Invoice Ninja

Invoice Ninja is an open source platform designed for freelancers and businesses to create, send, and manage invoices. It offers features such as customizable invoice templates, online payments, expense tracking, time tracking, and a variety of integrations with payment gateways and other tools. With Invoice Ninja, users can also handle quotes, proposals, and have a client-side portal for account management. It's known for its simplicity and ease of use, allowing users to streamline their invoicing and payment processes.

Key features of Invoice Ninja:

1. Customizable Invoice Templates: Allows for personalization of invoice layouts and designs.
2. Online Payment Processing: Integrates with various payment gateways for easy online payments.
3. Expense Tracking: Tracks business expenses and categorizes them for accounting purposes.
4. Time Tracking: Enables tracking of time spent on projects or tasks.
5. Client-side Portal: Provides a portal for clients to view their invoices and payment history.
6. Quotes and Proposals: Creation and management of quotes and proposals for clients.
7. Multi-Currency Support: Supports invoicing and payments in multiple currencies.
8. Recurring Invoicing: Automates the process of sending invoices on a regular schedule.
9. Reporting Tools: Generates detailed reports for financial tracking and analysis.
10. Mobile App Access: Offers a mobile app for managing invoices on-the-go.

Triggers:

• New clients: Triggers when a new client is added.
• New credits: Triggers when a new credit is added.
• New invoices: Triggers when a new invoice is added.
• New payment: Triggers when a new payment is added.
• New projects: Triggers when a new project is added.
• New quotes: Triggers when a new quote is added.

Actions:

• Create client: Creates a new client.
• Create invoice: Creates a new invoice.
• Create payment: Creates a new payment.
• Create product: Creates a new product.

Connect with Invoice Ninja:

1. Log into your Invoice Ninja account.

   INFO

   You need a paid account to be able to create and see API Tokens. Invoice Ninja offers a free 14 day trial phase.

2. Click the Account Management option.

3. Click the Integrations tab.

4. Click the API Tokens button.

5. Click the New Token button to create a new API Token. Enter a name for your API Token. Click the Save button.

6. A pop-up appears. Enter your password and click the Continue button.

7. Your new API Token is active.

8. Go to Mation and navigate to My Apps and Add a new connection choosing InvoiceNinja from the list.

9. Go to InvoiceNinja and copy your API Tokenvalue and paste it into the API Token field on Mation.

10. Click the Submit button.

11. Your InvoiceNinja connection is now established.

12. Start using your new InvoiceNinja connection with Mation.