Flexible Invoicing
Get a single view of where your money is coming from and when. With Xero you can create, send, receive and report on your invoices all from one place.
- Setup repeating invoices for regular customers
- Add your logo to personalise your invoices
- Send invoices directly to your customers via email
- Accept credit card payments using PayPal
- Quickly create invoices
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Xero’s intuitive invoice entry means you can enter your invoices quickly and efficiently, regardless of whether you are creating an invoice for a single item or multiple items.
- Repeating Invoices
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Create a schedule to automatically generate invoices on a regular basis — save having to enter the invoice manually every month.
- Email invoices to your customers
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You can email formatted invoices directly to customers from within Xero. You can also choose to have a copy of the invoice emailed to yourself.
- Invoice workflow status
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See the number of invoices you currently have at each stage in the entry and approval process, and view the total amount of these invoices to decide what needs to be done and when.
- Top 5 Debtors
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See at a glance the top 5 organisations that owe you the most money.
- Money Coming In
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See at a glance who owes you money, how much they owe and when were they invoiced.
- Credit notes
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Credit your customers and apply credits to any existing invoice or simply as a new credit note that can be applied later.
- Keep track
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Set up your own invoice numbering sequence for outgoing invoices (or use Xero’s default) so that you always have an audit trail of invoices created and sent. You can also provide additional reference numbers to match other recording systems you might use.
- History and Notes
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You can add notes to invoice transactions so you have additional information about the invoice.
Accept credit card payments
With Xero you can accept credit card payments using PayPal. When a customer receives your invoice they can simply click on the payment link opening the PayPal page where they can enter their credit card details.
