ChargeDesk + Xero

Create Xero sales invoices for new ChargeDesk charges

Effortlessly keep your accounting up to date with this ChargeDesk to Xero integration. When a new charge is created in ChargeDesk, a sales invoice will be generated in Xero, ensuring your records stay accurate and organized. Save time and reduce manual data entry with this seamless workflow that simplifies your financial tracking process.

When this happens...
Charge Created
Triggers when a new charge is created or imported.
TriggerInstant
automatically do this!
Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
ActionWrite

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Supported triggers and actions

What does this mean?

Agent Log Created
Triggers when a new Agent Log is created.
Trigger
Instant
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Charge Created
Triggers when a new charge is created or imported.
Trigger
Instant
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Charge Updated
Triggers when a charge is updated.
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Subscription Canceled
Triggers when a subscription is canceled or unpaid.
Trigger
Instant
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Subscription Updated
Triggers when a subscription is updated.
Trigger
Instant
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- AmountRequired
- CurrencyRequired
- Description
- Contact
- Customer ID
- Product ID
- Using
Action
Write

- Customer ID
- Email
- Name
- Username
Action
Search
- OrganizationRequired
- Status
Trigger
Scheduled
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- OrganizationRequired
- Status
- Type
Trigger
Scheduled
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- OrganizationRequired
- Purchase Order Status
Trigger
Scheduled
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- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
- InvoiceRequired
Action
Write
- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Delivery Address
- Attention
- Telephone
- Delivery Instructions
- Attachments
- Purchase Order Status
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search

Charge Failed
Triggers when a charge fails.
Trigger
Instant
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Request Paid
Triggers when a payment request is successfully paid by a customer.
Trigger
Instant
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Customer First Paid
Triggers when a customer makes their first payment.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Subscription Created
Triggers when a new subscription is created.
Trigger
Instant
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- Subscription IDRequired
- When
- Refund
Action
Write
- Query
- Customer ID
- Customer Email
- Status
- Count
Action
Search
- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
- Payment Type
Trigger
Scheduled
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- OrganizationRequired
- Quote Status
Trigger
Scheduled
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- OrganizationRequired
- Status
Trigger
Scheduled
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- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- OrganizationRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write
- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
Action
Write
- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Write
- OrganizationRequired
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
Action
Write
- OrganizationRequired
- ContactRequired
- StatusRequired
- Currency
- Branding Theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Search or write

About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

Related categories

Customer Support

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more Help

Related categories

Accounting

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PRODUCTS

CAPABILITIES

By team

ChargeDesk + Xero

Create Xero sales invoices for new ChargeDesk charges

Agent Log Created

Charge Created

Charge Updated

Customer Created

Subscription Canceled

Subscription Updated

Request Payment

CurrencyRequired

Description

Contact

Customer ID

Product ID

Using

Find Customer

Customer ID

Email

Name

Username

New Bill

OrganizationRequired

Status

New Credit Note

OrganizationRequired

Status

Type

New Purchase Order

OrganizationRequired

Purchase Order Status

New Expense Claim Receipt

OrganizationRequired

New or Updated Contact

OrganizationRequired

Add Items to Existing Sales Invoice

OrganizationRequired

InvoiceRequired

Create Bank Transfer

OrganizationRequired

From AccountRequired

To AccountRequired

AmountRequired

Date

Create New Quote Draft

OrganizationRequired

ContactRequired

Date

Expiry

Quote Number

Reference

Theme

Title

Summary

Currency

Amounts Are

Terms

Send Sales Invoice by Email

OrganizationRequired

Invoice NumberRequired

Create Bill

OrganizationRequired

Contact NameRequired

Email Address

Status

Date

Due Date

Currency

Url

Attachment

Branding Theme

Reference

Line Items Type

Item Code

Description

QuantityRequired

Unit Price

Account