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Be able to email approved invoices via the API

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    Xero APIAdminXero API (Admin, Xero API) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  Xero APIAdminXero API (Admin, Xero API) responded  · 

    - Update September 2016 -
    Thanks everyone for continuing to add their votes and comments to this feature.

    Emailing invoices via the API is still something we’d very much like to deliver, however it’s not likely to be done in the next 6 months.

    Xero is now at the scale where we have to be extremely vigilant protecting ourselves against phishing and spam. Unfortunately that means a seemingly simple feature becomes a very challenge one.

    It’s a challenge we’re keen to tackle, but there are a couple of other things we’ll be tackling first. Specifically the practice-level authorisation for the XeroHQ API and webhooks.

    For now, you can see some workarounds documented here: https://developer.xero.com/documentation/api/invoices/#emailing

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      • PascalPascal commented  ·   ·  Flag as inappropriate

        Wait... You have been working on this crucial basic feature for 6 years - without any results. You gotta be kidding...

      • Xero APIAdminXero API (Admin, Xero API) commented  ·   ·  Flag as inappropriate

        Our invoicing team are doing a lot of work improving the invoicing feature set. This includes the ability to send invoices via email. Once this feature has been delivered we will make it available through the API. No timeline yet but keen to get this one shipped by the end of the year.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Please add functionality to view invoice status i.e. whether customer has viewed it or not.

      • TimTim commented  ·   ·  Flag as inappropriate

        Yes this is a important feature. Can't this be a 'use at your own risk' type situation? or the organisation needs to ask special permission to have it enabled on their account?

      • Anonymous commented  ·   ·  Flag as inappropriate

        we need this so we can send invoice to customers via the Xero Network from the API. So yes please!

      • Sergey ErlikhSergey Erlikh commented  ·   ·  Flag as inappropriate

        the issue was raised in 2011 and there are always other priorities :( this is annoying because customer voice should be addressed

      • Chris KnipeChris Knipe commented  ·   ·  Flag as inappropriate

        Just in terms of your "work around," let's look a bit closer for a quick, once off purchase...

        1 API call to create a contact, I need to do the call separately, as I need the clientID to generate an invoice
        1 API call to generate the invoice for the contact, again, I need to do the call separately, in order to receive the invoice id from the API
        1 API call to mark the invoice as paid
        1 API call to request the actual PDF file

        That's 4 out of 1,000 API calls, just to do a simple thing as raising an invoice, and being able to email a PDF. Max, 250 invoices per day IF you don't do anything else via Xero's API.

        We are *seriously* restricted by Xero's inability to automate processes such as emailing invoices. Frankly, we've put new business development 'on hold' due to these restrictions in our cloud based accounting software.

        It's a serious issue.

        In terms of emailing invoices, may I also suggest that you allow your clients to specify a SMTP relay, so that Xero can relay the emails through your customer's SMTP servers, instead of being sent from Xero's servers and creating MORE complexities with DKIM, SPF, and a whole bunch of other things. Just a thought.

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