1. This is the customer you have sent an invoice to. As long as you have created this customer within Contacts then this information will autofill into the Sales invoice. 2. This is the date that is shown on the invoice. 3. This is the date that the invoice is due from the customer. This can be completed by manually typing the date into the box. Alternatively, for example 30 days, you can enter +30 into the box and tab across, this will automatically populate the due date. 4. Enter an invoice number and reference, which can be used to reference specific jobs or instructions. 5. You can attach a copy of the invoice to the Xero system by clicking this button. The Xero wizard will guide you through the process of attaching the electronic file from your computer. 6. Xero is able to process invoices in different currencies. Click the drop down arrow and select the currency which the invoice has been raised in. 7. If you are using the inventory function, you can use the drop down box to select the inventory type. This will then auto fill boxes 8-14. You should be careful to ensure the correct quantity is entered. If you are not using the inventory function then leave this blank. 8. This is the description of the item you have sold. 9. Ensure you enter the quantity sold, even if the quantity is only 1 this box must always have a figure in it for the invoice table to populate. 10. The unit price is the price per item that you have sold to a customer at. 11. The Account is the cost code against which the sale will be posted. If you use tracked inventory this will always be the inventory code. If not then this should be the income code such as sales. 12. The tax rate is automatically populated based on the cost code which is entered. You should not need to edit this. 13. The region box will only appear if you are using the tracking categories. If so you should select the relevant tracked category for the invoice. 14. Xero will automatically calculate the line by line cost based on the quantity and unit price that has been entered. 15. This is the total Sales Invoice cost which will include all items and VAT. 16. If you require additional items on the invoice, you can order more lines in multiples of 1, 5, 10 or 20. 17. Once you are happy that the Sales Invoice on the screen matches the physical invoice you have sent you can “Approve” the invoice. This will then move to the awaiting payment tab until this is reconciled through the bank. This is covered in more detail in Section 4.
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