This course is for small business owners, accountants, and bookkeepers who want to learn how to use Xero to manage customer quotes and invoices. You'll learn to create, edit and send customer quotes and invoices. This course is module 2 of the L2 Xero professional certification.
Record and manage customer sales
By the end of this course, you will be able to:
-
Create and send quotes to customers from Xero.
-
Create and send invoices to customers from Xero.
-
Edit and update an invoice to accurately record amounts due from customers.
Take a guided tour of the sales dashboard, exploring key features for invoicing, quotes, and managing all customer related activity.
Master professional invoicing. Learn how to create, customise, and send online invoices efficiently to your customers to ensure you get paid on time.
Your guide to invoice changes. Follow these steps to correctly modify, approve, delete, and manage the status of all your sales invoices.
Learn to confidently handle returns and refunds. We'll show you how to create, allocate, and manage customer credit notes in Xero correctly.
Take control of your cash flow. Learn how to monitor outstanding invoices, send professional reminders, and reduce debtor days in Xero.
Learn to create professional quotes, convert them to invoices, and manage their status to win business and streamline your sales pipeline in Xero.