Invoicing & income
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' ...
Monthly Statements
Monthly statements let people who owe you money see the current amount owed and the composition of the debt. There are two types of statements available in Xero, an Activity Statement and an Outstanding Statement, refer the links Customer statements ...
Receipts
With Xero, if you wish to issue a receipt you can email these directly from Xero – refer the link Send a receipt to a customer – Xero Central If you have queries, please email financehelpdesk@scoutsqld.com.au
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, ...
Invoice Reminders
Automatic invoice reminders remind your customers/members that they have missed paying an invoice by the due date. The link below shows you how to set up invoices reminders: Set up and add invoice reminders (xero.com)
Bad Debt
Xero – Bad Debt Like any business we try to avoid bad debts ie money owed to the Formation that cannot be collected as this can seriously impact the Formation’s ability to pay their bills in a timely manner. Refer QBSI 6.12 on guidance to manage ...
Aged Receivable Summary Report
We recommend that you regularly review your Aged Receivable Summary to identify money owed to the Formation that is beyond 30 days so that you can follow up unpaid debt. You should ensure that all invoices have been entered and the bank ...