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Emailing Invoices in Xero

This task will trigger the sending of an accounts receivable invoice in Xero via email. The invoice must be of a valid status for sending (submitted, authorised or paid).

The email will be sent to the primary email address of the contact on the invoice and any additional contact persons that have IncludeInEmails flag set to true. The sender will be the user who authorised the Xero connection that is selected within this task's settings.

The subject and body of the email will generated from the organisation’s default template.

Settings

Connection

Required
The Xero connection to use. See Connecting to Xero if you require more information on how to create/manage connections.

Fail File

Required
The file to save failed record imports to.

Input File

Required
The file containing the bank transactions to upload to Xero.

Success File

Required
The file to save successful record imports to.

Prevent Reprocessing

Required
Set to true to prevent the same record being processed more than once, based on the ExternalId provided in the input XML file.

Zynk Settings

See Common Task Settings

Examples

A sample input file is shown below. At least one of the 3 fields shown below must be provided, in order to identify which invoice to send.

<?xml version="1.0"?>
<ArrayOfXeroInvoice>
  <XeroInvoice>
    <Id>9626dc5b-7eea-48ad-a84b-54e1a0e7bc10</Id>
    <ExternalId>1880</ExternalId>
    <Number>INV-0123</Number>
  </XeroInvoice>
</ArrayOfXeroInvoice>