Printing and emailing invoices and statements in Xero is a straightforward process that allows you to send these financial documents to your customers or clients. Here’s how to print and email invoices and statements in Xero:
Printing Invoices and Statements:
1. Log In to Xero:
- Start by logging in to your Xero account using your credentials.
2. Access the “Sales” or “Invoices” Section:
- In the Xero dashboard, navigate to the “Sales” or “Invoices” section. This is where you manage your invoices.
3. Select the Invoice or Statement:
- Locate the specific invoice or statement you want to print. You can use the search and filter options if needed to find the document.
4. Open the Invoice or Statement:
- Click on the invoice or statement you want to print to open it. This will display the details of the document.
5. Choose the Print Option:
- Look for a “Print” or “Download” option typically located near the top or bottom of the invoice or statement page. Click on this option.
6. Configure Print Settings (if available):
- Depending on your browser and printer settings, a print dialog box may appear. Here, you can configure print settings such as the number of copies, page orientation, and paper size. Adjust the settings as needed.
7. Print the Document:
- Click the “Print” button within the print dialog box to print the invoice or statement.
Emailing Invoices and Statements:
1. Log In to Xero:
- Start by logging in to your Xero account using your credentials.
2. Access the “Sales” or “Invoices” Section:
- In the Xero dashboard, navigate to the “Sales” or “Invoices” section.
3. Select the Invoice or Statement:
- Locate the specific invoice or statement you want to email.
4. Open the Invoice or Statement:
- Click on the invoice or statement you want to email to open it.
5. Choose the Email Option:
- Look for an “Email” or “Send” option typically located near the top or bottom of the invoice or statement page. Click on this option.
6. Compose the Email:
- Xero will open a new email window where you can compose the email to send the invoice or statement. You can customize the email subject, message, and recipient’s email address.
7. Attach the Document:
- Xero will attach the invoice or statement to the email automatically. You can also add additional attachments if necessary.
8. Send the Email:
- Once you have composed the email and attached the document, click the “Send” or “Send Email” button to send the email with the invoice or statement attached.
9. Confirm Email Delivery:
- After sending the email, confirm that the recipient has received it. Check your email sent folder for a record of the sent email.
By following these steps, you can easily print and email invoices and statements in Xero, ensuring efficient communication with your customers or clients and maintaining accurate records of your financial transactions.
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