Creating invoices in Xero | Oxford Edge

A step-by-step instruction guide on how to create invoices in Xero.

From the main dashboard page, click the 'Business' and then 'Invoices' buttons.

Click 'New Invoice'.

From here you can enter in the details on the invoice.

Enter the invoice as follows:

1. Client you are billing
2. Invoice date
3. Due date
4. Invoice number will automatically generate
5. Branding lets you choose the template of the invoice
6. Allows you to attach supporting information for reference, this will not be sent to the client.
7. Enter the details of the invoice (note that a quantity must be entered in)
8. Make sure that this total matches the invoice sent to the client
9. This section lets you add notes for your reference, this will not be displayed on the invoice

Once the above has been entered click ‘Approve’.

When you reconcile your bank account there will be an option to match the payment received with the invoice you created.

If you need some help, call Oxford Edge on 03 379 6710.