Manage invoices you send

  1. Overview
  2. Invoices & Quotes
  3. Manage invoices you send

Edit an invoice

ⓘ This article is for small businesses who use Xero Overview You can edit invoice details using new or classic invoicing, or the mobile apps. You can edit an invoice with ...

Mark transactions as sent

ⓘ This article is for small businesses who use Xero Overview Manually mark or unmark invoices, credit notes or prepayments as sent to keep track of those you've emailed to ...

Record a bad debt in Xero

ⓘ This article is for small businesses who use Xero Overview Write off a bad debt by creating a credit note against the relevant invoice. This is just one way to account for ...

Add an expected payment date to an unpaid invoice

ⓘ This article is for small businesses who use Xero Overview Add an expected payment date and notes to an invoice so you know when your customer has agreed to pay you. Cha ...

Delete repeating invoice templates

ⓘ This article is for small businesses who use Xero Overview If you delete a repeating invoice template, Xero stops creating new invoices from it. Any invoices already gener ...

Share an online invoice or credit note with your customer

ⓘ This article is for small businesses who use Xero Overview Send the link to an online invoice or credit note to your customer so they can access it online and view changes ...

View or send a customer statement

ⓘ This article is for small businesses who use Xero Overview Understand the different types of customer statements. View a statement of account or print or email one t ...

Add a discount to a transaction

ⓘ This article is for small businesses who use Xero Overview Add a discount directly to an invoice, quote or purchase order, or as a default to a contact. Record a discoun ...

Remove or include link to view outstanding bills online

ⓘ This article is for small businesses who use Xero Overview If you send online invoices, credit notes or prepayments, customers can also view their outstanding bills unless ...

Delete or void an invoice

ⓘ This article is for small businesses who use Xero Overview Delete a draft or awaiting approval invoice or void an awaiting payment invoice. How it works You can del ...

View outstanding invoices on Xero Accounting app

ⓘ This article is for small businesses who use Xero Overview View, sort and filter outstanding invoices on the Xero Accounting app to see the amounts your customers owe, an ...

Set due dates for invoices and quotes

ⓘ This article is for small businesses who use Xero Overview Set up a default due date for your organization's invoices, and set overriding due dates for individual contact ...

Copy invoices to a new bill or purchase order

ⓘ This article is for small businesses who use Xero Overview If you purchase items after invoicing them, you can save time by generating the bill or purchase order from the ...

Print or preview a customer invoice

ⓘ This article is for small businesses who use Xero Overview Create a PDF of an invoice by printing it from Xero or preview it to see how an invoice looks on a web browser ...