Nuts and Bolts: Repeating Invoices

Nuts and Bolts: Repeating Invoices

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...
Nuts and Bolts: Repeating Invoices

Nuts and Bolts: Applying Deposits

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...
Nuts and Bolts: Repeating Invoices

Nuts and Bolts: Merging Invoices

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...
Nuts and Bolts: Repeating Invoices

Nuts and Bolts: How To Use Smart Lists

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...
Your Guide to Xero Tips: Organizing Your Contacts

Your Guide to Xero Tips: Organizing Your Contacts

May 18, 2022 | XERO Tips

Strong customer and vendor relationships are essential for business success. Savvy entrepreneurs keep these business contacts well organized and easily accessible. Until recently this contact information was primarily maintained in paper formats, such as the infamous...
Your Guide to Xero Tips: Automating Bill Entry

Your Guide to Xero Tips: Automating Bill Entry

May 31, 2021 | XERO Tips

Entering bills proactively makes it easier to plan cash flow. During tough times, understanding your cash flow is essential to the survival of your business. But entering bills before paying them is twice as much work. How can we streamline the bill entry process so...