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Repeating Invoice Template
If you have someone you regularly invoice you can set up a repeating invoice template eg term fees, den hire. This feature automatically generates a new periodical invoice based on the saved template. You can edit this field for price changes, ...
Xero Help Desk
When you login, at the right hand side of the screen is a question mark. If you click on this question mark you can type a question or word eg invoice reminders, and this will take you a screen telling you about invoice reminders. This is a very ...
GST on Expenses
Tax Rates GST Free Expenses – used for GST free supplies (e.g. food), suppliers not registered for GST and where a GST Tax Invoice not provided. GST on Expenses – as per valid GST Tax Invoices Input Taxed – you can't claim GST credits for purchases ...
Tax Deductible Receipts for Donations - Template
How to create a Deductible Receipt for Donations in Xero Follow these steps to update the branding theme: Click on your Formation name and then settings Select invoice settings New branding theme down arrow and select Custom.docx Enter 'DGR Receipt' ...
Grouping your contacts
You can group your contacts for things they may have in common eg members of a particular Section. This will allow you to send an identical invoice to all members of a contact Group with minimal work (please note that you can only invoice a contact ...