Part one of our invoicing series will help business owners with day to day invoicing in XERO.

Interested in attending? Have a suggestion about running this event near you?
Register your interest now

Description

We will cover the basic functions of how to enter invoices and how those invoices interact with the bank reconciliation. Attendees will get to have a go at creating invoices and dealing with the different scenarios when reconciling invoices with bank transactions.

Outcomes

You will come away from this session being able to:

  • Know how to set up invoice and email templates
  • Competent in how to enter a sales and purchase invoice
  • Ability to reconcile invoices with bank transactions whether full payment of part payment received
  • Deal with over-payments or prepayments of invoices
  • Know how to send invoices out of XERO
  • Ability to set up automatic reminders on overdue invoices

Materials

Laptops provided, alternatively you can bring your own if preferred.