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 payments.

Check out our comprehensive video where we run through all the things you need to set up in Xero before you start sending quotes and invoices to your customers.

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.

If you would like to learn more about Xero, check out our comprehensive Xero Courses and our YouTube channel.

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