Efficient Invoicing, Quotes, Deposits & Payment Services (Online Xero Course)
Learn all about managing money coming in Xero from world-class Xero ecosystem expert trainer, Jeri Murphy. This is an essential course for all accounts receivable manager, sales person or bookkeeper in any small to medium business using Xero.
Course Type Short Course
Qualification Certificate of Achievement
Level Intermediate Level
Payment Options Upfront & Payment Plans
Delivery Online & Distance Education
In this expert level Xero course, you will learn all there is to know about how to manage money coming in using Xero for your business or your clients.
In this lesson, you will learn how to create invoices efficiently with the copy function, repeating invoices and email templates. Learn how to have Xero send invoices via email for you and how to send online invoices with useful attachments such as proposals, drawings and much more. Get to know how customised invoices work when sent online and how to stop using online invoices if you don’t want to use them. We will also show you how to find a deleted invoice and re-create it in just a few quick steps.
In this lesson, you will learn how to use Xero to understand what money is coming in and when to manage the cashflow of the business in a more accruate way. We will show you how prepayments and overpayments in Xero saves you processing time and how you can manage returned cheques and batch deposits easily. We will also introduce you to the free Xero addon, Debtograph, which can provide great insight into a businesses debtors – straight from the Xero file.
Let us take you through the quotes section of Xero and how to can create, edit and manage quotes in Xero. You will learn how to copy one or more quotes into an invoice. We will also show you how to send quotes online with attachments, have quotes accepted online and discuss any comments or queries of the quotes with the potential directly from within Xero. The customisation options for quotes will also be covered.
In this lesson, we will breifly discuss each of the invoice settings available in Xero General Settings and how to use them most efficiently for your Xero invoices.
In this lesson, we will show you Payment Services work in Xero to help the business get paid faster. Turn your invoices into a credit card payment system in just a few clicks – no more worrying about merchant facility fees and EFTPOS machines – get paid faster by providing more payment options. We will also discuss how it is possible to have BPAY details (for Australian customers) recorded on an invoice using customised invoice branding.
In this lesson, we will breifly touch on the invoice template branding options, what fields are available in the customised branding and how customising templates isn’t too hard once you know how.
Efficient Invoicing, Quotes, Deposits & Payment Services | Managing Bills, Batch Payments, Remittances & Files | Bank Reconciliation, Fixing Errors & the Statement Balance | Converting to Xero | Importing to Xero | Practical Payroll| BAS/IAS and GST Reconciliation | Multi-currency & Foreign Transactions | Training Your Staff & Clients | Managing Your Bookkeeping Practice using Xero | How to Provide Value-Added Services Practically | Keeping Up Your Knowledge & Upskilling | How to Review a Xero File | Xero Inventory Fundamentals | Customising Xero Templates | How to Review a MYOB File Before Converting to Xero | Become an Expert Bookkeeper using Xero (Full Course)