Virtual Event
- This event has passed.
Xero Classic Invoicing vs New Invoicing – Training Webinar
February 20 @ 10:00 am - 10:30 am
Virtual Event
Xero is retiring its Classic invoicing system and moving everyone to the New Invoicing system.
But don’t worry, it’s not as scary as it sounds; there are lots of great new benefits that come with the new system, and in this training webinar, Ruby Spooner, Chartered Accountant and Expert Xero Trainer, will be taking you through these and answering any questions you might have!
Key features include:
- Attach a file to your invoice by dragging and dropping it anywhere on your screen.
- Enter dates efficiently, including easy access to the calendar picker and new keyboard entry options.
- Use new keyboard shortcuts to quickly save or approve your invoice.
- Manage inventory easily by viewing stock on hand in the quantity cell for tracked inventory.
- Set a currency exchange rate for your invoice.
- Create and use new tracking options when editing an invoice to see how different areas of your business are performing.
- Customise your invoice creation experience to show or hide the fields that matter to you.
- Never worry about losing your work — your invoice is automatically saved as a draft from the moment you start
- Accurate previews allow you to see how your invoice will look online or as a PDF and ensure you’re satisfied with the final result before sending it
- ‘Approve & email’ your invoice in just one click, and go from creating your invoice to sending it in just seconds
- Give your customers a beautiful, seamless checkout experience with fewer steps. With Stripe Link, credit card details can be securely saved and reused in the future for faster, smoother payments
Bring any Xero invoicing questions you might have – this is your opportunity to get your questions answered!