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.
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.