Invoice Flow

This is an example Invocable Method generated by Breadwinner Apex Generator, which can be invoked by a standard Flow. This is useful as it shows how you can use Salesforce standard automation practices to drive Xero record creation. Using this format, you can extend to Update or Read in a similar fashion.

This basic use case shows how easy it is to create robust automation in Salesforce to facilitate Invoice record creation in Xero. Extending upon this, using the Global API requests in this help site you can perform many automated retrieves, create, or update functions directly rather than requiring extensive middleware or endpoint processing to perform.





Navigate to Breadwinner Setup > Tools > Apex Generator

Step 1: Choose the record mode Create/Edit on a Xero object (Invoice) using a Flow

Step 2: Select the option for Run this Flow as (I will check "Run Asynchronously" (on Record-Triggered flow creation Page))

Step 3: Click on Next, it will navigate to the Fields selection page. Click on Generate Apex.

Step 4: Copy the generated Apex Class / Apex Test Class (optional). Save/Deploy the copied code to the respective org.

Step 1: Navigate to Salesforce Setup > Flows > New Flow > Record-Triggered Flow

Step 2: Choose the options similar to those mentioned below, and click on Done.

Step 3: Get Line Items (Opportunity Products query with Current Record ID (opportunity Id)), and click on Done.

Step 4: Get Xero Contact Info using Get Records data action, and click on Done.

Step 5: Create an Apex Action using the "Create Xero Invoice" Invocable method



Step 6: Map the Fields to Create Invoice in "Apex Action"





Step 7: Connect the Flow Steps, Click Save, and Activate



Step 1: Select the Opportunity



Step 2: Edit the Opportunity to meet Trigger Criteria (StageName > Closed Won)



Step 3: Evaluate the created Invoice at Xero

If all the details are mapped as expected, your Xero Invoice Automation with Breadwinner was Successful.