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 covers topics in the L2 Xero professional certification.
Record and manage customer sales
By the end of this course, you will be able to:
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Create, edit and send invoices to customers from Xero.
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Add customer credit notes.
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Manage customer debt using statements and invoice reminders.
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Create, edit and accept customer quotes.
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 handle returns and refunds confidently. 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 and send professional reminders from Xero to help reduce debtor days.
Learn to create professional quotes, convert them to invoices, and manage their status to win business and streamline your sales pipeline in Xero.