Xero Invoices - How to Create and Send a Customer Invoice

Xero Invoices - How to Create and Send a Customer Invoice - Classic Invoicing Screen

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Күн бұрын

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In this video you will learn how to create an invoice in Xero and send it to your customer using the classic invoicing screen.
Timestamps:
00:00 Xero - How to Create and Send a Customer Invoice - Classic Invoicing Screen
00:44 Creating a new invoice
05:31 Attaching files to an invoice
11:17 Choosing: Tax Inclusive, Tax Exclusive or No Tax
12:29 Adding Products and Services items to invoices
14:44 Previewing an invoice
15:17 Adding lines to an invoice
15:44 Saving a draft invoice
16:45 Approving an invoice
17:30 Printing an invoice
18:02 Emailing an invoice

Пікірлер: 25

@KushanRandima 2 жыл бұрын

Thanks a lot for making this quality video. It is very important for a beginner like me.

@dennyzhao1311 Жыл бұрын

thank you! this is very helpful

@TheBookkeepingChannel Жыл бұрын

You're welcome!

@EitanShwartz-ed6fu Жыл бұрын

Great video, thank you mate!

@TheBookkeepingChannel Жыл бұрын

My pleasure!

@saurabhkale6055 2 жыл бұрын

Never seen like this good explanation thanks a lot🙂

@TheBookkeepingChannel 2 жыл бұрын

Most welcome 😊

@ShaziaQadir Жыл бұрын

very informative video, thank you so much

@TheBookkeepingChannel 11 ай бұрын

You're welcome

@asiricocta7615 10 ай бұрын

Hello Mark, Thank you for sharing these videos, They are really help full. I got one question, how can we add a date column into the invoice? I am struggling to do this. Could you please help me?

@roywickramanayake6817 2 жыл бұрын

Hi, Great explanation thanks. Would you know how to apply a deposit to an invoice at the time of drafting the invoice? many thanks

@TheBookkeepingChannel 2 жыл бұрын

If you've already received a deposit you can reconcile it as a part-payment from your bank feed. It will show up on the invoice as a part payment and the balance will be outstanding to pay.

@annawu6497 2 жыл бұрын

Hi thank you for the detailed demonstration. I have noticed there is no bank information on invoice when preview it. As I am new to use Xero, could you please where to setup my bank info to show on invoice. Thank you

@SunblaKhan-lk6ol 7 ай бұрын

Hey! Thanks for the information, I have a question. Does Xero offer a recurring option just like InvoiceBerry?

@TheBookkeepingChannel 2 жыл бұрын

@XeroTipsandTricks Жыл бұрын

Pin your comments like this to the top so people will see it.

@sunandanbarua123 2 жыл бұрын

Hi, is there any option on Xero where approving an invoice automatically sends an email to the customer? Or do I have to approve it first and then email it?

@TheBookkeepingChannel Жыл бұрын

I don't think you can set up Xero that way on its own. External software like Zapier can be set up so that it triggers invoices to automatically email out to the customers.

@lotus550 Жыл бұрын

Is there a video that details how to set up multiple invoices for one contract. I might have a client and the contract is for 50 K, I want to create all the invoices for 5 payments over 5 months one for the initial deposit of 15000 and then the next 4 for 8750 equal payments.