Invoice Ninja integration

Overview

Invoice Ninja is an open-source invoicing and billing platform. This tool provides access to the Invoice Ninja v5 API for managing clients (create, get, list, delete), invoices (create, get, list, delete, email), payments (create, get, list, delete), expenses (create, get, list, delete), quotes (create, get, list, delete, email), tasks (create, get, list, delete), and bank transactions (create, get, list, delete, match payment). Supports both hosted (invoicing.co) and self-hosted instances. Uses link-based pagination with per_page parameter.

Node Type

Action — processes input items and produces output

Input / Output

Direction	Port(s)
Input	Input
Output	Output, Error

Credentials

This tool requires Invoice Ninja API credentials. See the Credentials Guide for setup instructions.

Resources

Resource	Value
Bank Transaction	bankTransaction
Client	client
Expense	expense
Invoice	invoice
Payment	payment
Quote	quote
Task	task

Operations

Each resource has its own Operation list, and all of them reuse the same core values (create, delete, get, getAll). Pick the resource first, then the operation.

Resource	Operation	Value	Description
Bank Transaction	Create	create	Record a bank transaction
Bank Transaction	Delete	delete	Delete a bank transaction
Bank Transaction	Get	get	Get a bank transaction
Bank Transaction	Get Many	getAll	List bank transactions
Bank Transaction	Match Payment	matchPayment	Match a payment to a bank transaction
Client	Create	create	Create a client
Client	Delete	delete	Delete a client
Client	Get	get	Get a client
Client	Get Many	getAll	List clients
Expense	Create	create	Create an expense
Expense	Delete	delete	Delete an expense
Expense	Get	get	Get an expense
Expense	Get Many	getAll	List expenses
Invoice	Create	create	Create an invoice
Invoice	Delete	delete	Delete an invoice
Invoice	Email	email	Email an invoice to the client
Invoice	Get	get	Get an invoice
Invoice	Get Many	getAll	List invoices
Payment	Create	create	Record a payment against an invoice
Payment	Delete	delete	Delete a payment
Payment	Get	get	Get a payment
Payment	Get Many	getAll	List payments
Quote	Create	create	Create a quote
Quote	Delete	delete	Delete a quote
Quote	Email	email	Email a quote to the client
Quote	Get	get	Get a quote
Quote	Get Many	getAll	List quotes
Task	Create	create	Create a task
Task	Delete	delete	Delete a task
Task	Get	get	Get a task
Task	Get Many	getAll	List tasks

Parameters

Bank Transaction: Create

Parameter	Type	Required	Default	Description
Additional Fields	collection	No	{}
				Options: 1, CREDIT
— Amount	number	No	0
— Bank Integration ID	string	No	—	Bank integration ID. Find in Invoice Ninja under Banking > Integrations.
— Base Type	options	No	CREDIT
				Options: CREDIT, DEBIT
— Currency ID	string	No	—	Currency ID.
— Date	string	No	—	Transaction date (YYYY-MM-DD).
— Description	string	No	—

Bank Transaction: Delete

Parameter	Type	Required	Default	Description
Bank Transaction ID	string	Yes	—	The ID of the bank transaction.

Bank Transaction: Get

Parameter	Type	Required	Default	Description
Bank Transaction ID	string	Yes	—	The ID of the bank transaction.

Bank Transaction: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Bank Transaction: Match Payment

Parameter	Type	Required	Default	Description
Bank Transaction ID	string	Yes	—	The ID of the bank transaction to match.
Payment ID	string	Yes	—	The payment ID to match to the bank transaction. In Invoice Ninja, find matchable payments under Payments.

