How to change invoice format in xero?

It's easy to start an invoice with the navigation menu. You can find an icon that looks like a plus sign on the right side of the navigation menu. It is easy. The next invoice number is set.

There are 2.

There are keyboard shortcuts for dates.

The invoice transaction date and due date can be accessed with keyboard shortcuts. Pick the option that feels most natural to you.

I like to shorten the date to "t" for today and "+" for the expired date. Here you can find all of the date input shortcut.

3. quick calculations

You won't have to search for your phone or calculator again.

If you need to calculate a specific price on an invoice item, you can use the calculator built into the unit price field.

There are 4. An unfinished invoice should be saved.

If you want to save your progress on an unfinished invoice, you can put it in the draft tab. The invoice has a Save button at the bottom.

Any new invoice created after that will take the next number. If you want to make changes, open the draft copy, and approve as normal.

There are 5. Fix an invoice error.

Did you notice a problem with the invoice?

It is easy to fix with Xero. The invoice can be opened and you can choose to modify it from the Invoice Options menu.

You can save it if you select the Update button after you have made your changes.

Only fields that have been applied to an invoice can be edited. If you're changing the amount due on an existing bill, be respectful of the prior period report; it may be better to use a credit note instead of changing the invoice.

The Invoice Options menu has the word "add credit note" in it.

There are 6.

It is easy to print and email.

When you're ready to print or email invoices, you don't have to do it one by one. To process all invoices you want to, go to the Awaiting Payment tab and select the option you want. Click the Print button or the Email button if you want to do the rest. It will allow you to mark them as sent.

Checkboxes can be used to approve drafts.

There are 7. You can copy or repeat the invoice.

Many businesses have customers who purchase the same service or product often. The Invoice Options drop-down menu has two options from an existing invoice.

There are 8. Invoices can be imported from a CSV file.

If you need to process a lot of repeat invoices, this is a powerful time saver.

You can import hundreds of different customer invoices into Xero at the same time, even if there are multiple line items, with a well-designed template. We use this feature with businesses that need custom pricing for their clients.

The basic steps are listed here.