Invoicing and the Sales Process
If the bank feed is the heart of Xero, then invoicing and sales are the heart of business! Every business has sales, incoming revenue, and incoming payments. It is how they record the sales and the associated payments, which vary. Here, we will show you how to run through the sales process in Xero for a business that must invoice for its service or product. Once perfected, these steps will bring in revenue, paving the way for a successful business.
In this chapter, we’re going to cover the following main topics:
- Products and services
- Quoting your opportunities
- Sending the invoices
- Formatting your sales documents
- Getting paid in Xero
