Xero

This is part of our Invoicing and Getting Paid series (Chapter 2 of the Xero tutorial hub): Chasing late payers by phone or email eats into evenings you would rather not spend on admin. Automated reminders take that off your…

This is part of our Invoicing and Getting Paid series (Chapter 2 of the Xero tutorial hub): A branded invoice looks more professional and makes your business easier to recognise in a client’s inbox. Here is how to set it…

This is part of our Invoicing and Getting Paid series (Chapter 2 of the Xero tutorial hub): Sending your first invoice in Xero takes a few minutes once you know where everything sits. Here is the basic process. 1. Start…

This is part of our Invoicing and Getting Paid series (Chapter 2 of the Xero tutorial hub): If you bill the same client the same amount regularly, whether that is a retainer arrangement or regular childcare fees, repeating invoices save…

This is part of our Invoicing and Getting Paid series (Chapter 2 of the Xero tutorial hub): Letting clients pay online, rather than by bank transfer they have to remember to do, is one of the simplest ways to get…

This is part of our Bank Feeds and Reconciliation series (Chapter 3 of the Xero tutorial hub): Reconciling is just matching each bank transaction to what it actually was. Doing it often keeps it quick. 1. Find the reconcile screen…

This is part of our Bank Feeds and Reconciliation series (Chapter 3 of the Xero tutorial hub): A connected bank feed is what makes Xero actually save you time. Here is how to set one up. 1. Find the bank…

This is part of our Invoicing and Getting Paid series (Chapter 2 of the Xero tutorial hub): If you are quoting jobs before you win them, Xero quotes save you from re-entering everything again once the job is confirmed. 1.…

This is part of our Expenses and Data Capture series (Chapter 4 of the Xero tutorial hub): Hubdoc is included in all current Xero plans and takes the manual work out of entering bills and receipts. 1. What Hubdoc actually…

This is part of our Bank Feeds and Reconciliation series (Chapter 3 of the Xero tutorial hub): If you are a sole trader, in a partnership, or run a small company, personal money moving in and out of the business…