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.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.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