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Experienced Chartered Accountants
JacRox's financial storyteller, Alex simplifies finance intricacies through Xero Accounting.
Latest posts by Alex Hartley (see all)
- How Jack Ross Can Transform Your Business With Xero - 12/04/2024
- Xero Accounting Software – Advanced Xero Features - 20/03/2024
- Why Switch to Xero? - 13/03/2024
How to Create Professional Invoices in Xero Accounting
Introduction: The Importance of Professional Invoicing
Welcome to JacRox, a brand division of Jack Ross Chartered Accountants in Manchester. We are dedicated to offering expert Xero services to a wide variety of clients, from sole traders to large corporations. If you are in need of state-of-the-art cloud accounting software, use the contact form on the right and one of our JacRox team will be in touch to discuss next steps.
In the business landscape, invoicing is an essential aspect that sets the tone for your customer relationships. A professional invoice not only helps you get paid but also reflects the quality and brand of your business. Using Xero accounting software, you can create invoices that are both professional and compliant with UK tax regulations. This guide walks you through the process of creating an invoice in Xero.
Why Choose Xero for Invoicing?
When it comes to accounting software, Xero stands out for its user-friendly interface and robust features. But what makes Xero truly special is its invoicing capabilities. Creating your invoice with Xero saves you time and helps streamline your accounting processes.
Step-by-Step Guide: How to Create an Invoice in Xero
Selecting the ‘New Invoice’ Option
- Log in to Xero Central: After logging in, navigate to the ‘Accounts’ tab and select ‘Sales’ to go to the invoicing section.
- Create New Invoice: Click on the ‘New Invoice’ button to start the invoicing process.
Adding Customer Details
- Select Existing Customer or Add New: You can either start typing to select an existing customer from your contact list or add a new customer’s details manually.
- Contact Name and Delivery Address: Make sure to include the contact name you’ve added and the delivery address.
Itemising the Invoice
- Add Items: Select existing items from your inventory or manually enter details by adding a new line. Input the description, quantity, and price for each item.
- Tax Rate: For each item, you can select the applicable tax rate from a drop-down list, complying with UK tax regulations.
Save as a Draft or Submit for Approval
- Draft and Save: If you are not ready to send the invoice yet, you can save the invoice as a draft. Click ‘Save’ at the bottom of the page.
- Submit for Approval: If the invoice is complete, submit it for approval by clicking the ‘Submit for Approval’ button.
Customising Your Invoice Templates
Xero offers various invoice templates to suit your brand. You can choose a branding theme, add your logo, and even include payment terms to make your invoices with Xero truly professional.
The Approval Process
Before sending out the invoice, it is essential to get approval. Xero allows for an internal approval process, enabling you to double-check the invoice before it goes to the customer.
The Jack Ross Team has been an absolute delight. Professional, nice and fast during the Audit procedure. Thank you Jack Ross Team.
Very good service from the Jack Ross Team. They gave us good advice and completed a very efficient audit. They have a friendly and competent team. I would surely recommend them.
Brilliant service from the Jack Ross team in setting up several companies in very quick time, along with providing associated accountancy advice. Can recommend wholeheartedly as a leading accountancy practice with a can-do attitude.
First class service for many years from a first class team. Highly recommended. Prompt, commercially aware, personable.
Been using Jack Ross for a number of years. Good clear advice and nice people to do business with.
Jack Ross is based in Manchester and provides tax planning and Xero accounts. They are a long-standing and well-regarded firm with an excellent reputation. They provide their clients with exceptional service and a wealth of advice. I have no hesitation in using their professional services.
Jack Ross has been my accountants since I set up my business in 2016. From the outset I was helped with advice, support and encouragement. I cannot commend them highly enough. Always on hand to answer any question and responsive to any changes in the economy which might concern their clients. I don’t have to worry about the financial side of my business as all of that is taken care of and dealt with by Umar and the brilliant team. If you are looking for a top class accountancy firm which maintains the personal touch they are for you!
I would recommend this account, knowledgable and helpful
I can confidently recommend Jack Ross Accountants. They are continually improving their service, greatly benefiting our company as well as me personally. The team at Jack Ross have helped suggest and set up innovative accounting software, adding training and support. This alone has been a massive step towards having more control and understanding of our company finances.
We have enjoyed a solid and constructive relationship with JackRoss and Can highly recommend them for accountancy services.
We have been working with Jack Ross for over two years and the service has been fantastic. They have a great and knowledgable team who have taken good care of us and our accounts.
