Xero Sales & Purchases

Xero Sales

This Xero Sales Course is aimed at users who would like to be able to create sales invoices, allocate customer payments and manage your debtors.  You will learn great insight and tips on how to utilise Xero which will benefit your time and productivity.

  • Learn how to edit the Standard Invoice Template
  • Learn how to create a New Invoice Template
  • Learn about the Default Settings
  • Sales Dashboard Overview
  • Viewing Contact Details
  • Adding Contact Notes
  • Create a New Invoice
  • Learn about the Draft and Approval Options
  • Add Notes to your Invoices
  • Creating Credit Notes
  • Creating a New Repeating Invoice
  • Using Repeating Invoices
  • Importing Sales Invoices
  • Email Settings
  • Emailing Individual Invoices
  • Printing Individual Invoices
  • Emailing Batch Invoices
  • Printing Batch Invoices
  • Email Settings
  • Activity Statements
  • Outstanding Statements
  • Email/Print Individual Statements
  • Email/Print Batch Statements
  • Allocating Payments by the Bank Reconciliation
  • Part Payments
  • Cash/Cheque Payments

Xero Purchasing

This Xero Purchases Course is aimed at users who would like to be able to create supplier (purchases) invoices, allocate supplier payments and manage your creditors (payables).  You will learn great insight and tips on how to utilise Xero which will benefit your time and productivity.

  • Purchases Dashboard Overview
  • Viewing Contact Details
  • Adding Contact Notes
  • Creating a New Bill
  • Attach a File
  • Options for Draft and Approving
  • Adding Notes to your Bills
  • Learn how to enter a Credit Note
  • Creating a New Repeating Bill
  • Use a Repeating Bill
  • Import Supplier Bills
  • Making Batch Payments
  • Scheduling Payments
  • Allocating a Payment from a Bank Reconciliation
  • Making Part Payments
  • Email Settings
  • Emailing Remittance Advices
  • Entering an Expense Claim
  • Authorising Expense Claims
  • Paying Expense Claims

ASK US HOW TO GET STARTED