Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.

Add contact to selected group(s). Does not replace contact's existing groups.

Defaults to today's date if not specified.

What you'll you provide the ID or number for via the next field.

The ID or Number for the selected Document Type.

The bank account or clearing account the payment is being made to.

Exchange rate when payment is received. Only used for non base currency invoices.

An optional description for the payment.

Determines which App Extensions will appear in the dropdown below.

Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.

Add contact to selected group(s). Does not replace contact's existing groups.

Check a specific folder for new documents. Keep clicking to go inside folders. Please note: new documents added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none picked.

Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.

Grant access to third parties when sharing documents via direct links, exports and/or embed links. Your GDrive's default sharing preferences will be used otherwise.

What to do with any unused template fields. You can keep the fields so they remain unmodified (e.g. "{{email}}"), remove them so there is no text instead, or replace them with a fallback custom value of your choice. By default, any unused fields will be kept unmodified.

Plain text content to put inside the new doc. Also supports basic, inline HTML to format text and add links. More complex layouts like tables are not likely to work well.

Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.

API docs for Google Docs are located here https://developers.google.com/docs/api/how-tos/overview

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.

Plain text content to put inside the new doc. Also supports basic, inline HTML to format text and add links. More complex layouts like tables are not likely to work well.

Defaults to current date if not specified.

If you want Xero to auto-generate a Quote Number for you, leave this field blank.

Defaults to Tax Exclusive if not specified

To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.

When the purchase order was issued. Defaults to today's date if not specified.

If left blank, Xero will auto-generate this from your default invoice numbering.

You must provide either an Item Code or both a Description and a Unit Price.

If no Item Code is provided, this field is required.

If no Item Code is provided, this field is required.

Only specify if you want to override the default tax type for the account above.

API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.

Note: this field also supports HTML which will be rendered into the document.

Must be a file object.

Advanced: By default, we use the same name as the file from the other service (stripping the extension). If you need to change the name, enter a value here.

Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.

Determines which App Extensions will appear in the dropdown below.

Note: if you pick a folder, sub-folders within that folder are not searched.