Description

The Create invoice function creates a new invoice in Xero. Specify the type (ACCREC for sales invoices, ACCPAY for purchase invoices/bills), the contact, and line items with descriptions, quantities, unit amounts, and account codes.

Setting it up

Once on a process map:

Navigate to the process where you would like to add the function
Click on the green button’s drop-down (right side of the green button labelled “Process”)
On the menu that appears, click on the “+ Activity” item
From here you can select the XERO Create invoice option
Click "Add" once you are done

Input parameters

Parameter	Required	Type	Default	Description
Connector	Yes	Select	-	Select the Xero connector to use
Type	Yes	Select	-	ACCREC (sales invoice) or ACCPAY (purchase invoice/bill)
Contact	Yes	Text	-	Contact as JSON: {"ContactID":"{contact_id}"} or {"Name":"Company Name"}
Line Items	Yes	Textarea	-	JSON array of line items, e.g. [{"Description":"Consulting","Quantity":1,"UnitAmount":1000,"AccountCode":"200"}]
Variable	Yes	Text	-	Variable to store the created invoice

Output variables

Variable	Type	Description
Variable	Object	The created invoice with InvoiceID, InvoiceNumber, Total, Status, etc.

Errors

Contact not found – the specified contact does not exist
Invalid account code – the account code in a line item is invalid
Validation error – required fields are missing

Tips

Use ACCREC for invoices you send to customers, ACCPAY for bills from suppliers
You can create contacts by Name if they don’t exist yet
Access the invoice number via {variable.InvoiceNumber} after creation
Line items support TaxType for tax calculations

Related functions

List invoices – List all invoices
Create payment – Pay against an invoice
List contacts – Find contact IDs

XERO Create invoice function