Question

How to add multiple line items to a bill on Xero?

  • 17 January 2022
  • 1 reply
  • 77 views

I’m looking to automate our invoicing and billing.

I currently have all the data on Airtable and I’ve managed to automate the invoicing side since it only requires 1 line item per invoice.

The problem I am facing is that I can’t seem to find a way to add multiple line items to a bill with each line item allocated to different accounts (ie. agent commission, management fee, etc).

Does anyone know how to do this? I would be eternally grateful to anyone who could assist. 


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1 reply

Userlevel 7
Badge +13

Hi @McLucks 

How do I use line items with Xero?

To use line items in Zapier, you'll usually want to ensure that both the trigger and the action you're using have line item support on Zapier.

In Zapier's Xero integration, the “New Payment,” “New Bill,” and “New Sales Invoice” triggers offer line item support, as do the “Create Bill,” “Create Sales Invoice,” and “Create Purchase Order” actions.

If you want to learn more about how line items work, read our Guide to Line Items here.