How to create an invoice in Xero | Scribe

    How to create an invoice in Xero

    • |
    • 20 steps |
    • 2 minutes
    1
    Start by logging into the Xero dashboard.
    2
    Click the "Business" menu.
    3
    Then click "Invoices"
    4
    Click here:
    5
    Click here:
    6
    Type the name of the recipient and enter details if it's your first time sending them an invoice.
    7
    Click here:
    8
    Xero can auto-generate an invoice number.
    9
    Choose an issue date.
    10
    Click here:
    11
    Choose a due date.
    12
    Click here:
    13
    Add the line items.
    14
    Click here:
    15
    Click here:
    16
    Click here:
    17
    You can edit the message as you'd like.
    18
    Choose whether you'd like a copy and whether a PDF should be attached.
    19
    Click here:
    20
    Your invoice has been sent and set to "Awaiting Payment."