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These days it is customary to email sales invoices to customers and in Xero, they can be emailed from a few different places. In this tutorial, we will use Xero’s demo company to look at two of the places you can go to email sales invoices to customers.

You can copy the steps taken here by using the Demo Company in your Xero account. To learn more about invoicing in Xero, please see our tutorials on sales invoices in Xero.

Sales Invoices Section in Xero

To get to the right place in Xero, go to Business → Sales overview from the main menu:

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Now click on the Awaiting Payment section to see all the sales invoices that have been created but not paid by the customers:

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How to Email a Sales Invoice in Xero

There are a few places you can go to email sales invoices to customers in Xero. The two places we will look at in this tutorial are:

  1. From the main Invoices screen.
  2. From inside an invoice.

1. Email a Sales Invoice from the Main Invoices Screen

If you followed the instructions above, you should be in the main Invoices screen. From here, tick the checkbox for the Bayside Club invoice and click on the Email button at the top of the list of invoices:

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A pop-up box will appear with all the details of the email you are about to send to your customer. Once you are happy with everything in the pop-up box, press the Send button to finish emailing the sales invoice to your customer:

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Once the email has been sent and you have returned to the main Invoices screen, you should see that the status of the invoice has changed to Sent:

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2. Email a Sales Invoice from Inside the Invoice

The second way to email a sales invoice to a customer is to do it from inside the invoice template. To do this, choose the Marine Systems invoice from the main Invoices screen:

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Now, click on the Email button at the top right-hand side of the invoice template:

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A pop-up box will appear with all the details of the email you are going to send. An email address has not been automatically included for this customer, so type in the fake email address theboss@marinesystems.com in the To box at the top. Once you are happy with everything in the pop-up box, press the Send button to finish emailing the sales invoice to your customer:

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Once the email has been sent and you have returned to the main Invoices screen, you should see that the status of the invoice has changed to Sent:

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You’re All Set!

That’s it for this lesson. For more helpful tutorials on sales invoices in Xero, please follow this link. For other Xero tutorials, please click here.

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