Xero Invoices – How to Create a Credit Note

Issuing sales invoice credit notes to clients is easy to do in Xero. In this tutorial, we will create and send a credit note for an invoice in Xero’s demo company. You can copy the steps taken here by using the Demo Company in your Xero account. To learn more about...

Xero Invoices – How to Send a Customer Statement

Sending a customer a statement that shows their outstanding invoices or invoice history is easy to do in Xero. In this tutorial, we will use the demo company to download a sales invoice statement as a PDF file that can be emailed to the customer. We will also email a...

Xero Invoices – How to Send a Payment Receipt

After you have received a payment on a sales invoice in Xero, you can email a receipt to your customer to let them know their payment has been received. In this tutorial, we will send a receipt to a customer for a payment that has been received on a sales invoice in...

Xero Invoices – How to Print a Sales Invoice

Printing sales invoices in Xero is easy. In this tutorial, we will use Xero’s demo company to look at two ways you can download sales invoices as PDF files that can be opened up in a PDF viewer and printed out. You can copy the steps taken here by using the Demo...