--- title: "YeshInvoice Integration" description: "YeshInvoice is the Israeli invoicing and CRM platform. Agents issue tax invoices, receipts, quotes, orders, and credit notes, manage customers, suppliers, and products, and log expenses." url: https://flowrunner.ai/integrations/yeshinvoice date_modified: 2026-09-04T14:53:04-07:00 --- # YeshInvoice [Accounting](https://flowrunner.ai/integrations/category/finance-accounting) YeshInvoice is the Israeli invoicing and CRM platform. Agents issue tax invoices, receipts, quotes, orders, and credit notes, manage customers, suppliers, and products, and log expenses. [Verified](https://flowrunner.ai/integrations/verified "What does verified mean?") · 90 actions · Custom auth · available [YeshInvoice website](https://www.yeshinvoice.co.il/) · [Platform Documentation](https://user.yeshinvoice.co.il/api/doc) · Capability data verified 2026-08-24 1. A payment settles or a signed order arrives, and a tax invoice is due 2. Agent reads the customer, the lines, the VAT treatment, and the currency 3. Get Tax Authority Status confirms the allocation authorization is in place 4. Preview Document renders the document and issues nothing 5. Create Document issues it and requests its allocation number 6. Share Document sends the issued document to the customer by email or SMS 7. A person rules on any document the authorization check or the preview flags ## What This Integration Enables Most invoicing APIs let you fix a mistake. YeshInvoice does not, and that is not a gap in the product. Israeli law does not permit an issued document to be edited or deleted, so the platform ships no update route and no delete route for one. The only correction is Cancel Document, which issues the reversal and leaves both documents on file, and even that is available only for receipts, donation receipts, tax invoices, and combined tax invoices and receipts. A quote, an order, or a delivery note, once issued, is issued. That single constraint should decide how a business automates on top of it. FlowRunner agents can do everything up to the door at full speed: resolve the customer, price the lines against the product list, read the VAT treatment, render the document with Preview Document, which returns images and creates nothing at all. What they should not do casually is walk through it. The platform also carries a second statutory dependency in the same place. Allocation numbers come from the tax authority through a separate authorization the account holds, and Create Document requests one automatically once that authorization is in place. Beyond issuing, the connector covers the rest of a small Israeli business: customers and suppliers, expenses with their Form 6111 codes, leads and their pipeline, standing orders that can charge a saved card, the period reports, and the BKMVDATA export an audit asks for. FlowRunner [connectors](https://flowrunner.ai/concepts/connectors) are built and verified against each vendor's official API, and here that verification includes the platform's habit of returning a refusal with a successful HTTP status, which the connector raises rather than passing on as a success. ### Without FlowRunner **Corrections made by editing**: Teams reach for an edit that does not exist here, then improvise a fix outside the books **Compliance checked after the fact**: Whether an allocation number was obtained is discovered when a customer's accountant asks **Drafts proved by issuing**: The only way anyone sees the finished document is to create it, number and all ### With FlowRunner **Corrections made by reversal**: A wrong document is reversed on the record, and the pair is what the auditor reads **Compliance checked before issuing**: The authorization is confirmed as a step in the flow, not as a discovery later **Drafts proved by preview**: The document is rendered and reviewed before anything is issued against the business ## Use Case Scenarios ### Order to tax invoice, previewed first An order confirms in [Shopify](https://flowrunner.ai/integrations/shopify) or [WooCommerce](https://flowrunner.ai/integrations/woocommerce). The agent resolves the buyer with List Customers, or lets Create Document create the customer inline from the buyer fields when there is no match. It prices the lines against List Products, sets the VAT treatment from List VAT Types, and converts a foreign currency order with Get Exchange Rates. Preview Document renders the finished document and issues nothing, so the totals and the tax treatment can be checked against the order before a number exists. Only then does Create Document issue it, and Share Document sends it to the buyer. ### Standing orders that charge the card they were set up with Create Card Token Link puts a hosted page in front of the customer where they save a card, and the token comes back for later use. Create Retainer then sets the schedule, the document type, and the lines, and carries that token so each run charges the card and issues the document in one movement. Run Retainer Now fires a cycle early when a customer asks to be billed ahead. List Retainers reports what is due, and the forecast lands in [Google Sheets](https://flowrunner.ai/integrations/google-sheets) so the month is visible before it happens rather than after. ### Expenses coded the way the return needs them Supplier documents arrive by email and get read by [Mindee](https://flowrunner.ai/integrations/mindee) or [Parseur](https://flowrunner.ai/integrations/parseur), or the agent points Create Expense From URL at the document and lets the platform read the figures off it. The expense is filed against a category from List Expense Types, and the category itself is mapped to a Form 6111 code and a VAT code read from List Form 6111 Codes and List Expense VAT Codes. At