Otherwise, multiply the quantity by the price and add up the total for all the items. An invoice is a request for payment, while a receipt is provided after payment has been made. Invoices can also act as receipts, but sometimes a customer wants an actual receipt for their records. Receipts are also handy to document a non-invoiced sale, especially if the client pays in cash. The result is a better handle on your financials, and gives your advisor the information they need to offer insightful business advice.
Hubdoc allows you to upload bills and receipts using your mobile, drag and drop from your desktop, send via email or scanner. Once uploaded to Hubdoc, the key data is extracted before the transaction is published to Xero, with the original document attached. Transactions are matched with bank feed transactions in Xero, providing an accurate view of how your business is doing.
Deposit receipt template
You can easily transfer all invoices from another accounting system into Xero invoicing software. Import as little or as much information from your invoices as needed using a standard CSV (spreadsheet) file and Xero’s Conversion Toolbox. Create and send stylish invoices with our invoicing software for small businesses. Xero’s invoicing software takes the work out of billing – and gives your customers a smooth and professional experience, too. Hubdoc is a Xero solution, so setting up your Hubdoc account is easy from within Xero. Next time you log into Xero, you’ll find Hubdoc in the drop-down menu.
Add a guide to financial leverage multiple email addresses separated by a comma, and hit send. You can also combine multiple invoices into a single PDF. Draft templates for individual projects or clients, or use the same one for every invoice. Hubdoc turns a PDF bank statement into a CSV, making it quick and easy to get the transaction data into Xero.
- This template has been provided for information purposes only.
- Draft templates for individual projects or clients, or use the same one for every invoice.
- Hubdoc turns a PDF bank statement into a CSV, making it quick and easy to get the transaction data into Xero.
- You’ll be surprised how easy it is and how much you can automate.
- Avoid email back and forths by giving customers all the information they need, upfront.
Access Xero features for 30 days, then decide which plan best suits your business. Snap a photo with the Xero Me business bookkeeping software app to scan a receipt and auto-fill expense claims with the key details. Accounting software makes it simple to generate and send invoices and receipts.
Maximize your time with tracking features in Xero invoicing software. Timesheets can populate invoices, so your hard work doesn’t go unpaid. The sales overview in the Xero invoicing system shows you the status of all your pending and paid invoices, and the total amount owed to you. You can view or edit any invoice, enter payments received, and follow up with customers to get paid faster. Spend less time chasing payments by automating invoice reminders for your customers with our online invoicing software.
More about receipt scanning
A customer pays an invoice from their mobile phone with Xero. Fully customizable invoices that have the human touch, but can be scheduled and repeated. Don’t fret – once you create your Hubdoc account, you’ll find useful tips and tricks on how to get the most out of using Hubdoc. Generate payslips easily for your employees and contractors. Check out these tools and resources to learn more about running a successful business. All pricing plans cover the accounting essentials, with room to grow.
Next time you need to send an invoice, you’ll have a professional template ready to edit in Xero invoicing software. A cash receipt template includes the same information as other receipts, but it shows that your customer paid in cash. Receipts are critical for cash payments as they are often the only proof of purchase (other payment types leave a digital trail). To make a simple, professional-looking receipt, download a paid receipt template. Then, customize it with details of the purchase and give it to your customer.
Accounting software
With the right software, you don’t have to deal with templates – you can let the software do the work for you. You’ll be surprised how easy it is and how much you can automate. Designed just for you, this free paid receipt template is easy to complete and adaptable to your business needs. Scan, track and organise receipts and more when you add the Xero Expenses to your Xero subscription. Pay for the add-on monthly, but only for employees who submit a claim within the month.
Streamline your billing with Xero’s invoicing software
Yes – the Xero Me app lets you take photos of your receipts so you can easily track expenses. When you get a receipt for a business purchase, just snap a photo with the app. Then enter a few details and the bookstime accounting: 10 tips for better small business bookkeepin app enters the expense into your bookkeeping software automatically. A receipt gives your customer proof of their purchase, in case they need it to back up the expense on a tax return or be reimbursed by someone. It’s also helpful if they want to return an item or if there’s a discrepancy about how much has been paid.