Xero Create Invoice Effortlessly with airSlate SignNow

Creating an Invoice in Xero

To create an invoice in Xero, start by logging into your Xero account. Navigate to the "Business" menu and select "Invoices." From there, click on "New Invoice." This will open a blank invoice template where you can enter the necessary details.

Fill in the customer information, including their name and address. You can also select a contact from your existing list. Next, add the items or services you are billing for, specifying the quantity and price. Xero will automatically calculate the total amount for you.

Customizing Your Invoice

Xero allows you to customize your invoice to reflect your brand. You can adjust the layout, add your logo, and choose a color scheme that matches your business identity. To do this, go to "Settings," then "Invoice Settings," where you can select a template and make design adjustments.

Additionally, you can include payment terms and notes for your customers. This personalization helps maintain a professional appearance and enhances customer experience.

Saving and Sending Your Invoice

Once you have completed your invoice, you can save it as a draft or send it directly to your customer. If you choose to send it, Xero provides an option to email the invoice directly from the platform. You can also download it as a PDF for offline use or to send through other channels.

Ensure you review the invoice for accuracy before sending it out. This step is crucial to avoid any discrepancies that could lead to payment delays.

Tracking Invoice Status

Xero enables you to track the status of your invoices easily. After sending an invoice, you can return to the "Invoices" section to see if it has been viewed or paid. This tracking feature helps you manage your accounts receivable effectively.

If an invoice is overdue, you can send a reminder email to your customer directly from Xero, streamlining your follow-up process.

Integrating eSigning with Your Invoices

For businesses that require signatures on invoices, integrating eSigning capabilities can enhance your workflow. With airSlate SignNow, you can prepare your invoices for eSigning, ensuring that all necessary parties can sign digitally and securely. This integration saves time and reduces the need for physical paperwork.

To use this feature, export your invoice from Xero, upload it to airSlate SignNow, and send it for signature. Once signed, you can easily save and share the completed document, maintaining a seamless digital workflow.