Create an Invoice in Xero

Overview

This is the instruction for creating and sending an invoice on behalf of our clients using Xero.

Video Training

Coming soon.

Tools Required

Xero

Procedure

1. Log in to Xero.

2. Choose the correct client from the dropdown menu on the top right, by clicking "Change Organization."

3. The first screen is called the Dashboard. Click the button in the center of the screen that says "New sales invoice." (Alternatively, from the header, click the add icon, then select Invoice. )

4. The cursor will blink in the "To" field. Begin typing the name of the client being invoiced to select an existing contact or to add a new one.

5. You can click on the contact name you’ve selected to view or edit their details.

6. The following fields are filled in automatically:

   1. Date

   2. Due Date

   3. Invoice #

   4. Branding

7. Select the appropriate Item from the drop-down list or leave it blank if no appropriate item exists.

8. Fill in the Description field with details of the item(s) being invoiced.

9. If you select an Item, the Quantity and Unit Price fields will automatically populate. If you do not, please include the appropriate information.

10. Verify that all of the information is accurate.

11. Once you’ve finished entering your invoice, it'll save as a draft.

12. Approve the invoice to mark it as done.

13. Click Send to email a copy of the invoice to your customer.

14. A pop-up will appear with a draft email to the client. Verify the information is correct and click Send again.