Invoice Ninja Help & Support

How to Get Started with Invoice Ninja on Zapier

To get started with Invoice Ninja on Zapier, first you will need to click to connect your Invoice Ninja account to use with your Zap.

Next, you'll be asked to name your Invoice Ninja connection and enter your API Token

To create an API Token in your Invoice Ninja account, please follow these steps:

• Vist https://app.invoiceninja.com/tokens/create
• Set ‘Zapier’ as the name
• Click ‘Save’

Paste your token back into your Zapier account and then “Continue”. If your API Token was entered correctly your Invoice Ninja account will now be successfully connected.

Popular Things To Do With Invoice Ninja

Common Problems with Invoice Ninja on Zapier

I can't generate an API token#

Ninja Forms only enables API tokens for users on their Pro plan, so if you are not on the Pro plan or on a new user trial that has Pro features, you won't be able to connect that account to Zapier.

Create Invoice action is ignoring the value in the "Paid" field#

If you want the invoice to be marked as paid (by including the dollar amount of the payment in the paid field), you'll also need to make sure that the Auto-Bill field is set to "No." If you have Auto-Bill set to yes, the payment on the invoice will be ignored.

Can I connect to my self-hosted installation?#

Yes you can! To get the URL for your self-hosted instance log into your self-hosted Invoice Ninja dashboard. You should get a URL like this when logged into Invoice Ninja: https://invoice.myservices.com/app/public/dashboard.

In the API URL field of the Zapier authentication screen, paste in this URL and replace dashboard with api/v1.

I want to create quotes, but there is no Create Quote action#

Quotes are considered invoices on the InvoiceNinja side, so you can do this using the Create Invoice action and setting the Is Quote field to yes.