![]() ![]() ![]() Click save to save the invoice as a draft or save & submit for approval to submit the invoice for approval.įor more support with Xero invoices, click here.Fill out the Due date, Description, Account, and Tax Rate fields.“To create a “”classic invoice,”” manually enter this information: Click save and close to save the invoice as a draft or submit for approval – To submit the invoice for approval.You can also add items from past invoices. In the “”item”” field, start typing to select an existing item from your inventory or add the details manually by adding a description, price and quantity.You can click on an existing contact name you’ve added to view or edit their details. From the header, click the plus sign then select Invoice.“When “”new invoicing,”” follow these steps: You’ll be presented with two different options, “new invoicing” and “classic invoicing.” “New invoicing” uses information you have filled in in the past while “classic invoicing” involves you manually putting in the data. To create a new invoice, head to the invoice tab. In this article, we run through how you can create an invoice for your customers quickly and easily. However, it can take some getting used to. Xero is a leading accounting software that allows you to streamline your processes and reduce admin. ![]()
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