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Creating multiple line Invoices from Airtable records into Xero

Topic Labels: Integrations
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Lucas
4 - Data Explorer
4 - Data Explorer

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.

2 Replies 2

Hey there! I can help out with this. I’m a Certified Zapier Expert. If you can’t find an answer on the forum here, I’d be happy to help you solve this. Please feel free to email me here:

andy@saastronomical.com

Please post the steps here so we may all benefit from this. thanks