Learn how to create professional invoices in Xero Accounting. Discover...
JacRox are Xero Gold Partners
Experienced Chartered Accountants
Xero Training: Entering Sales Invoices
Introduction To Xero and Invoice Management
Overview: The Importance Of Sales Invoices In Business Accounting
Dashboard: Your Starting Point In Xero
Classic Invoices vs. New Invoices In Xero
Xero offers two types of invoicing – Classic Invoicing and New Invoicing.
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.
Review and approve
Recurring Invoices: Save Time and Effort
Contact us: Still got questions?
Accounting and Reconciliation: Connecting the Dots
VAT: Understanding the Tax Implications
Mobile App: Invoicing On the Go
Customisation: Make the Invoice Your Own
Conclusion: Getting the Most Out Of Your Xero Training
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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