K Factors + InvoiceXpress Integrations

How to connect K Factors + InvoiceXpress

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Supported triggers and actions

What does this mean?

- Widget id
  Choosing a widget will trigger on all new notifications on that widget.
Trigger
Scheduled
Try It
- Widget idRequired
- DataRequired
  Enter key-value pair (ex.: name: Joe Doe)
Action
Write
- Document IDRequired
  ID of the document to cancel.
- Cancel MessageRequired
  Reason for cancelling the document.
Action
Write
- Document DateRequired
  The document date. Must be in format dd/mm/yyyy ex.: 03/12/2017. If format is invalid, date will be set to current date.
- Document Due DateRequired
  The document due date. Must be in format dd/mm/yyyy ex.: 03/12/2017. If format is invalid, date will be set to current date.
- Reference
  The document purchase order reference field.
- Observations
  Document observations, these will be printed with the invoice.
- Retention
  Withholding tax percentage (%). Must be a number between 0 and 99.99.
- Tax Exemption
  Portuguese IVA exemption code. Required for portuguese accounts on invoices with IVA exempt items (0%). Must be one of the following: M01, M02, M03, M04, M05, M06, M07, M08, M09, M10, M11, M12, M13, M14, M15, M16, M99. See the table IVA Exemption Codes for more details.
- Sequence ID
  ID of the sequence you want to use with this document. If missing, the default sequence will be used.
- Manual Sequence Number
  Required for non-portuguese accounts with manual sequence numbering.
- Clients NameRequired
  The document’s client. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
- Client's CodeRequired
  The client’s unique code. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
- Client's Email
  Client email address. Must be a valid email address ex: foo@bar.com
- Client's Address
  Client company address.
- Client's City
  Client’s city.
- Client's Postal Code
  Client’s postal code for it’s company address.
- Client's Country
  Country, normally used for a company country. Although country is optional, when supplied, it should match one of the country list on the Appendix of this Documentation.
- Client's Fiscal ID
  Client's fiscal ID (Número de Contribuinte).
- Client's Website
  Client's website.
- Client's Phone
  Client's phone number.
- Client's Fax Number
  Client's fax number.
- Client's Observations
  Client's default observations. This is added to the observations field of all the invoices sent to this client.
- Item's NameRequired
  Name of the item. Must be unique.
- Items DescriptionRequired
- Unit PriceRequired
  Item’s unit price. Must be a number equal or greater than 0.0.
- QuantityRequired
  Quantity. Must be a number equal or greater than 0.
- Unit
  The unit of measure. Ex: hour, day, month, unit , service or other.
- Discount
  The item discount percentage (%). Defaults to 0.0. Must be a value between 0.0 and 100.0 inclusive.
- Tax Name
  The tax name to be used on this line item. If not found the default tax is applied to the line item.
- MB Reference
  Generates a Multibanco Reference after you finalize your invoice. This option is only available for invoices, simplified_invoices and invoice_receipts for Portuguese Accounts. You must have the feature enabled on your account first. Set value to "1" to generate an mb_reference.
- Owner Invoice ID
  The (owner) invoice associated to this document. This option is only available for credit_notes or debit_notes. You can also send the (owner) guide id when creating an invoice to associate an invoice to a guide.
- Tax Exemption Reason
  Used when updating a document and removing all tax exempt items. The code M00 means 'Without tax exemption'.
- Currency Code
  If your plan has multicurrency, you can issue invoices in another currency than your accounts default currency. The currency_code should be one of the following ISO 4217 Currency Codes.
- Rate
  When sending a currency_code, you can specify its rate.
Action
Write
- Document DateRequired
  The document date. Must be in format dd/mm/yyyy ex.: 03/12/2017. If format is invalid, date will be set to current date.
- Document Due DateRequired
  The document due date. Must be in format dd/mm/yyyy ex.: 03/12/2017. If format is invalid, date will be set to current date.
- Reference
  The document purchase order reference field.
- Observations
  Document observations, these will be printed with the invoice.
- Retention
  Withholding tax percentage (%). Must be a number between 0 and 99.99.
- Tax Exemption
  Portuguese IVA exemption code. Required for portuguese accounts on invoices with IVA exempt items (0%). Must be one of the following: M01, M02, M03, M04, M05, M06, M07, M08, M09, M10, M11, M12, M13, M14, M15, M16, M99. See the table IVA Exemption Codes for more details.
- Sequence ID
  ID of the sequence you want to use with this document. If missing, the default sequence will be used.
- Manual Sequence Number
  Required for non-portuguese accounts with manual sequence numbering.
- Clients NameRequired
  The document’s client. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
- Client's CodeRequired
  The client’s unique code. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
- Client's Email
  Client email address. Must be a valid email address ex: foo@bar.com
- Client's Address
  Client company address.
- Client's City
  Client’s city.
- Client's Postal Code
  Client’s postal code for it’s company address.
- Client's Country
  Country, normally used for a company country. Although country is optional, when supplied, it should match one of the country list on the Appendix of this Documentation.
- Client's Fiscal ID
  Client's fiscal ID (Número de Contribuinte).
- Client's Website
  Client's website.
- Client's Phone
  Client's phone number.
- Client's Fax Number
  Client's fax number.
- Client's Observations
  Client's default observations. This is added to the observations field of all the invoices sent to this client.
- Item's NameRequired
  Name of the item. Must be unique.
- Items DescriptionRequired
- Unit PriceRequired
  Item’s unit price. Must be a number equal or greater than 0.0.
- QuantityRequired
  Quantity. Must be a number equal or greater than 0.
- Unit
  The unit of measure. Ex: hour, day, month, unit , service or other.
- Discount
  The item discount percentage (%). Defaults to 0.0. Must be a value between 0.0 and 100.0 inclusive.
- Tax Name
  The tax name to be used on this line item. If not found the default tax is applied to the line item.
- MB Reference
  Generates a Multibanco Reference after you finalize your invoice. This option is only available for invoices, simplified_invoices and invoice_receipts for Portuguese Accounts. You must have the feature enabled on your account first. Set value to "1" to generate an mb_reference.
- Owner Invoice ID
  The (owner) invoice associated to this document. This option is only available for credit_notes or debit_notes. You can also send the (owner) guide id when creating an invoice to associate an invoice to a guide.
- Tax Exemption Reason
  Used when updating a document and removing all tax exempt items. The code M00 means 'Without tax exemption'.
- Currency Code
  If your plan has multicurrency, you can issue invoices in another currency than your accounts default currency. The currency_code should be one of the following ISO 4217 Currency Codes.
- Rate
  When sending a currency_code, you can specify its rate.
Action
Write

