Streamline Your Cash Sales Invoice Template for Customer Support

Cash sales invoice template for Customer Support

I am now going to show you how to raise sales and voices how to record sales and voices on xero so going back to the customer screen so we can go to customers here or all contacts either all we get a list of our customers and supplies depending on what we selected you can also access your customers and supplies at the top here with these tabs let's say we want to raise an invoice or record an invoice for parskit case if we click on Basket Case we'll be taken to that contacts account to the top left there is a new button sales invoice the sales invoice template will appear we simply just fill in the template from top to bottom click approve the invoice will then be added to the xero accounting software so we have two Basket Case the date of the invoice let's say it's today's date the due date let's say it's due in a week's time the 16th of November the invoice States this is generated automatically by the previous invoice number so the previous invoice was 0045 so this one is 0046 if you change this if I were to change this to one two three four then the next invoice automatically would be one two three five always it goes up by one the invoice reference so whatever reference we want to appear on the invoice this is optional you don't have to put the reference in the currency of the invoice so I'm in the UK so I'm invoicing in pounds but if you do need to raise an invoice or record an invoice in a foreign currency you just enter that currency here then go across and fill in the details some of these things are optional such as item discount percentage and some other columns there'll be a future video going through the more advanced aspects of xero and how to use all these different columns and what they do that will be covered in a future video in a future series just head over to my website and you'll be able to see when that video is completed so let's just do invoice example is going to be one of them for 100 pounds the account here is the nominal account this is the item that appears in the charter accounts as demonstrated in a previous video in this course I've said this a few times now but if you've joined the series here go back and watch from the beginning because this video will make a lot more sense if you've been watching from the beginning the tax rate if there is one once again we can change that if we want and we can add new tax rates and then we add the amount here so once that invoice is done we can save it by clicking here we can also save it as a draft and come back later using the green box here we can approve and the invoice will then be added onto the software once the invoice is approved you can print it you can email it it so you can save it as a PDF or print it off as a hard copy you can attach it to an email if we now go back to contacts and find basket case if I click on basket case you can see we have the invoice up here on their account invoice one two three four hundred pounds with the due date the date and the invoice reference then at the bottom here we have like an activity tab that shows all the activity on the account so when the customer was created the invoices that have been approved Etc at the top here though we have invoices waiting for payment and it's invoice one two three four which also shows at the top of the activity because it's the last thing that I did on this customer's account if I want to now edit that invoice let's say something is wrong with that invoice it needs editing all I need to do is click on the reference here the invoice number invoice1234 here or in the activity either or will be taken back to the original invoice and once we're back to this original invoice we can go to the top right here click on edit will be taken back to the invoice template we can change the amount if that was the error so that's now 150 we can update get invoices now updated enough I go back to basket case we can see it's now 150. doing a sales credit note is exactly the same instead of clicking on new and sales invoice you go to sales credit note sales create notes will appear just like sales invoices it all works the same one's a great note though and one's obviously an invoice