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Entering multiple lines to new Xero Bill

  • 25 March 2021
  • 2 replies
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Is there a way to enter multiple lines to Xero Bill? I have a Bill in Xero, and it can have more then one lines of Items on a bill.

 

Posibly to detect by Zapier what new lines have been added to Smartsheet, and then insert all these lines with specific columns to Item in Xero bill.

 

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Best answer by robschmidt 25 March 2021, 09:21

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@robschmidt

 

Do I need to have all my items in Smartsheet in same row? Like: ITEM: Car,Bike,Truck.  COST: 2,7.5,3.  ….

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Hi @davidgecko,

This is a common issue for a lot of people using invoicing platforms like Xero. The feature that you’ll need for that is called Line Items.

Read these blogs on line items:

  1. https://zapier.com/blog/formatter-line-item-automation/
  2. https://zapier.com/help/create/basics/use-line-items-in-zaps 

Basically, you have to enter the item names, prices, QTY information in the Xero item fields in Zapier with commas to appear them as multiple rows in the invoice.

Hope this helps