Client: Create

Parameter	Type	Required	Default	Description
Additional Fields	collection	No	{}
				Options: 1, CREDIT
— Client Name	string	No	—	The name of the client.
— ID Number	string	No	—	Client ID number.
— Private Notes	string	No	—	Private notes about the client.
— VAT Number	string	No	—	Client VAT number.
— Work Phone	string	No	—	Work phone number.
— Website	string	No	—	Client website URL.
Billing Address	fixedCollection	No	{}
— Street Address	string	No	—
— Apt/Suite	string	No	—
— City	string	No	—
— State	string	No	—
— Postal Code	string	No	—
— Country Code	string	No	—	ISO numeric country code (e.g. 840 for US, 826 for UK). Find at https://en.wikipedia.org/wiki/ISO_3166-1_numeric
Contacts	fixedCollection	No	{}
— First Name	string	No	—
— Last Name	string	No	—
— Email	string	No	—
— Phone	string	No	—
Shipping Address	fixedCollection	No	{}
— Street Address	string	No	—
— Apt/Suite	string	No	—
— City	string	No	—
— State	string	No	—
— Postal Code	string	No	—
— Country Code	string	No	—	ISO numeric country code.

Client: Delete

Parameter	Type	Required	Default	Description
Client ID	string	Yes	—	The ID of the client.

Client: Get

Parameter	Type	Required	Default	Description
Client ID	string	Yes	—	The ID of the client.
Options	collection	No	{}
				Options: invoices, active, client, all
— Include	options	No	invoices	Related data to include.
				Options: invoices

Client: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Options	collection	No	{}
				Options: invoices, active, client, all
— Include	options	No	invoices
				Options: invoices
— Status	options	No	active
				Options: active, archived, deleted
— Created At	string	No	—	Filter by creation date (ISO 8601).
— Updated At	string	No	—	Filter by update date (ISO 8601).
— Is Deleted	boolean	No	false

Expense: Create

Parameter	Type	Required	Default	Description
Additional Fields	collection	No	{}
				Options: 1, CREDIT
— Amount	number	No	0
— Billable	boolean	No	false	Whether the expense should be invoiced.
— Client	string	No	—	Client ID to associate the expense with.
— Custom Value 1	string	No	—
— Custom Value 2	string	No	—
— Category	string	No	—	Expense category ID. Find in Invoice Ninja under Settings > Expense Categories.
— Expense Date	string	No	—	Date of the expense (YYYY-MM-DD).
— Payment Date	string	No	—	Date payment was made (YYYY-MM-DD).
— Payment Type	options	No	1	The type of payment.
				Options: 1, 2, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 15, 16, 17, 18, 19, 20, 21, 22, 24, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52
— Private Notes	string	No	—
— Public Notes	string	No	—
— Tax Name 1	string	No	—
— Tax Name 2	string	No	—
— Tax Rate 1	number	No	0
— Tax Rate 2	number	No	0
— Transaction Reference	string	No	—
— Vendor	string	No	—	Vendor ID. Find in Invoice Ninja under Vendors.

Expense: Delete

Parameter	Type	Required	Default	Description
Expense ID	string	Yes	—	The ID of the expense.

Expense: Get

Parameter	Type	Required	Default	Description
Expense ID	string	Yes	—	The ID of the expense.

Expense: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Invoice: Create

Parameter	Type	Required	Default	Description
Additional Fields	collection	No	{}
				Options: 1, CREDIT
— Client	string	No	—	Client ID. Find in Invoice Ninja under client settings.
— Auto Bill	boolean	No	false
— Custom Value 1	number	No	0
— Custom Value 2	number	No	0
— Discount	string	No	—
— Due Date	string	No	—	Due date (ISO 8601 or YYYY-MM-DD).
— Email	string	No	—
— Email Invoice	boolean	No	false	Whether to email the invoice upon creation.
— Invoice Date	string	No	—	Invoice date (ISO 8601 or YYYY-MM-DD).
— Invoice Number	string	No	—
— Invoice Status	options	No	1
				Options: 1, 2
— Is Amount Discount	boolean	No	false
— Mark Sent	boolean	No	false
— Paid	number	No	0
— Partial	number	No	0
— Partial Due Date	string	No	—
— PO Number	string	No	—
— Private Notes	string	No	—
— Public Notes	string	No	—
— Tax Name 1	string	No	—
— Tax Name 2	string	No	—
— Tax Rate 1	number	No	0
— Tax Rate 2	number	No	0
Invoice Items	fixedCollection	No	{}
— Cost	number	No	0
— Description	string	No	—
— Service	string	No	—
— Hours/Quantity	number	No	0
— Tax Name 1	string	No	—
— Tax Name 2	string	No	—
— Tax Rate 1	number	No	0
— Tax Rate 2	number	No	0

