Steps for successful invoicing
Invoicing doesn’t need to be a dreaded task. These steps will help you create and send great invoices, and get your invoicing process running smoothly.
- What is an invoice?
What exactly is an invoice? What does it do and what are the core building blocks that make one? Let’s take a look.
- How to make an invoice that's taken seriously
You’ve done the work; now it’s payment time. Let’s walk through the process of making an invoice.
- How to send an invoice
How you send invoices can have a big impact on how quickly you’re paid. Let’s look at some of the basics.
- Accepting payments
The easier you make it for customers, the faster you’ll get paid. We’ll show you the options for accepting payments.
- Sending payment requests
Following up on late payments is a job nobody likes, but it’s critical to business health. Let’s look at how to do it.
- How to improve your invoicing process
Check out our tips for making the invoicing process simpler so it takes up less time and the money flows in sooner.
- Invoicing checklists
Whether choosing invoicing software, getting paid fast, or avoiding mistakes, these checklists will keep you on track.
- Tools and guides for your business
Running a business takes a lot of hard work. Xero’s got resources and solutions to help.
Download our invoicing survival guide
Learn how to create and send invoices that get opened, understood, and paid. Fill out the form to receive our invoicing guide as a PDF.
Invoicing situations to avoid
Here are a few common invoicing problems that businesses can have. Read our guide to find out how you can avoid them.
- Unclear invoice payment terms
- Forgetting to send a customer an invoice
- Spending all day chasing late payments
- Not offering customers alternate payment options
Handy resources for small businesses
Invoicing is a key part of running a successful small business. You might also find these other resources helpful.
Take the hassle out of creating professional invoices with our easy-to-use free template.
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