Meeting to review annual accounts and discuss future plans. Very productive as they definitely talk my language - on reflection probably the best such meeting in recent years. Many thanks Umar and Jamie
Jack Ross has serviced my Personal Tax requirements for the last 5 years. During some complicated challenges their advice was excellent and the customer service second to none and left me with no doubt all was in hand.
Following a recommendation, I have used Jack Ross for all my accounting needs (including payroll) since the inception of my business over 12 years ago. The relationship has been completely hassle free and I greatly value their service, which goes well beyond preparation of accounts. Their tax planning advice has been really helpful and I have always felt that they have ‘got my back’. Can’t recommend them enough.
We have finally found the Accountancy firm that we have been looking for! We switched over to Jack Ross towards the end of last year and from the very first contact to the recent submission of our end of year accounts the service provided has been fantastic and has easily exceeded our expectations. Thank you!
Excellent service; very helpful people and work done much quicker than I expected.
I have used Jack Ross as my accountants for a number of years. Their service is professional and accurate. They deal with queries promptly and I can always get hold of the person I need to speak to. Their digital product has made a big difference to the efficiency of my business. I would not hesitate to recommend them.
Jack Ross have been my family and business accountants and financial advisors for over 50 years. The delivery of services is second to none and i would recommend them to anyone. We have also built up great friendships over the years, above and beyond that of a normal business relationship which i value greatly.
We have been looked after by jack Ross for a number of years. They have given us fantastic tax advise and helped our company grow from strength to strength. A & f
Excellent advice and an understandable explanation of a very complex area of tax and corporate law which other (so called) advisors managed to totally confuse me. Thank you.
I have had a relationship with Jack Ross for several years and continue to be impressed by the proactive support and diligent advice received across the breadth of the firm. Excellent at signposting.
Jack Ross have acted for our law company for over 5 years and have been professional, prompt, and knowledgable in all aspects of our dealing with them.
Advanced Features for Your Invoices
Streamlining Your Invoicing Process
Once you have mastered the basics, Xero offers several features to streamline the invoicing process further. These features can save you time and make your invoices look even more professional.
Advanced Steps: Elevate Your Invoicing Game
Auto-Populated Fields
- Use Auto-Populate: Xero can automatically populate fields based on the customer’s previous transactions, thus saving you time.
PDF Options and Electronic Invoices
- PDF and Electronic Invoices: Before you approve the invoice, you can preview it as a PDF. Xero also allows you to send electronic invoices directly from the accounting software.
Custom Payment Terms and Currency
- Payment Terms: You can include specific payment terms that the customer needs to adhere to.
- Currency: If your customer is international, Xero allows you to create invoices in different currencies, adhering to UK tax regulations.
Invoice Tracking
- Track Sent Invoices: Xero offers features to track the status of sent invoices, from the time they are sent to when they are opened by the customer.
Mobile Capabilities: Invoicing On-the-Go
With the Xero accounting app, you can create invoices on your mobile device. This feature is particularly useful if you are away from your desk and need to send an invoice quickly.
How to Create an Invoice on Xero Mobile
- Navigate to Invoicing: Open the Xero accounting app and navigate to the invoicing section.
- Create New Invoice: Tap on the ‘Create New Invoice’ option and follow the same steps as you would on the desktop version.
- Tap Done: Once you have entered all the details, tap ‘Done’ to save the invoice.
Still Have Questions? Get in Touch with JacRox
This concludes our comprehensive guide on how to create and send professional invoices using Xero accounting software. With its robust features and user-friendly interface, Xero makes invoicing a breeze for businesses in the UK. From basic invoicing to advanced features and mobile capabilities, Xero offers a complete invoicing solution for your business needs.
Ready to elevate your financial management with expert Xero accounting solutions? Fill out the contact form below and a JacRox team member will be in touch to guide you through our cloud accounting services.
JacRox's financial storyteller, Alex simplifies finance intricacies through Xero Accounting.
Latest posts by Alex Hartley (see all)
- How Jack Ross Can Transform Your Business With Xero - 12/04/2024
- Xero Accounting Software – Advanced Xero Features - 20/03/2024
- Why Switch to Xero? - 13/03/2024
Our comprehensive guide outlines how to create an invoice in Xero Accounting, from selecting the ‘New Invoice’ option to adding customer details and itemising the invoice.
Yes, Xero offers various invoice templates, and you can also add your branding elements like logos and payment terms to create professional invoices.
Absolutely, Xero’s accounting app allows you to create and send invoices on-the-go, making it convenient for business owners who are away from their desks.
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