Table of Contents

Invoice Ninja

Invoice Ninja

The Invoice Ninja modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More 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

An Invoice Ninja account – create an account at invoiceninja.com/.

Note

The moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More dialog fields that are displayed in bold (in the Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. More IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. More scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive. More, not in this documentation article) are mandatory!

Connecting Invoice Ninja to Boost.space Integrator

To connect your Invoice Ninja account to Boost.space Integrator you need to obtain the API tokenThe API token is a multi-digit code that allows a user to authenticate with cloud applications. More from your Invoice Ninja account and insert it in the Create a connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). More dialog in the Boost.space Integrator module.

1. Log in to your Invoice Ninja account.

2. Click Settings > Account Management > API TokenThe API token is a multi-digit code that allows a user to authenticate with cloud applications. More > + .

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

4. Copy the API Token to your clipboard.

5. Go to Boost.space Integrator and open the Invoice Ninja module’s Create a connection dialog.

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

Watch New Clients

TriggersEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the... when a new client is added.

See the Setting Up Invoice Ninja Webhooks for adding webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. to your Invoice Ninja account.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Invoice Ninja account.

List Clients

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 Boost.space Integrator should return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default)..

Get a Client

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`.

Create a Client

Creates a client.

Connection	Establish a connection to your Invoice Ninja account.
Name	Enter (map) the client’s name.
Assigned UserCan use the system on a limited basis based on the rights assigned by the admin. More 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.

Update a 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.

Delete a 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

List 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 Boost.space Integrator should return during one execution cycle.pr

Get a Product

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`.

Create a Product

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`.

Update a Product

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`.

Delete a Product

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

Watch New Invoice

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.

List Invoices

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 Boost.space Integrator should return during one execution cycle.

Get an Invoice

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.

Create an Invoice

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 membersCan view and manage items while using existing statuses and labels. More.

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 ItemsItems are rows in records (order/request/invoice/purchase...)

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.

Update an 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.

Delete an 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

List Recurring Invoices

Gets all recurring invoices.

Connection	Establish a connection to your Invoice Ninja account.
Limit	Set the maximum number of recurring invoices Boost.space Integrator should return during one execution cycle.

Get a Recurring Invoice

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.

Create a Recurring Invoice

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 CyclesA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default).

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.

Update a Recurring 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.

Delete a Recurring Invoice

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

Watch New Payment

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.

List Payments

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 Boost.space Integrator should return during one execution cycle.

Get a Payment

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.

Create a Payment

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`.

Update a 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.

Delete a Payment

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

Watch New 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.

List Quotes

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 Boost.space Integrator should return during one execution cycle.

Get a Quote

Gets a quote.

Connection	Establish a connection to your Invoice Ninja account.
Include	Select or map the option to include in the quote details.

Create a Quote

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.

Update a 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

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

Watch New Task

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.

List Tasks

Gets all tasks.

Connection	Establish a connection to your Invoice Ninja account.
Limit	Set the maximum number of tasks Boost.space Integrator should return during one execution cycle.

Get a Task

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.

Create a Task

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.
StatusCreate statuses for each module separately to create an ideal environment for efficient and consistent work. More 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`.

Update a Task

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`.

Delete a Task

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

Watch New Expense

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.

List Expenses

Gets all expenses.

Connection	Establish a connection to your Invoice Ninja account.
Limit	Set the maximum number of expenses Boost.space Integrator should return during one execution cycle.

Get an Expense

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.

Create an Expense

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.

Update an Expense

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.

Delete an Expense

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

Make an API Call

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.

Example of Use – List Products

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

URL: /v1/products

Method: GET

Matches of the search can be found in the module’s Output under BundleA bundle is a chunk of data and the basic unit for use with modules. A bundle consists of items, similar to how a bag may contain separate, individual items. More > Body > data. In our example, 20 products were returned:

Setting Up Invoice Ninja Webhooks

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

2. Log in to your Invoice Ninja account.

3. Click Settings > Account Management > API WebhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. > +.

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.

5. Click Save.

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