- Draft Document IDRequired
  ID of the draft to delete.
Action
Write
- Document IDRequired
  ID of the document to finalize.
Action
Write

- Document IDRequired
  ID of the document to finalize.
Action
Write
- Document IDRequired
  ID of the document to mark as paid.
Action
Write
- Invoice IDRequired
  Document's ID
- Client EmailRequired
  Client's email
- Subject
  Emails subject
- Body
  Emails body
- CC
- BCC
Action
Write
- Document IDRequired
  ID of the invoice-receipt to update.
- Document DateRequired
  The document date. Must be in format dd/mm/yyyy ex.: 03/12/2017. If format is invalid, date will be set to current date.
- Document Due DateRequired
  The document due date. Must be in format dd/mm/yyyy ex.: 03/12/2017. If format is invalid, date will be set to current date.
- Reference
  The document purchase order reference field.
- Observations
  Document observations, these will be printed with the invoice.
- Retention
  Withholding tax percentage (%). Must be a number between 0 and 99.99.
- Tax Exemption
  Portuguese IVA exemption code. Required for portuguese accounts on invoices with IVA exempt items (0%). Must be one of the following: M01, M02, M03, M04, M05, M06, M07, M08, M09, M10, M11, M12, M13, M14, M15, M16, M99. See the table IVA Exemption Codes for more details.
- Sequence ID
  ID of the sequence you want to use with this document. If missing, the default sequence will be used.
- Manual Sequence Number
  Required for non-portuguese accounts with manual sequence numbering.
- Clients NameRequired
  The document’s client. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
- Client's CodeRequired
  The client’s unique code. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
- Client's Email
  Client email address. Must be a valid email address ex: foo@bar.com
- Client's Address
  Client company address.
- Client's City
  Client’s city.
- Client's Postal Code
  Client’s postal code for it’s company address.
- Client's Country
  Country, normally used for a company country. Although country is optional, when supplied, it should match one of the country list on the Appendix of this Documentation.
- Client's Fiscal ID
  Client's fiscal ID (Número de Contribuinte).
- Client's Website
  Client's website.
- Client's Phone
  Client's phone number.
- Client's Fax Number
  Client's fax number.
- Client's Observations
  Client's default observations. This is added to the observations field of all the invoices sent to this client.
- Item's NameRequired
  Name of the item. Must be unique.
- Items DescriptionRequired
- Unit PriceRequired
  Item’s unit price. Must be a number equal or greater than 0.0.
- QuantityRequired
  Quantity. Must be a number equal or greater than 0.
- Unit
  The unit of measure. Ex: hour, day, month, unit , service or other.
- Discount
  The item discount percentage (%). Defaults to 0.0. Must be a value between 0.0 and 100.0 inclusive.
- Tax Name
  The tax name to be used on this line item. If not found the default tax is applied to the line item.
- MB Reference
  Generates a Multibanco Reference after you finalize your invoice. This option is only available for invoices, simplified_invoices and invoice_receipts for Portuguese Accounts. You must have the feature enabled on your account first. Set value to "1" to generate an mb_reference.
- Owner Invoice ID
  The (owner) invoice associated to this document. This option is only available for credit_notes or debit_notes. You can also send the (owner) guide id when creating an invoice to associate an invoice to a guide.
- Tax Exemption Reason
  Used when updating a document and removing all tax exempt items. The code M00 means 'Without tax exemption'.
- Currency Code
  If your plan has multicurrency, you can issue invoices in another currency than your accounts default currency. The currency_code should be one of the following ISO 4217 Currency Codes.
- Rate
  When sending a currency_code, you can specify its rate.
Action
Write
- Client IDRequired
  The requested client's id.
Action
Search

