Creates a new invoice or receipt in Elorus. Invoices are automatically saved as drafts by default and use the 'initial' calculation mode (amounts specified before taxes). Required: issue_date, currency_id (currency code like 'INR', 'EUR', 'USD'), client_id (from contacts), kind…
kindRequiredstringDocument type: 'invoice' for standard invoices or 'receipt' for receipts
tagsarrayOptional list of tag labels for categorizing the invoice
itemsRequiredarrayLine items for the invoice
notesstringOptional notes visible to the client on the invoice
discountnumberOptional invoice-level discount amount (must be non-negative)
client_idRequiredstringClient/customer ID obtained from the contacts list
series_idRequiredstringDocument type ID (also known as 'documenttype') that defines the numbering series
issue_dateRequiredstringInvoice issue date in ISO-8601 format (YYYY-MM-DD), e.g., '2026-01-29'
currency_idRequiredstringCurrency code (e.g., 'INR', 'EUR', 'USD') for the invoice
payable_datestringOptional payment due date in ISO-8601 format (YYYY-MM-DD), e.g., '2026-02-28'
document_numberstringOptional custom document number to override auto-generated numbering
contact_address_idstringOptional alternate billing/shipping address ID for the client
dataRequiredData from the action execution
errorstringError if any occurred during the execution of the action
successfulRequiredbooleanWhether or not the action execution was successful or not
API key connection. Risk level 2 of 5.
Free Action
No published Skills explicitly reference this Action yet.