← Xero Accounting

Create Credit Note with Xero Accounting API

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Create Credit Note with the Xero Accounting API
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Getting Started

Create a workflow to Create Credit Note with the Xero Accounting API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Credit Note action
    1. Connect your Xero Accounting account
    2. Optional- Configure contact_id
    3. Optional- Configure contact_name
    4. Optional- Configure contact_number
    5. Configure tenant_id
    6. Select a type
    7. Optional- Configure date
    8. Optional- Select a status
    9. Optional- Select a line_amount_types
    10. Optional- Configure line_items
    11. Optional- Configure currency_code
    12. Optional- Configure credit_note_number
    13. Optional- Configure reference
    14. Optional- Configure sent_to_contact
    15. Optional- Configure currency_rate
    16. Optional- Configure branding_theme_id
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Credit Note with Xero Accounting API on New Domain Added from Raven Tools API
Raven Tools + Xero Accounting
 
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Create Credit Note with Xero Accounting API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Xero Accounting
 
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Create Credit Note with Xero Accounting API on New Item in Feed from RSS API
RSS + Xero Accounting
 
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Create Credit Note with Xero Accounting API on New Message from Discord API
Discord + Xero Accounting
 
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Create Credit Note with Xero Accounting API on New Message In Channels from Slack API
Slack + Xero Accounting
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Credit Note on Xero Accounting
Description:Creates a new credit note.
Version:0.1.1
Key:xero_accounting_api-create-credit-note

Code

// legacy_hash_id: a_3Lieoo
import { axios } from "@pipedream/platform";

export default {
  key: "xero_accounting_api-create-credit-note",
  name: "Create Credit Note",
  description: "Creates a new credit note.",
  version: "0.1.1",
  type: "action",
  props: {
    xero_accounting_api: {
      type: "app",
      app: "xero_accounting_api",
    },
    contact_id: {
      type: "string",
      description: "Id of the contact associated to the credit note.",
      optional: true,
    },
    contact_name: {
      type: "string",
      description: "Name of the contact associated to the credit note. If there is no contact matching this name, a new contact is created.",
      optional: true,
    },
    contact_number: {
      type: "string",
      description: "Number of the contact associated to the credit note. If there is no contact matching this name, a new contact is created.",
      optional: true,
    },
    tenant_id: {
      type: "string",
      description: "Id of the organization tenant to use on the Xero Accounting API. See [Get Tenant Connections](https://pipedream.com/@sergio/xero-accounting-api-get-tenant-connections-p_OKCzOgn/edit) for a workflow example on how to pull this data.",
    },
    type: {
      type: "string",
      description: "See [Credit Note Types](https://developer.xero.com/documentation/api/types#CreditNoteTypes)",
      options: [
        "ACCPAYCREDIT",
        "ACCRECCREDIT",
      ],
    },
    date: {
      type: "string",
      description: "The date the credit note is issued YYYY-MM-DD. If the Date element is not specified then it will default to the current date based on the timezone setting of the organisation",
      optional: true,
    },
    status: {
      type: "string",
      description: "See [Credit Note Status Codes](https://developer.xero.com/documentation/api/types#CreditNoteStatuses)",
      optional: true,
      options: [
        "DRAFT",
        "SUBMITTED",
        "DELETED",
        "AUTHORISED",
        "PAID",
        "VOIDED",
      ],
    },
    line_amount_types: {
      type: "string",
      description: "See [Invoice Line Amount Types](https://developer.xero.com/documentation/api/Types#LineAmountTypes)",
      optional: true,
      options: [
        "Exclusive",
        "Inclusive",
        "NoTax",
      ],
    },
    line_items: {
      type: "object",
      description: "See [Invoice Line Items](https://developer.xero.com/documentation/api/Invoices#LineItems)",
      optional: true,
    },
    currency_code: {
      type: "string",
      description: "Currency used for the Credit Note",
      optional: true,
    },
    credit_note_number: {
      type: "string",
      description: "[ACCRECCREDIT](https://developer.xero.com/documentation/api/types#CreditNoteTypes) - Unique alpha numeric code identifying credit note ( *when missing will auto-generate from your Organisation Invoice Settings*)\n[ACCPAYCREDIT](https://developer.xero.com/documentation/api/types#CreditNoteTypes) - non-unique alpha numeric code identifying credit note. This value will also display as Reference in the UI.",
      optional: true,
    },
    reference: {
      type: "string",
      description: "ACCRECCREDIT only - additional reference number",
      optional: true,
    },
    sent_to_contact: {
      type: "boolean",
      description: "Boolean to indicate if a credit note has been sent to a contact via the Xero app (currently read only)",
      optional: true,
    },
    currency_rate: {
      type: "string",
      description: "The currency rate for a multicurrency invoice. If no rate is specified, the [XE.com day rate](http://help.xero.com/#CurrencySettings$Rates) is used",
      optional: true,
    },
    branding_theme_id: {
      type: "string",
      description: "See [BrandingThemes](https://developer.xero.com/documentation/api/branding-themes)",
      optional: true,
    },
  },
  async run({ $ }) {
  //See the API docs: https://developer.xero.com/documentation/api/credit-notes#POST

