How to automate your recurring sales invoices

DO YOU EVER INVOICE YOUR CLIENTS THE SAME AMOUNT REGULARLY?

Did you know that you can set up a repeating invoice in Xero?

This is a real time and energy saver if you are invoicing customers for the same amount every month - for example a monthly rental, subscription or a retainer.

So, here’s how to do it:

Head over to your Xero dashboard:

• Select Business in the blue menu bar along the top

• Select Invoices in drop-down menu

• Select the Repeating tab

• Select New Repeating Invoice

You can then take a few minutes to set up your custom invoicing dates and then you don’t worry about it again. Xero will automatically create and email invoices to your customers each month — you don’t have to do a thing!

If you want to automate things even further, then you can use the GoCardless integration in Xero to get clients to pay via Direct Debit.

And even better – once the invoice is paid, the reconciliation is done automatically in Xero.

Automating your end-to-end invoicing process like this can save your time, energy, headspace and help get paid quicker too.

We love to help clients unburden themselves from time draining manual tasks like these. We provide training and support in our packages to help you on your way to striking the work/life balance you deserve! Get in touch to book in a discovery call to have a chat about how we could help.