Oct 3, 2022 | Visual Guides
Nuts & Bolts Repeating Invoices This is a visual walkthrough showing how to create repeating invoices in Xero. If you need to invoice the same customer on a regular basis, consider using the “Repeating invoice” feature. It works especially well for...
Oct 3, 2022 | Visual Guides
Nuts & Bolts Applying Deposits This is a visual walkthrough showing how to apply client pre-payments within Xero. Client pre-payments can be applied two ways to an invoice: as a Pre-payment or as a Direct payment. We’re going to take a look at both methods...
Oct 3, 2022 | Visual Guides
Nuts & Bolts Merging Invoices This is a visual walkthrough showing how to combine invoices in Xero. If you’re using an integrated time tracking system like Harvest to generate invoices, occasionally you may have created multiple draft invoices for the same...
Jun 2, 2022 | Visual Guides
Nuts & Bolts How To Use Smart Lists This is a visual walkthrough of Xero’s Smart Lists Contact feature. “Smart Lists” use special filters to create a customized Group list. The preset parameters can create lists based on items purchased, customers with outstanding...
