Get an overview of contact activity and history of invoices, payments, bills, and emails. Also, Xero allows creating an invoice from a quote, so you can skip entering the customer details. To make quotes more informative, add line-by-line details or attach additional files. You can edit, customize and copy existing quotes for future use. Inform customers about the cost of the requested service by sending them a quote. Xero offers only one ready-made invoice template, though you can generate custom templates using extensive design possibilities.

Once a credit limit is exceeded, you receive an alert when creating the next invoice for that client. It automatically saves all entered fields as a draft every few minutes. Xero provides a comprehensive way to manage invoices and customer details.

You can create an invoice for the customer for billable expenses amount right away. Check customers who owe you the most and ones with the biggest value of billable expenses. Source: Xero Sales Overviewīreak down your sales into clear tables and graphs to monitor invoices and run expenses reports. You can customize the dashboard, so the charts and graphs will show the necessary data. Xero Accounting Dashboard displays your cash flow, bank information, invoices, and other important details. Xero Review: Diving into Functionality Dashboard Even if your budget is not that big, Xero's starting plan for $12 per month seems quite affordable.

Its flexible pricing structure allows choosing the most appropriate option to meet one’s requirements. Xero offers accounting services for teams ranging from self-employed to large businesses. It provides robust invoicing & bookkeeping tools, customizable reporting, project accounting, and numerous integrations. Xero accounting is cloud-based software that helps effectively manage financials within one program. In this Xero review, we will try to look at this tool from both general and internal perspectives, and give it a relevant estimate. Xero proves itself as a reliable assistant in multiple accounting processes and boasts its large feature selection. Taking care of financial health can be difficult with no accounting software at hand.

Is xero accounting software good