Xero Invoices and Sales - The Complete Training Course

Become an invoices and sales expert in Xero for your business and make sure your customers pay you on time everytime

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Xero Invoices and Sales - The Complete Training Course


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!

What You Will Learn!

  • Learn how to set up an efficient sales and invoicing process for your business
  • See how to create, edit, approve, email, print or void invoices for your sales
  • Find out how to create invoice templates with your company’s logo and branding
  • Learn how to automatically follow up late invoices and easily reconcile payments

Who Should Attend!

  • Bookkeepers and accountants who use Xero for their clients
  • Business owners who use Xero for their business



  • Bookkeeping
  • Xero






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