How to Create an Invoice in Xero

Xero makes creating an invoice straightforward once your contacts and branding are set up. You can create one-off invoices, repeating invoices, or convert quotes to invoices in a few clicks.

To create an invoice in Xero: 1. Log in to Xero and go to Business → Invoices 2. Click "+ New Invoice" 3. Select or create the customer in the "To" field 4. Confirm the invoice date and due date 5. Enter a reference if you use one (PO number, project name) 6. In the line items, choose the item code, description, quantity, unit price, account, and tax rate 7. Add multiple lines as needed — Xero auto-calculates subtotal, GST, and total 8. Choose a branding theme if you have multiple 9. Add a note or terms in the message field 10. Click "Approve" to finalise the invoice, then "Send" to email it directly to the customer 11. Save as draft instead if you want to review later

Approved invoices feed straight into your BAS reports. If Xero is overkill for your needs, InvoiceSonic offers a free, lightweight alternative for creating professional Australian invoices.