Invoice: Delete

Parameter	Type	Required	Default	Description
Invoice ID	string	Yes	—	The ID of the invoice.

Invoice: Email

Parameter	Type	Required	Default	Description
Invoice ID	string	Yes	—	The ID of the invoice.

Invoice: Get

Parameter	Type	Required	Default	Description
Invoice ID	string	Yes	—	The ID of the invoice.
Options	collection	No	{}
				Options: invoices, active, client, all
— Include	options	No	client
				Options: client

Invoice: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Options	collection	No	{}
				Options: invoices, active, client, all
— Invoice Number	string	No	—
— Include	options	No	client
				Options: client
— Status	options	No	active
				Options: active, archived, deleted
— Created At	string	No	—
— Updated At	string	No	—
— Is Deleted	boolean	No	false
— Client Status	options	No	all
				Options: all, paid, unpaid, overdue

Payment: Create

Parameter	Type	Required	Default	Description
Invoice	string	Yes	—	Invoice ID to apply the payment to. Find in Invoice Ninja under invoice details.
Amount	number	No	0	The payment amount.
Additional Fields	collection	No	{}
				Options: 1, CREDIT
— Payment Type	options	No	1	The type of payment.
				Options: 1, 2, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 15, 16, 17, 18, 19, 20, 21, 22, 24, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52
— Transfer Reference	string	No	—
— Private Notes	string	No	—

Payment: Delete

Parameter	Type	Required	Default	Description
Payment ID	string	Yes	—	The ID of the payment.

Payment: Get

Parameter	Type	Required	Default	Description
Payment ID	string	Yes	—	The ID of the payment.
Options	collection	No	{}
				Options: invoices, active, client, all
— Include	options	No	client
				Options: client

Payment: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Options	collection	No	{}
				Options: invoices, active, client, all
— Include	options	No	client
				Options: client
— Status	options	No	active
				Options: active, archived, deleted
— Created At	string	No	—
— Updated At	string	No	—
— Is Deleted	boolean	No	false

Quote: Create

Parameter	Type	Required	Default	Description
Additional Fields	collection	No	{}
				Options: 1, CREDIT
— Client	string	No	—	Client ID.
— Auto Bill	boolean	No	false
— Custom Value 1	number	No	0
— Custom Value 2	number	No	0
— Discount	string	No	—
— Due Date	string	No	—
— Email	string	No	—
— Email Quote	boolean	No	false
— Quote Date	string	No	—
— Quote Number	string	No	—
— Quote Status	options	No	1
				Options: 1, 2
— Is Amount Discount	boolean	No	false
— Paid	number	No	0
— Partial	number	No	0
— Partial Due Date	string	No	—
— PO Number	string	No	—
— Private Notes	string	No	—
— Public Notes	string	No	—
— Tax Name 1	string	No	—
— Tax Name 2	string	No	—
— Tax Rate 1	number	No	0
— Tax Rate 2	number	No	0
Quote Items	fixedCollection	No	{}
— Cost	number	No	0
— Description	string	No	—
— Service	string	No	—
— Hours/Quantity	number	No	0
— Tax Name 1	string	No	—
— Tax Name 2	string	No	—
— Tax Rate 1	number	No	0
— Tax Rate 2	number	No	0

Quote: Delete

Parameter	Type	Required	Default	Description
Quote ID	string	Yes	—	The ID of the quote.

