![]() ![]() ![]() How to Print a Sales Invoice in Xero 1. Print a Sales Invoice from the Main Invoices Screenįrom the main Invoices screen, tick the checkbox for the invoice you want to print and click on the Print button at the top of the list of invoices.Ī pop-up box will appear asking whether you would like to mark the invoice as being sent to the customer. Once the email has been sent and you have returned to the main Invoices screen, you should see that the status of the invoice has changed to Sent. Once you are happy with everything in the pop-up box, press the Send button to finish emailing the sales invoice to your customer. Now, click on the Email button at the top right-hand side of the invoice template.Ī pop-up box will appear with all the details of the email you are going to send. To do this, choose the invoice from the main Invoices screen. The second way to email a sales invoice to a customer is to do it from inside the invoice template. Email a Sales Invoice from Inside the Invoice From here, tick the checkbox for the invoice and click on the Email button at the top of the list of invoices.Ī pop-up box will appear with all the details of the email you are about to send to your customer. If you followed the instructions above, you should be in the main Invoices screen. Email a Sales Invoice from the Main Invoices Screen The two places we will look at in this tutorial are:ġ. There are a few places you can go to email sales invoices to customers in Xero. ![]() Now click on the Awaiting Payment section to see all the sales invoices that have been created but not paid by the customers. To get to the right place in Xero, go to Business → Sales overview from the main menu. These days it is customary to email sales invoices to customers and in Xero, they can be emailed from a few different places. Your file should have moved up to the TO INCLUDE WITH INVOICE section of the pop-up box. Once you have attached your file, click on the cog icon beside the file name and choose Include with Invoice from the drop-down list if you want the file to be emailed to the customer with the invoice. Now you can choose the files you want to attach to the invoice. Go ahead and attach an Excel file, PDF or anything else that Xero will accept. When the pop-up box appears, click on the + Upload files link. To attach files to the invoice, click on the button at the top right-hand side of the invoice screen that looks like a partly folded piece of paper. In Xero, you can do this by attaching the files to the invoice and including them in the email to the client. Sometimes, when you email a sales invoice to a client, you need to send some files with it such as Excel spreadsheets or PDF documents. That’s all you need to do to create a new sales invoice in Xero. If you do not need anyone else to approve your new sales invoices, you can go ahead and approve them yourself by clicking on the Approve button at the bottom right-hand side of the New Invoice screen. If your invoicing process requires you to save new sales invoices as drafts for someone else to approve, click on Save → Save as Draft on the bottom left-hand side of the New Invoice screen. What you choose to do depends on how you run your business. Now that you have created your invoice, you will be able to Save or Approve it. To see what the invoice will look like to the customer, click on the Preview button on the top right-hand side.
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