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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.

Parameters

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

Columns

InvoiceNumber
Contact
Date
DueDate
Status
SubTotal
TotalTax
Total
AmountDue
AmountPaid
Reference
CurrencyCode

Plus OrgID, OrgName, Timestamp, and optional Contact.Email, Contact.Phone, Contact.Address columns.

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

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