period end, Get VAT Report and Get Profit And Loss Report produce the numbers, and Create BKMVDATA Export produces the file the authority asks for, without anyone assembling it by hand. ## Human-in-Loop Highlight Create Document is a one way door with a statutory lock on it. There is no update and no delete, the reversal path does not exist for several document types, and a tax invoice issued without the allocation number the law requires is a well formed document the customer's own accountant cannot use. The platform even exposes a flag that issues without requesting one, which is correct where the law does not require it and quietly wrong everywhere else. So the billing agent checks Get Tax Authority Status before it issues, and when the authorization is missing it stops rather than choosing on the business's behalf. It posts to the finance owner: "Tax invoice for 96,400 ILS to Galil Systems is ready and previewed. The tax authority authorization on this company is not currently in place, so an allocation number cannot be requested. Issue with the allocation suppressed, hold it as a draft until the authorization is renewed, or reissue the verification now?" The agent did the pricing, the tax treatment, the currency conversion, and the render. What it did not do was decide, on its own, to put a document into the world that nobody can amend. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via preferred channel Human decides Agent resumes with decision ## Agent Capabilities 90 actions ### Documents 10 - **Create Document** Issues a tax invoice, receipt, quote, order, delivery note, or credit note with its customer, lines, and payments. Requests the tax authority allocation number automatically where the authorization is in place. Not editable or deletable afterward, which is why it sits behind a review gate. - **Preview Document** Renders what a document would look like and issues nothing at all. The safe place to put a check, and the reason a review gate here costs nothing. - **Cancel Document** Issues the reversal of an issued document and leaves both on file. Available for receipts, donation receipts, tax invoices, and combined tax invoices and receipts, and not for the other types. - **List Documents** Lists issued documents filtered by customer, type, date range, or free text. - **List Open Documents** Lists the documents still unpaid. The read behind receivables and collections. - **List Closed Documents** Lists the documents that have been settled. - **List Signed Documents** Lists the documents carrying a digital signature. - **Share Document** Sends an issued document to its customer by email, by SMS, or both. - **Get Last Document Date** Reads the date of the most recent document of a type, which is what a numbering sequence continues from. - **Get Document Allocation Number** Reads the tax authority allocation number assigned to a document. The check that proves an issued invoice is complete. ### Tax Authority and Compliance 6 - **Start Tax Authority Verification** Begins the tax authority authorization that allocation numbers depend on, returning the authority's own login URL. - **Complete Tax Authority Verification** Finishes that authorization with the code the authority returned. - **Get Tax Authority Status** Reads whether the authorization is in place and for whom. The pre flight check before any document that needs an allocation number. - **Allocate Document Number** Asks the authority for the allocation number a document needs to be valid, for a document issued without one. - **Delete Tax Authority Verification** Removes the stored authorization. Doing so stops future documents receiving allocation numbers, so it is a deliberate act rather than housekeeping. - **Create BKMVDATA Export** Produces the file the tax authority asks for in an audit. ### Customers and Suppliers 9 - **Upsert Customer** Creates a customer, or updates one when an identifier is given. The single write behind a customer sync that cannot duplicate. - **List Customers** Lists customers with paging, free text search, and ordering. - **Delete Customer** Removes a customer from the address book. - **Get Customer Payment Totals** Reads what a customer has been billed and what they have paid. The balance a collections decision starts from. - **Update Customer Balance** Sets a customer's opening balance, which is how a migration from another system starts level. - **Upsert Provider** Creates a supplier, or updates one when an identifier is given. - **List Providers** Lists suppliers with paging and ordering. - **Delete Provider** Removes a supplier from the address book. - **List Portfolios** Lists the client portfolios customers and suppliers can be grouped into. ### Products 3 - **Upsert Product** Creates a product, or updates one when an identifier is given. The write a catalog sync uses. - **List Products** Lists products with paging and free text search. The lookup that prices a document line from the catalog. - **Delete Product** Removes a product. ### Payments and Card Tokens 6 - **Create Payment Link** Creates a hosted page a customer can pay on, which is what a reminder should carry instead of bank details. - **Create Card Token Link** Creates a hosted page where a customer saves a card, returning a token to charge later. The card details never touch the flow. - **Add Card Token** Stores a card token against a customer when you already hold one. - **List Card Tokens** Lists a customer's saved tokens. - **Charge Card Token** Charges a saved token and issues the document for it in one call. Money moves and a document is issued together, so it inherits the issuing gate. - **Capture Authorization** Captures a card authorization that was only reserved. ### Standing Orders 4 - **Create Retainer** Sets