Creating a new sales invoice in Xero is easy. In this tutorial, we will create a sales invoice in Xero’s demo company before previewing how it will look to the customer and discussing at a few options for saving or approving it.
Sales Invoices Section in Xero
To get to the right place in Xero, go to Business → Sales overview from the main menu:
How to Create a New Sales Invoices in Xero
From the Sales screen, click on the + New button and select Invoice from the list:
You should now see a New Invoice template that you can use to create your sales invoice. Let’s create an invoice by filling in some of the main fields:
- To: choose any contact you like. I have chosen ABC Furniture.
- Due Date: choose a date about 30 days from the Date.
- Branding: if you are using the demo company, choose Special Projects from the list.
- Description: type in Consulting services.
- Qty: type in 1.
- Unit Price: type in 1000.00.
- Account: choose 200 – Sales from the general ledger codes list.
- Tax Rate: this should automatically populate based on the chosen general ledger code.
To see what the invoice will look like to the customer, click on the Preview button on the top right-hand side:
You should see an invoice that has been branded by the Special Projects branding template chosen earlier. The particulars of the invoice should be based on the information you provided above:
How to Save or Approve an Invoice
Now that you have created your invoice, you will be able to Save or Approve it. What you choose to do depends on how you run your business.
If your invoicing process requires you to save new sales invoices as drafts for someone else to approve, click on Save → Save as Draft on the bottom left-hand side of the New Invoice screen:
If you do not need anyone else to approve your new sales invoices, you can go ahead approve them yourself by clicking on the Approve button at the bottom right-hand side of the New Invoice screen:
That’s all you need to do to create a new sales invoice in Xero.