Xero Invoice Customisation

Xero Invoice Customisation, available at $29.99, has an average rating of 4.45, with 25 lectures, based on 10 reviews, and has 1720 subscribers.

You will learn about Xero invoicing How to customise standard Xero invoice themes How to create custom invoice templates How to add payment services to invoices How to create invoices with packing slips How to change between invoicing themes This course is ideal for individuals who are Xero users who want to update their invoicing or Xero users who want customise their invoice templates or Virtual Assistants that want to learn a new skill It is particularly useful for Xero users who want to update their invoicing or Xero users who want customise their invoice templates or Virtual Assistants that want to learn a new skill.

Enroll now: Xero Invoice Customisation

Summary

Title: Xero Invoice Customisation

Price: $29.99

Average Rating: 4.45

Number of Lectures: 25

Number of Published Lectures: 25

Number of Curriculum Items: 25

Number of Published Curriculum Objects: 25

Original Price: $59.99

Quality Status: approved

Status: Live

What You Will Learn

Xero invoicing

How to customise standard Xero invoice themes

How to create custom invoice templates

How to add payment services to invoices

How to create invoices with packing slips

How to change between invoicing themes

Who Should Attend

Xero users who want to update their invoicing

Xero users who want customise their invoice templates

Virtual Assistants that want to learn a new skill

Target Audiences

Xero users who want to update their invoicing

Xero users who want customise their invoice templates

Virtual Assistants that want to learn a new skill

This course is all about learning how to customise invoice templates in Xero. The course shows you how to customise standard invoicing all the way through to customising .docx files in word. There is also a video showing examples of what you can create using the .docx templates for inspiration. Xero’s invoicing is able to be customised without the need for an add on to do this. I show you step by step how to do this in Xero and in Word. You can watch the videos and follow the steps and you have the option to refer back to the videos at anytime. I have also added extra resources for the course including a design guide and all basic templates that can be used throughout the course.

In this course you will Learn:

How to customise standard xero invoices, purchase orders, quotes, credit notes and Statements.

How to create new template branding themes – Standard & Custom

How to upload logos

How to setup and add payment services

How to setup up default settings

How to add invoice reminders

How to customise .docx files

How to preview custom .docx theme invoices

How to add barcodes to invoice templates

How to create a receipt template

Tips & tricks – to answer some FAQS about invoicing

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Chapter 2: Standard Xero Invoice Customisation

Lecture 1: Intro

Lecture 2: Payment Services

Lecture 3: Create New Standard Theme

Lecture 4: Editing Standard Theme

Lecture 5: Default Settings

Lecture 6: Invoice Reminders

Lecture 7: Logo and Previews

Lecture 8: Limitations of the Standard Theme

Chapter 3: Custom Template Customisation

Lecture 1: Introduction

Lecture 2: Create custom .docx theme

Lecture 3: Edit custom .docx templates

Lecture 4: Add Payment Services and Preview

Lecture 5: Add Logo

Lecture 6: Examples of custom .docx templates

Chapter 4: Other Custom Templates

Lecture 1: Intro

Lecture 2: Invoice with Packing Slip

Lecture 3: Buyer Created Invoices

Lecture 4: Receipt Template

Lecture 5: Add Barcodes to Templates

Chapter 5: Tips & Tricks

Lecture 1: Intro

Lecture 2: How to set default invoice theme

Lecture 3: Changing between themes when invoicing

Lecture 4: Deleting a branding theme

Chapter 6: Conclusion

Lecture 1: Conclusion

Instructors

BizGirl
Accountant Entrepreneur Business Blogger

Rating Distribution

1 stars: 0 votes

2 stars: 0 votes

3 stars: 0 votes

4 stars: 7 votes

5 stars: 3 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!