Recipe - When status changes to something, create an invoice using Sub Items

When status changes to something, create an invoice using Sub Items

This recipe creates a new invoice in your connected Xero account when a status changes to a value that you set.

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 invoice using Sub Items'.

Configure the recipe:

"Status" select your status.

"Something" select the trigger.

"Invoice" configure accordingly:

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

Please note the following specifications for column types to ensure the correct information is mapped from monday.com in Xero.

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

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, AUTHORISED
  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.
• 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.
• 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.

The integration uses predefined column titles to query line item information from the SubItems column.

The column titles on the SubItems board MUST MATCH (case insensitive) the below values:

• Quantity - The quantity of the line item sold
• Unit Amount - The price (excluding tax) of the line item
• Description - The description of the line item
• Discount - The discount rate applied to the line item in % to the line item
  This column/value is not required.
• Account Code - The General Ledger code for the line item
  This column/value is not required. However, the invoices will only be created in xero as Draft without this value.

The subitems can have other columns.

• Tax Type: Sync the Tax rate in xero
• Tracking Category 1: The first tracking category in xero acts as Tracking Category 1
• Tracking Category 2: Another tracking category in xero acts as Tracking Category 2
  
  
  

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