Xero Invoice Customisation
What you'll learn
- Xero invoicing
- How to customise standard Xero invoice themes
- How to create custom invoice templates
- How to add payment services to invoices
- How to create invoices with packing slips
- How to change between invoicing themes
- Microsoft Word
- A computer and Internet Access
This course is all about learning how to customise invoice templates in Xero. The course shows you how to customise standard invoicing all the way through to customising .docx files in word. There is also a video showing examples of what you can create using the .docx templates for inspiration. Xero's invoicing is able to be customised without the need for an add on to do this. I show you step by step how to do this in Xero and in Word. You can watch the videos and follow the steps and you have the option to refer back to the videos at anytime. I have also added extra resources for the course including a design guide and all basic templates that can be used throughout the course.
In this course you will Learn:
How to customise standard xero invoices, purchase orders, quotes, credit notes and Statements.
How to create new template branding themes - Standard & Custom
How to upload logos
How to setup and add payment services
How to setup up default settings
How to add invoice reminders
How to customise .docx files
How to preview custom .docx theme invoices
How to add barcodes to invoice templates
How to create a receipt template
Tips & tricks - to answer some FAQS about invoicing
Who this course is for:
- Xero users who want to update their invoicing
- Xero users who want customise their invoice templates
- Virtual Assistants that want to learn a new skill
I am a qualified NZ Accountant and have spent most of my working life teaching Xero and how to understand the information in it.
My courses are aimed at business owners who want to save time and automate their processes with the use of Xero and apps that integrate. I am a Xero Certified advisor and have seen the mistakes that can be made, which can result in large bills when your accountant has to fix them at the end of the year.
I'm here to make sure you know ow to use the software easily from the beginning.
I look forward to helping you learn the software and understand your numbers better!