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How to create an invoice in Xero
Aaron Podolny
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2 minutes
Xero
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Start by logging into the Xero dashboard.
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Click the "Business" menu.
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Then click "Invoices"
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Click here:
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Type the name of the recipient and enter details if it's your first time sending them an invoice.
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Click here:
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Xero can auto-generate an invoice number.
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Choose an issue date.
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Choose a due date.
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Add the line items.
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You can edit the message as you'd like.
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Choose whether you'd like a copy and whether a PDF should be attached.
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Your invoice has been sent and set to "Awaiting Payment."
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