Record and manage customer sales

Name: Record and manage customer sales
Rating: 5.0 (1 reviews)

By Xero Education
Published: Oct 8, 2025
Duration 1.6h
Difficulty Intermediate
Rating 1 star 2 stars 3 stars 4 stars 5 stars

Average rating: 5.0 1 review

This course is for small business owners, accountants and bookkeepers who want to learn how to use Xero to manage customer quotes, invoices and accept payments.

This course covers topics in the L2 Xero professional certification.

Create, edit and send invoices to customers from Xero.
Add customer credit notes.
Manage customer debt using statements and invoice reminders.
Create, edit and accept customer quotes.
Set up and accept customer payments

Master professional invoicing. Learn how to create and send online invoices efficiently to your customers to ensure you get paid on time.

Create and update customer invoices
- 35 m
Set up payment services to get paid faster
- 15 m
Send invoices and accept payments
- 8 m
Create customer credit notes
- 12 m
Manage customer debts
- 10 m
Create and manage customer quotes
- 15 m

Record and manage customer sales

By the end of this course, you will be able to:

Gain the knowledge

Create and update customer invoices

Set up payment services to get paid faster

Send invoices and accept payments

Create customer credit notes

Manage customer debts

Create and manage customer quotes

Review

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