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Quotes & Invoices

Self-paced learning
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Learning objectives

  • Adjust branding themes and set payment terms to make invoicing smoother.
  • Create invoices in Xero to keep a record of how sales are tracking. See when customers have viewed and paid an online invoice.
  • Edit and update invoices to ensure all details are correct. Keep invoices accurate whether or not they’ve been paid, and process a refund if necessary.
  • Quotes in Xero provide customers with an organisation’s terms of business, in exchange for goods or services. Use the Quotes dashboard to keep track of upcoming potential work.

Course outline

    Learn how to customise branding themes for quotes and invoices sent from Xero. Use online quotes and invoices to collaborate in real time and use invoice reminders to let customers know what’s outstanding.

Topics covered

  • Invoicing

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