Work with Clients, Invoices, and Payments

Ask the assistant to summarize invoices for a client or save a new invoice using your supplied billing details.

What to Ask Leina to Do with Invoice Ninja

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Find a client and summarize its invoices alongside recorded payments.

Find client [name or email], list their invoices from [start date] through [end date] and recorded payments, and summarize the billing records.

Save a client invoice with the supplied items, dates, and terms for review.

Create an invoice for client [ID] with these line items [items], dated [date] and due [date]. Do not email it or mark it sent or paid.

Get Started with Invoice Ninja

  1. Connect Your Account

    Connect an Invoice Ninja API token; optionally supply a public HTTPS self-hosted instance URL.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported Invoice Ninja Capabilities

Invoice Ninja manages invoicing and payment records. This connection reads clients, invoices, and payments, creates each type of record, and updates clients and invoices.

Client Records

Find, create, and update clients and their contact and billing details.

Invoices and Payment Records

Read and create invoices, update invoice details, and record payments with optional invoice allocations and receipts.

View All 11 Actions
  • List Clients
  • Get Client
  • Create Client
  • Update Client
  • List Invoices
  • Get Invoice
  • Create Invoice
  • Update Invoice
  • List Payments
  • Get Payment
  • Create Payment

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Frequently Asked Questions

Will creating an invoice email the client?

Emailing is a separate option. Ask to save the invoice without emailing or marking it sent if you want to review it first.

Does recording a payment charge the customer?

It records a payment and can allocate it to invoices. It does not initiate a customer charge through this operation.

Can I use a self-hosted instance?

Yes, with a publicly reachable HTTPS instance URL and its API token. Leaving the URL blank uses Invoice Ninja Cloud.

Your AI employee for Invoice Ninja

Tell Leina what you need in your team chat. Include the source, destination, and expected result.