Quote: Email

Parameter	Type	Required	Default	Description
Quote ID	string	Yes	—	The ID of the quote.

Quote: Get

Parameter	Type	Required	Default	Description
Quote ID	string	Yes	—	The ID of the quote.
Options	collection	No	{}
				Options: invoices, active, client, all
— Include	options	No	client
				Options: client

Quote: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Options	collection	No	{}
				Options: invoices, active, client, all
— Quote Number	string	No	—
— Include	options	No	client
				Options: client
— Status	options	No	active
				Options: active, archived, deleted
— Created At	string	No	—
— Updated At	string	No	—
— Is Deleted	boolean	No	false

Task: Create

Parameter	Type	Required	Default	Description
Additional Fields	collection	No	{}
				Options: 1, CREDIT
— Client	string	No	—	Client ID to associate the task with.
— Custom Value 1	string	No	—
— Custom Value 2	string	No	—
— Description	string	No	—
— Project	string	No	—	Project ID. Find in Invoice Ninja under Projects.
Time Logs	fixedCollection	No	{}
— Start Date	string	No	—	Start date/time (ISO 8601).
— End Date	string	No	—	End date/time (ISO 8601). Either set endDate or duration.
— Duration (Hours)	number	No	0	Duration in hours. Used instead of End Date.

Task: Delete

Parameter	Type	Required	Default	Description
Task ID	string	Yes	—	The ID of the task.

Task: Get

Parameter	Type	Required	Default	Description
Task ID	string	Yes	—	The ID of the task.
Options	collection	No	{}
				Options: invoices, active, client, all
— Include	options	No	client
				Options: client

Task: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Options	collection	No	{}
				Options: invoices, active, client, all
— Include	options	No	client
				Options: client

All Operations

Parameter	Type	Required	Default	Description
API Version	options	No	v5	The Invoice Ninja API version to use. v5 is recommended for new installations.
				Options: v4, v5
Max Concurrency	number	No	10	Maximum number of items to process concurrently.

Output Data

Every operation produces exactly one output item per input item — no operation fans out. Binary data on the input item is forwarded unchanged. What lands in the JSON depends on whether the call returned a record or a list:

Operation	Output
Create, Get, Delete, Email, Match Payment (any resource)	The returned record is merged onto the input item’s JSON — the fields the item already carried survive, and a response key with the same name overwrites the item’s value. Address the record directly, e.g. {{ $json.id }}.
Get Many (any resource)	The whole list arrives on one item as items (an array) plus count, and the input item’s JSON is replaced — nothing it carried survives. Use a Split Out node on items to turn the list into one item per record.

So a listing that matches nothing still produces an item, carrying items: [] and count: 0 rather than disappearing — check count before treating the branch as a hit.

Example Configuration

Create a client with a billing address and one contact:

{
  "type": "invoice_ninja",
  "parameters": {
    "apiVersion": "v5",
    "resource": "client",
    "operation": "create",
    "additionalFields": {
      "clientName": "{{ $json.company }}",
      "vatNumber": "GB123456789",
      "website": "https://example.com"
    },
    "billingAddressUi": {
      "billingAddressValue": {
        "streetAddress": "1 High Street",
        "city": "London",
        "postalCode": "EC1A 1AA",
        "countryCode": "826"
      }
    },
    "contactsUi": {
      "contactsValues": [
        {
          "firstName": "Jane",
          "lastName": "Doe",
          "email": "{{ $json.email }}",
          "phone": "+441234567890"
        }
      ]
    }
  }
}

Raise an invoice with two line items and email it straight away:

