How to create invoice in xero

 Using invoice templates in Xero

You can personalise your invoices, quotes, customer credit notes, customer statements, and purchase orders display using templates in Xero.

You can add multiple invoice templates to use in different situations, such as different payment terms or different logos. There’s no limit to the number of templates you can add and personlise. 

You can Create/copy/edit/preview an invoice template

Create an Invoice Template

Click the organisation name, select Settings, then click Invoice settings

Click New Branding Theme

Enter a name to help identify the theme

Adjust the options as needed to customise your invoice's appearance or to show additional fields. You can also enter your contact details and invoice or quote terms.

Click Save.

Copy an invoice template

Click the organisation name, select Settings, then click Invoice settings.

Find the template you want to copy, click Options, and then select Copy.

Enter a name for your new template.

Click Save.

Edit an invoice template

Make changes to an existing invoice template. You can update your contact details, invoice terms or payments details.

Click the organisation name, select Settings, then click Invoice settings.

Find the template you want to edit, click Options, and then select Edit.

Make your changes, then click Save.

Preview an invoice template

To preview your invoice template: 

Click the organisation name, select Settings, then click Invoice settings.

Find the template you want to preview, click Options, and then select Preview.

To see how the invoice template will look with real information:

Create an invoice, then enter relevant details.

Under Branding theme, select the name of the template. 

To view the invoice in new invoicing, click the arrow next to Send and select Print PDF. If you're viewing in classic invoicing, click Preview.

Contact iKeep Bookkeeping today for a free consultation and see if accounting software is right for your business.

Comments

Post a Comment

Popular posts from this blog

It’s 2024 fringe benefits tax (FBT) time!

  As the 2024 fringe benefits tax (FBT) period approaches, it’s essential to note key dates and obligations. Employers who have provided fringe benefits to their employees or their associates between April 1, 2023, and March 31, 2024, are required to lodge and pay their 2024 FBT returns promptly.  Notable dates to remember include: The conclusion of the 2024 FBT year on March 31, 2024. The deadline for lodging FBT returns and settling any outstanding liabilities to avoid penalties and interest is May 21. For electronic lodgments through tax practitioners, the due date for lodging and payment is June 25. Employers new to lodging with a tax practitioner must ensure inclusion on their FBT client list by May 21 to be eligible for the June lodgment and payment timeline. Even if no FBT return is necessary, registered employers must inform the Australian Taxation crucial, the ATO recognizes exceptional circumstances and encourages proactive communication for those experie...
Read more

Managing Cashflow for Small Business

  Any business owner will tell you that managing business cashflow can be a real juggling act. Cashflow is one of the most common problems that cause business owners to lose sleep. Gaining control of your small business’ cashflow will go a long way to improving your peace of mind and reducing stress. So  how Can a Business Improve its Cashflow ? Identify Identifying certain triggers in particular sales and payments will make a significant difference to cashflow management. Analysing outgoing payments and noting when they regularly occur will go a long way to ensure strong cashflow. Some of the key areas to consider are: Payroll for staff Supplier payment terms and conditions Australian Tax Office Utilities Finance including bank fees and loans Rent Payment to suppliers Customer payments including refund policies There are number of business costs that must be accounted for to help create better cashflow management for your small business. Becoming aw...
Read more

Federal Court Decision on Employer’s Failure to Pay Annual Leave Entitlements

  The Federal Court of Australia recently ruled on a case involving an employer’s failure to pay a worker’s accrued annual leave entitlements upon termination, underscoring the importance of compliance with the Fair Work Act 2009 (Cth) and the severe repercussions of non-compliance. Case Background The case focused on the worker’s claims that the employer had dismissed him for exercising his “workplace rights,” imposed unreasonable working hours, and failed to pay his accrued entitlements upon termination. The court found the employer in breach of section 90(2) of the Fair Work Act for not paying the worker the amount equivalent to his accrued but untaken annual leave when his employment ended on December 9, 2021. The owed amount of $8,022.82 was paid only on March 30, 2022, nearly three months after the termination. Seriousness of Breaching the NES The court emphasized the seriousness of breaching the National Employment Standards (NES), stating that “any breach of the NES...
Read more