BillptGetDocuments

Description

Gets tax documents from Bill.pt. Supports filtering by document type, contact, status and date range.

Configuration

Field	Type	Required	Description
credentials_id	credentials	Yes	Bill.pt credential
document_id	text	No	Specific document ID (if empty, lists)
type	select	No	Type: FT, FR, ORC, NC or all
contact_id	text	No	Filter by contact ID
status	text	No	Filter by status
date_from	text	No	Date from (YYYY-MM-DD)
date_to	text	No	Date to (YYYY-MM-DD)
per_page	number	No	Results per page (default: 50)
page	number	No	Page number (default: 1)

Credentials

This module requires a billpt type credential with the following fields:

• API Token: Bill.pt API access token

Output

{
  "success": true,
  "documents": [ ... ],
  "total": 45,
  "page": 1
}

API

• GET /documents/{id} - Individual document
• GET /documents - List documents

Usage Example

Get document by ID

{
  "document_id": "789"
}

List invoices for a contact

{
  "type": "FT",
  "contact_id": "123",
  "date_from": "2025-01-01",
  "date_to": "2025-01-31"
}

Notes

• If document_id is provided, a single document is returned
• Available types are: FT (Invoice), FR (Invoice-Receipt), ORC (Quote), NC (Credit Note)
• Multiple filters can be combined simultaneously

Related Nodes

• BillptCreateDocument - Create tax document
• BillptSendDocumentEmail - Send document by email
• BillptVoidDocument - Void document
• BillptCreateReceipt - Create receipt