Working with invoices and estimates is similar, with the exception of payments, which are not entered on estimates.

Adding Charges

To add a charge, click the Add a charge button to open the charge form.

This form will allow you to set the Xero account the charge will be associated with, the discount percentage, and the Xero tax rate to associate the charge with, along with the typical line item data, such as price and quantity.

Depending on the tax inclusive/exclusive setting, the line item amount will be adjusted to remove the tax from the line item total.

Adding Payments

To add a charge, click the Log a payment button to open the payment form.

This form will allow you to specify the date, type (unused in Xero), the Xero account to associate the payment with, and the amount, along with payment notes.

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