Add an invoice in Xero
Create an invoice for someone to pay you (sometimes called accounts receivable). You can attach files and send them to your customers, and categorize items to different accounts. Then depending on your user role, send the invoice for approval or approve it yourself.
What you can do
Depending on your user role, you can:
- Add invoices using the plus icon , from the Dashboard, the Sales screen, directly from a quote, or when you're in your contact's details.
- If you’re using multi-currency, add invoices in other currencies.
Add an invoice
- Click the plus icon and select Invoice.
- Enter the name of the customer you're invoicing. If there's a previously approved or paid invoice for the contact, you can add the last item lines from that invoice to the new one.
- Enter the remaining invoice details. You must enter certain fields if you want to approve the invoice. For example, the Description, Account fields and the Tax Rate fields.
- (Optional) Attach files to your invoice. Remember to click the option icon and select Include with invoice for each file you're sending to the customer.
- Add the items you're invoicing your customer for. You can drag and drop the item lines to reorder them.
- (Optional) Categorize items to different accounts. For example, categorize one item to your sales account and others to different revenue accounts.
- (Optional) Click Preview to see how your branding theme looks, and check your data entry.
- Save the invoice, send it for approval, or approve it yourself.
(Optional) Click Allocate and assign customer credit to the invoice.You can only allocate credit if the customer has approved, unallocated credit notes (Awaiting Payment).
- (Optional) Click Add Note to enter additional information for the invoice.