Billing or invoicing system
Invoice Ninja
Invoice Ninja is listed here as a billing or invoicing system.
Invoice Ninja is invoicing and billing software for freelancers and small businesses whose source code is available, so a business can either use the hosted service or run its own copy (self-host). Its records are clients, invoices, quotes that clients sign off by e-signature before they become invoices, payments, expenses, vendors and purchase orders, and projects whose tasks sit on Kanban boards. It also has native desktop apps for Mac, Windows and Linux as well as phone apps, e-invoicing over the PEPPOL network, a client portal that can run at the business's own web address, and the option to link several companies under one login.
What these workflow templates do
Every workflow template below works from an export from a billing or invoicing system and changes nothing in it.
Workflows for billing and invoicing systems
No workflow template names Invoice Ninja yet. The templates below are not written for Invoice Ninja by name; each is written for a billing or invoicing system.
Cancellation request response Workflow template
Works from an export from a billing or invoicing system.
Can see: one account row: plan, fee, users, start date, billing. Can change: nothing.
Churn risk and save plan Workflow template
Works from an export from a billing or invoicing system.
Can see: leaver list with plan, dates, annual value and reason. Can change: nothing.
Expansion whitespace review Workflow template
Works from an export from a billing or invoicing system.
Can see: what each account holds, where, quantity against limit. Can change: nothing.
Overdue-invoice follow-up preparation Workflow template
Works from an export from a billing or invoicing system.
Can see: past correspondence on each overdue invoice. Can change: nothing.
Renewal risk review Workflow template
Works from an export from a billing or invoicing system.
Can see: contract list: accounts, owners, contract end, notice date, renewal terms, annual value. Can change: nothing.
Teams that run these workflow templates:
How it connects
Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.
Published by its maker
Programming interface from the maker of Invoice Ninja
A programming interface for software developers.
Published by Invoice Ninja, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
What setup takes, and who approves it
Connecting a workflow to Invoice Ninja is agreed when the work is scoped: a person who looks after Invoice Ninja at your company approves how the workflow signs in and what it may see and change.
No time is promised here. Where no connector exists, the workflow works from an export.
What was checked, and when
- The maker's own pages: read on 12 November 2026.
- The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.
Next step
Want a workflow above built for your team? Open it and choose how to start, or book a fit call.
Technical details
- Invoice Ninja API · Public APIFound in the maker's own documentationInvoice Ninja's API reference describes a REST API covering clients, invoices, payments and other records, authenticated with API tokens.The maker’s page