103 results found

1. include cost of sales on invoices

   A customer of ours need to pull Invoices via the Xero API and are particularly interested in the COGS value of sales in order to calculate a Gross Profit value.

   Unfortunately, that value does not appear in the Invoices endpoint.

   I ran some tests where i posted a sale, then posted a purchase with items with a higher purchase price, then edit the sale and increase the quantity.

   I then checked journals and i could see a reversal jounral for the COGS that used the old COGS value, and a reposting using the new COGS value.

   This implies the data is somewhere in Xero. The issue is that Journals cannot be used is that the COGS journal does not include the SOURCE id, nor can it be linked back to the correct lines (it would be a single total for the whole transaction).

   It would be useful to update the API to include this data on the Invoiced endpoint.

   A customer of ours need to pull Invoices via the Xero API and are particularly interested in the COGS value of sales in order to calculate a Gross Profit value.

   Unfortunately, that value does not appear in the Invoices endpoint.

   I ran some tests where i posted a sale, then posted a purchase with items with a higher purchase price, then edit the sale and increase the quantity.

   I then checked journals and i could see a reversal jounral for the COGS that used the old COGS value, and a reposting using the new COGS value.

   This implies the data… more

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   1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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2. Ability to configure the email (to, subject & message) when creating repeating invoices via the API

   It's great to see that creating and deleting repeating invoices is now available in the API. However, there was one crucial thing that was missed: There is no ability to create/define the EMAIL MESSAGE that gets sent with the repeating invoice.

   The documentation mentions “You can use the API to trigger the email of an approved repeating sales invoice out of Xero by setting the ApprovedForSending to true and the status to AUTHORISED.”

   The API has the fields SendCopy, MarkAsSent and IncludePDF, but there is no ability to define the actual content of the email.

   This has somehow been missed.

   In addition, there is no “edit” function via the API, so to edit a repeating invoice via the API we need to delete the current one and create a new one.

   If we do this, we need to be able to firstly retrieve the current email configuration (to, subject & message) and then post it back.

   So the following fields need to be added to both GET and POST methods.
   1. To (This is not always the same as the company default email set at the “contact” level. And sometimes we have inserted multiple addresses in there. So we need to be able to retrieve this field and post it back for the email).
   2. Subject
   3. Message

   Once these fields are available, we'll be able to use the new API functionality to allow our app users to adjust repeating invoices, plus creating new ones, plus export from one Xero account and import into another. This will be great, but isn't yet workable until we can also define the email that will be sent with the repeating invoice.

   It's great to see that creating and deleting repeating invoices is now available in the API. However, there was one crucial thing that was missed: There is no ability to create/define the EMAIL MESSAGE that gets sent with the repeating invoice.

   The documentation mentions “You can use the API to trigger the email of an approved repeating sales invoice out of Xero by setting the ApprovedForSending to true and the status to AUTHORISED.”

   The API has the fields SendCopy, MarkAsSent and IncludePDF, but there is no ability to define the actual content of the email.

   This has somehow been missed.

   … more

   3 votes

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   0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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3. Have addresses from the Fishbowl API be sent to the individual invoice rather than overriding the address in the contact screen

   Allow Xero to receive billing and shipping addresses directly as the billing and delivery address for an individual invoice rather then it being sent to the overall contact screen. This would allow for invoices to have different addresses on them for the same client depending on the order. If this worked correctly, we could then have that address tied to and saved to an individual invoice. Currently, we have to manually change the address on every single invoice as our clients have orders shipped all across the country and the world.

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4. if-modified-since and pagination for Repeating Invoice api

   When will if-modified-since and pagination will be available for repeating invoice endpoint

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5. automatically insert a Pay Now button when an invoice is emailed to a customer via the API POST function

   Currently the Xero API allows us to trigger the emailing of a Xero invoice to the customer via a POST command.

   If a Payment Service is already set up in Xero, the emailed invoice should automatically include the Pay Now button.

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   1 comment  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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6. Customisation of packing slip

   There needs to be a simple way of customising the inbuilt packing slip (and accessing it) rather than having to go in and change the view.

   Or can you please amend it to at least include a signatory section for the recipient to sign as Proof of Collection and change the name to Delivery Note.

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7. deferred

   Our business uses deferred income, and my accounts person makes an excel sheet everything month to calculate it (I only discovered this the other day)

   Having revied the invoice API, it would be awesome if

   1) A field called diferredincome to the invoice item, so that we can flag an invoice on creation as diferred, and export that information via the api. The field value would be number of months. E.g. a difered invoice over a year would have the value of 12.

   2) Create a diferred income report using this data.

   3) Create the journal entried for the diferred income.

   Our business uses deferred income, and my accounts person makes an excel sheet everything month to calculate it (I only discovered this the other day)

   Having revied the invoice API, it would be awesome if

   1) A field called diferredincome to the invoice item, so that we can flag an invoice on creation as diferred, and export that information via the api. The field value would be number of months. E.g. a difered invoice over a year would have the value of 12.

   2) Create a diferred income report using this data.

   3) Create the journal entried for the diferred… more

   1 vote

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8. Invoices API: Enable/disable reminder when creating an Invoice

   It would be very useful to be able to programatically enable or disable invoice reminders for a given invoice when an Invoice is created using the Invoices API.

   2 votes

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   1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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9. Link Projects to Invoice Line Items

   Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.

   This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.

   Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for invoices and invoice items that are generated outside of Xero using the API.

   Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.

