Create Invoice Action

Create a new invoice in Autofaktury with supplier, line items, currency, and payment details. Use a numbering pattern configured in Setup or provide a custom title.

When to use this action

Use this action when you want to automatically generate invoices in Autofaktury from other apps (e.g., form submissions, orders, or scheduled events) and map trigger data into invoice fields.

Best practices

• Map trigger fields to the exact names and formats in the reference below (dates YYYY-MM-DD, currency 3-letter code).
• Provide only one of: Invoice Pattern ID (from Setup) or a custom Title.
• Use dot as a decimal separator for amounts (e.g., 100.00); VAT must be a VAT Type enum value (e.g., VAT_23, VAT_8, VAT_0_KR, VAT_ZW).
• If Payment Type is TRANSFER, include a valid Requested Account Number (digits only).
• When using a new supplier (no Id), provide all required supplier fields: Name, NIP, City, Postal Code, Number, Country Code.

Account Setup Fields

Field	Required	Description
Client API ID	Yes	To obtain your identifier, email [email protected] and include your NIP (tax ID)
Invoice Type	Yes	Supported values: VAT, PRO_FORMA
Invoice Pattern ID	No	Use predefined numbering pattern. If provided, Title field is ignored. Manage patterns

Required Fields

Field	Type	Description	Example
Main Language	String	Invoice language	PL, EN
Invoice Type	String	Invoice type	VAT, PRO_FORMA, CORRECTION
Invoice Date	Date	Invoice issue date (YYYY-MM-DD)	2024-01-15
Sell Date	Date	Service/product delivery date (YYYY-MM-DD)	2024-01-15
Created By	String	Name displayed on invoice (1-64 chars)	IT Corp
Invoice City	String	Invoice city (1-128 chars)	Warsaw
Supplier	Object	Supplier information	See Supplier Structure
Line Items	Array	Products/services (at least 1 item)	See Line Items Structure
Currency	String	Currency code (3 chars)	PLN, EUR, USD
Payment Status	String	Payment status	TO_PAID, IN_PAYMENT, PAID, NOT_PAYABLE, NEW
Payment Date	Date	Payment due date (YYYY-MM-DD)	2024-02-15
Payment Type	String	Payment method	CASH, TRANSFER, CARD, CREDIT_CARD, ONLINE

Optional Fields

Field	Type	Description	Example
Second Language	String	Secondary invoice language	PL, EN
Title	String	Custom invoice title (1-254 chars)	INV/13/09/2025
Comments	String	Additional comments (0-255 chars)	Payment within 14 days
Requested Account Number	String	Bank account for transfers	12345678901234567890123456

Supplier Structure

Field	Required	Type	Description	Example
Id	No	String	Existing supplier ID (1-64 chars)	supplier_123
Supplier Firstname	No	String	First name (0-64 chars)	John
Supplier Name	Yes*	String	Company/person name (1-255 chars)	IT Corporation
NIP	Yes*	String	Tax identification number (1-20 chars)	1234567890
City	Yes*	String	City (1-128 chars)	Warsaw
Street	No	String	Street address (0-128 chars)	Main Street
Postal Code	Yes*	String	Postal code (1-64 chars)	00-001
Number	Yes*	String	Building number (1-64 chars)	123
Country Code	Yes*	String	ISO country code (2 chars)	PL
Business	No	Boolean	Is business entity	true, false
Email	No	String	Email address (0-255 chars)	[email protected]
Phone	No	String	Phone number (0-64 chars)	+48123456789
Update Supplier By Nip	No	Boolean	Update existing supplier by NIP	true, false

*Required if Id is not provided

Line Items Structure

Each line item must include:

Field	Required	Type	Description	Example
Name	Yes	String	Product/service name (1-1000 chars)	Web Development
Unit	Yes	String	Unit of measurement (1-64 chars)	h, szt, kg, m2
Quantity	Yes	Decimal	Quantity (positive, 2 decimal places)	10.00, 1.50
Unit Price Netto	Yes	Decimal	Net price per unit (positive, 2 decimal places)	100.00, 25.50
VAT Type	Yes	Enum	VAT rate code	VAT_23, VAT_8, VAT_0_KR, VAT_ZW
Discount Value	No	Decimal	Fixed discount amount (positive, 2 decimal places)	50.00, 10.25
Discount Percentage	No	Decimal	Percentage discount (positive, 2 decimal places)	10.00, 15.50

Payment Requirements

Transfer Payments

When Payment Type is TRANSFER, you must provide:

• Requested Account Number: Bank account number (digits only, IBAN will be normalized)

Business Rules

• Provide exactly ONE of:
  • Invoice Pattern ID (from account setup), OR
  • Custom Title field
• All monetary values must be decimal numbers with 2 decimal places (e.g., 100.00, 25.50)
• Dates must be in YYYY-MM-DD format
• VAT is a VAT Type enum value — one of VAT_23, VAT_22, VAT_8, VAT_7, VAT_5, VAT_4, VAT_3, VAT_0_KR, VAT_0_WDT, VAT_0_EX, VAT_ZW, VAT_OO, VAT_NP1, VAT_NP2 (not 23 or "23%")
• Currency must be exactly 3 characters
• If supplier Id is provided, other supplier fields are ignored
• Line items array cannot be empty
• Quantity and prices must be positive values

Field Mapping Examples

Trigger Field	Autofaktury Field	Notes
Customer Name	Created By	Company/client name (1-64 chars)
City	Invoice City	Invoice city (1-128 chars)
Product Name	Lines[0].Name	First product name
Price	Lines[0].Unit Price Netto	Must be decimal format
Quantity	Lines[0].Quantity	Must be decimal format
VAT Rate	Lines[0].VAT Type	Must be an enum value (VAT_23, VAT_8, VAT_0_KR, …)
Company Name	Supplier.Supplier Name	Supplier company name
NIP	Supplier.NIP	Tax identification number
Address	Supplier.Street	Street address
Postal Code	Supplier.Postal Code	Postal code
Country	Supplier.Country Code	ISO country code (2 chars)