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Sones provides insights into new Xero invoicing features

12 Mar 2024 | BALI Member News

Accredited Supplier, Sones Accountancy provides insights into the evolving landscape of accounting technology, with a specific focus on the game-changing features that Xero has to offer.

Xero is a cloud-based accounting software which is popular worldwide, and it is not hard to understand why.  As someone with first-hand knowledge and experience of this software, I have seen the benefits it can bring to my own business.  Also, my clients have reaped the rewards too!

Xero are making to their invoicing feature and some of them may appeal to you.  The new version is built on the latest technology and features time-saving tools that make it easier to customise invoices and simplify how businesses get paid.

Invoicing is of great importance for businesses of all sizes.  As cash flow is the lifeblood of a business, it is imperative that invoicing processes are functioning well as even the slightest problem or delay in payment can have serious ramifications.  If you are still using traditional paper invoices, it may be time for you to consider switching to Xero to take advantage of the efficiencies and accuracies it can bring. 

There are many challenges with paper-based invoices that are sent by mail or email as PDF attachments. They can require manual input which is time-consuming and prone to errors. This system relies on either keeping physical files of the invoices or taking up space on a laptop which may lead to misplaced invoices or difficulties retrieving the information.  Any delays will disrupt cash flow management for both you and your customers. Cloud-based accounting software like Xero may well be the solution. 

Here are just some of the benefits you could take advantage of by switching to Xero:

  • Customise your invoices to show or hide the fields important to you.
  • Automatic drafts are saved so you never lose your work.
  • Copy information from one invoice to another, and also to other documents like quotes.
  • Add previously invoiced items to new invoices.
  • Keyboard shortcuts allow you to easily add dates, make calculations and navigate through invoice creation.
  • Record payment on an invoice easily.
  • View details history and notes such as invoice number, contact information and amount to keep an audit trail of changes made and by whom.
  • Attach files to your invoice from Xero’s library.
  • Accurate previews so you can see exactly how your invoice will look and ensure you’re satisfied with the final result.
  • Ability to approve and email your invoice in just one click, after spending just seconds creating it.
  • Give your customers a seamless payment experience for faster, smoother payments.

Xero allows access to financial data from anywhere, at any time, and on any device with an internet connection. It makes accounting an infinitely smoother process, saving businesses time and money that can be reinvested in growth. 

Sones Accountancy Services are always looking for new ways to help businesses with their accounting.  Why not assess your business's needs and requirements and decide whether invoicing through Xero could be the right fit for you? We’d be happy to talk with you about this. Click on this link to book a chat https://sonesaccountancy.co.uk/calendly-15-minute-call.

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