Hello, I’m trying to monthly invoice a group of people in a table via xero. We want to grab all records that belong to a month and put them as individual line items in a single invoice (think of the customers as items since we bill a bigger company for their service).
How can I do this?
How can I grab all items that have march as month, and send them (through zapier?) into a single invoice on Xero to the parent company?
The amount of items might vary from month to month, so I thought Id schedule a zap to run at the end of each month, see a view that shows all items from that month, and parse them into a single invoice.