Xero Invoices and Sales Course
Welcome to the Xero Invoices and Sales course. Please click on the first lesson in the curriculum to get started.
0%
-
Introduction
- Introduction
-
Getting Started with Invoices
- Reset the Demo Company
- Invoices Screens Tour
- Create Your First Invoice
-
Invoice Settings
- Introduction
- Default Settings
- Payment Services
- Invoice Reminders Settings
- Branding Themes
-
Invoices and Contacts
- Lesson 1
- Lesson 2
-
Approval Process
- User Permissions
- Approval Process
-
Quotes
- Creating and Emailing
- Accepting and Invoicing
-
Common Invoicing Tasks
- Emailing Invoices
- Attaching and Emailing Files
- Editing Invoices
- Printing Invoices
- Deleting or Voiding Invoices
- “Copy To” Tool
- Sharing Invoices
-
Advanced Invoicing Lessons
- Credit Notes
- Repeating Invoices
- Products and Services
- Invoice Reminders
-
Receiving Payments
- Reconciling Invoice Payments
- Sending Statements
-
Reporting
- Sales Reporting
-
Tracking Categories
- Tracking Categories and Invoices
-
Outro
- Thank You
- Open All · Close All