There's not much you can't do with Xero. Create invoices, invoice reminders, and even pair with online payment providers like Square. Here we help you master its power and more.
Get paid faster
Setting up invoice reminders
Save your clients hours chasing overdue payments by setting up customised automatic invoice reminders. Learn more with the Xero help centre guide.
Payment services in Xero
Add a payment service so your clients get paid sooner and stay cashflow positive. Need more info? Check out our step-by-step help centre guide.
Using online payment gateways
Online payment gateways are a great way to get your invoices paid faster. And adding them is easy. Here's five reasons why you need to add an option to 'pay now'.
Notifications in Xero
Notifications help your client stay on top of what's new, what's important and what they need to know or learn. Learn more with our help centre guide.
Email settings in Xero
Let your client personalise the emails they send from Xero by changing their email settings. Find out more with our step by step guide.
Search in Xero
Your clients can Xero in on exactly what they need with search in Xero. Learn short cuts to take you straight to bills or contacts with our help centre guide.
Xero mobile for iOS
The Xero iPhone app puts your clients business at their fingertips anytime, anywhere. See what else you can do with the Xero for iOS app here.
Xero mobile for Android
The Xero Android app helps your clients stay on top of their business on the go. See what else you can do with the Xero for Android app here.
Create beautiful reports
The Xero dashboard
Let your clients find out how their business is going with a simple glance. Learn more about Xero dashboard by reading our help centre guide.
Reporting in Xero
At the click of a button, your clients can prepare and share interactive reports and budgets. Find out more by using our help centre guide.
Beautiful business reports
Small business owners sometimes miss the important details in your accounting reports. That is, unless, you convert the findings into graphs and charts. Here’s an easy way to do it.
Tailor smart financial reports for your clients to help them analyse their data and expand upon what a basic report can offer.
2 Advisor credits
Creating a management report
Learn how to create and customise reports that provide detailed client management information.
2 Advisor Credits
Applying a management report
Already created your management report template? Learn how to apply it to different clients here.
2 Advisor Credits
Secure your data
Assurance dashboard in Xero
Help your client check the accuracy and integrity of their financial data with the assurance dashboard. For more info, check out our help centre guide.
Passwords in Xero
Protect your client’s data by teaching them to manage their passwords with some simple principles.
3 Advisor Credits
Protect your client from phishing scams by browsing our security noticeboard. If you’re unsure about any email you’ve received, you can check there to make sure it’s legitimate.