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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
| Parameter | Required | Description |
|---|---|---|
| Date Range | Yes | Filter invoices by date |
| Status | No | AUTHORISED, PAID, DRAFT, VOIDED |
| Contact Details | No | Expand 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
| Status | Description |
|---|---|
| AUTHORISED | Approved and awaiting payment (default) |
| PAID | Fully paid (default) |
| DRAFT | Not yet approved |
| VOIDED | Cancelled |
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