How to Create and Send Invoice from Xero App?

This tutorial is about the Xero App, which is the app version of the cloud-based Xero accounting software. 

In this tutorial, I’ll show you how to create an invoice and send it to your customer from the Xero App.

Create an invoice

• on the dashboard, click on the Plus sign on the top right corner and choose Create Invoice
• fill out the form: 
  • who is it for: choose the customer from the list or create a new one
  • set the invoice date and due date
  • add the items (aka invoice lines)
  • add reference number (optional)
  • attach a file (optional)
• quick review
• finalise the invoice
• save it for later or
• approve it without sending it or
• send it to your client (automatically approves the invoice ☺️)

Takeaway

Creating a stand-alone invoice from scratch in Xero App is super easy - just follow the prompts, and you're done in a couple of minutes. As always, only a bit of attention to detail and a quick review are needed before sending it.

Good luck with the Xero App!

I believe in You: you're a champion 🏆

PS: If you'd like to learn more about the Xero App's functions, please check out the other blog posts on Xero App by 👉 CLICKING HERE.