Xero

Contact created - A new contact was created

Invoice created - A new invoice was created

Contact updated - An existing contact was updated

Create contact - Add a new contact

Is customer - Boolean that describes if a contact has any AR invoices entered against them

Is supplier - Boolean that describes if a contact that has any AP invoices entered against them

Contact persons - Contact persons for the company

See Create contact - Contact persons.

Account number - Enter a user-defined account number that can be used to identify the contact

Example: ABC1234

Email address - Enter the email address of the contact person

Example: janedoe@gmail.com

First name - Enter the first name of the contact person

Example: Jane

Full name - Enter the full name of the contact or organization

Example: ABC Company

Last name - Enter the last name of the contact person

Example: Doe

Tax number - Enter the tax number of the contact. ABN (Australia), GST number (New Zealand), VAT number (UK) or Tax ID number (US and global).

Addresses - Store certain address types for a contact

See Create contact - Addresses.

Phones - Store certain phone types for a contact

See Create contact - Phones.

Update contact - Update an existing contact

Contact - Select the contact to update

Is customer - Boolean that describes if a contact has any AR invoices entered against them

Is supplier - Boolean that describes if a contact that has any AP invoices entered against them

Contact persons - Contact persons for the company

See Update contact - Contact persons.

Email address - Enter the email address of the contact person

Example: johndoe@gmail.com

First name - Enter the first name of the contact person

Example: John

Full name - Enter the full name of the contact or organization

Example: ABC Company

Last name - Enter the last name of the contact person

Example: Doe

Tax number - Enter the tax number of the contact. ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global).

Addresses - Store certain address types for a contact

See Update contact - Addresses.

Phones - Store certain phone types for a contact

See Update contact - Phones.

Create sales invoice (advanced) - Add a new sales invoice

Date - Enter a date for the sales invoice. Format is YYYY-MM-DD.

Example: 2022-09-15

Due date - Enter a due date for the sales invoice. Format is YYYY-MM-DD.

Example: 2022-09-15

Line items - Line items for the bill

Contact - Select a contact

Status - Select the status of the invoice

Create purchase order - Add a new purchase order

Line item description - Enter a description of the line item

Example: Consulting services as agreed

Delivery date - Enter the delivery date for the goods. Format is YYYY-MM-DD.

Example: 2022-09-15

Issue date - Enter the issue date for the purchase order. Format is YYYY-MM-DD.

Example: 2022-09-15

Line item quantity - Enter the quantity of the line item

Example: 40

Line item unit price - Enter the unit price of the line item

Example: 100.00

Contact - Select a contact

Line amount types - Select the line amount type. If you don't specify the type, line amounts are exclusive by default.

Account code - Select the user-defined code for the account

Create credit note - Add a new credit note

Line item description - Enter a description of the line item

Example: Consulting services as agreed

Date - Enter the issue date of the credit note. Format is YYYY-MM-DD.

Example: 2022-09-15

Line item quantity - Enter the quantity of the line item

Example: 40

Line item unit price - Enter the unit price of the line item

Example: 100.00

Contact - Select the contact for the note

Line amount type - Select the line amount type of the credit note

Status - Select the status of the credit note

Invoice type - Select the type of invoice

Account code - Select the user-defined code for the account

Create bill - Create a new purchase bill

Due date - Enter a due date for the invoice or bill. Format is YYYY-MM-DD.

Example: 2022-09-15

Line items - Line items for the bill

See Create bill - Line items.

Contact person - Select a contact person

Status - Select the status of the invoice or bill

Create sales invoice - Add a new sales invoice

Due date - Enter a due date for the sales invoice. Format is YYYY-MM-DD.

Example: 2022-09-15

Line items - Line items for the bill

See Create sales invoice - Line items.

Contact - Select a contact

Status - Select the status of the invoice

Create payment - Add a new payment against an invoice

Payment date - Enter the date payment is being made. Format is YYYY-MM-DD.

Example: 2022-09-15

Amount - Enter the numeric amount of the payment

Example: 1234.00

Invoice - Select the invoice ID

Account code - Select the user-defined code for the account

Find payments - Find payments by number or reference number

Reference number - Enter the payment's additional reference number

Payment type - Select the payment type

Invoice number - Enter the invoice number

Status - Select the status of the invoice or bill

Account code - Select the user-defined code for the account

Results per page - The maximum number of payments to return per page

Find contact - Find a contact by name or account number

Name - Enter the contact's name

Account number - Enter the user-defined account number

Find invoice - Find an invoice by its number or reference number

Reference number - Enter the invoice's additional reference number

Invoice number - Enter the invoice's alphanumeric code

Get payment by reference number - Get a payment by reference number

Reference number - Enter the payment's additional reference number

Get invoice - Get an invoice by its ID or reference number

Invoice number - Get an invoice by its alphanumeric code

Invoice ID - Get an invoice by its invoice ID