Відео

Yes, most of the fields will be populated in the Draft Bill if the document is a PDF and readable by Xero. You will only need to add a Description and Account allocation and maybe a Due Date most times. If it's an image file .JPG or .PNG you may have to enter most things manually.

Open the Credit Note and click 'Credit Note Options' dropdown then choose 'Void' to remove your credit note.

You could create one invoice for the tenant to pay. Then create a new bill to yourself from the Landlord showing the total rent payable, less your minus deductions as line items ie. -$150 repair to calculate the balance owing to the Landlord. Mark the bill as paid in Xero on the day you will pay via the bank and then send the paid invoice to the Landlord. This is better than the remittance advice as it will show the itemised rent payable less deductions and less your balance amount paid now showing zero owing to the Landlord for that rental period.

You can create a credit and apply it to your invoice to make it nil outstanding. See How here ua-cam.com/video/v7hX8iOXpbI/v-deo.html

Yes ...in a way. We suggest copying the unique Xero email address and then creating a contact in your Email account such as 'Xero Your Company Name Bills' and pasting the Bills unique Xero email address into that contact name. Do the same for files 'Xero Your Company Name Files' and paste the Files unique Xero email address into that contact name. This is shown as 2:36 in the video. Then when you forward an attachment into your Xero account in your To: field enter 'Xero Bills' or 'Xero Files' and your contact will come up that has the unique address inside it.

@@systemizr Thanks will do that

@@systemizr Pointless

Happy to be of help!

Xero has an app for mobile devices. Search Apple Store or Google Play for 'Xero' and it will appear with their logo named 'Xero Accounting'. Note: the mobile app is nowhere near as good as the desktop version however, it is good for uploading receipts and files on the go.

When fully paid send an updated copy of the invoice which will show nil balance and 'PAID' on it as a receipt. You can also send an Activity Statement to show all part payments against your invoice(s) and balance owing. Go to Business>Invoices>Send Statements - Statement Type 'Activity', select box next to customer name > Print or Email.

@@systemizr thank you! I did notice that, I just thought it was weird they don’t have a “send receipt” as an option from the invoice screen showing what they paid and when. I really appreciate the feedback

@@SimonTAMG Yes, they only have a link for each part-payment that then has the drop-down in Options to Send Receipt for each payment. Maybe it's a feature request to submit to Xero for future updates!

If you regularly receive bills from a particular email address or it has the same subject line, you can create a rule in gmail to automatically forward it to your unique Xero bills email address and it will create a draft bill. For further efficiency you can also set up the rule to simultaneously skip your inbox and file the email into one of your specified email folders.

@@systemizr This is not possible, so would love for you to prove this.

Happy to help!

Can you re-check your unique xero email and try again. Also try from another email platform if you can such as Outlook or Gmail. If it works on one and not the other then it's troubleshooting why. If both don't work you may have to contact Xero support. Hope this helps.

Good to hear it helped you!

You can send a receipt for each part payment, then when fully paid send an updated copy of the invoice which will show nil balance and 'PAID' on it as a receipt. You can also send an Activity Statement to show all part payments against your invoice(s) and balance owing. Go to Business>Invoices>Send Statements - Statement Type 'Activity', select box next to customer name > Print or Email.

Yes can do this way. We find having the email address saved as 'Xero - [Your Company] - Bills' in your Contacts is the quickest way to forward them. We used to delete logos and images before sending however, it's just as easy to delete unnecessary attachments when you create your bill in Xero from the Draft Bill.

Thank you!

No, because Stripe is a credit card payment processor, not a credit card itself.

@@systemizr any recommendations for payment system?

@@Oranjee1089 ThriveCart is the best and easiest Shopping Cart system we've used. It connects easily with Stripe and/or PayPal. You will be able to quickly accept payments online for anything and offer upsells, set up funnels, embed your cart anywhere, auto-notify customers their card is expiring for recurring subscriptions and more. Check out their limited lifetime discount offer here >> systemizr--checkout.thrivecart.com/thrivecart-standard-account/

Ok. Unfortunately, read receipts don't appear to be an option on free gmail accounts.

Glad to be of help Harry!