#Xero invoicing app professional#
Get paid faster - Create professional looking invoices with ease. Reconcile and categorise bank transactions within seconds Reconcile Bank accounts in a flash - Start the day by knowing exactly where your business stands. It's all automated, so you can get back to business. Create invoices and view outstanding payment history at a glanceĪutomate your CIS Calculations (UK only) - Xero calculates the right amount of CIS deductions on your invoices the moment you create them. Choose when and where you do your tax accounting and stay connected to your small business on the go.Ĭreate Invoices - Unlock cash flow by putting your invoices to work and stay ahead of unpaid and overdue invoices. Running your business from anywhere with confidence is easy with this small business app. It’s easy to keep track of your unpaid and overdue invoices, purchase orders, bank account balances, profit and loss, cashflow, bank reconciliation, bills to pay and more. It's a good idea to get some test data working through ProcFu directly first, and then reverse-engineer the payload that worked.As a small business owner, you don’t need to have an accounting degree to use the Xero Accounting app. The data you send will also be determined by your accounting settings. It took quite a few attempts to get the right format. You'll need to play with your payload a little and also refer to the Xero blog for other inspiration. Even pasting their example directly into their API previewer throws an error. It seems that the api docs for Xero have some issues. Looking at the Xero API documentation, it shows "Example of minimum elements required to add an approved sales (ACCREC) invoice to ABC Limited" Run (category field with option "Create Invoice" to initiate the flow that will generate the invoice in Xero).Contact (relationship field to our Xero Contacts app from above).For the sake of this example, we'll keep things simple and just generate single-line-item invoices. We'll also need an app in Podio to trigger the generation of invoices. As we loop through them, we'll also check to make sure they don't already exist in order to prevent duplication:Īlthough this flow will run daily, you'll need to trigger it manually in the GlobiFlow UI if you don't want to wait for it to trigger on it's own. Now that we have a JSON array, we can loop over it, and create the contacts in Podio. Just in case there are unescapable characters in the JSON from the first post, we're using ProcFu again to parse the JSON and get just the array. Note that we're using the tenantId re retrieved initiall. The first part of the flow will be to get the contacts from Xero, and then extract just the Contact array from the resulting JSON. You can do this as a by-date-or-day flow triggered once a day to keep your data fresh. Then we'll use a GlobiFlow flow to bring the contacts over. To simplify this process, we're going to sync all Xero contacts into a new Podio app. In order to create invoices in Xero, we need to have the ContactID of the contact. Record the tenantId from the step above - you'll need this going forward.Go to the URL generated in step 5 and authorize your user.Get a User Login Link (username can be anything - but remember it for future).Scopes: openid profile email offline_access ansactions ntacts.In ProcFu, navigate to the Configuration page and click on the Add API button in the API Services tile.Create a new App and use as the redirect URL.Log in to and go to the My Apps page.The first step is to connect your Xero account to ProcFu. Using GlobiFlow and ProcFu, we can achieve this in Podio.
If you use Xero Accounting, I'm sure you've wanted to create invoices in Xero in an automated way.
0 kommentar(er)
