Streamline Your Workflow with the Tax Invoice Generator for Customer Support

Tax invoice generator for Customer Support

[Music] invoicing in xero helps you get paid faster you know when customers have seen your invoices and it's easy to chase invoices that are overdue create and send invoices in xero in two simple steps here's how step 1 create your new invoice in the business menu select invoices then click new invoice or from anywhere in xero click the plus icon and select invoice enter the business name either create a new contact or choose from one on the list xero automatically assigns the invoice number and dates check the default due date is correct and change it if you like enter details in the description quantity and price fields be as specific as you can so the customer knows what they're paying for make sure the account and tax rate are correct so xero can categorize the transaction accurately or if you've set up products and services in xero you can choose them in the item menu and xero will populate the fields for you step 2 send the invoice to your customer first preview your invoice to see how it looks for your customer click x to close the preview and make any changes if you need to once you're happy with the invoice click approve and email confirm the customer name and email address and click send xero sends the invoice and marks it as awaiting payment and that's it you've created an invoice and sent it to a customer now you're ready to customize invoices to your specific needs search create an invoice template in the help menu to find out how [Music] you