Xero – How to Set Up Invoice and Quote Settings

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 payment.

This video uses the demo company in the Australian version of Xero, however most of the information applies to all country’s versions of Xero, so you can go ahead and watch no matter which version you are using.

Disclaimer: Our articles and videos are here to inform you and the information provided does not constitute financial, taxation, legal, business or other professional advice and should not be relied upon as such. See our full disclaimer here.

Similar Posts