{
  "type": "invoice_ninja",
  "parameters": {
    "apiVersion": "v5",
    "resource": "invoice",
    "operation": "create",
    "additionalFields": {
      "client": "{{ $json.clientId }}",
      "invoiceDate": "{{ $datetime.date }}",
      "dueDate": "2026-02-28",
      "invoiceStatus": 2,
      "emailInvoice": true,
      "poNumber": "PO-4471"
    },
    "invoiceItemsUi": {
      "invoiceItemsValues": [
        { "service": "Consulting", "description": "Discovery workshop", "cost": 850, "hours": 2 },
        { "service": "Support", "description": "Monthly retainer", "cost": 400, "hours": 1 }
      ]
    }
  }
}

List unpaid invoices — one item carrying the whole list:

{
  "type": "invoice_ninja",
  "parameters": {
    "apiVersion": "v5",
    "resource": "invoice",
    "operation": "getAll",
    "returnAll": false,
    "limit": 50,
    "options": {
      "status": "active",
      "clientStatus": "unpaid",
      "include": "client"
    }
  }
}

Email an existing invoice:

{
  "type": "invoice_ninja",
  "parameters": {
    "apiVersion": "v5",
    "resource": "invoice",
    "operation": "email",
    "invoiceId": "{{ $json.id }}"
  }
}

Record a bank-transfer payment against an invoice:

{
  "type": "invoice_ninja",
  "parameters": {
    "apiVersion": "v5",
    "resource": "payment",
    "operation": "create",
    "invoice": "{{ $json.id }}",
    "amount": 1250,
    "additionalFields": {
      "paymentType": 1,
      "transferReference": "{{ $json.reference }}",
      "privateNotes": "Matched from bank feed"
    }
  }
}

Log a billable expense:

{
  "type": "invoice_ninja",
  "parameters": {
    "apiVersion": "v5",
    "resource": "expense",
    "operation": "create",
    "additionalFields": {
      "amount": 96.5,
      "billable": true,
      "client": "{{ $json.clientId }}",
      "expenseDate": "{{ $datetime.date }}",
      "paymentType": 5,
      "publicNotes": "Travel to client site"
    }
  }
}

Create a task with a time log:

{
  "type": "invoice_ninja",
  "parameters": {
    "apiVersion": "v5",
    "resource": "task",
    "operation": "create",
    "additionalFields": {
      "client": "{{ $json.clientId }}",
      "description": "Implementation call"
    },
    "timeLogsUi": {
      "timeLogsValues": [
        { "startDate": "2026-01-15T09:00:00Z", "duration": 1.5 }
      ]
    }
  }
}

Match a payment to a bank transaction:

{
  "type": "invoice_ninja",
  "parameters": {
    "apiVersion": "v5",
    "resource": "bankTransaction",
    "operation": "matchPayment",
    "bankTransactionId": "{{ $json.id }}",
    "paymentId": "{{ $json.paymentId }}"
  }
}

Error Handling

Mode	Behavior
stop	Halts workflow on first error
continue	Skips failed items, passes successful ones through
errorPort	Routes failed items to Error output port

Tips

Invoice Ninja manages clients, invoices, payments, expenses, quotes, tasks, and bank transactions. It is ideal for comprehensive financial record keeping, offering more than just simple invoice generation. This tool produces new records, lists of existing items, and detailed information about specific financial entries.

• Lists arrive on one item. Get Many puts everything under items with a count, so add a Split Out node on items when you want one item per record.
• Quote line items reuse the invoice key. In a JSON config, Quote Items is written as invoiceItemsUi / invoiceItemsValues, exactly like invoice line items.
• Country codes are ISO numeric, not two-letter codes — 840 for the US, 826 for the UK.
• Payment and expense types are numeric codes. Bank Transfer is 1, Cash is 2, and the numbering skips values (there is no 3, 14 or 23).
• Pick the API version once. v5 matches current hosted and self-hosted installations; v4 changes the endpoints the node calls, and only the email operations differ in behaviour.
• Both hosted and self-hosted work — the instance URL comes from the credential, so the same node configuration works against invoicing.co or your own server.