How to create and send Xero automated, repeating invoicing

If you are associated with a small B2B service start-up that is currently using excel spreadsheets, and manual invoicing. Then you faced many problems like:

• Getting invoices out on time
• Trying to recall what work was done when it comes time to produce the invoice
• Following up on overdue invoices
• Managing payments that don’t match invoice amounts – for example, when a payment is partial or spread across multiple invoices.

To get rid of this you should look for the software that automatically invoices companies on a monthly basis.

• This automated invoice sets up reminder and schedules which suits you.
• It automatically connects to your existing accounting application.
• Collect payment from your invoices right from the reminder.

Xero have the facility to generate repeating invoice.

Add or edit a repeating sales invoice or bill .For creating or editing a repeating sales invoice or bill:

• Go to accounts tab and click on sales.
• Go to "new" tab and scroll it to repeating invoice. click on it
• Fill the form according to your suitability.
• Save it and your invoice is created or edited.

If you need fully customizable schedule and scripts to the ability to collect payments right from the reminder. You can use InvoiceSherpa. It can integrated with Xero and you can use stand alone.

It can do these automatic task:

• Create Invoices
• Send due date reminder
• Invoices past due
• Thanks email when you receive payments
• Integrated with Paypal

ADD-ONs always saves the time increase your communication and efficiency. 

Ved Paliwal 

Owner of GD Outsourcing Services