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92 results found

  1. 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
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    0 comments  ·  Invoices  ·  Admin →
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  2. Associate Invoices (ACCPAY & ACCREC) to Xero Project Via the API

    I need to be able to associate an ACCPAY to a Xero Project via an API.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. 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…

    3 votes
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  4. 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…

    3 votes
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  5. Update Prepayments and Overpayments via API

    We can currently create Prepayment Invoices using the Bank Transaction endpoint (all of this also post applies to Overpayment Invoices too). This returns a list of information about the created bank transactions including Prepayment (or Overpayment) IDs.

    The Invoice Number is autogenerated by Xero, and we're only able to change it using the UI.

    There are are Prepayment and Overpayment endpoints in the API, but these only allow us to GET one (or multiple) invoices, and PUT allocations for an invoice.

    It would be great to see either:

    1. A POST method on the Prepayment and Overpayment endpoints (this would allow…
    9 votes
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    1 comment  ·  Invoices  ·  Admin →
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  6. Trigger e-Invoice via API

    We create invoices in Xero using Custom Connector for a number of customers, depending on customer requirements after creating the invoice we either trigger the email of the invoice (as per https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice) or bring a copy of the invoice PDF back to the customers other system for sending from there.

    Now that e-Invoicing has been introduced in NZ our customers want to start sending invoices as eInvoices but this can't be achieved via the API currently.

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

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  8. Enhance endpoints such as Invoices to allow filtering on LineItems sub fields

    For performance purposes and to keep the amount of data in transit down, it would be good to enhance the Invoices and other endpoints to allowing filtering on LineItems.

    For instanced, AccountCode, ItemCode or TrackingCategories.

    This will allow devs to query a smaller subset rather than pull all invoices.

    0 votes
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  9. 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.

    3 votes
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  10. if-modified-since and pagination for Repeating Invoice api

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

    3 votes
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  11. Update Repeating invoices via the API

    It's great that we can create and delete repeating invoices via the API, but we also need the ability to update them, especially options such as ApprovedForSending, Next Invoice Date, and Due Date.

    18 votes
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    2 comments  ·  Invoices  ·  Admin →
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  12. 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.

    9 votes
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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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.

    2 votes
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  18. 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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  19. 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.

    56 votes
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    15 comments  ·  Invoices  ·  Admin →
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  20. 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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