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What to do:

 

1) For one-off initiatives, when agreeing on the initial fee for the job create a quote on Xero which that you can then change into an bill at the touch of a button when the work is completed; and

 

2) For retainer jobs or repeat, subscription sales create a repeating invoice on Xero this means that the invoice will get issued each and every month unless you inform it to discontinue. As an example, our invoices go out on the first of each month whilst we are sound asleep!

 

MISTAKE 3: no longer SENDING YOUR INVOICES TO THE right character

 

Why?

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