Xero – Step to creating a Sales Invoice & Recurring Invoice.

 

1. Enter a New Sales Invoice – Follow Steps 1 to 11

Description Examples

• The wording for line items pertaining to membership should be formatted in a similar style to the following example:
• <Series> Leaders Industry Partner Annual Membership
• <Series> Leaders Industry Expert Membership Instalment
• <Series> Leaders Executive Leaders Membership Instalment
• <Series> Leaders Future Leaders Membership Instalment
• <Series> Leaders Annual Alumni Membership
• Include a line item for Ezidebit (Applies to agreements that are paid on a monthly or bi-monthly basis)
  • Ezidebit Transaction Fee TBC

Ezidebit Transaction

• When an Ezidebit Form is completed online by the Member. Return to the current invoice and recurring invoice and updated the following areas (see how to edit invoice section)
  • Please apply the transaction fee selected by the members, whether it is for bank transfers or credit card payments.
  • Use IL Fee Calculator provided to determine correct fee
• Reference: Update the Reference to (Series) Ezidebit
• Branding: On recurring invoice to change to (Series) Ezidebit
• Save Invoice
• On Email Template Select: Repeating Invoice – Ezidebit Payment Arrangement.

 

1.a Series Chart of Accounts and Reference Codes

Note: In every invoice issued, it is important that you include your state reference in the “reference” field (eg. NSW) as this will allow you to easily search the system for invoices you have issued.

• • Series Chart of Account Codes  Click here to view 
  • Series Reference Codes  Click here to view 

 

2. Creating a Recurring Sales Invoice

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  Creating a recurring invoice after your initial invoice is simple.

• Open the original invoice from the 3 dots in the right-hand corner, Select Repeat

 

The steps to create your recurring invoice are below.

Setup Up Recurring Invoice Final Steps – Email Template

 

Standard Invoice

 

Ezidebit Invoice

 

3. Enter/Edit a New Sales Invoice

To edit an invoice, go to Contacts > Search for Company

Make the required changes click Update