AI agents for Invoice Ninja

Find clients

Lists Invoice Ninja clients, searching name, ID number and contact names, emails and phones with filter, or by exact email or name, or by balance (like gt:0 for clients who owe money).

Get a client

Reads one Invoice Ninja client by its ID.

Find invoices

Lists Invoice Ninja invoices, optionally one client's, by payment state (paid, unpaid, overdue), status.

Get an invoice

Reads one Invoice Ninja invoice by its ID.

Find payments

Lists payments received in Invoice Ninja, optionally one client's or by payment number, newest first.

Find quotes

Lists Invoice Ninja quotes (estimates), optionally one client's, by number or a search.

Find products

Lists the products and services set up in Invoice Ninja, by name or product key, to use on invoices.

Create a client

Creates an Invoice Ninja client (a customer you bill) with a company or person name, one contact (first and last name, email, phone), and optionally an address and country.

Create an invoice

Creates an Invoice Ninja invoice for a client with line items.

Email invoices

Emails one or more invoices to their clients' contacts with a link to view and pay, and marks drafts as sent.

Mark invoices paid

Marks one or more invoices as paid in full, recording a manual payment for each balance (for money received outside Invoice Ninja).

Record a payment

Records a payment received outside Invoice Ninja (bank transfer, cash, check …) from a client, applied to one or more of their invoices.

Refund a paymentDeletes data

Refunds part or all of a payment against the invoices it paid.