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Draft a Xero invoice when a project is done
Ops & admin automation · Business data & reporting · checked 2026-10-17
When a ClickUp task moves to Done, a Make scenario creates the invoice in Xero from the task’s client and amount fields, set up to save it as a draft. You review and send it from Xero.
Independent review. IonBin has no partnership with any tool on this page and was not paid for this page. Our evaluation is our own, based on public documentation and our research. Product names are trademarks of their owners and are used for identification only. How disclosure works.
Goal
Invoice the same day work is delivered, without retyping project details.
Connects through: Built-in integration · MCP
Not advice
IonBin provides general information and software comparisons, not tax, legal, accounting or financial advice. Tax and legal rules vary by situation and jurisdiction; consult a qualified professional (CPA, enrolled agent or attorney) before acting.
AI tools can make mistakes. Verify every figure against the original documents and official IRS or state guidance before filing or signing.
Redact Social Security numbers, account numbers and EINs before uploading documents to any AI assistant, and check its data-retention settings. Upload originals only to the filing or signing software.
Confirmed means the vendor documents it (linked). It doesn't mean IonBin has tested it. AI-platform and human steps need no source.
Human approval
You review and send every invoice.
Watch out for
Keep the human approval step: You review and send every invoice.
Starter prompt
Goal: Invoice the same day work is delivered, without retyping project details. Tools involved: Make, Xero. Your part: shows the draft invoice; an ai assistant can check it with list-invoices over mcp. Work step by step, show me each draft or proposed change, and wait for my approval before anything is sent, published, signed, filed or changed in a live system.
Assembled from this page’s goal and steps. Paste it into your AI platform and adjust it to your situation.
Computed from the MCP and API steps only: "Confirmed" needs the tool's docs to name the platform and the platform to support the connection. Browser, upload and human steps work from any platform.
What we checked
Make’s ClickUp app has a Watch Tasks trigger that fires when a task or subtask is created or updated. Add a filter so only a move to Done continues.
Make’s Xero app has Create an Invoice and Update an Invoice modules, plus Watch Invoices. Create an Invoice needs Xero’s accounting transactions, contacts and settings permissions. Make’s page doesn’t show the module’s fields, so run a test task and confirm the invoice lands in Xero as a draft before you rely on it.
Xero MCP (Xero’s local server) can list invoices, so an AI assistant can read back the draft and compare it with the task. Its update-invoice tool only changes draft invoices.
Set it up
Add client and amount custom fields to the ClickUp list you deliver from.
Build the Make scenario: ClickUp Watch Tasks, a filter for Done, then Xero Create an Invoice with the fields mapped.
Test with a sample task and check the draft in Xero.
