Xero - Create bill with multiple line items action
The Create bill with multiple line items action allows you to create a bill with multiple line items in Xero.
Xero - Create bill with multiple line items action
Input
| Input field | Description |
|---|---|
| Contact name | Enter the exact name of the contact you plan to invoice. |
| Reference | Provide a code to identify the bill. |
| Date | Set the issue date for the bill. |
| Currency code | Enter the currency code for the bill amounts. See ISO 4217 Currency Codes for more information. |
| Status | Select the initial status of the bill. This field defaults to DRAFT if left blank. |
| Branding theme | Choose a branding theme to apply to the bill. |
| Due date | Define the due date for the bill. This field is required if the bill status is set to AUTHORISED or SUBMITTED. |
| Amounts are | Indicate whether the amounts are tax inclusive, exclusive, or no tax. This field defaults to Tax exclusive if left blank. |
| URL | Include a link to an external document related to the bill. |
| Planned payment date | Set the planned payment date for the bill. |
| Line items source list | Input a list datapill representing the line items for the invoice. Learn more about list input. |
| Item name | Specify the name of the line items. Click Products and services to retrieve the item name. If you provide both the item name and code, the item code takes precedence. |
| Description | Enter a description for the line items. Ensure it is at least one character and a maximum of four thousand characters. |
| Quantity | Enter the quantity of the line items. Provide at least two fields out of Quantity, Unit price or Line amount. |
| Unit price | Set the unit price for the line items. Provide at least two fields out of Quantity, Unit price or Line amount. |
| Line amount | Enter the total amount for the line items. Provide at least two fields out of Quantity, Unit price or Line amount. |
| Account code | Assign an account code from your Chart of accounts to the line items. This field is required if the bill status is set to AUTHORISED or SUBMITTED. |
| Tax rate name | Specify the tax rate name. Click Settings > General settings > Tax rates to find the tax type name. |
| Tax amount | Enter the tax amount for the line items. This field is auto-calculated as a percentage of the line amount based on the tax rate. |
| Item code | Provide the item code. Click Products and services to retrieve the item code. If you provide both the item name and code, the item code takes precedence. |
Output
| Output field | Description |
|---|---|
| Contact | Information about the contact associated with the bill. |
| Date | The date the bill was created or issued. |
| Status | The current status of the bill. |
| Branding theme ID | The identifier for the branding theme applied to the bill. |
| Total | The total amount of the bill, including taxes and discounts. |
| Type | The type of the bill (for example, Expense or Overhead). |
| Sent to contact | Indicates whether the bill was sent to the contact. |
| Due date | The date by which payment for the bill is due. |
| Planned payment date | The date planned for payment of the bill. |
| Invoice ID | The unique identifier for the invoice associated with the bill. |
| Reference | A reference number or note for the bill. |
| Amount due | The amount that is due for payment on the bill. |
| Amount paid | The amount that has been paid towards the bill. |
| URL | A link to an external document or resource related to the bill. |
| Currency rate | The exchange rate for the currency used in the bill. |
| Currency code | The currency code used for the bill. |
| Sent to contact | Indicates whether the bill was sent to the contact. |
| Line amount types | The type of line amounts on the bill. |
| Line items | Details of each line item on the bill. |
| Sub total | The subtotal amount of the bill before tax. |
| Total tax | The total tax amount for the bill. |
| Updated date | The date when the bill details were last updated. |
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