Whether you are a professional who bills by the hour, a tradesman who invoices labor & materials or someone who sells a few products you should be using the Item section when you are invoicing.
For those of you who invoice by the hour you can simply call your item hourly rate and enter the description you would normally write on your Invoice.
For those of you who might be invoicing a combination of Time + Materials you even have the ability to assign expenses to a customer that will then automatically appear on your invoice (More on that in another post)
If you do have items that you sell - ie you are a designer and sell a Logo Package then you setup that package with the desctription and rate.
Nearly every business we deal with sells the same thing more than once. So why would you want to have to type something out more than once when you Invoice? Yes we know that somethings are different for each Invoice but that is easily dealt with in Xero.
Why use Items when Invoicing?
- So you don't have to type out your description
- So it's easy to Invoice on the go using the Xero App
- So the Unit Price remains consistent (don't stress you can change this on each invoice)
- So you can track how much of each you sell
- So you can break up your Profit and Loss into different sales categories
How do I setup my Items?
It's super simple.
You can either set them up as you are Invoicing or enter them all at once. Check out the Video on how to below.
