How to create invoice in xero - PowerPoint PPT Presentation

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Title:

How to create invoice in xero

Description:

You can personalise your invoices, quotes, customer credit notes, customer statements, and purchase orders display using templates in Xero. – PowerPoint PPT presentation

Number of Views:5
Updated: 7 June 2022
Slides: 8
Provided by: ikeepbookkeeping
Category: Other
Tags: xero

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Title: How to create invoice in xero


1
How to create invoice in xero
2
  • Using invoice templates in Xero
  • You can personalise your invoices, quotes,
    customer credit notes, customer statements, and
    purchase orders display using templates in Xero.
  • You can add multiple invoice templates to use in
    different situations, such as different payment
    terms or different logos. Theres no limit to the
    number of templates you can add and personlise. 
  • You can Create/copy/edit/preview an invoice
    template
  • Create an Invoice Template

3
  • Click the organisation name, select Settings,
    then click Invoice settings
  • Click New Branding Theme
  • Enter a name to help identify the theme
  • Adjust the options as needed to customise your
    invoice's appearance or to show additional
    fields. You can also enter your contact details
    and invoice or quote terms.
  • Click Save.
  • Copy an invoice template

4
  • Click the organisation name, select Settings,
    then click Invoice settings.
  • Find the template you want to copy,
    click Options, and then select Copy.
  • Enter a name for your new template.
  • Click Save.
  • Edit an invoice template
  • Make changes to an existing invoice template. You
    can update your contact details, invoice terms or
    payments details.

5
  • Click the organisation name, select Settings,
    then click Invoice settings.
  • Find the template you want to edit,
    click Options, and then select Edit.
  • Make your changes, then click Save.
  • Preview an invoice template
  • To preview your invoice template 
  • Click the organisation name, select Settings,
    then click Invoice settings.

6
  • Find the template you want to preview,
    click Options, and then select Preview.
  • To see how the invoice template will look with
    real information
  • Create an invoice, then enter relevant details.
  • Under Branding theme, select the name of the
    template. 
  • To view the invoice in new invoicing, click the
    arrow next to Send and select Print PDF. If
    you're viewing in classic invoicing,
    click Preview.

7
  • Contact iKeep Bookkeeping today for a free
    consultation and see if accounting software is
    right for your business.
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