Xero Invoicing Training Videos

The best value Xero sales and invoicing course anywhere

Xero Invoicing CourseXero Big Bundle

“Thank you. I have learned so much through this course. I will do more of your courses!”

xero invoicing sales course testimonial 1

Frederik

So well presented and nothing left out! I’m glad I didn’t try to learn this on my own.

xero invoicing sales course testimonial 2

Pria

Xero Invoicing and Sales Course

Start invoicing your customers right by learning everything you need to know about setting up and using Sales and Invoices in Xero with our video course.

In 2 hours you will learn all you need to know about setting up and using invoices and sales in Xero so you can get on with running your business properly.

In this course you will learn how to:

  • Set up invoice branding themes that include your logo
  • Set up invoice payment services such as PayPal
  • Create your first invoice in Xero
  • Select users to be able to approve invoices
  • Create and manage quotes in Xero
  • Create invoices out of accepted quotes
  • Attach files – such as spreadsheets – to invoices
  • Email invoices to clients
  • Print, edit, share, copy and delete invoices
  • Create and manage credit notes
  • Email statements to customers for overdue invoices
  • And much more

Price Plans

Choose from one of our price plans below.

These are the best value Xero courses anywhere online today.

Sample Video

All our videos are shot in 1080p HD for the best viewing experience and use top quality audio equipment to capture clear and concise sound.

Hours

Videos

Class Curriculum

Check out the full list of lectures you will get with our Xero Invoicing and Sales Course.

All of these videos are also included in the Xero Big Bundle.

Introduction

» Welcome to Our Course (2:16)

Getting Started with Invoicing

» Reset the Demo Company (0:26)

» Invoices Screen Tour (3:11)

» Creating Your First Invoice (14:37)

Invoice Settings

» Introduction to Invoice Settings (2:38)

» Default Invoice Settings (4:09)

» Invoice Payment Services (5:36)

» Invoice Reminders Settings (4:13)

» Invoice Branding Themes (8:51)

Invoices and Contacts

» Invoices and Contacts – Lesson 1 (4:55)

» Invoices and Contacts – Lesson 2 (9:37)

Approval Process

» Approving Invoices – User Permissions (3:25)

» Approving Invoices – The Approval Process (3:01)

Quotes

» Creating and Emailing Quotes (4:33)

» Accepting Quotes and Creating Invoices (2:14)

Common Invoicing Tasks

» Emailing Invoices (7:13)

» Attaching and Emailing Files (3:46)

» Editing Invoices (3:53)

» Printing Invoices (1:40)

» Deleting or Voiding Invoices (1:19)

» Invoicing “Copy To” Tool (2:08)

» Sharing Invoices (2:36)

Advanced Invoicing Lessons

» Credit Notes (4:59)

» Repeating Invoices (5:10)

» Products and Services (4:35)

» Invoice Reminders (2:50)

Receiving Payments

» Reconciling Invoice Payments (4:16)

» Sending Statements (2:39)

Reporting

» Sales Reporting (5:09)

Tracking Categories

» Tracking Categories and Invoices (3:17)

Thank You and Next Steps

» Thank You (0:20)

Sign up to the Xero Invoicing and Sales Course or Xero Big Bundle today!

About Your Teacher

xero invoicing sales course profile

Mark Cunningham

Your Xero Invoicing and Sales Course Teacher

Hi I’m Mark and I’m your instructor for our Xero Invoicing Video Course.

I am an accountant, bookkeeper, business owner and Xero user and I am excited to help you get control of your bookkeeping through my courses.

I know you want to master sales and invoicing in Xero quickly and without spending a fortune, so I have created a great value course that covers everything you need to know.

By the end of this course you should be able to set up and use invoices in Xero with confidence.

Thank you for signing up to my Xero Invoicing Video Course and I’ll see you on the inside!

Sign up to the Xero Invoicing and Sales Course or Xero Big Bundle today!

Frequently Asked Questions

When can I start the Xero Invoicing and Sales course?

You can start learning about sales and invoices in Xero as soon as you sign up to the course. There is no set start date and you can take a long as you like to complete the course. You can also do the course as many times as you like.

How long do I have access to the course?

You have lifetime access to the course! You also have full access to any changes or additions we make to the course in future at no extra cost.

What is the Xero Big Bundle?

The Xero Big Bundle gives you all our Xero courses at one low price. Just like our other Xero courses you have lifetime access and you can do the course at your own pace. It’s the best value Xero video course available anywhere!

Do you have any other courses?

Yes we do! Check out our full suite of courses any time you like. You will find they are all great value and give you lifetime access, just like this course.