How to produce invoices in Xero

How to produce invoices in Xero
Xero - How to produce invoices

This is the step by step process of how to produce invoices in Xero.

First you’ll want to select 'Accounts' – then 'Sales' in order to get to the Sales Dashboard.

The first step in creating invoices in Xero

At a glance, you can see how much money you are expecting to come in and who owes you the most money.

Now from the menu click the arrow or dropdown besides '+New'

The second step to creating invoices in Xero

Then select 'Invoice'.

The third step in creating invoices in Xero

Then type in the name of the contact you are wanting to send an invoice too.

The forth step in creating invoices in Xero

Enter the invoice date (which will usually be today’s date) and the due date of the invoice.

The invoice number will automatically be there, it's best practice that they are sequentially numbered; so Xero just counts that for you.

The fith step in creating invoices in Xero

Then type in a description – this will appear on the invoice to your client.

The sixth step in creating invoices in Xero

Select the 'Xero account' that the invoice relates too (you may only have one Xero account for sales – and that is ok!)

The seventh step in creating invoices in Xero

You’ll next need to enter the quantity and amount.

If you are invoicing services on a flat fee (not hourly) then you’ll just want to enter “1” in the quantity and put the invoice amount into the amount column.

If you are invoicing hourly, you can enter your hourly rate in the amount column and have the quantity as the number of hours invoiced if you wish.

The eigth step in creating invoices in Xero

You can now either save as a draft or approve and send out the invoice

To save as a draft:

The tenth step in creating invoices in Xero

Or select the big green approve button to finalise the invoice – at this point it is not being sent to your customer, it is just being entered into the system

The 11th step in creating invoices in Xero

To then send it out to your client, click on email.

the 12th step in creating invoices in Xero

You’ll then get a pop up box where you can customise the email that will go to your client.

The final step to creating invoices in Xero

That is how we prepare and email an invoice from Xero.