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Invoices Table
Pull sales invoices from Xero with date and status filtering. Includes all invoice details with optional expanded contact information.
This is the fastest way to export Xero invoices to Excel and keep them current: pick a date range and status once, and refresh the table from the task pane instead of re-exporting a CSV.
Parameters
| Parameter | Required | Description |
|---|---|---|
| Date Range | Yes | Filter invoices by date |
| Status | No | DRAFT, SUBMITTED, AUTHORISED, PAID, VOIDED |
| Contact Columns | No | Select Contact.Name, Contact.Person (first and last name of the contact person), Contact.Email, Contact.Phone, and Contact.Address in the Columns step (unticked by default) |
Output Columns
| Column | Description |
|---|---|
| InvoiceNumber | Invoice number |
| Contact | Contact/company name |
| Date | Invoice date |
| DueDate | Payment due date |
| Status | Invoice status |
| Type | ACCREC (receivable) |
| LineAmountTypes | Exclusive, Inclusive, or NoTax |
| SubTotal | Amount before tax |
| TotalTax | Tax amount |
| Total | Total including tax |
| AmountDue | Outstanding amount |
| AmountPaid | Amount paid |
| AmountCredited | Credits applied |
| Reference | Invoice reference |
| CurrencyCode | Currency code |
| CurrencyRate | Exchange rate |
| SentToContact | Whether sent to customer |
| ExpectedPaymentDate | Expected payment date |
| PlannedPaymentDate | Planned payment date |
| FullyPaidOnDate | Date fully paid |
| InvoiceID | Xero unique identifier |
| XeroLink | Click-through link that opens the invoice directly in Xero |
Plus OrgID, OrgName, Timestamp, and optional Contact Details columns (Contact.Name, Contact.Person, Contact.Email, Contact.Phone, Contact.Address).
The XeroLink column is ticked on by default. See Open in Xero for how the links work.
Status Filters
| Status | Description |
|---|---|
| AUTHORISED | Approved and awaiting payment (default) |
| SUBMITTED | Awaiting approval |
| PAID | Fully paid (default) |
| DRAFT | Not yet approved |
| VOIDED | Cancelled |
Tips
- Use date presets like "Last Month" for reports that auto-update
- Select Contact.Email in the Columns step for customer follow-up
- Filter by status to focus on outstanding (AUTHORISED) invoices