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Create Draft Invoice
⚡ Batch Dataset Import
1. Company & Customer Details
Issuer Company (From) *
Company not connected to Xero. (
Connect Xero
)
Customer (Bill To) *
+ New Customer
Select Existing (0)
2. Invoice Metadata & Terms
Invoice Number
Issue Date *
Due Date *
Reference / Job #
Currency
GBP (£)
EUR (€)
USD ($)
AUD ($)
NZD ($)
CAD ($)
Amounts are
Tax Exclusive
Tax Inclusive
No Tax
3. Line Items (Set of Values)
Add Line Item
Description *
Qty
Unit Price
Xero Account
Tax Type / Rate
Amount
200 - Sales
260 - Other Revenue
Output Tax (20%)
Zero Rated (0%)
No Tax (0%)
GBP 150.00
Invoice Notes
Payment due within 30 days. Thank you for your business!
Terms & Conditions
Standard payment terms apply.
Subtotal:
GBP 150.00
Tax Total (Exclusive):
GBP 30.00
Discount:
GBP
Total:
GBP 180.00
Save as Local Draft
🚀 Create Draft in Xero