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Accounting API

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102 results found

  1. 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.

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  2. Attach pdf invoice when emailing invoice via API

    There is currently no way to attach the invoice PDF to emails when emailing from the API. We've had to resort to sending the link in the template used to email our customers. However, our customers prefer having an attachment instead of going to a link to download it.

    69 votes
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    17 comments  ·  Invoices  ·  Admin →
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  3. 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.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. 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…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. 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.

    4 votes
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  6. 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.

    8 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. 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…

    100 votes
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    21 comments  ·  Invoices  ·  Admin →
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  8. 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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  9. Invoice Email PDF Attachment

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

    204 votes
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    32 comments  ·  Invoices  ·  Admin →
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  10. 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.

    3 votes
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  11. 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  ·  Admin →
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  12. 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…
    1 vote
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    2 comments  ·  Invoices  ·  Admin →
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  13. 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

    7 votes
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  14. 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.

    3 votes
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  15. 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…

    6 votes
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  16. Add some extra data to web hook events

    Specifically for Invoices, some items like 'status' would help the code responding to the webhook to decide what to do - otherwise for every web hook event we need to access Xero to get the invoice - that's a lot of data when all I need is the status.

    There may be a case for some other fields to be included.

    1 vote
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  17. 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

    3 votes
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  18. 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

    145 votes
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    6 comments  ·  Invoices  ·  Admin →
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  19. Include TotalDiscount on GET /invoices

    Please return the TotalDiscount when searching for multiple invoices.

    Xero, indeed, only returns the TotalDiscount when searching for ONE invoice, by its UUID or Invoice Number.

    1 vote
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  20. Reconciling an existing payment with an allocated invoice

    So, I have an invoice with its payment but it's set as unreconciled I'd like to update that payment and set it to reconciled but i get the error: "Message": "Payments against invoices or credit notes cannot be updated."
    Is there anyway i can reconcile this invoice and payment via API?

    6 votes
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