Is your cash flow at risk because of a clunky invoicing process?
Do your invoices get stuck in an inefficient approval process? Are late payments not followed up automatically by your invoicing system?
If any of that sounds familiar, then this is the course for you!
What will I learn from this course?
Our complete “Xero Invoicing and Sales” course will teach you everything you need to know about setting up and managing invoices in the world’s fastest growing cloud-based accounting software.
In just a few hours, you will learn everything from setting up and sending invoices, managing customers’ information, reconciling invoice payments and checking reports.
What is the course structure?
** This course uses the Australian version of Xero however most concepts apply in all countries **
We use Xero’s amazing demo company to show you how to set up and manage invoices in Xero for your business.
Because we use the demo company, you can practise your skills in real time as you watch each lesson.
That way, you can learn by doing, as the whole course is one big interactive exercise!
What topics are covered?
We cover a lot of topics on this course, including:
Taking a look at the main sales and invoices screens
How to create your first invoice
How to create repeating invoices
How to set up invoice settings including branding themes with logos and payment services like PayPal and Stripe
How contacts and invoices interact and how you can manage your customer contacts
The invoice approval process and how to set approval permissions for your Xero users
Emailing invoices to clients and attaching files to invoices in Xero and to emails
Credit notes and how to apply them in full or in part to invoices
How to create quotes and how to create an invoice out of a quote after the client approves it
How to reconcile invoice payments in your Xero bank account feed
We also take a tour of the reports Xero offers for sales and invoicing, such as aged receivables
By the end of our course you should have the confidence and know-how to set up and manage sales and invoices in Xero for your business.
So what are you waiting for? Sign up today and get control over your sales and invoicing process in Xero.
See you on the course!
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