   This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.

   Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for invoices and invoice items that are generated outside of Xero… more

   59 votes

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   30 comments  ·  Invoices  ·  Delete…  ·  Admin →
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10. Make the API invoice email the standard html email not plain text

    Currently when sending the invoice email from the API it sends as plain text. Update it to send the standard html email with the green 'Pay Now' button.

    3 votes

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11. Invoice Email PDF Attachment

    Currently you cannot send the PDF version of the invoice as an attachment to the invoice via the API.

    98 votes

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    56 comments  ·  Invoices  ·  Delete…  ·  Admin →
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12. Allow html formatting in Invoice Emails

    Allow the ability to include html in the Invoice email template so text can be made bold, italics, different sizes etc.

    1 vote

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    0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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13. Invoice Webhook - Send payload for custom connections

    When the new authentication system goes live - the invoice webhook should send the invoice payload. This makes sense as the authentication system is 1:1, and it will reduce the amount of API calls.

    1 vote

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    0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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14. Send pdf invoice when invoice send is triggered by the API

    We have been trying this endpoint
    POST https://api.xero.com/api.xro/2.0/Invoices/aa682059-c8ec-44b9-bc7f-344c94e1ffae/Email

    It sends an email to the customer with a link to the invoice.

    Currently it is not possible to configure this so that it includes the pdf attachment. There is a check box option for this functionality if using the UI.

    I am just thinking of all those people that want their pdf invoices sent directly to their ReceiptBank accounts etc.

    1 vote

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    1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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15. Update the UpdatedDateUtc value on an invoice when an invoice is sent or unsent via the Xero web interface

    Sadly this is a bug not a feature request ...

    We have found and verified that invoices that are sent via the Xero web UI do not update the UpdatedDateUtc value. In the case of synchronising to an external system this makes it difficult to keep the invoice status in sync (so we can avoid expensive API calls).

    Typical use case is:

    1. A lot of invoices are created - these sync to our local system.
    2. We track the latest modified date and store for future syncs.
    3. Invoices are sent from Xero - webhooks trigger for these.
    4. We then check with Xero for updates since our latest date and find none.

    Workarounds are possible, e.g. periodically scanning all invoices to detect this, using the webhook payload to inspect individual invoices, but these eat into API calls which is problematic when there is a large amount of invoice activity, e.g. at the start of the month.

    Details of this can be found here https://community.xero.com/developer/discussion/10165093/ we have

    Sadly this is a bug not a feature request ...

    We have found and verified that invoices that are sent via the Xero web UI do not update the UpdatedDateUtc value. In the case of synchronising to an external system this makes it difficult to keep the invoice status in sync (so we can avoid expensive API calls).

    Typical use case is:

    1. A lot of invoices are created - these sync to our local system.
    2. We track the latest modified date and store for future syncs.
    3. Invoices are sent from Xero - webhooks trigger for these.
    4. We then check with… more
    1 vote

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    2 comments  ·  Invoices  ·  Delete…  ·  Admin →
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16. Ordering of line items should also be possible from create or update of invoice

    Ordering of line items should also be possible from create or update of invoice .Some field in LineItems in Invoice i.e sort order where can mention from 1 to 999 .... 2 lineitems with same sort order will be arranged alphabatically using their item code.
    It is an important to have feature as it effect invoice look

    3 votes

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    0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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17. Auto invoice number and references

    If you leave the reference field blank on an ACCPAY invoice then the invoice number is automatically generated using the defaults INV-00381 etc. But if you give a reference 'August 2020 travel charges' and leave the invoice number blank then the API copies the reference and makes the invoice number 'August 2020 travel charges'. I want auto-generated invoice numbers but to be able to give an independent reference.

    1 vote

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    0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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18. Online Invoice URL - Allow fetching with invoice or in bulk

    Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.

    This proves to be a big issue with applications that grab and store historic data in the application.

    For example:

    We connect our application with Xero and there are 20,000 historic invoices in Xero.

    We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.

    Because we can only callout to 1 invoice at a time, that is 20,000 callouts we must make to get the Online Invoice URL for the historic invoices we have stored.

    With Xero's 5,000 API call limit, this takes 4 days to retrieve.

    Please either add this URL to the invoice schema or allow us to submit a request in bulk with multiple invoice ID's and return the URL's.

    Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.

    This proves to be a big issue with applications that grab and store historic data in the application.

    For example:

    We connect our application with Xero and there are 20,000 historic invoices in Xero.

    We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.

    Because we can only callout to 1 invoice at… more

    4 votes

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    0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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19. Get the list of projects and invoices / bills lines attached

    Currently, it is not possible to get the list of invoices / bills lines attached to a project. Neither via a report nor via API.

    It's only possible to get the list of invoices for a particular project in the GUI and we are not even able to get an extract of that info.

    We are using other operational systems and need to use this info. Plus, we would like to point out all invoices where there is no project attached and this is currently impossible.

    That would be awesome if we could extract this via API.

    Thank you

    64 votes

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    13 comments  ·  Invoices  ·  Delete…  ·  Admin →
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20. To generate OnlineInvoiceUrl while creating Invoices in single API call

    Need to have a way to generate OnlineInvoiceUrl while creating Invoices in single API call so no need to do api calls twice to get the onlineInvoiceUrl using GET https://api.xero.com/api.xro/2.0/Invoices/9b9ba9e5-e907-4b4e-8210-54d82b0aa479/OnlineInvoice

    1 vote

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