How to remarkably create an Invoice and send it directly to your clients using Xero

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A Step-by-Step Guide for Accounting System
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How to remarkably
create an Invoice and
send it directly to your
clients using

2. REMARKABLE ROSE
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What is
XERO?
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3. Xero is a
cloud-based
Accounting
software
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4. used by small
to medium
scale
businesses
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5. to manage
invoicing
bookkeeping
and bank
reconciliation
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6. REMARKABLE ROSE
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Uses of
XERO
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7. Administer
all your
accounting
files in ONE
software
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8. Check your
up-to-date
Bank
statements
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9. Create Invoices
and send
directly to
client’s e-mail
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10. Generate
receipts and
automatically
update the
report
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11. Create Reports
daily, weekly,
quarterly and
annually
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12. It has many
functions
which you
can explore
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13. But for now,
we will focus
on INVOICING
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14. REMARKABLE ROSE
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Let’s Begin
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Open your Web Browser

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Let’s use Safari

17. Type the Website Link
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https://www.xero.com

18. Welcome to Xero Website
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19. REMARKABLE ROSE
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Click in “Free Trial”
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20. REMARKABLE ROSE
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Type all required information
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21. REMARKABLE ROSE
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Wait for an email confirmation
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22. REMARKABLE ROSE
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Click the button below to confirm
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23. Type your 8
alpha-numeric
password
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24. REMARKABLE ROSE
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Login using the given Email address and password
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25. REMARKABLE ROSE
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Type the Organization details
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26. REMARKABLE ROSE
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Select from the dropdown menu or choose
NONE for new set up
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27. REMARKABLE ROSE
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Click Start Trial to familiarize with the system
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28. REMARKABLE ROSE
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Buy Now if you know how to use it
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29. Let’s use
the Free Trial
Account
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30. REMARKABLE ROSE
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Welcome to Xero Dashboard
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31. REMARKABLE ROSE
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A simple list is shown in the dashboard
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32. REMARKABLE ROSE
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You can also view the main tabs
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33. REMARKABLE ROSE
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Manage the main business functions in
ACCOUNTS Tab
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View your data in the REPORTS Tab
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35. REMARKABLE ROSE
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Add and manage people and organizations in
CONTACTS Tab
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36. REMARKABLE ROSE
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Customize, manage and find apps in
SETTINGS Tab
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37. REMARKABLE ROSE
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Click SETTINGS to update your
Organization details
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38. REMARKABLE ROSE
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Input the required details in
ORGANIZATION SETTINGS
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Add your Company Logo by clicking
UPLOAD LOGO
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Complete the required details then Click “SAVE”
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41. REMARKABLE ROSE
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Click SETTINGS again to update your
Payment Services
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42. REMARKABLE ROSE
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Click ADD PAYMENT SERVICE
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43. There
are many
payment
options
available
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44. It can be cash
Check or
telegraphic
transfer
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45. Online payment
channels
can also be
arranged
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46. One of the
widely used
is PayPal
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47. REMARKABLE ROSE
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Select PayPal from the dropdown menu
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48. REMARKABLE ROSE
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Type the required PayPal Account details
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49. REMARKABLE ROSE
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Select from the dropdown menu
depending on your preference
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50. REMARKABLE ROSE
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After completing the details, click SAVE
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51. REMARKABLE ROSE
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Your Payment Service is now added
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52. Now, let’s
create
an Invoice
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In the Main dashboard, click “Create and Send”
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54. REMARKABLE ROSE
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This is the INVOICE page
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55. REMARKABLE ROSE
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Type the name of the Invoice Recipient
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56. REMARKABLE ROSE
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You may add it as new contact for future billing
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57. REMARKABLE ROSE
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The Invoice date when it was created
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58. REMARKABLE ROSE
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Select the Due date for this invoice
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59. REMARKABLE ROSE
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Customize your Invoice Code
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60. REMARKABLE ROSE
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The Invoice number can be
auto-generated or customized
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61. REMARKABLE ROSE
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Reference can be added for easy access
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62. REMARKABLE ROSE
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Select the required Currency
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63. REMARKABLE ROSE
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Or add a Currency from the dropdown menu
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64. REMARKABLE ROSE
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A Note can be added in the Invoice
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65. REMARKABLE ROSE
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Let’s add an Item for our invoice
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66. REMARKABLE ROSE
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Create your own Item Code and Item Name
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67. REMARKABLE ROSE
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Register the Price of the product or Service
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68. REMARKABLE ROSE
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Select “SALES” for selling a product or service
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69. REMARKABLE ROSE
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Select the “TAX ON SALES”
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70. Tax rate can
be added
depending on
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71. the tax code
of your
country of
residence
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72. REMARKABLE ROSE
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Add the Tax Details and Click “SAVE”
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73. REMARKABLE ROSE
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Click SAVE to update the records
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74. REMARKABLE ROSE
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Details will now appear in the Invoice
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75. You can
change the
quantity and
details
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76. The form
itself is
automatically
updated
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77. REMARKABLE ROSE
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You may add a row if needed
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78. REMARKABLE ROSE
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You may select any of these 4 options
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79. REMARKABLE ROSE
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We will select “SAVE & SUBMIT”
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80. REMARKABLE ROSE
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Check the details before clicking the
APPROVE Button
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81. REMARKABLE ROSE
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You can choose from the 3 options
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82. REMARKABLE ROSE
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Select “APPROVE & PRINT” if you
need a print out
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83. REMARKABLE ROSE
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Select “APPROVE & ADD ANOTHER” if you
need to create another invoice
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84. REMARKABLE ROSE
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For now, we will select “APPROVE”
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85. REMARKABLE ROSE
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Invoice is successfully generated
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86. REMARKABLE ROSE
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Click “PREVIEW” to see the Invoice
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This is the Desktop Preview
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This is the Mobile Preview
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Click “EMAIL” to send the invoice by email
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A message is generated and can be customized
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Click “SEND”
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A Confirmation will show in your Screen
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Click “Mark as Sent” for your easy reference
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94. REMARKABLE ROSE
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The actual Email received by the recipient
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95. REMARKABLE ROSE
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Click “PRINT PDF” to print the invoice
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96. REMARKABLE ROSE
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INVOICE OPTIONS menu is also available
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97. REMARKABLE ROSE
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Go back to the Main Dashboard
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98. REMARKABLE ROSE
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Monitor your invoices in this section
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99. REMARKABLE ROSE
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END
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Please Visit my Blog:
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for more REMARKABLE Tutorials and
REMARKABLE Updates
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For suggestions and comments,
please send it through my blog or
drop me a line at:
remarkablerose@outlook.com
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