Recipe - When status changes to something, create an invoice

When status changes to something, create an invoice

This recipe creates a new invoice in your connected Xero account when a status changes to a value that you set. This recipe does not support subitems.

Enter the Integrations Centre by clicking "Integrate" at the top right-hand side of the screen.

• Select "Templates"

• Select the app called "Xero Invoicing" from the app selections list

• Select the recipe: 'When status changes to something, create an invoice

Configure the recipe:

"Status" select your status.

"Something" selects the trigger.

"Invoice" configure accordingly:

Map the fields that will be pulled from monday.com into your Xero account upon status change.

Please take a look at the following specifications for column types to make sure the correct information is mapped from monday.com in Xero.

You may type a text value instead of mapping a column for Status, Tax Type and Account Code.

The following fields are required:

• Company Name - The company to issue the invoice
  If a contact name is not matched, a new contact will be created.
• Status - DRAFT, SUBMITTED, APPROVED
  The status the invoice should be created in.
  These are based on the Xero Invoice Statuses.
  Please note that capitalisation is required for these values.
• Item Description - Max length 4000 characters
  The line description for the invoice.
• Item Quantity - The unit amount multiplier
• Item Unit Amount - The unit amount for the invoice
• Tax Type - Exclusive or Inclusive
  If this is set to Exclusive, the total of the invoice will be the Amount + Tax.
  The tax type is assigned from the set account code.
  Please note that
  Title Case is required for these values.
• Account Code - The account/general ledger code to use for this invoice
  This value is required to be an active revenue general ledger code.
• Date - The date of the invoice
• Due Date - How many days in the future is the invoice due

Select 'Add To Board' once configured.


You will see a green toggle button with the label 'On' to confirm that the integration is active.

If you would like additional information to be added to the invoice in Xero, please submit your feature request here.