3 Xero Bookkeeping Tips You Need To Know

Use Xero to set invoice reminders

Say goodbye to chasing clients for late payments. Xero does the hard work for you, saving you time. Under Organisation Settings > Invoice Settings, you’ll find the Invoice Reminders button. Here you can choose when the email will be sent; whether it’s 1, 2 or 3 weeks after the bill is due or at a date range that you specify. Xero automatically fills the email for you but you can edit this to say whatever you like. You can also customise the automatic email that your clients will receive, as well as choose to not chase invoices under a certain value if you choose.

‍

Quickly create repeat invoices

We love this Xero feature because you save time on copy and pasting, and trying to remember every little detail! To create a repeat invoice Xero, click into the invoice you want to repeat > at the top right side of the screen click the 3 vertical dots > select ‘repeat’ > check and edit the details as needed > away you go!

‍

Email bill PDF’s straight to Xero

As your small business accountant here in New Zealand, if you are one of our clients we can help you with this. Using software called Hubdoc, you can effortlessly email your images or receipts and bills straight to an integrated Hubdoc / Xero email address, and they will pop up in Xero! One of our favourite features about this is that Hubdoc automatically extracts key data from the documents, making it easy to reconcile your accounts in just a few clicks.

‍

If you need help with your Xero bookkeeping and accounting, let us know. We’re here to help!

‍