Online invoices, quotes, credit notes and prepayments: overview

Send a real-time online invoice, quote, credit note or prepayment to your customer. They'll receive an email with a link to view it in their web browser. You can include a link to any outstanding bills in the online invoice, so your customer can see how much they still owe you. You can also include files that support the online invoice or quote.

Your customer can save the invoice into their Xero organization as a draft bill. If they don't use Xero, they can create a login and save or download it.

Benefits of sending an online invoice, quote, credit note or prepayment

    • Get paid faster
    • If you've applied a payment service to your branding theme, your customer can pay the invoice or outstanding bills using this payment option.

      Xero users can save the invoice, as a draft bill, into their Xero organization.

      If your customer isn't a Xero user, they can create a Xero login and save online invoices in one place.

    • Your customer can email you directly from the invoice, quote or credit note
    • If you've sent an invoice, credit note or prepayment, your customer can click the Questions or comments about this [item]? link and an email will be sent to the Reply To email address set up for your organization.

      If you've sent a quote, your customer can click Comment and an email is sent to the Reply To email address set up for your organization.

      The customer's query or comment is added to the item's history and notes.

    • Xero records when they're viewed
    • Xero records:

      • The first time someone views the invoice, quote, credit note or prepayment, if you've marked the item as sent
      • Each time a customer views their outstanding bills online
    • They are in real-time
    • They update automatically when you:

      • Record a payment on the invoice or reconcile it in Xero
      • Edit the invoice, quote, credit note or prepayment in Xero
      • Edit or delete included files
      • Edit, or delete and replace the branding theme you've applied.
    • They contain a link to real-time outstanding bills you've approved
    • Your customer sees exactly how much they still owe you using the outstanding bills link. Including all invoices, credit notes and prepayments you've approved and are awaiting payment, but may not have sent. They'll need a Xero login.

      Exclude the link to outstanding bills using your invoice settings.

    • They include supporting files
    • You can include any files that support your online invoice, quote, credit note or prepayment so your customer can see them.

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