- Widget idRequired
- From date
- To date
Action
Write
- Document IDRequired
  ID of the document to cancel.
- Cancel MessageRequired
  Reason for cancelling the document.
Action
Write
- Document IDRequired
  ID of the document to cancel.
- Cancel MessageRequired
  Reason for cancelling the document.
Action
Write
- Document DateRequired
  The document date. Must be in format dd/mm/yyyy ex.: 03/12/2017. If format is invalid, date will be set to current date.
- Document Due DateRequired
  The document due date. Must be in format dd/mm/yyyy ex.: 03/12/2017. If format is invalid, date will be set to current date.
- Reference
  The document purchase order reference field.
- Observations
  Document observations, these will be printed with the invoice.
- Retention
  Withholding tax percentage (%). Must be a number between 0 and 99.99.
- Tax Exemption
  Portuguese IVA exemption code. Required for portuguese accounts on invoices with IVA exempt items (0%). Must be one of the following: M01, M02, M03, M04, M05, M06, M07, M08, M09, M10, M11, M12, M13, M14, M15, M16, M99. See the table IVA Exemption Codes for more details.
- Sequence ID
  ID of the sequence you want to use with this document. If missing, the default sequence will be used.
- Manual Sequence Number
  Required for non-portuguese accounts with manual sequence numbering.
- Clients NameRequired
  The document’s client. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
- Client's CodeRequired
  The client’s unique code. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
- Client's Email
  Client email address. Must be a valid email address ex: foo@bar.com
- Client's Address
  Client company address.
- Client's City
  Client’s city.
- Client's Postal Code
  Client’s postal code for it’s company address.
- Client's Country
  Country, normally used for a company country. Although country is optional, when supplied, it should match one of the country list on the Appendix of this Documentation.
- Client's Fiscal ID
  Client's fiscal ID (Número de Contribuinte).
- Client's Website
  Client's website.
- Client's Phone
  Client's phone number.
- Client's Fax Number
  Client's fax number.
- Client's Observations
  Client's default observations. This is added to the observations field of all the invoices sent to this client.
- Item's NameRequired
  Name of the item. Must be unique.
- Items DescriptionRequired
- Unit PriceRequired
  Item’s unit price. Must be a number equal or greater than 0.0.
- QuantityRequired
  Quantity. Must be a number equal or greater than 0.
- Unit
  The unit of measure. Ex: hour, day, month, unit , service or other.
- Discount
  The item discount percentage (%). Defaults to 0.0. Must be a value between 0.0 and 100.0 inclusive.
- Tax Name
  The tax name to be used on this line item. If not found the default tax is applied to the line item.
- MB Reference
  Generates a Multibanco Reference after you finalize your invoice. This option is only available for invoices, simplified_invoices and invoice_receipts for Portuguese Accounts. You must have the feature enabled on your account first. Set value to "1" to generate an mb_reference.
- Owner Invoice ID
  The (owner) invoice associated to this document. This option is only available for credit_notes or debit_notes. You can also send the (owner) guide id when creating an invoice to associate an invoice to a guide.
- Tax Exemption Reason
  Used when updating a document and removing all tax exempt items. The code M00 means 'Without tax exemption'.
- Currency Code
  If your plan has multicurrency, you can issue invoices in another currency than your accounts default currency. The currency_code should be one of the following ISO 4217 Currency Codes.
- Rate
  When sending a currency_code, you can specify its rate.
Action
Write
- Draft Document IDRequired
  ID of the draft to delete.
Action
Write
- Draft Document IDRequired
  ID of the draft to delete.
Action
Write
- Document IDRequired
  ID of the document to finalize.
Action
Write
- Document IDRequired
  ID of the document to finalize.
- Second Copy
  Set value to true to generate copy of original document.
Action
Write
- Document IDRequired
  ID of the document to mark as paid.
Action
Write
