create-invoice

name	create-invoice
description	Generate and send invoices through the Invoice Ninja API. Triggers on invoice creation, billing, generating a quote/devis.

Create Invoice via Invoice Ninja

Generate and send invoices through the Invoice Ninja API.

Prerequisites

• API token stored in a secret manager (Bitwarden / Vaultwarden / 1Password) — never hardcode
• Client must already exist in Invoice Ninja, or create them first
• Self-hosted Invoice Ninja or hosted at invoiceninja.com

Steps

1. Gather info from user:

   • Client name (or ID)
   • Line items (description, quantity, unit price)
   • Due date
   • Any notes or payment terms (e.g. "Net 30", VAT details)

2. Look up client: GET /api/v1/clients?filter=<name> with X-API-TOKEN header

3. Create invoice: POST /api/v1/invoices

   {
     "client_id": "<id>",
     "line_items": [
       {"product_key": "consulting", "notes": "Q1 advisory", "quantity": 1, "cost": 100}
     ],
     "due_date": "YYYY-MM-DD"
   }
   

4. Verify response — check status code is 200. On 500: retry once, then surface the error.

5. Download PDF if needed: GET /api/v1/invoices/<id>/download

6. Upload to a shared drive if the user has a folder convention (e.g. company shared Drive /Invoices/<year>/)

Error Handling

• Auth errors → ask user to refresh the API token in their secret manager
• 5xx errors → retry once only, then report failure with the request body so the user can replay manually
• Image/encoding errors during PDF download → tell user to retry in a fresh session