up a standing order with its start date, its repetitions, the months between runs, the document type, and the lines. Optionally carries a card token so each run also charges the card. - **List Retainers** Lists the standing orders, optionally for one customer. The read behind a forward billing forecast. - **Run Retainer Now** Fires a standing order immediately rather than waiting for its schedule. - **Delete Retainer** Removes a standing order, which stops future runs. ### Expenses 9 - **Create Expense** Records an expense against a supplier with its VAT treatment and accounting code. - **Create Expense From URL** Creates an expense from a document at a URL and lets the platform read the figures off it. The shortest path from a supplier PDF to a coded expense. - **Get Expense** Reads one expense. - **Update Expense** Amends a recorded expense. Expenses, unlike issued documents, can be corrected. - **Delete Expense** Removes a recorded expense. - **List Expenses** Lists expenses filtered by supplier, date range, or free text. - **Upsert Expense Type** Creates an expense category, or updates one when an identifier is given. - **List Expense Types** Lists the expense categories, which carry the accounting and VAT coding. - **Delete Expense Type** Removes an expense category. ### Income Categories 4 - **Create Income Type** Adds an income category documents can be booked against. - **Update Income Type** Amends an income category. - **List Income Types** Lists the income categories, which drive the income reports. - **Delete Income Type** Removes an income category. ### Leads 12 - **Upsert Lead** Creates a lead, or updates one when an identifier is given. - **List Leads** Lists leads filtered by status, date range, or free text. - **Delete Lead** Removes a lead. - **Upsert Lead Source** Creates a lead source, or updates one when an identifier is given. - **List Lead Sources** Lists the lead sources, so attribution uses the account's own vocabulary. - **Delete Lead Source** Removes a lead source. - **Upsert Lead Status** Creates a lead status, or updates one when an identifier is given. - **List Lead Statuses** Lists the pipeline statuses a lead can hold. - **Delete Lead Status** Removes a lead status. - **Upsert Lead Agent** Creates a sales agent leads can be assigned to, or updates one when an identifier is given. - **List Lead Agents** Lists the sales agents, which is how a routing rule resolves an owner. - **Delete Lead Agent** Removes a sales agent. ### Reports 7 - **Get Document Movement Report** Reports the documents issued in a period, by type. - **Get Income Movement Report** Reports the income booked in a period. - **Get Income Report** Reports income over a period by income category. - **Get Expense Report** Reports expenses over a period. - **Get Profit And Loss Report** Reports profit and loss over a period. - **Get VAT Report** Reports the VAT due over a period. The read a filing is assembled from. - **Get Payments Report** Reports the payments received over a period. ### Account, Trading Names, and Notes 13 - **Create Company** Creates a new business account under this integration, with its owner, tax details, and branding. - **Update Company** Amends the current business account: its name, branding, contact details, and bank account. - **List Companies** Lists the businesses these credentials can act for. The read that resolves which set of books a flow is writing to. - **Renew Account** Renews the business account's subscription. - **Upsert Company Name** Creates or updates one of the trading names the business issues documents under. - **List Company Names** Lists the trading names available on the account. - **Delete Company Name** Removes a trading name. - **Upsert Document Note** Creates or updates the standing note text printed on documents of one type. A change here reaches every future document of that type. - **List Document Notes** Lists the standing note texts configured per document type. - **Delete Document Note** Removes a standing document note. - **Send SMS** Sends an SMS through the account's configured gateway. Charged and immediate, with no draft state. - **Get Login URL** Returns a URL that signs the account owner straight into the platform, which is how an agent hands a person the screen rather than a description of it. - **Get User Permissions** Reads what the credentials are allowed to do. Worth calling before a flow assumes a capability it may not hold. ### Reference Data 7 - **List Languages** Lists the document languages and their identifiers. - **List Currencies** Lists the currencies and their identifiers, read from the account rather than assumed. - **List VAT Types** Lists the VAT treatments a document line can carry. - **Get Exchange Rates** Reads the exchange rate for a currency, so a foreign currency document converts on the platform's own figure. - **List Payment Plugins** Lists the card processing plugins configured on the account. - **List Form 6111 Codes** Lists the Israeli Form 6111 accounting codes an expense category can be mapped to. - **List Expense VAT Codes** Lists the VAT codes an expense category can carry. ## Frequently Asked Questions ### What can FlowRunner do with YeshInvoice? FlowRunner agents can run Create Document, Preview Document, and Cancel Document in YeshInvoice, plus 87 more actions. ### Does connecting YeshInvoice to FlowRunner require OAuth? YeshInvoice uses a custom authentication method to connect to FlowRunner. ### Can YeshInvoice trigger a FlowRunner workflow automatically? YeshInvoice doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger. **Work at YeshInvoice?** This integration exposes YeshInvoice to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/yeshinvoice. Site index: https://flowrunner.ai/llms.txt