132 results found
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It is a problem for the customers client who wants to see it as VAT number - also according to SA VAT/TAX law it MUST say VAT number on the
The VAT number of a client used to be on the Invoice , now its not there anymore.
It shows on some as the Tax Number which is incorrect as it should say VAT number - also according to SA VAT/TAX law it MUST say VAT number on the Invoice1 vote -
Bulk change on approving invoices
This is not a new idea but feedback on a recent Xero update which affected my invoicing.
I operate a business with approximately 80 weekly repeating invoice templates.
My workflow has always been to have repeating invoices created as Approved so I can review them before emailing customers. This is important because I manually add each new week date in the template email.
Following a recent update, my templates are now set to Approve for Sending, requiring me to manually edit every repeating invoice individually.
There is currently no bulk action to change the approval status of existing repeating invoice…
1 vote -
Expose Request Deposit feature via the Invoice API
Hi,
I would like to request adding an option to apply a 'Request Deposit' amount on invoices via the Invoice API.
https://central.xero.com/s/article/Request-a-deposit-from-a-customer-AU
We have a client that automates invoices being created from their internal system and sends them out via email. However we can't apply a deposit amount unless they go through each invoice one by one.
Being able to automate this would drastically improve our clients workflow and also help with their customers not having to pay the full amount right away.
1 vote -
Provide for Source LineItemId on Invoice PUT
Our invoices always have multiple Line Items, often with the same quantity and Amounts, but with different descriptions.
We need a way to ensure certainty in matching the Xero Line Items in the API response with those on our side.
At present the only option we have is to iterate over the Description text, which is fraught with error.
1 vote -
When creating an Invoice via the API, can we get the IDs of each InvoiceItem returned in the response
When creating an Invoice via the API - we receive a response that includes the Invoice and the Lines - but each line does not have its Xero ID. As such, we need to do a subsequent API call to grab the Line IDs.
Without this we don't have a way to EDIT Lines on an Invoice and essentially are deleting all Lines/re-adding these.
Receiving the Line IDs would allow better management of this outside Xero.
5 votes -
Option to Disable Automatic Account Number Pre-Fill on Invoices
Hi Xero team,
When creating invoices, Xero automatically pre-fills the account number it thinks is appropriate. However, this suggested account is often incorrect, and because many account numbers look similar, it’s easy to miss the error and time-consuming to fix later.
Suggestion: Option to Disable Automatic Account Number Pre-Fill on Invoices
It would be very helpful if there were an option to disable automatic account number pre-filling, allowing users to select the correct account manually each time.
This small change would reduce errors and make the invoicing process more accurate for users who prefer complete control over account selection.
Thank…1 vote -
Allow us to have our invoices from Xero "sent by the xero network" so they automatically load into draft bills.
Allow us to have our invoices from Xero "sent by the xero network" so they automatically load into draft bills.
2 votes -
Preserve invoice line items if they are not sent
As a user of the API, I want to be able to update the status of an invoice without sending all of the line items along in the payload.
Currently, if I'm updating an invoice's status via the API I need to explicitly send the line items along with the request. If I do not send the line items, Xero deletes and recreates all of the line items even though they're not pertinent to the action (not updating line items, amounts, etc.).
This causes particular issues with inventory decimal precision. Every request needs to send the
unitdpif you want…1 vote -
Support the US "auto tax" feature in the API
In US Xero we would like invoices to go into Xero with the "Auto Tax" element switched on - by default they go in as "Manual Tax".
We have looked at the Invoice endpoint on the Accounting API and can't see a way to do this, but did notice a Type for Auto Tax, but this is only available for GET (not POST).
We need to make use of this feature with POST, even if it's only the high level "Auto tax" setting of Manual/Auto (we are happy for the From and To to be populated based on existing data).
…
12 votes -
We need to be able to fetch bulk, paginated History and Notes
We need to be able to fetch bulk, paginated History and Notes via the API. Now it only has the ability to fetch records for single invoice. It will be great if we are performing one time ETL and we are getting the time out 429 status in error and rate limiting issue.
3 votes -
Save an invoice as a bill With PDF.
The provision is to save the invoice as a "Bill to Pay" and associate the invoice reference(Custom If Possible) with the bill to pay, including the PDF of the linked invoice via API.
1 vote -
Print Invoices & Packing Slips via API
Currently, it is impossible to print Invoices and Packing Slips via API but this can be done via Web Interface.
1 vote -
Update Bills (ACCPAY) after they are paid
We should be able to update certain fields on an ACCPAY invoice via the API even after the bill is paid. This is in line with the Xero UI. In the Xero UI we can edit the Due Date and Reference still after payment but we can't edit anything via the API. These should match and we should be able to edit the reference (InvoiceNumber) and URL as they do not affect the payment or anything financial on the bill.
For reference the only reason I'm needing to update these fields is because custom metadata can't be applied to invoices…
2 votes -
Allow Invoice History and Notes for an individual invoice to be exposed within the GET invoice endpoint
We use Breadwinner to sync Xero to Salesforce. In Xero for an individual invoice we can see the History and Notes. We want to surface that data within the Invoice record in Salesforce.
1 vote -
Allow zero value invoices to be updated via the API
Currently they are unable to be updated as they are automatically marked as "paid". However, updates are allowed for these invoices via the Dashboard, so I would expect the same behavior via the API.
3 votes -
Invoice API add created timestamp
Invoices have a Date field with the temporal resolution of YYYY-MM-DD (despite there being numeric values to support time as well).
This field shows the date that the invoice is created. It would be wonderful if the invoices had a time field, with the timestamp that the invoice was created.
Fundamentally, this is extremely similar to UpdatedDateUTC.1 vote -
Set up notification when customer uses Contact Merchant / Ask a Question button on online invoice where invoice generated by API
Where an invoice is created via API and the customer uses the Contact Merchant button and Ask a Question form found in the online invoice emailed to them, no user in the organisation is notified by email (as the creator user is 'System Generated').
There needs to be a way either to disable or remove the button, or specify an existing user or email address to be notified in these instances.
At present, a note is created attached to the invoice but users in the organisation are not made aware of its presence, leaving the customer frustrated their message has…
1 vote -
Ability to create Practice Manager invoices
It's possible to get details of Practice Manager invoices using the Invoices API endpoints:
https://developer.xero.com/documentation/api/practice-manager-3-1/invoices
However, it's not possible to create or update invoices using the API. It seems to be possible to create and update most other objects using the API so why not invoices?
This functionality would be very useful as invoices are a fundamental part of the system.
1 vote -
Get list of attachment details by array of invoice IDs
Currently to get an invoice attachment you need to make a call to the attachment endpiont for a specific entity id, then you need to make a call to the download end point for each found attachment.
We need an efficient way to be notified of weather there is an attachment or not, othewise we will quickly hit our api quote just looking up attachments on invoices.
Would be great if we could request all attachment details objects for an array of invoices to reduce the number of calls we need to make in order to find attachment details for…
1 vote -
Adding first attachment or removing last attachment to an invoice should trigger the invoice webhook
Currently if you add an attachment to the invoice where none existed before, the invoice webhook is not fired, even though invoice.hasAttachments is changed to be true.
Same for if you remove the last attachment on an invoice, this should trigger the invoice webhook as the hasAttachments is now false.
Currently to get an invoice attachment you need to make a call to the attachment endpiont for a specific entity id, then you need to make a call to the download end point for each found attachment.
We need an efficient way to be notified of weather there is an…
1 vote
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