Xero Bills - How to Create a Bill
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- Опубліковано 14 лип 2024
- 👉 Master Xero without getting stuck with The Ultimate Xero Course for Australia: bit.ly/4e4MghD
►► Do you wish you could get step-by-step instructions for setting up and using Xero quickly and easily?
►► Do you want clear explanations in plain English with all the information in one place?
►► Do you want to feel confident that you’re doing it right?
🚀 Then check out the step-by-step program for business owners to master Xero without getting stuck: bit.ly/4e4MghD
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Learn how to create bills in Xero, save them as drafts and approve them for payment.
👉 Master Xero without getting stuck with The Ultimate Xero Course for Australia: bit.ly/4e4MghD
►► Do you wish you could get step-by-step instructions for setting up and using Xero quickly and easily?
►► Do you want clear explanations in plain English with all the information in one place?
►► Do you want to feel confident that you’re doing it right?
🚀 Then check out the step-by-step program for business owners to master Xero without getting stuck: bit.ly/4e4MghD
How to customize the printing of pay bill?
Thank you for your nice presentation. I have a question for you -How I add discount at my bill?
Hello.. Thanks for all the videos. May i know if you have a video on how to record supplier's pro forma invoices in foreign currency? As i had found out, the bank's spend money transaction for prepayment could only record in base currency.. How then should we record a supplier proforma invoice if we paid based on this proforma? as the the actual invoice will only be billed 3 months later when the items arrive. ... any advice is helpful.. thank you...
Hi Mark, another helpful video for us Aussie small businesses. I have a question, please. I have $50 that is automatically transferred weekly from my business expense bank account into a savings account for future business Program Development, do I treat this as a bill/expense as it is just going to myself? Also, please is it better to transfer this amount just from my bank income account or should it be my expense account?
If it's going from one business bank account to another you can just reconcile it as a Transfer assuming you have both bank accounts set up in Xero. It's not really an expense if you haven't spent the money on anything yet.
@@TheBookkeepingChannel Thankyou
@@TheBookkeepingChannel Thankyou again. How do I enter it into the Chart of accounts to then reconcile it. I am interested in doing your Xero course but I have a question which I will email or message through UA-cam directly.
Silly question, but why would I need to do this? If I'm reconciling debits as they actually happen, why do this extra step of creating a bill? Is it so I can plan ahead and predict cashflow for bills coming up?
If you have a bill and you haven't paid for it you can enter it into Xero. You can then see it as an "accounts payable" items. So yes, this can be done to help plan ahead. If you've already made the payment, as you say, you can just enter the bill when reconciling the transaction.
Is it possible to email a customer a bill directly from Xero with all the files attached?
Not a remittance advice though as this does not show the full breakdown of what’s on the bill
At the moment I have to print everything and manually email them out which is very time consuming 😂
Thanks in advance
Do you mean an invoice?