- Document IDRequired
  ID of the invoice to update.
- Document DateRequired
  The document date. Must be in format dd/mm/yyyy ex.: 03/12/2017. If format is invalid, date will be set to current date.
- Document Due DateRequired
  The document due date. Must be in format dd/mm/yyyy ex.: 03/12/2017. If format is invalid, date will be set to current date.
- Reference
  The document purchase order reference field.
- Observations
  Document observations, these will be printed with the invoice.
- Retention
  Withholding tax percentage (%). Must be a number between 0 and 99.99.
- Tax Exemption
  Portuguese IVA exemption code. Required for portuguese accounts on invoices with IVA exempt items (0%). Must be one of the following: M01, M02, M03, M04, M05, M06, M07, M08, M09, M10, M11, M12, M13, M14, M15, M16, M99. See the table IVA Exemption Codes for more details.
- Sequence ID
  ID of the sequence you want to use with this document. If missing, the default sequence will be used.
- Manual Sequence Number
  Required for non-portuguese accounts with manual sequence numbering.
- Clients NameRequired
  The document’s client. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
- Client's CodeRequired
  The client’s unique code. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
- Client's Email
  Client email address. Must be a valid email address ex: foo@bar.com
- Client's Address
  Client company address.
- Client's City
  Client’s city.
- Client's Postal Code
  Client’s postal code for it’s company address.
- Client's Country
  Country, normally used for a company country. Although country is optional, when supplied, it should match one of the country list on the Appendix of this Documentation.
- Client's Fiscal ID
  Client's fiscal ID (Número de Contribuinte).
- Client's Website
  Client's website.
- Client's Phone
  Client's phone number.
- Client's Fax Number
  Client's fax number.
- Client's Observations
  Client's default observations. This is added to the observations field of all the invoices sent to this client.
- Item's NameRequired
  Name of the item. Must be unique.
- Items DescriptionRequired
- Unit PriceRequired
  Item’s unit price. Must be a number equal or greater than 0.0.
- QuantityRequired
  Quantity. Must be a number equal or greater than 0.
- Unit
  The unit of measure. Ex: hour, day, month, unit , service or other.
- Discount
  The item discount percentage (%). Defaults to 0.0. Must be a value between 0.0 and 100.0 inclusive.
- Tax Name
  The tax name to be used on this line item. If not found the default tax is applied to the line item.
- MB Reference
  Generates a Multibanco Reference after you finalize your invoice. This option is only available for invoices, simplified_invoices and invoice_receipts for Portuguese Accounts. You must have the feature enabled on your account first. Set value to "1" to generate an mb_reference.
- Owner Invoice ID
  The (owner) invoice associated to this document. This option is only available for credit_notes or debit_notes. You can also send the (owner) guide id when creating an invoice to associate an invoice to a guide.
- Tax Exemption Reason
  Used when updating a document and removing all tax exempt items. The code M00 means 'Without tax exemption'.
- Currency Code
  If your plan has multicurrency, you can issue invoices in another currency than your accounts default currency. The currency_code should be one of the following ISO 4217 Currency Codes.
- Rate
  When sending a currency_code, you can specify its rate.
Action
Write
- Document IDRequired
  ID of the vat moss invoice to update.
- Document DateRequired
  The document date. Must be in format dd/mm/yyyy ex.: 03/12/2017. If format is invalid, date will be set to current date.
- Document Due DateRequired
  The document due date. Must be in format dd/mm/yyyy ex.: 03/12/2017. If format is invalid, date will be set to current date.
- Reference
  The document purchase order reference field.
- Observations
  Document observations, these will be printed with the invoice.
- Retention
  Withholding tax percentage (%). Must be a number between 0 and 99.99.
- Tax Exemption