    if ((!this.contact_id && !this.contact_name && !this.contact_number) || !this.tenant_id || !this.type) {
      throw new Error("Must provide one of contact_id or contact_name or contact_number, and tenant_id, type parameters.");
    }

    return await axios($, {
      method: "post",
      url: "https://api.xero.com/api.xro/2.0/CreditNotes",
      headers: {
        "Authorization": `Bearer ${this.xero_accounting_api.$auth.oauth_access_token}`,
        "xero-tenant-id": this.tenant_id,
      },
      data: {
        Type: this.type,
        Contact: {
          ContactID: this.contact_id,
          ContactNumber: this.contact_number,
          Name: this.contact_name,
        },
        Date: this.date,
        Status: this.status,
        LineAmountTypes: this.line_amount_types,
        LineItems: this.line_items,
        CurrencyCode: this.currency_code,
        CreditNoteNumber: this.credit_note_number,
        Reference: this.reference,
        SentToContact: this.sent_to_contact,
        CurrencyRate: this.currency_rate,
        BrandingThemeID: this.branding_theme_id,
      },
    });
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
Xero Accountingxero_accounting_apiappThis component uses the Xero Accounting app.
contact_idstring

Id of the contact associated to the credit note.

contact_namestring

Name of the contact associated to the credit note. If there is no contact matching this name, a new contact is created.

contact_numberstring

Number of the contact associated to the credit note. If there is no contact matching this name, a new contact is created.

tenant_idstring

Id of the organization tenant to use on the Xero Accounting API. See Get Tenant Connections for a workflow example on how to pull this data.

typestringSelect a value from the drop down menu:ACCPAYCREDITACCRECCREDIT
datestring

The date the credit note is issued YYYY-MM-DD. If the Date element is not specified then it will default to the current date based on the timezone setting of the organisation

statusstringSelect a value from the drop down menu:DRAFTSUBMITTEDDELETEDAUTHORISEDPAIDVOIDED
line_amount_typesstringSelect a value from the drop down menu:ExclusiveInclusiveNoTax
line_itemsobject
currency_codestring

Currency used for the Credit Note

credit_note_numberstring

ACCRECCREDIT - Unique alpha numeric code identifying credit note ( when missing will auto-generate from your Organisation Invoice Settings)
ACCPAYCREDIT - non-unique alpha numeric code identifying credit note. This value will also display as Reference in the UI.

referencestring

ACCRECCREDIT only - additional reference number

sent_to_contactboolean

Boolean to indicate if a credit note has been sent to a contact via the Xero app (currently read only)

currency_ratestring

The currency rate for a multicurrency invoice. If no rate is specified, the XE.com day rate is used

branding_theme_idstring

Authentication

Xero Accounting uses OAuth authentication. When you connect your Xero Accounting account, Pipedream will open a popup window where you can sign into Xero Accounting and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Xero Accounting API.

Pipedream requests the following authorization scopes when you connect your account:

offline_accessopenidprofileemailaccounting.transactionsaccounting.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read

About Xero Accounting

Accounting Software

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