Sales overview and creating invoices

This section introduces users to the invoicing tools in Xero, helping them understand how to create, send, track, and automate sales invoices. Proper use of Xero’s invoicing features ensures faster payments, accurate records, and better cash flow management

By the end of this section, the learner will be able to:

· Check the Sales Overview, View a snapshot of all invoices, quotes, and billable expenses.
Create and Send an Invoice, learn how to build a professional invoice and send it to a customer and understand how Xero tracks invoice status from draft to paid.

Sales Overview

The Sales Overview gives a real-time snapshot of your sales activity, summarizing invoice statuses to help you stay on top of receivables. From here, you can:

• See how much is due each month.

• Spot which customers owe the most.

• Quickly create new invoices, quotes, or statements.

• Use the search bar to find transactions fast.

Create and Send an Invoice

Xero allows you to easily create and send invoices, helping you track sales and manage customer payments efficiently. You can build an invoice from scratch, choose a customer, add items or services, and send it directly by email. Once sent, Xero tracks the invoice’s status — showing when it’s sent, viewed, and paid.

Delete an Invoice in Xero

To delete a draft invoice, first open the invoice, then click the Options button located at the top right of the screen, select Delete from the dropdown menu, and finally confirm the deletion to complete the process.

To delete an approved invoice, first open the invoice, then click the Options button located at the top right of the screen, select Void from the dropdown menu, and finally confirm the action to complete the process