Quikk tracks which Xero user makes updates to this type of record.
The following elements are tracked in the Invoices endpoint:
| Field | Information |
|---|---|
| Type | ACCPAY or ACCREC |
| Contact | See Contacts |
| Date | Date invoice was issued - YYYY-MM-DD |
| Due Date | Date invoice is due - YYYY-MM-DD |
| Status | DRAFT, SUBMITTED, DELETED, AUTHORISED, PAID or VOIDED |
| Line Amount Types | Exclusive, Inclusive or NoTax |
| Line Items | See Line Items |
| Sub Total | Total of invoice excluding taxes |
| Total Tax | Total tax on invoice |
| Total | Total of Invoice tax inclusive (i.e. SubTotal + TotalTax) |
| Total Discount | Total of discounts applied on the invoice line items |
| Updated Date UTC | Last modified date UTC format |
| Currency Code | The currency that invoice has been raised in |
| Currency Rate | The currency rate for a multicurrency invoice |
| Invoice ID | Xero generated unique identifier for invoice |
| Invoice Number | ACCREC - Unique alpha numeric code identifying invoice. ACCPAY - non-unique alpha numeric code identifying invoice. |
| Reference | ACCREC only - additional reference number |
| Branding Theme ID | See Branding Themes |
| URL | URL link to a source document |
| Sent To Contact | Indicates whether the invoice in the Xero app displays as "sent" |
| Expected Payment Date | Shown on sales invoices (Accounts Receivable) when this has been set |
| Planned Payment Date | Shown on bills (Accounts Payable) when this has been set |
| Has Attachments | Indicates if an invoice has an attachment |
| Repeating Invoice ID | Xero generated unique identifier for repeating invoice template. Present only if the invoice is created as part of a Repeating Invoice. |
| Payments | See Payments |
| Credit Notes | Details of credit notes that have been applied to an invoice |
| Prepayments | See Prepayments |
| Overpayments | See Overpayments |
| Amount Due | Amount remaining to be paid on invoice |
| Amount Paid | Sum of payments received for invoice |
| CIS Deduction | CISDeduction withheld by the contractor to be paid to HMRC on behalf of subcontractor (Available for organisations under UK Construction Industry Scheme) |
| Fully Paid On Date | The date the invoice was fully paid. Only returned on fully paid invoices. |
| Amount Credited | Sum of all credit notes, over-payments and pre-payments applied to invoice |
| Field | Information |
|---|---|
| Description | Line Item description |
| Quantity | Line Item quantity |
| Unit Amount | Line Item unit amount |
| Item Code | See Items |
| Account Code | See Accounts |
| Line Item ID | The Xero generated identifier |
| Tax Type | Used as an override if the default Tax Code for the selected Account Code is not correct |
| Tax Amount | The tax amount is auto calculated as a percentage of the line amount (see below) based on the tax rate |
| Line Amount | The line amount reflects the discounted price if a Discount Rate has been used i.e LineAmount = Quantity * Unit Amount * ((100 - DiscountRate)/100) |
| Discount Rate or Discount Amount | Percentage discount or discount amount being applied to a line item |
| Tracking | Section for optional Tracking Category |