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  • Katie Bunting

How to create a sales invoice in Xero

How to create a sales invoice in Xero


1. From the header on Xero, click the + icon where you can select Invoice.

2. This will open up a blank invoice for you to fill in.

· In the ‘TO’ space you should enter the customers name.

If this is a new customer, you should add them as a new contact.

· You can then fill in the remaining invoice as shown below:

3. You can then click approve at them bottom. This will take your invoice to the ‘awaiting payment’ tab under Business/Invoices at the top of your page.