Automation is ever important in our world today. We all want more time, but seem only to have less of it. By making our lives more streamlined and automated we can save time. Saving time can lead to saving money too.
Over the next few weeks, we will be discussing ways that you can be more automated in Xero. This article is focusing on using the Repeating Invoices feature within Xero.
Repeating Invoices can be used for customers you invoice on a regular basis. Once set-up, Xero will automatically create a new invoice based on the schedule you set-up. Using this feature speeds up the invoicing process.
To access this feature in Xero, go to Accounts>Sales>Repeating> New Repeating Invoice.
How to Set-up a Repeating Invoice
There are six easy steps to set-up a new repeating invoice.
You can include a payment link with your repeating invoices by choosing a branding theme on the repeating invoice that includes a payment service. See our previous article for suggestions on how to choose a payment service that suits your needs.
You may also want to insert placeholders in the Reference Field. See our previous article to see how to set-up placeholders.
This is the first in a series of articles, so stay tuned for more tricks on how to get automated in Xero.