Keep track of who owes who on Xero
Keep track of who owes who on Xero
Discover Xero's invoicing features

By Thomas Julier, Accountant at Hive Business

As I am sure you are all aware by now, we strongly recommend Xero to all of our clients. The main reason we do this is because it is great at tracking real-time data and analysing the comings and goings in your business. However, there is so much more to Xero! Another brilliant feature of Xero is its ability to track and assist you with those unpaid supplier bills or invoices. If you aren’t currently aware of this here are some of the main ways Xero can help you keep on top of who owes who.

Easy to access summaries
If you are just after a quick and easy summary of all your invoices and bills, click on the “Business” tab at the top and select either “Bills to pay” or “Invoices;” you will be taken to an overview page which will have all your Invoices/Bills and show their status as Paid, Awaiting payment or part paid.

Individual contact summaries
If you have a specific client that owes you for numerous invoices, click into one of their invoices and click on the contact name; it will take you to a summary page for that one contact. This page will show you all the invoices due or overdue as well as all the invoices that have been paid.

Chase customers in seconds
In the same contact summary as above, you can easily send a statement to your customer with a full summary of everything that is due to be paid. In the top right of the page, there is a “Options” tab which has a drop down of “Send statements”. From this, you will then see a summary of outstanding invoices and be given the option to email this directly to the client or download as a PDF. The statement can also be company branded if this has been set up in Xero.

If you don’t currently use Xero for your invoicing but would like to then take a look here to find out how to use Xero invoicing.

If you have any questions about getting more out of Xero or would like more help learning how to use it, please get in touch.

Thomas Julier
By Thomas Julier Junior Accountant
If you have any questions or comments about this article, please get in touch.
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