Documents

Find and open your invoices and quotes using the Document Manager. Search, filter, and sort to find what you need.

Create quotes with expiry dates, detailed line items, and optional sections. Convert to invoices when accepted.

Detailed guide to invoice fields including numbering, dates, references, and optional sections.

Add, edit, and organize line items on your invoices. Set quantities, prices, and discounts. Save common items as Quick Items for reuse.

Group related line items into sections with headings and subtotals. Useful for complex invoices with many items.

Add detailed, formatted descriptions to line items. Useful for scope of work, specifications, and terms.

Track changes to invoices and quotes with revisions. Create snapshots, compare versions, and restore previous states.

Understand how your invoices and quotes appear as PDFs, including layout, sections, and tips for professional-looking documents.

Save documents manually or with autosave. Your data is stored securely in the cloud.

Send invoices and quotes via email with optional Xero payment links.

Add reference numbers for PO tracking and shipping addresses for delivery. Both are optional fields that sync to Xero.