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Xero Tip 13/06/2017


Did you know you can copy one or more invoices to a new invoice?

  1. In the Accounts menu, select Sales.
  2. Under Invoices, click the status panel of the invoice(s) you want. You can't copy from the list of all invoices.
  3. Select the checkbox of the invoice(s) you want then:

·         If reminders are off, click Copy to.


 

·         If reminders are on, click More, then select Copy to.


  1. Select Invoice and enter the name of the contact you're creating it for.
  2. Click Copy or Copy & merge.
  3. Review the invoice and update the details if needed.
  4. Save the invoice or send it to the customer.




Xero Tip 31/05/2017

Did you know you can send automatic invoice reminders to your customers?

 

Before you start

 For invoice reminders to work, you'll need:  The Adviser or Standard user role

 A current email address in your Xero contacts for each customer you want to receive reminders

 To mark as sent, any invoices you want reminders for

Turn on your invoice reminders

  1. In the Accounts menu, select Sales.
  2. Click the Awaiting Payment panel.
  3. By the clock icon , click Invoice reminders off.
  4. Select the Email customers when an invoice is checkbox.

     If you save now, Xero's default reminders will be sent for all invoices you've marked as sent.
  5. (Optional) Edit or delete the default reminders, or add your own.
  6. (Optional) Select the Include a link to the invoice PDF checkbox to include PDF invoice links in all reminders.
  7. (Optional) Select the Don't send reminders for amounts owing on an invoice under checkbox, then enter an amount.

     If you choose to include PDF links or not, send reminders for smaller amounts, your settings are applied to all reminders.
  8. Click Save. The clock icon shows that reminders are on for your organisation. They'll be sent for all invoices that are marked as sent.