Efficient Invoicing, Quotes, Deposits & Payment Services using Xero
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

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


Course Information 

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.

Efficient Invoicing

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.

Cashflow Management

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.

Quotes

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.

Invoice Settings

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.

Payment Services

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.

Templates

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.


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