Xero Procedures

New Client Invoice in Xero ​

1. Locate log in details in password document.
2. Go to dashboard
3. Choose “New Sales Invoice”
4. To – client name
5. Date – date of service
6. Due – 1 week from invoice issue date
7. Description – ‘date’ then ‘service type’ (eg 05/05/2016 1hr Remedial Massage)
8. Quantity – 1 (/no of appts)
9. Unit price - $ price of service
10. Account – sales
11. Tax rate – GST
12. Check “APPROVE”
13. Email invoice to client address (can be found in client’s Mindbody profile)