Create & Send Invoices

Create and send invoices with Xero, with its intuitive interface, you can quickly generate professional-looking invoices tailored to your business. Simply navigate to the invoicing section and select "New Invoice." From there, you can input customer details, add line items with descriptions and pricing, and set payment terms. You also have the option to customize your invoices with your logo and brand colors, ensuring a consistent representation of your business.

Once your invoice is ready, Xero allows you to send it directly to your customers via email with just a click.

 

Watch this video, here we learn how to set your contacts up:

 

Making sure your business is set up in Xero correctly before using it is crucial to ensure accurate and reliable financial information, which allows you to understand how your business is doing and make smart choices.

 
 
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Set up Tracking Categories