About This Course
Do you use Xero for your business and need to learn how to manage and send invoices?
Do you want to keep control of your incoming cash flow by getting on top of sales?
Would you like to run a seamless invoicing process?
Learning how to do all those things and more on your own can be stressful and time-consuming.
But it doesn’t have to be that way. Our Xero Invoicing and Sales Course can help you learn Xero Invoicing in just a few hours!
We cover a wide range of topics, including:
- Invoice branding with your logo
- Payment services such as PayPal and Stripe
- Creating, approving, editing and emailing invoices
- Assigning invoice approvers
- Credit notes
- Customer statements
Enrol in our Xero Invoices and Sales Course today and get your sales process in order.
- Set Up Your Invoicing Process: learn how to correctly set up your invoicing process to ensure speedy approvals and customer payments.
- Own Brand Invoices: find out how to design your own branded invoices to include your logo, customer messaging and payment options.
- Create and Send Quotes: learn how to create quotes, send them to your customers from Xero and create invoices from approved quotes.
- Automatic Reminders: set up automatic reminders to chase overdue invoices to help ensure your cash flow remains healthy.
By the end of this course, you will be able to set up and manage invoices and sales in Xero for your business.
2 hours of videos
Getting Started with Invoices
- Reset the Demo Company
- Invoices Screens Tour
- Create Your First Invoice
- Default Settings
- Payment Services
- Invoice Reminders Settings
- Branding Themes
Invoices and Contacts
- Lesson 1
- Lesson 2
- User Permissions
- Approval Process
- Creating and Emailing
- Accepting and Invoicing
Common Invoicing Tasks
- Emailing Invoices
- Attaching and Emailing Files
- Editing Invoices
- Printing Invoices
- Deleting or Voiding Invoices
- “Copy To” Tool
- Sharing Invoices
Advanced Invoicing Lessons
- Credit Notes
- Repeating Invoices
- Products and Services
- Invoice Reminders
- Reconciling Invoice Payments
- Sending Statements
- Sales Reporting
- Tracking Categories and Invoices
- Thank You
“I am new to xero and was dreading having to use it for our business. This course is exceptional!”
“Very easy to understand takes all the stress out of learning Xero. ABSOLUTELY BRILLIANT, KEPT ME ENGAGED THE WHOLE TIME THANK YOU!!“
“The instructor presented the course clearly and showed relevant examples that help me understand each concept being taught.”