Xero invoices in a live spreadsheet
Add the Invoices table to a sheet as a data source named invoices and its 25 columns become names your formulas, pivot tables and charts use. Sheets reads it from your Xero organisation each time the sheet opens or refreshes.
Formulas on this table
=data.invoices.sum(subtotal) Total subtotal. Adds up the Subtotal column over every row of Invoices.
=data.invoices.sum(subtotal, contact, A2) Subtotal per contact. With a contact in A2, the total for that one. Fill it down next to a list of them.
=list.invoices(contact) Every contact, once. Spills the distinct contact values down the column: the row labels for the formula above.
=data.invoices.sum(subtotal, date, ">=2026-01-01") Since a date. Only rows whose Date is on or after 1 January 2026. Criteria such as ">=", "<" and "<>" work as in any spreadsheet.
=data.invoices.count(id, contact, "<>") Rows with a contact. Counts the rows whose Contact is not empty.
=data.invoices.avg(tax) Average tax. avg, min, max, count, countd (distinct) and first work the same way as sum.
Reports that use it
=data.invoices.sum(amount_due_base_currency, ageing, A2) Receivables ageing. Open invoices in the buckets accountants use (Current, 1-30, 31-60, 61-90, Over 90), in your base currency. Put a bucket name in A2.
=data.invoices.sum(amount_due_base_currency, payment_status, "Overdue") Overdue invoices. Amount overdue, converted to the base currency with each invoice's own rate.
Columns
| Column | In formulas | Type |
|---|---|---|
| ID | id | Text |
| Invoice no. | invoice_no | Text |
| Reference | reference | Text |
| Date | date | Date |
| Due date | due_date | Date |
| Contact | contact | Text |
| Contact ID | contact_id | Text |
| Subtotal | subtotal | Number |
| Tax | tax | Number |
| Total | total | Number |
| Amount due | amount_due | Number |
| Amount paid | amount_paid | Number |
| Amount credited | amount_credited | Number |
| Total (base currency) | total_base_currency | Number |
| Amount due (base currency) | amount_due_base_currency | Number |
| Payment status | payment_status | Text |
| Days overdue | days_overdue | Whole number |
| Ageing | ageing | Text |
| Status | status | Text |
| Currency | currency | Text |
| Currency rate | currency_rate | Number |
| Paid on | paid_on | Date |
| Amounts are | amounts_are | Text |
| Sent | sent | Yes / no |
| Updated at | updated_at | Date and time |
Other sales tables
Your invoices, live
Invoices, bills, bank transactions and your monthly profit and loss become tables that formulas, pivots and charts read directly, in your base currency.