by Gené du Plessis | Dec 2, 2025 | CLEVER BEAN RESOURCE HUB, STEP-BY-STEP GUIDE
How to Raise a Sales Invoice in Xero Creating and sending invoices in Xero is quick and efficient once you know where to look. Follow this simple step-by-step guide to raise a sales invoice, customise it, and send it directly to your customer. 🎥 Watch the step-by-step...
by Gené du Plessis | Dec 2, 2025 | CLEVER BEAN RESOURCE HUB, STEP-BY-STEP GUIDE
How to Set Up Email Auto-Forwarding in Outlook Setting up auto-forwarding ensures your receipts, invoices, and statements flow directly to Apron/Hubdoc, saving you time and helping us process your accounts faster. Follow the steps below, or watch the full tutorial. 🎥...
by Gené du Plessis | Dec 1, 2025 | CLEVER BEAN RESOURCE HUB, STEP-BY-STEP GUIDE
How to Pull a Balance Sheet & Change Reporting Dates in Xero Accessing your Balance Sheet in Xero is quick and simple once you know where to look. Follow the steps below—or watch our tutorial video, to view your financial position and adjust the reporting dates. 🎥...
by Gené du Plessis | Dec 1, 2025 | CLEVER BEAN RESOURCE HUB, STEP-BY-STEP GUIDE
How to Link a Bank Feed in Xero Connecting your bank feed in Xero allows your transactions to flow in automatically, saving time and improving accuracy. Follow the steps below or watch the full video tutorial for guidance. 🎥 Watch the step-by-step video guide below....
by Gené du Plessis | Dec 1, 2025 | CLEVER BEAN RESOURCE HUB, STEP-BY-STEP GUIDE
How to Create an Invoice Template in Xero Customising your invoice template in Xero ensures your invoices look professional, on-brand, and VAT-compliant. Follow the steps below (or watch the full tutorial video) to set up your template. 🎥 Watch the step-by-step video...
by Gené du Plessis | Dec 1, 2025 | CLEVER BEAN RESOURCE HUB, STEP-BY-STEP GUIDE
How to Create a New Contact in Xero Keeping your contacts tidy in Xero makes invoicing, quoting and tracking financial activity much easier. Whether you’re adding a new customer, supplier, or trading partner, the process is quick and beginner-friendly. Below is a...
