Back to your search

Quotes & Invoices

Self-paced learning
Launch course



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

More courses you might be interested in


Managing security in Xero

Protect your business with a strong defence View course

Web Link - 1 HOUR

40 Migration CREDITS - 3 CPE CREDITS

Xero Migration Certification (Self-Paced)

Successfully moving your new and current clients onto Xero can sometimes become stalled. We've come up with a certification course to prepare you and your practice for accurate and efficient migration of your clients onto Xero. View course

Self-paced learning - 2 HOURS 30 MINUTES

New - 40 Advisor CREDITS - 7 CPE CREDITS

Xero Advisor Certification (self-paced)

Xero Advisor Certification shows you how to use all the core features of Xero to help you advise your clients. From setting up to bank reconciliation, right through to reporting.   View course

Self-paced learning - 7 HOURS

Still not what you're looking for?