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

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  • 15 July
    2 hours, 03:30 PM - 05:30 PM
    Blenheim
    Laura Murphy, Sammi Parkes
    • $175.00 excl. GST
    Register10 places remaining
  • 14 September
    2 hours, 03:30 PM - 05:30 PM
    Blenheim
    Sammi Parkes, Laura Murphy
    • $175.00 excl. GST
    Register10 places remaining
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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.

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