103 results found

1. 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 unitdp if you want your decimal precision for line items or amounts to remain unaltered.

   # Create a new blank invoice object with the ID and sent status
   invoice = xero_accounting.Invoice(invoice_id=str(ledger_ref), sent_to_contact=True)
   # Add the invoice to a list
   invoices = xero_accounting.Invoices([invoice])
   
   # Update the invoice to sent
   self.accounting_api.update_invoice(
   xero_tenant_id=self.tenant_id,
   invoice_id=str(ledger_ref),
   invoices=invoices,
   # unitdp=4,
   )
   

   In this case, we'd expect unit decimal precision to not change on the invoice. We could understand if amounts were being set or sent, but in this case, they are not—purely the status. Furthermore, the example Xero provides for the REST API for updating invoice status does not show this behavior.

   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 unitdp if you want… more

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2. 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.

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3. 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.

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4. 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.

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5. 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.

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6. 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.

   https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48771044-invoice-api-add-created-timestamp

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7. 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 not been picked up or responded to.

   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… more

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8. 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.

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9. 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 invoices.

   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… more

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10. 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 attachment or not, othewise we will quickly hit our api quote just looking up attachments on invoices.

    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… more

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11. 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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12. 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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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.

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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 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

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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.

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16. 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.

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17. 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.

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18. 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.

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19. 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
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20. 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.

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