How to record bills in Xero | Oxford Edge

Oxford Edge’s step-by-step guide on how to record bills in Xero.

From the main dashboard page, click the 'Business' and then 'Bills to pay' buttons.

Click 'New Bill'.

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

Enter the invoice as follows:

1. Supplier’s name
2. Invoice date
3. Due date
4. Reference number should match the supplier invoice
5. Enter the details of the invoice (note you must enter a quantity)
6. Attach the invoice received (this should automatically be attached if you send invoices directly to Xero)
7. Make sure this total matches the supplier invoice
8. You can add additional details here – this will not show on the invoice but will stay on Xero as a reference

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 help, give Oxford Edge a call on 03 379 6710.