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Xero Training: Entering Sales Invoices

A woman is at a desk with two monitors, engaging in Xero Training by entering sales invoices.
Xero helps you enter sales invoices

Introduction To Xero and Invoice Management

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.

 
Welcome to this comprehensive Xero training guide focusing on entering sales invoices. Creating and managing invoices is vital to bookkeeping and accounting for any business. In this guide, we will show you how to create an invoice for your customers, track it and ensure it meets your financial accounting requirements.
 

Overview: The Importance Of Sales Invoices In Business Accounting

Sales invoices are essential for both tracking revenue and maintaining strong customer relationships. They serve as a transaction record and are essential for accounting and reconciliation in the financial statements. In this tutorial, we will explore how Xero, a leading accounting software, can streamline your invoicing process.
 

Dashboard: Your Starting Point In Xero

The Xero Dashboard is your control centre for all your accounting and bookkeeping tasks. It provides a snapshot of your financials and quick links to various functions, including creating a new invoice.

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Classic Invoices vs. New Invoices In Xero

Xero offers two types of invoicing – Classic Invoicing and New Invoicing.

Classic Invoicing

The classic invoicing functionality is robust and offers a wide range of features for customised invoicing.

New Invoicing

Xero’s new invoicing screen is more intuitive and allows faster data entry. It automatically saves every few seconds, so you do not have to worry about losing data.

Step-By-Step Guide: How To Create An Invoice In Xero

Select the ‘New Invoice’ option

 
  • Navigate to the Xero Dashboard.
  • Click on the ‘Invoice’ icon and select ‘New Invoice’.
 

Enter the invoice details

 
  • Start typing the customer’s name in the ‘Contact’ field. Xero will suggest existing contacts; you can click the contact name to populate the details automatically.
  • Enter the ‘Invoice date’ and ‘Due date’.
  • In the ‘Line Items’ section, enter the product or service details, quantity and price.
  • Add any applicable VAT or tax rate.
 

Attach supporting documents.

 
You can attach PDFs or other files to your invoice. This is particularly useful for providing additional transaction details or proof of service.
 

Review and approve

 
Before sending, review the invoice details and click ‘Approve’ to finalise the invoice.

Recurring Invoices: Save Time and Effort

 
Xero also allows you to create recurring invoices, saving significant time for businesses with regular invoicing cycles.
 

Contact us: Still got questions?

 
If you still have questions after reading this tutorial, do not hesitate to contact us. We are here to help you get to grips with all things Xero and love using it as much as we do!
 

Accounting and Reconciliation: Connecting the Dots

 
Once the invoice has been sent and payment received, it is reflected in your Xero account.
 

 VAT: Understanding the Tax Implications

 
VAT or other taxes should be included in the invoice according to your country’s tax laws. Xero has features to calculate these, making compliance easier automatically.
 

Mobile App: Invoicing On the Go

 
Xero’s mobile app allows you to create and send invoices. This feature is handy for business owners, often away from their desktops.
 

Customisation: Make the Invoice Your Own

 
Xero offers a range of customisation options, including adding a discount or reference, changing the layout and branding the invoice according to your company’s needs.
 

Conclusion: Getting the Most Out Of Your Xero Training

 
Any business owner must understand how to use Xero for invoicing effectively. With this comprehensive guide, you should be well on your way to becoming proficient at creating sales invoices in Xero. If you are new to the software, consider further training or consultation with a Xero consultant to maximise your experience.
Thank you for reading, and we hope you found this page helpful. While we strive for accuracy, it is always a good idea to consult your accountant or bookkeeper to ensure you follow best practices for your specific business needs.
 
This guide is designed to be a comprehensive training resource. Whether you are new to Xero or want to improve your skills, we want to help you get the most out of this powerful accounting software. Happy invoicing!
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Once you have created your invoice, you can consider any further action that needs to be taken, such as entering a new PO number or adding additional information to the transaction. You can also switch to a new invoicing system if one is available.

Yes, you can switch from New Billing to Classic Billing anytime. To do this manually, go to your organisation’s settings and click on Accounts > Sales > Invoicing settings.

Yes, when you create your invoice, you can enter multiple line items if required. This allows you to quickly enter a new item or a copy of the previous item to speed up the creation of multiple invoices.

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Speak to a Xero Expert Today!

Take advantage of harnessing the full potential of Xero for your business. Whether you're a start-up, a thriving SME, or a larger enterprise, our Xero-certified accountants are ready to guide you through every step. Please fill out the form below, and let's begin your financial transformation.

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