At times of business uncertainty, your Aged Debtors/Receivables Control is more crucial than ever.
Xero will help with your ‘Money In’ control by displaying on your Dashboard a graph showing the money owing to you based on the invoice date and how many days the money has been outstanding.
These easy to understand graphs will help identify what monthly money is owed to you so that you can keep control and receive your payments quickly into your bank account.
When you want to get money from your customers you need to raise an accounts receivable invoice. Xero has designed a very easy and straightforward process so that invoices are quickly sent for someone to pay you.
Rather than wait until the end of the month, we recommend you send your invoices as soon as there is approval to do so. We will talk you through the accounts receivable process and once you have saved and approved your invoices, Xero can turn your invoice into a PDF for you to print and post or you can email directly through Xero to your customer.
If you have saved your customer’s email address within your Contacts, the address field is automatically populated with their email address. The ‘Subject’ will be the subject line that displays in the recipient’s email in box the ‘Message’ will appear in the body of the email that your customer receives. The email will show in the recipient’s in box as having come from your name as it is displayed in your profile and email address you are signed into Xero with.
