

Enter (map) the line total items.

Date

Enter (map) the date when you are adding to the product.

Design ID

Select or map the invoice Design ID. For example, creative.

Assigned User ID

Select or map the assigned User ID for the invoice.

Exchange Rate

Enter (map) the currency exchange rate applicable to the quote.

Delete a quote.

Connection

Establish a connection to your Invoice Ninja account.

Quote ID

Select or map the Quote ID you want to delete.

Tasks

Triggers when a new task is added.

See the Setting Up Invoice Ninja Webhooks for adding webhook to your Invoice Ninja account.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Invoice Ninja account.

Gets all tasks.

Connection

Establish a connection to your Invoice Ninja account.

Limit

Set the maximum number of tasks Make should return during one execution cycle.

Gets a task.

Connection

Establish a connection to your Invoice Ninja account.

Task ID

Select or map the Task ID whose details you want to retrieve.

Creates a task.

Connection

Establish a connection to your Invoice Ninja account.

Client ID

Select or map the client ID for whom you are creating the task.

Project ID

Select or map the Project ID associated with the task.

Assigned User ID

Select or map the User ID to whom you want to assign the task.

Invoice ID

Enter (map) the Invoice ID applicable to the task.

Number

Enter (map) the task number.

Rate

Enter (map) the amount paid per hour for the task.

Status ID

Select or map the task status ID:

  • Backlog

  • Ready to go

  • In Progress

  • Done

Description

Enter (map) the details of the task.

Invoice Documents

Select whether the task has invoice documents.

Is Date Based

Select whether the task is date-based.

Status Order

Enter (map) the task status.

Time Log

Add the time log for the task:

Start - Enter (map) the task start time.

Stop - Enter (map) the task end time.

Custom Value (1 - 4)

Enter (map) the task custom values. For example, task watchers.

Updates a task.

Connection

Establish a connection to your Invoice Ninja account.

Task ID

Select or map the Task ID whose details you want to update.

Client ID

Select or map the client ID for whom you are creating the task.

Project ID

Select or map the Project ID associated with the task.

Assigned User ID

Select or map the User ID to whom you want to assign the task.

Invoice ID

Enter (map) the Invoice ID applicable to the task.

Number

Enter (map) the task number.

Rate

Enter (map) the amount paid per hour for the task.

Status ID

Select or map the task status ID:

  • Backlog

  • Ready to go

  • In Progress

  • Done

Description

Enter (map) the details of the task.

Invoice Documents

Select whether the task has invoice documents.

Is Date Based

Select whether the task is date-based.

Status Order

Enter (map) the task status.

Time Log

Add the time log for the task:

Start - Enter (map) the task start time.

Stop - Enter (map) the task end time.

Custom Value (1 - 4)

Enter (map) the task custom values. For example, task watchers.

Deletes a task.

Connection

Establish a connection to your Invoice Ninja account.

Task ID

Select or map the Task ID you want to delete.

Expenses

Triggers when a new expense is added.

See the Setting Up Invoice Ninja Webhooks for adding webhook to your Invoice Ninja account.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Invoice Ninja account.

Gets all expenses.

Connection

Establish a connection to your Invoice Ninja account.

Limit

Set the maximum number of expenses Make should return during one execution cycle.

Gets an expense.

Connection

Establish a connection to your Invoice Ninja account.

Expense ID

Select or map the Expense ID whose details you want to retrieve.

Creates an expense.

Connection

Establish a connection to your Invoice Ninja account.

Client ID

Select or map the Client ID whose expense you are creating.

Assigned User ID

Select or map the User ID to whom expense is assigned.

Vendor ID

Select or map the Vendor ID to whom the expense belongs.

Invoice ID

Enter (map) the Invoice ID applicable to the expense.

Currency ID

Enter (map) the Currency ID applicable to the expense.

Date

Enter (map) the date on the expense.

Invoice Currency ID

Select or map the Invoice Currency ID related to the expense.

Amount

Enter (map) the expense amount.

Foreign Amount

Enter (map) the foreign currency amount in the expense.

Exchange Rate

Enter (map) the currency exchange rate applicable on the foreign amount.

Private Notes

Enter (map) the information about the expense which you want to share internally with the team members.

Public Notes

Enter (map) the information about the expense which you want to share internally with the team members.

Bank ID

Enter (map) the Bank ID associated with the expense.

Transaction ID

Enter (map) the Transaction ID associated with the expense.

Category ID

Enter (map) the Category ID of the expense.

Tax Name 1

Enter (map) the tax name applicable to the expense. For example, VAT.

Tax Rate 1

Enter (map) tax rate percentage applicable to the expense. For example, 5%.

Tax Amount 1

Enter (map) the tax amount applicable to the expense.

