Xero Invoicing Review | Is It Any Good in 2025?

Xero Invoicing Features

Are you ready to effortlessly stay on top of your business finances with Xero Invoicing’s features?

Here’s a breakdown of its key features:

Customization and Templates:

Xero Invoicing allows you to create, customize, and send sleek, professional invoices tailored to your individual business needs.

Simply create and customize an invoice from scratch within the Xero platform, or download Xero’s free invoice template as a PDF to send directly to your clients.

You can choose to save a single template for every invoice or customize one for each client or project.

The flexibility is entirely in your hands!

Add your company logo, currency, invoice number, payment options, and payment terms directly to the template to provide your clients with the essentials right away.

Personalizing your invoices further is also possible by including standard messages or deleting/adding additional fields.

You can even change the font size and type, margins, title names, logo placement, and more within your ‘Invoice Settings.’

It’s worth mentioning that while the level of customization within Xero Invoicing is sufficient, options are limited compared to other Xero competitors like FreshBooks.

Read more: How Much Does a Bookkeeper Cost For Small Business?

Recurring Invoices:

If you have clients who regularly use your services, Xero Invoicing makes it easy to schedule these invoices automatically with the Recurring Invoice feature.

And guess what? It’s super simple to set up and use!

All you need to do is select ‘New repeating invoice’ under ‘Invoices’ and type the details of your recurring invoice.

From there, you can personalize your template by adding the client’s details, currency, tax data, logo, payment terms, and any other messages you’d like to appear.

You can schedule the invoice to repeat on a specific day of the week, month, or particular calendar date.

This ensures timely and hassle-free billing every time!

Read more: 6 Best Accounting Software For Self Employed.

Flexible Payment Options:

Are you looking to get paid faster by your clients?

Thanks to Xero Invoicing, you can streamline the entire payment process to ensure you get paid on time.

By adding a clickable ‘Pay Now’ button directly to your invoices, your clients can quickly settle their bills without leaving the interface.

You can accept payments through debit and credit cards, bank transfers, and more, giving your clients the flexibility to use their preferred payment method.

Xero also integrates with trusted third-party payment providers like Stripe, allowing you to accept card payments or direct debits with ease.

These secure platforms ensure that your payments are processed safely, protecting both your business and your customers against pesky fraudulent transactions.

These flexible payment options can ultimately help you get paid faster and reduce the need to send time-consuming follow-up emails!

Read more: Top 5 Bookkeeping Spreadsheets For Small Business.

Automatic Reminders:

Need to follow up on overdue payments? Xero Invoicing has you covered!

Setting up automatic reminders with Xero Invoicing saves you time and effort otherwise spent chasing overdue invoices.

Simply choose the frequency of reminders, from daily, weekly, or at any interval that suits you, and let Xero do the rest!

Customize your automatic reminders to include (or not include) a link to the invoice PDF or a button to the online invoice for seamless payment processing.

Additionally, you can choose not to send reminders for amounts owed below a certain threshold.

Reminders can be sent before or after the payment due date, giving you complete flexibility in prompting your customers to pay.

Plus, Xero even allows you to track when reminders were sent!

This means you know exactly when to send the next follow-up, keeping your cash flow on track at all times with minimal hassle.

Read more: What Is The Best Bookkeeping Template For Small Business?

Mobile App:

Did you know you can create, customize, and send invoices on the go with the Xero mobile app?

Simply add a new customer directly from your phone or tablet when drafting their first invoice or import existing customer data from your Xero account.

The tool also allows you to track when customers view your invoice, giving you peace of mind that they’ve received it!

And if that wasn’t enough, Xero sends you instant notifications whenever a payment has been made, so you don’t need to check manually.

Plus, it helps you easily identify unpaid invoices, allowing you to follow up and manage your payments seamlessly.

Xero’s mobile app is one of the best in the business. It ensures you always stay on top of your billing, even when you’re on the go!

Read more: Xero vs QuickBooks.

Batch Send and Bulk Import:

With Xero Invoicing’s Batch Send and Bulk Import features, businesses handling multiple invoices will save time and improve efficiency.

With Batch Send, you can essentially quickly send invoices to multiple clients.

To send bulk invoices, simply check the box beside each one and click ‘Email.’ It’s that easy!

You can add multiple email addresses (separated by commas) and even combine multiple invoices into one PDF before hitting send.

This makes managing large volumes of invoices easy and streamlined.

Additionally, Xero’s Bulk Import feature allows you to import invoice data through a CSV file using Xero’s Conversion Toolbox.

This handy feature makes the process super simple, whether you’re bringing in a few invoices or transferring an entire backlog from another system.

Read more: How To Export Customers In Xero?

Transform Quotes To Invoices:

Did you know you can seamlessly transform a quote into an invoice with Xero Invoicing?

Basically, once you’ve created a detailed quote for a client, you can convert it by finding the quote you want to convert, ticking the checkbox next to it, and clicking ‘Create invoice.’

This feature is super flexible, allowing you to invoice all or just some of the items listed in the original quote.

The best part? All the relevant information, such as items, pricing, and customer details, is automatically included in the invoice, so you don’t need to re-enter the data manually.

This not only ensures accuracy but also speeds up the entire billing process!

Read more: Best Inventory Software For Small Business.