  Portuguese IVA exemption code. Required for portuguese accounts on invoices with IVA exempt items (0%). Must be one of the following: M01, M02, M03, M04, M05, M06, M07, M08, M09, M10, M11, M12, M13, M14, M15, M16, M99. See the table IVA Exemption Codes for more details.
- Sequence ID
  ID of the sequence you want to use with this document. If missing, the default sequence will be used.
- Manual Sequence Number
  Required for non-portuguese accounts with manual sequence numbering.
- Clients NameRequired
  The document’s client. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
- Client's CodeRequired
  The client’s unique code. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
- Client's Email
  Client email address. Must be a valid email address ex: foo@bar.com
- Client's Address
  Client company address.
- Client's City
  Client’s city.
- Client's Postal Code
  Client’s postal code for it’s company address.
- Client's Country
  Country, normally used for a company country. Although country is optional, when supplied, it should match one of the country list on the Appendix of this Documentation.
- Client's Fiscal ID
  Client's fiscal ID (Número de Contribuinte).
- Client's Website
  Client's website.
- Client's Phone
  Client's phone number.
- Client's Fax Number
  Client's fax number.
- Client's Observations
  Client's default observations. This is added to the observations field of all the invoices sent to this client.
- Item's NameRequired
  Name of the item. Must be unique.
- Items DescriptionRequired
- Unit PriceRequired
  Item’s unit price. Must be a number equal or greater than 0.0.
- QuantityRequired
  Quantity. Must be a number equal or greater than 0.
- Unit
  The unit of measure. Ex: hour, day, month, unit , service or other.
- Discount
  The item discount percentage (%). Defaults to 0.0. Must be a value between 0.0 and 100.0 inclusive.
- Tax Name
  The tax name to be used on this line item. If not found the default tax is applied to the line item.
- MB Reference
  Generates a Multibanco Reference after you finalize your invoice. This option is only available for invoices, simplified_invoices and invoice_receipts for Portuguese Accounts. You must have the feature enabled on your account first. Set value to "1" to generate an mb_reference.
- Owner Invoice ID
  The (owner) invoice associated to this document. This option is only available for credit_notes or debit_notes. You can also send the (owner) guide id when creating an invoice to associate an invoice to a guide.
- Tax Exemption Reason
  Used when updating a document and removing all tax exempt items. The code M00 means 'Without tax exemption'.
- Currency Code
  If your plan has multicurrency, you can issue invoices in another currency than your accounts default currency. The currency_code should be one of the following ISO 4217 Currency Codes.
- Rate
  When sending a currency_code, you can specify its rate.
Action
Write
- Invoice IDRequired
  The requested invoice id.
Action
Search

How K Factors + InvoiceXpress Integrations Work

Step 1: Authenticate K Factors and InvoiceXpress.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect K Factors + InvoiceXpress

About K Factors

Use K Factors to create notification widgets that convert.

Related categories

Ads & Conversion

About InvoiceXpress

InvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.

Related categories

Accounting

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K Factors + InvoiceXpress Integrations

How to connect K Factors + InvoiceXpress

Connect your apps and automate workflows

New Notification

Widget id

Post Widget Data

Widget idRequired

DataRequired

Cancel Invoice-Receipt

Document IDRequired

Cancel MessageRequired

Create Invoice

Document DateRequired

Document Due DateRequired

Reference

Observations

Retention

Tax Exemption

Sequence ID

Manual Sequence Number

Clients NameRequired

Client's CodeRequired

Client's Email

Client's Address

Client's City

Client's Postal Code

Client's Country

Client's Fiscal ID

Client's Website

Client's Phone

Client's Fax Number

Client's Observations

Item's NameRequired

Items DescriptionRequired

Unit PriceRequired

QuantityRequired

Unit

Discount

Tax Name

MB Reference

Owner Invoice ID

Tax Exemption Reason

Currency Code

Rate

Create VAT MOSS Invoice