Skip to main content
Back to Tables

Invoices Table

Pull sales invoices from Xero with date and status filtering. Includes all invoice details with optional expanded contact information.

Parameters

ParameterRequiredDescription
Date RangeYesFilter invoices by date
StatusNoAUTHORISED, PAID, DRAFT, VOIDED
Contact DetailsNoExpand to include contact name, email, phone, address

Columns

ColumnDescription
InvoiceNumberInvoice number
ContactContact/company name
DateInvoice date
DueDatePayment due date
StatusInvoice status
TypeACCREC (receivable)
LineAmountTypesExclusive, Inclusive, or NoTax
SubTotalAmount before tax
TotalTaxTax amount
TotalTotal including tax
AmountDueOutstanding amount
AmountPaidAmount paid
AmountCreditedCredits applied
ReferenceInvoice reference
CurrencyCodeCurrency code
CurrencyRateExchange rate
SentToContactWhether sent to customer
ExpectedPaymentDateExpected payment date
PlannedPaymentDatePlanned payment date
FullyPaidOnDateDate fully paid
InvoiceIDXero unique identifier

Plus OrgID, OrgName, Timestamp, and optional Contact Details columns (Contact.Name, Contact.Email, Contact.Phone, Contact.Address).

Status Filters

StatusDescription
AUTHORISEDApproved and awaiting payment (default)
PAIDFully paid (default)
DRAFTNot yet approved
VOIDEDCancelled

Tips

  • Use date presets like "Last Month" for reports that auto-update
  • Enable Contact Details to get email addresses for customer follow-up
  • Filter by status to focus on outstanding (AUTHORISED) invoices

Related