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Invoice Ninja

Accounting & FinancePayments & Billing

Run your Invoice Ninja billing from a workflow: find, create and update clients, invoices, quotes, payments and expenses, and act on any of them in bulk (archive, restore, delete, mark sent, email, convert a quote to an invoice). Record a payment and apply it across one or more invoices, then refund it in full or in part. Add products to your catalogue and book expenses. Connect it with an API token generated for the company you want to work in, and a self-hosted install's own URL if that's where your data lives.

20 actions

Actions

Steps your workflow can run in Invoice Ninja.

List clientsFind clients in your Invoice Ninja company.
Get a clientRead one Invoice Ninja client by its ID.
Create a clientAdd a client to your Invoice Ninja company.
Update a clientChange details on an existing Invoice Ninja client. Fields left blank keep their current values.
Archive, restore or delete clientsArchive, restore or delete one or more Invoice Ninja clients.
List invoicesFind invoices in your Invoice Ninja company.
Get an invoiceRead one Invoice Ninja invoice by its ID.
Create an invoiceRaise an invoice for a client. It is created as a draft; use 'Act on invoices' to mark it sent or email it.
Update an invoiceChange an existing Invoice Ninja invoice. Fields left blank keep their current values.
Act on invoicesMark invoices sent or paid, email them, cancel, clone, archive, restore or delete them.
List quotesFind quotes in your Invoice Ninja company.
Create a quoteRaise a quote for a client.
Act on quotesApprove quotes, convert them into invoices, email them, mark them sent, restore or delete them.
List paymentsFind payments in your Invoice Ninja company.
Record a paymentRecord money received from a client, optionally applying it to that client's invoices.
Refund a paymentRefund a recorded payment, in full or in part. Invoice Ninja puts the balance back on any invoices the refund covers.
List productsFind products in your Invoice Ninja company.
Create a productAdd a product or service to your Invoice Ninja catalogue.
List expensesFind expenses in your Invoice Ninja company.
Record an expenseBook an expense in your Invoice Ninja company.

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