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 video guide below.

Step-by-Step: Raising a Sales Invoice in Xero

Step 1: Log into Xero

Once logged in, you’ll land on your dashboard.

Step 2: Navigate to the Sales Section

• Look at the top of your screen and select Sales (next to “Home”).

• From the dropdown menu, click Invoices.

Step 3: Create a New Invoice

• Select Create Invoice or New Invoice (depending on your view).

Step 4: Enter the Invoice Details

Fill in the key sections for your customer:

• Customer/Contact – the person or business you’re billing

• Item – select the product or service

• Description – clarify what you’re invoicing for

• Quantity

• Unit Price

• Tax Rate – double-check this is correct

• Currency – ensure it reflects your customer’s billing currency

Take a moment to review everything before saving.

Step 5: Customise Your Invoice (Optional)

You can personalise your invoice layout by adding your company logo and adjusting the template.

• Click Set up an invoice template

• Add or update your logo

• Edit fields you want to appear on your invoice

• Save your template

(If you already have templates saved, you can switch between them for different customers or scenarios.)

Step 6: Save & Send the Invoice

Once all information is correct:

• Click Save

• Choose whether to download the invoice as a PDF
  OR

• Email it directly to your customer using the email address stored in their Xero contact record

Your invoice is now officially raised and sent!