Before you start sending invoices or quotes to your clients, you need to get your settings right in Xero. This includes adding your own branding to your invoices and setting up automated reminders that are emailed from Xero to your customers to chase payments. Check out our comprehensive video where we run through all the…
Invoices and receipts may seem similar because they both relate to payments but there’s a critical distinction that business owners and aspiring bookkeepers need to know. This guide will help you learn the difference. What is an Invoice? An invoice is a document a business sends to a customer seeking payment for goods or services….
If you charge customers on a regular basis, you can save time by setting up repeating invoices in Xero instead of creating each invoice from scratch. Check out our video tutorial in which we use Xero’s demo company to create a repeating sales invoice template that will automatically generate invoices whenever they are due to…
Invoicing customers is a critical part of any business. So, having a smooth invoicing process, will be a major stress reliever for you. In this guide, you’ll learn how to set up a new sales invoice in Xero, how to email them to customers and how to attach files. And to help you learn the…
Creating credit notes and applying them against sales invoices in Xero is easy to do in Xero. This may be necessary if you need to effectively “refund” your customer some money after they have paid an invoice. In the video tutorial, we will create and send a credit note for an invoice in Xero’s demo…
Sending a customer a statement that shows their outstanding invoices or invoice history is easy to do in Xero. In this video tutorial, we will use the Demo Company to download a sales invoice statement as a PDF file that can be emailed to the customer. We will also email a statement to the customer…
After you have received a payment on a sales invoice in Xero, you can email a receipt to your customer to let them know their payment has been received. Check out our video tutorial, where we will send a receipt to a customer for a payment that has been received on a sales invoice in…
