Xero - Mastering Sales in Xero

The COMPLETE GUIDE to entering your SALES in XERO - efficiently and accurately.

4.70 (11 reviews)
Udemy
platform
English
language
Other
category
instructor
402
students
2.5 hours
content
Jan 2019
last update
$19.99
regular price

What you will learn

How to design your Sales Invoice layout in Xero

How to create your Sales Invoices in Xero

How to copy, amend and delete Sales Invoices in Xero

How to reconcile bank receipts related to your Sales

Tips and tricks - how to save time and reduce mistakes

Reporting in Xero related to your Sales

How to create and send Quotes to your Customers

How to assign, track and recharge rebillable expenses to your Customers

How to enter Customer Opening Balances when switching to Xero

Description

•THERE IS A NEW INVOICING SCREEN (FROM JUNE 2019) WHICH THE COURSE HAS NOT BEEN UPDATED TO YET - IT USES THE CLASSIC INVOICING RATHER THAN THE NEW INVOICING.

*THE COURSE HAS BEEN UPDATED TO REFLECT THE NEW XERO NAVIGATION INTRODUCED AT THE END OF NOVEMBER 2018


Are you an accountant, bookkeeper or aspiring bookkeeper who wants to earn a decent living from Xero?

Are you a regular Xero user, but feel that you could get much more out of the software?

Do you want to save time, avoid mistakes and improve your cashflow by really getting to grips with Xero?

If you answered "yes" to any of the above then this course has been created specifically for you.

In this "Mastering Sales in Xero' course I will teach you everything you need to know about sales in Xero.  This includes many tips and tricks I have learned from using Xero for over 5 years.

I will show you step-by-step how to enter simple transactions, deal with tricky transactions and run reports.  

We will then cover in detail Quotes, Rebillable Expenses and finally Opening Balances.

The course is geared for all levels, so although basic accounting knowledge would help it's not essential. 

Regardless of your level of expertise in Xero, you will learn new skills that you will be able to use on a daily basis.

I look forward to sharing my Xero knowledge with you, so let's get started!

Content

Introduction

Introduction

Creating Sales Invoices

Introduction to Creating Sales Invoices in Xero
Designing your Sales Invoice Layout
Creating a Sales Invoice
Email Template for Sales Invoices
Amending a Sales Invoice
Copying a Sales Invoice
Deleting a Sales Invoice
Creating a Sales Credit Note
Sales Invoices and VAT

Receipts for Sales Invoices

Introduction to Receipts for Sales Invoices in Xero
What is the Bank Reconciliation?
Reconciling a receipt for a Sales Invoice
Reconciling a receipt for more than one Sales Invoices
Reconciling a part-payment of a Sales Invoice
Reconciling an advance receipt from a Customer
Reconciling a customer receipt where fees are deducted
Entering a Sales Invoice receipt manually

Smart Stuff

Introduction to Smart Stuff
Customer Defaults
Repeating Sales Invoices
Using Item Codes
Improve your Cash Flow with Statements
Improve your Cash Flow with Sales Invoice Reminders
Default Sales Invoice Settings
Payment Services

Reporting

Introduction to Reporting
Aged Receivables Report
Income by Contact Report
Sales by Item Report

Quotes

Introduction to Quotes
Quote Setup
Preparing a Quote
Emailing and Acceptance of a Quote
Copying a Quote
Amending a Quote
Converting a Quote to a Sales Invoice
Email Template for Quotes

Rebillable Expenses

Introduction to Rebillable Expenses
Assigning Expenses on a Purchase Invoice
Billable Expenses Outstanding Report
Invoicing Rebillable Expenses

Opening Balances

Introduction to Opening Balances
Conversion Balances
Entering Customer Opening Balances - individually
Enter Customer Opening Balances - in bulk

And Finally ...

Congratulations and Thank You
Course Information and References
Bonus Lecture: What Next?

Screenshots

Xero - Mastering Sales in Xero - Screenshot_01Xero - Mastering Sales in Xero - Screenshot_02Xero - Mastering Sales in Xero - Screenshot_03Xero - Mastering Sales in Xero - Screenshot_04

Reviews

Yvonne
August 18, 2019
So far I am very impressed with this course. Marion is a very good teacher, she really knows her subject and keeps your attention, as she makes it so interesting. I would recommend this course to anyone interested in getting to know Xero accounting.

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Related Topics

1512326
udemy ID
1/16/2018
course created date
6/28/2020
course indexed date
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