Learn how to organise and manage your business contacts in Xero efficiently. This module shows you how to add customers, suppliers, and other key contacts, set default settings, and keep your records accurate so invoicing, billing, and reporting are smooth and stress-free.

Learn how to create clear, professional payment terms that protect your cash flow and set expectations with clients. This module guides you through defining due dates, late fees, and invoicing policies so you get paid on time while keeping your customer relationships positive.

Learn how to set up your products and services in Xero to make invoicing faster, more accurate, and professional. This module guides you through creating items, assigning prices, and linking them to invoices, so you can streamline billing and keep your accounts organised.

Learn how to create a professional, branded invoice template in Xero that reflects your business and makes getting paid easier. This module guides you through customising layouts, adding your logo, and setting default terms so every invoice you send is clear, consistent, and looks professional.

Learn how to create and send invoices in Xero quickly and accurately. This module walks you through entering customer details, adding products or services, applying payment terms, and sending invoices professionally helping you get paid on time and keep your cash flow on track.

Learn how to finalise and send invoices in Xero with confidence. This module shows you how to review invoice details, approve them for accuracy, and send them to clients ensuring timely payments and keeping your business finances organised.

Learn how to keep your cash flow on track by sending statements and payment reminders in Xero. This module shows you how to communicate professionally with clients, follow up on overdue invoices, and maintain healthy financial relationships all while saving time and staying organised.

Learn how to match your bank transactions with Xero records quickly and accurately. This module helps you keep your accounts clean, spot errors early, and maintain confidence in your financial data.

Part payments can be tricky — this module shows you how to handle them effortlessly in Xero. Learn how to correctly allocate partial invoices and payments to keep your accounts accurate and your cash flow clear.

Simplify your reconciliation with Xero’s Bank Rules. Learn how to set up automated rules for recurring transactions, save time, and reduce mistakes, so your books stay organised and consistent.

Dive into managing all your account transactions in Xero. This module covers everything from coding expenses to reviewing income, ensuring your financial records reflect your business activity accurately.

Mistakes happen, this module shows you how to fix and repair reconciliation errors in Xero. Learn troubleshooting techniques to correct mismatched transactions, handle duplicates, and maintain clean, reliable accounts.

Entering bills into Xero isn’t just ticking off a to-do,  it’s how you take control of your business. Each bill you enter gives you visibility, accuracy, and control over your cash flow.

Hubdoc is more than storage; it’s your bookkeeping assistant. It eliminates the stress of chasing and sorting bills and receipts by automatically capturing everything in one place and sending it to Xero when ready

Think of your Chart of Accounts as the master list of all your business’s financial categories, your internal filing cabinet. 

When you funnel every bill and invoice into one simple, digital process, you stop wasting hours chasing paper, digging through inboxes, or trying to remember if something was paid.

Managing bills isn’t just about paying them, it’s about protecting your business. A clear process for receiving and approving draft bills helps you stay in control of your cash flow and reduces the risk of mistakes slipping through unnoticed.

Once a bill has been checked, coded, and you’re confident it’s ready to go, it moves into the Approved stage.  This is where the real control happens.

Refunds and credits aren’t just admin, they’re part of keeping your books honest and your supplier relationships clear.