How to invoice a customer

OVERVIEW
  • Create an invoice for someone to pay you, either in the web version of Xero, or in the iOS or Android app.
  • You can attach files, code items to different accounts and send the invoices to your customers.
  • If you’re using multi-currency, add invoices in other currencies.
  • If you have the Adviser, Standard, Invoice Only –  Approve & Pay or Invoice Only – Sales Only user role, approve the invoice yourself or send it for approval (web or iOS app only).
  1. Either:
    • Click the plus icon  and select Invoice.
    • From a contact, click New then select Sales invoice.
    • From an accepted quote, click Create Invoice.
  1. Enter the name of the customer you’re invoicing. If there’s a previously approved or paid invoice for the contact, you can add the last item lines from that invoice to the new one.

If you’re adding a new customer, entering your contact’s name or full uen number activates the business lookup.

  1. Enter the remaining invoice details. You must enter certain fields if you want to approve the invoice. For example, the Description, Account and Tax Rate

Custom invoice fields aren’t available, but you can add any extra detail into the Description field, leaving all other fields blank.

  1. (Optional) Attach any relevant files to your invoice. Remember to click the file options icon  and select Include with invoice for each file you’re sending to the customer.
  2. Add the items you’re invoicing your customer for. You can drag and drop the item lines to reorder them.
  3. (Optional) Code items to different accounts. For example, code one item to your sales account and others to different revenue accounts.
  4. Save the invoice, send it for approval, or approve it yourself.

If you’ve set your sales or purchases tax defaults as tax inclusive, each item will show as tax exclusive when approved. Xero automatically splits out the tax component for reporting.

  1. (Optional) Click Allocate and assign customer credit to the invoice.

You can only allocate credit if the customer has approved, unallocated credit notes (Awaiting Payment).

  1. (Optional) Click Add Note to enter additional information for the invoice.

Leave a Reply