HOW TO PRODUCE AN INVOICE IN XERO (3 different ways)
Here’s a step-by-step guide on how to produce a new invoice using three different routes in an invoicing software or platform, but if you prefer a video, please click on the thumbnail below:
Method 1: Using the Plus (Add) Icon Next to the Magnifying Glass:
Navigate to the Dashboard : Log in to your invoicing software or platform and ensure you’re on the dashboard or home screen.
Locate the Plus (Add) Icon : Look for the plus icon typically located near the search or magnifying glass icon. This plus icon usually signifies adding a new item, invoice, or transaction.
Click on the Plus Icon : Click on the plus icon to reveal a dropdown menu or options.
Select “New Invoice” : In the dropdown menu, select the option labeled “New Invoice” or something similar. This action should open a new invoice form or window.
Fill in Invoice Details : Fill in the required fields in the new invoice form. This typically includes the customer’s name, billing address, invoice date, due date, items or services sold, quantities, prices, and any applicable taxes or discounts.
Review and Save : Double-check all details entered in the invoice form for accuracy. Once verified, save the invoice. Some platforms may require you to click on a “Save” or “Submit” button to finalize the invoice creation process.
Send or Print : After saving the invoice, you can choose to either send it directly to the customer via email through the platform or print it out for physical distribution.
Method 2: Using the “Contact” Feature:
Navigate to “Contacts” Section : Go to the “Contacts” section or tab within your invoicing software or platform. This section typically lists all your saved contacts or customers.
Select the Relevant Contact : Locate and select the contact for whom you want to create a new invoice. Click on their name or contact details to proceed.
Find the “Create New Invoice” Option : Look for an option or button labeled “Create New Invoice” or something similar. This option may be located near the contact’s details or within a dropdown menu associated with the contact.
Fill in Invoice Details : Similar to Method 1, fill in the required fields in the new invoice form with relevant details.
Review and Save : Double-check all entered information and save the invoice.
Send or Print : Choose whether to send the invoice via email or print it out for distribution.
Method 3: Using the “Business” or “Invoice” Routes:
Navigate to the “Business” or “Invoice” Section : Go to the section or tab labeled “Business” or “Invoice” within your invoicing software or platform.
Locate the “Create New” Option : Look for an option or button within this section that allows you to create a new invoice. It may be labeled “Create New Invoice” or similar.
Fill in Invoice Details : Again, fill in all required fields in the new invoice form with accurate details.
Review and Save : Double-check the entered information and save the invoice.
Send or Print : Choose your preferred method of sending the invoice to the customer.
These steps should guide you through creating a new invoice using different routes within your invoicing software or platform. The specific labeling and placement of features may vary depending on the software you’re using, but the general process remains similar.
If you fee stuck and you aren’t sure, please get in touch
