Invoice Ninja

Connect AI agents to Invoice Ninja. Agents create clients and issue invoices when a deal closes, record and apply payments, email or mark invoices sent and paid, generate and approve quotes, and sync the product catalog through the Invoice Ninja v5 API on both hosted and self-hosted installs.

22 actions available

A deal closes in the CRM

Agent reads the account and the line items to bill

Agent creates the client with Create Client

Agent builds and issues the invoice with Create Invoice

Agent emails the invoice with Invoice Action

The team is told the invoice went out

Invoices above the review threshold pause for a person before they send

What This Integration Enables

Agents run the billing cycle end to end. They create, update, and delete clients, build invoices from line items and send, mark, or archive them through the bulk-action endpoint, and record payments and apply them to specific invoices. They generate quotes for new leads and approve them once the client accepts, and they sync a product catalog and keep recurring invoices in view for reporting. Because records use hashed ids and deletes are soft, the agent works the way the platform does. It handles the routine invoicing and stops before a large or unusual invoice goes out.

Without FlowRunner

Clients and invoices keyed by hand A closed deal re-entered into Invoice Ninja line by line

Payments applied manually Incoming payments matched to invoices by hand

Quote follow-up forgotten Accepted quotes sit unbilled until someone notices

With FlowRunner

Deal to invoice automated A closed deal becomes a client and a sent invoice without re-keying

Payments recorded and applied A confirmed charge is recorded and applied to the right invoice

Quotes billed on approval An approved quote turns into an invoice as part of the flow

Use Case Scenarios

Deal to invoice

A deal is won in the CRM. The agent pulls it with [Pipedrive](/integrations/pipedrive) "Get Deal By ID", then chains Create Client and Create Invoice to bill the customer with the right line items, and notifies them through [Gmail](https://api-docs.invoicing.co/). Billing a closed deal stops being a manual re-entry and becomes a step the agent completes as the deal closes.

Recording a confirmed payment

A charge confirms in your payment processor. Triggered from a [Stripe](/integrations/stripe) payment, the agent calls Create Payment to record the amount and apply it against the matching invoice. The reconciliation that meant opening two systems and matching by hand happens in the flow, so the invoice's balance stays accurate.

Quote acceptance to billing

A client accepts a quote. The agent calls Approve Quote to mark it accepted, alerts the sales team with [Slack](/integrations/slack) "Send Message To Channel", and creates the invoice with Create Invoice so the client is billed. Accepted quotes stop slipping through the cracks between sales and billing.

Human-in-Loop Highlight

In Invoice Ninja most of the cycle is safe to automate: creating clients, recording payments, and building invoices all leave the customer relationship intact. The moment worth a person's eyes is sending an invoice that is large or out of the ordinary, because a wrong figure that reaches a client is awkward to walk back. Configure a threshold: any invoice above a set amount, or one that does not match the deal it came from, pauses before it sends. The agent routes it to a person through Slack with the client, the total, and the line items attached and asks: "This invoice is ready to send to the client shown. Send it?" A person confirms or corrects, and the agent sends exactly what was approved with Invoice Action. The approver is written to the audit trail. This is [human-in-the-loop](/concepts/human-in-the-loop): the agent pauses, gathers the context and the choices, routes to the right person, and resumes on their answer.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

22 actions

Clients

List Clients Retrieves a paginated list of clients. Used to find or export client records.
Get Client Retrieves a single client by its hashed id, including balance and contacts. Used to read a client in a workflow.
Create Client Creates a new client. Used to onboard a customer when a deal closes.
Update Client Updates an existing client by its hashed id. Used to keep client details current.
Delete Client Soft-deletes a client by its hashed id, restorable in the UI. Used to remove a client created in error.

Invoices

List Invoices Retrieves a paginated list of invoices. Used to find open or overdue invoices to follow up.
Get Invoice Retrieves a single invoice by its hashed id, including line items, totals, and status. Used to check an invoice's state.
Create Invoice Creates a new invoice for a client from line items. Used to bill a customer.
Update Invoice Updates an existing invoice by its hashed id. Used to correct an invoice before it is sent.
Delete Invoice Soft-deletes an invoice by its hashed id. Used to remove an invoice raised in error.
Invoice Action Runs a bulk-style action on one invoice: email, mark sent or paid, archive, restore, cancel, or delete. Used to send or progress an invoice behind a human gate.

Payments

List Payments Retrieves a paginated list of payments. Used to review payment activity.
Get Payment Retrieves a single payment by its hashed id, including the invoices it is applied to. Used to read a payment's application.
Create Payment Records a payment for a client and applies it to specific invoices. Used to reconcile a confirmed charge.

Products

List Products Retrieves a paginated list of catalog products. Used to sync the product catalog.
Get Product Retrieves a single product by its hashed id, including price and default quantity. Used to read a product for an invoice line.
Create Product Creates a new product in the catalog. Used to add an item you bill for.
Update Product Updates an existing product by its hashed id. Used to change a catalog item.

Quotes

List Quotes Retrieves a paginated list of quotes. Used to review outstanding quotes.
Create Quote Creates a new quote for a client from line items. Used to send a lead a quote.
Approve Quote Approves a quote through the bulk endpoint, marking it accepted. Used to turn an accepted quote into billing.

Recurring Invoices

List Recurring Invoices Retrieves a paginated list of recurring invoices. Used to keep recurring billing in view for reporting.

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