Tax Name 2

Enter (map) the tax name applicable to the expense. For example, Sales Tax.

Tax Rate 2

Enter (map) tax rate percentage applicable to the expense. For example, 5%.

Tax Amount 2

Enter (map) the tax amount applicable to the expense.

Tax Name 3

Enter (map) the tax name applicable to the expense. For example, VAT.

Tax Rate 3

Enter (map) tax rate percentage applicable to the expense.

Tax Amount 3

Enter (map) the tax amount applicable to the expense.

Uses Inclusive Taxes

Select whether the expense amount is inclusive of all taxes.

Calculate Tax by Amount

Select whether you want to calculate the amount by the tax.

Payment Date

Enter (map) the expense payment date.

Payment Type ID

Select or map the Payment ID for the expense. For example, cheque.

Project ID

Select or map the Project ID associated with the expense.

Transaction Reference

Enter (map) the expense transaction reference number.

Invoice Documents

Select whether the expense has invoice documents.

Should be Invoiced

Select whether the expense should be invoiced.

Custom Value (1-4)

Enter (map) the custom values for the expense.

Number

Enter (map) the expense number.

Updates an expense.

Connection

.

Expense ID

Select or map the Expense ID whose details to update.

Client ID

Select or map the Client ID whose expense you are creating.

Assigned User ID

Select or map the User ID to whom expense is assigned.

Vendor ID

Select or map the Vendor ID to whom the expense belongs.

Invoice ID

Enter (map) the Invoice ID applicable to the expense.

Currency ID

Enter (map) the Currency ID applicable to the expense.

Date

Enter (map) the date on the expense.

Invoice Currency ID

Select or map the Invoice Currency ID related to the expense.

Amount

Enter (map) the expense amount.

Foreign Amount

Enter (map) the foreign currency amount in the expense.

Exchange Rate

Enter (map) the currency exchange rate applicable on the foreign amount.

Private Notes

Enter (map) the information about the expense which you want to share internally with the team members.

Public Notes

Enter (map) the information about the expense which you want to share internally with the team members.

Bank ID

Enter (map) the Bank ID associated with the expense.

Transaction ID

Enter (map) the Transaction ID associated with the expense.

Category ID

Enter (map) the Category ID of the expense.

Tax Name 1

Enter (map) the tax name applicable to the expense. For example, VAT.

Tax Rate 1

Enter (map) tax rate percentage applicable to the expense. For example, 5%.

Tax Amount 1

Enter (map) the tax amount applicable to the expense.

Tax Name 2

Enter (map) the tax name applicable to the expense. For example, Sales Tax.

Tax Rate 2

Enter (map) tax rate percentage applicable to the expense. For example, 5%.

Tax Amount 2

Enter (map) the tax amount applicable to the expense.

Tax Name 3

Enter (map) the tax name applicable to the expense. For example, VAT.

Tax Rate 3

Enter (map) tax rate percentage applicable to the expense. For example, 5%.

Tax Amount 3

Enter (map) the tax amount applicable to the expense.

Uses Inclusive Taxes

Select whether the expense amount is inclusive of all taxes.

Calculate Tax by Amount

Select whether you want to calculate the amount by the tax.

Payment Date

Enter (map) the expense payment date.

Payment Type ID

Select or map the Payment ID for the expense. For example, cheque.

Project ID

Select or map the Project ID associated with the expense.

Transaction Reference

Enter (map) the expense transaction reference number.

Invoice Documents

Select whether the expense has invoice documents.

Should be Invoiced

Select whether the expense should be invoiced.

Custom Value (1-4)

Enter (map) the custom values for the expense.

Number

Enter (map) the expense number.

Deletes an expense.

Connection

Establish a connection to your Invoice Ninja account.

Expense ID

Select or map the Expense ID you want to delete.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Invoice Ninja account.

URL

Enter a path relative to https://testintegro.botsworkshop.net/api For example: /v1/clients

Note

For the list of available endpoints, refer to the Invoice Ninja API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all the products from your Invoice Ninja account:

URL: /v1/products

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body > data. In our example, 20 products were returned:

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1. Open any Watch module, establish a connection, and click Save. Copy the URL address to your clipboard.

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2. Log in to your Invoice Ninja account.

3. Click Settings > Account Management > API Webhooks > +.

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4. Enter the following details:

Target URL

Enter the URL address copied in step 1.

Event Type

Select or map the event type.

REST Method

Select the REST method you want to request:

  • POST

  • PUT

Header Key and Header Value

Enter the Header key-value pair details you want to see in the response.

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5. Click Save.

You have successfully added the webhook. Go back to Make and run the webhook to receive the response when the specified occurs.