XERO Invoicing - Beginners
Beginner invoicing will help business owners with the day to day invoicing tasks in XERO. The next step in improving your bookkeeping skills through this great software.
1 September2 hours, 09:30 AM - 11:30 AM
2 November2 hours, 09:30 AM - 11:30 AM
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.