*NEW* Operating Procedure Available

Create a Repeating Invoice in Xero

Overview

Video Training

Overview

This is the instruction for creating and sending a repeating invoice for Growth Group's services using Xero.

Video Training

Coming soon.

Tools Required

Xero

Procedure

Part 1

Log in to Xero using the admin@growthgroup.com account.
In the header menu, select "Business," then "Invoices."
To the right of the "New Invoices" button, click the down arrow and select "New Repeating Invoice."

Part 2

Edit the details of the repeating invoice as follows:

Repeat this transaction every: "1 Month(s)"
Invoice Date: Select the last day of the month
Due Date: "Due '1' of the following month
End Date: Blank
Once complete, you will select the radial button for "Approve for Sending."

Item: "Monthly Accounting Services"
Description: "Monthly Accounting Services," unless otherwise stated
Quantity: "1.00"
Unit Price: This price will vary. Please see the engagement letter for the client.
Account: "400 - S ales"
Tax Rate: This should automatically populate as "Tax Exempt (0%)."
Amount USD: This value will populate once the Unit Price is entered.

Part 3

To send the invoice to a client, add their contact information to the "Invoice to" block and click "Save." An email template will pop up as shown below.

Enter the primary contact email from the client's contact card.
Confirm the contact information is correct.
Select "include PDF attachment," "Mark as sent," and click "Done."

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