sblive Xero Guide

The aim of this guide is to provide a basic understanding of importing sales/purchases invoices and bank statements in the Xero software.

In order to import sale invoices to Xero, go through Business, Sales overview, and click “Import”.

Download the template file.

• Enter the information from the sales invoices into the relevant columns. • Leave any blank columns and do not change or add headings. The columns you must complete are Contact name and Invoice number. The others are optional but more information will help you to match the bank transaction.

Page 28 of 166

Made with FlippingBook - professional solution for displaying marketing and sales documents online