Can I send invoices directly to my customers from Xero?

Yes. Once an invoice is approved, click Email to send it directly to the customer’s email address. Xero automatically formats the invoice professionally.

Can I set up recurring invoices?

Yes. Xero allows you to create recurring invoices for regular billing. Go to Sales → Invoices → New → Repeat Invoice, set the schedule, and Xero will automatically generate and send them.

How do I track if an invoice has been paid?

Invoices in Xero show their status: Draft, Awaiting Payment, Paid, or Overdue. You can also reconcile payments when they’re received to keep your records up to date.

Can I add discounts to invoices?

Yes. While creating an invoice, you can apply a discount if needed. Xero automatically calculates totals including taxes and discounts.

Can Simply Accounts help me with this?

Absolutely!! Contact us and we'll help you out.

Our Client Resources | Simply Accounts

How to create an invoice in Xero

How to create & send invoices using the Xero web browser & mobile app to help you get paid faster anywhere.

How to mark a Xero invoice as Paid

Keep track of who has paid and make sure customers don't receive unnecessary payment reminders.

Invoicing with CIS & DRC VAT

Invoice correctly when working under CIS, including how to apply the Domestic Reverse Charge VAT rules.

How does director's payroll work

Guide to understanding how payroll, DLA and dividends work together, including how to take your money.

FreshPay Portal

Access your FreshPay portal to view payslips, payroll information and other documents relating to your payroll with us.

Subcontractor Verification

This service is for our clients working within the construction industry who want to verify their subcontractors.

Client Resources

Xero Guides & Tutorials

How to create an invoice in Xero

How to mark a Xero invoice as Paid

Invoicing with CIS & DRC VAT

Payroll & FreshPay

How does director's payroll work

FreshPay Portal

Director's Loan Account

C.I.S. - Construction Industry Scheme

Subcontractor Verification