Creating and Sending an Invoice in Xero
Alice Mason
42 steps
3 minutes
Xero
1
Click "Business"
2
Click "Invoices"
3
Click "New Invoice"
4
Click the "Contact" field.
5
Type " [[CapsLock]] EMMA"
6
Click here.
7
Click the "Issue date" field.
8
Type "23/02/2025"
9
Click the "Due date" field.
10
Click "In 14 days" or whatever period you prefer
11
Click the "Reference" field.
12
Type "YOGA EVENT"
13
Click the "Inventory item" field. you can add repeating items as service invenotry
14
Click "Create new item"
15
Type "REF"
16
Click the "Name" field. These are the short one to search
17
Fill regular sales price, sales account and correct VAT
18
Type in the DESCRIPTION, which will be showing on the invoice for clients "Refreshment and nibbles"
19
Click "Save"
20
Click the "Inventory item" field.
21
Click "Create new item" the same for room hire or other itmes
22
Click "Zero Rated Income"
23
Click the "Description" field.
24
Click "Save"
25
so when producing new invoice you can go through inventory, type first few letters
26
Type "r"
27
Click "REF"
28
Type " [[tab]] 25 [[tab]]"
29
Click the "Inventory item" field.
30
Type "room"
31
Click "Room"
32
Click "Approve & email"
33
Click here. - if the client is correctly set up it will fill their email and also their name after Hi within the message. you can always set up template of the invoice email.
34
Type "emm"
35
Click here.
36
Type "emma'semail@gmail.com"
37
Click here.
38
Type "Emma"
39
Click here.
40
Click here.
41
Click here. in history you can see what happened to the invoice who changed what, if client viewed and when it was paid.
42
View all the information necessary
Creating and Sending an Invoice in Xero
Alice Mason
42 steps
3 minutes
Xero
1
Click "Business"
2
Click "Invoices"
3
Click "New Invoice"
4
Click the "Contact" field.
5
Type " [[CapsLock]] EMMA"
6
Click here.
7
Click the "Issue date" field.
8
Type "23/02/2025"
9
Click the "Due date" field.
10
Click "In 14 days" or whatever period you prefer
11
Click the "Reference" field.
12
Type "YOGA EVENT"
13
Click the "Inventory item" field. you can add repeating items as service invenotry
14
Click "Create new item"
15
Type "REF"
16
Click the "Name" field. These are the short one to search
17
Fill regular sales price, sales account and correct VAT
18
Type in the DESCRIPTION, which will be showing on the invoice for clients "Refreshment and nibbles"
19
Click "Save"
20
Click the "Inventory item" field.
21
Click "Create new item" the same for room hire or other itmes
22
Click "Zero Rated Income"
23
Click the "Description" field.
24
Click "Save"
25
so when producing new invoice you can go through inventory, type first few letters
26
Type "r"
27
Click "REF"
28
Type " [[tab]] 25 [[tab]]"
29
Click the "Inventory item" field.
30
Type "room"
31
Click "Room"
32
Click "Approve & email"
33
Click here. - if the client is correctly set up it will fill their email and also their name after Hi within the message. you can always set up template of the invoice email.
34
Type "emm"
35
Click here.
36
Type "emma'semail@gmail.com"
37
Click here.
38
Type "Emma"
39
Click here.
40
Click here.
41
Click here. in history you can see what happened to the invoice who changed what, if client viewed and when it was paid.
42
View all the information necessary
