XERO Invoicing - Beginners
Part one of our invoicing series will help business owners with day to day invoicing in XERO.
4 March2 hours, 03:30 PM - 05:30 PM
3 June2 hours, 03:30 PM - 05:30 PM
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.
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
Laptops provided, alternatively you can bring your own if preferred.