How do I create a sales order in Xero?
If you are a business owner or accountant, you may want to know how to create a sales order in Xero in order to keep track of customer orders and ensure that all sales are properly recorded in your accounting system. This information can be used to generate invoices, track payments, and manage inventory. Knowing how to create a sales order in Xero can help you streamline your accounting processes and ensure that your business is running smoothly.
Grace Everwood
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11 steps
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23 seconds
Xero
1
Go to [https://www.xero.com/](https://www.xero.com/)
2
Click the "Sales" tab in the left-hand menu.
3
Click the "New" button in the top right corner.
4
Select "Sales Order" from the drop-down menu.
5
Enter the customer's name in the "Customer" field.
6
Enter the date of the order in the "Date" field.
7
Enter the order number in the "Order Number" field.
8
Enter the item details in the "Items" section.
9
Enter the shipping details in the "Shipping" section.
10
Enter the payment details in the "Payment" section.
11
Click the "Save" button in the top right corner.