Users are able to both manage their own expenses or set up administrative permissions to approve or deny subordinates’ or colleagues’ expense requests. Users simply need to configure the contract initiation and end dates and select whether they want to have to manually approve the invoices before they send. For businesses that have ongoing retainer-based contracts with clients, this means that billing can be set up automatically. Xero also has the ability to create repeating sales invoices. #Xero invoicing full#Xero allows users to create the full range of commonly required documents for billing and sales purposes. For teams involved in bidding on complex projects (Xero also supports creating estimates and sales quotes) this is an important addition. These could be covering notes, timesheets to support the invoices, or RFQ documents. Using Xero, users are able to upload and store additional documents for attachment to invoices. When users tick the “I track this item” box, a unit count will be deducted from the initial account and users will be prevented from adding the item to invoices if its quantity falls to zero. Xero opted instead for the middle ground, allowing users to choose to track specific items for inventory purposes. Typically, invoicing systems either integrate with ERP tools used for stockeeping, or don’t have a stock-keeping functionality at all. Xero allows users to configure a reminder cadence which will send a series of emails to customers at periodic intervals after their invoice has fallen overdue. Automated Follow-UpsĬhasing down overdue invoices is a time-consuming chore for both small businesses and large accounts receivable departments. This is useful where several invoices, assigned to different points of contact, might need to be sent into the same organization at once. Xero also allows users to assign individual billing contacts into groups. Users can also configure default payment due dates for customers so that they do not have to populate that information on every invoice manually. In addition to basic fields such as name and email address, Xero also lets users register customers’ financial details, tax information, and billing terms. Xero makes it possible to save complete records of your billing customers and suppliers. #Xero invoicing android#Price range: From $9/month (Early) to $60 (Established)Īpps: Android and iOS Features and Add-ons Contact Saving
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