Business Booking Details

Payment Of Invoices

For bookings from established businesses, we do not require payment at the point of booking.

We will send you an invoice which you can submit to your accounts payable system.

Purchase Orders

If your employer uses a purchase order (P.O.) system to manage supplier invoices that is no problem.

  • If you already have a P.O. number when booking add it to the PO number box on the booking form, and we will include it on your invoice.
  • If you need an invoice to generate a P.O. number in your accounts system, please book the course as normal and add a note in the PO number box – to be provided
  • We will send you an invoice (without a P.O.) which you can use to generate a P.O..
  • We will then re-issue your invoice with your P.O. included when you provide us with it

PAYMENT METHODS:

You are not able to pay directly online at the time of booking, we issue an invoice for all bookings.

We accept payment either via direct bank transfer or card

Our invoices contain our bank details if you would like to pay by bank transfer and there is also information on how to pay by card.

Please note, if you are using a business card there is a surcharge of 2% to cover the payment processing charges.

Master the basics with our Xero Introduction course and learn all of the core skills that you need to start using Xero day-to-day.

We know that learning Xero for the first time can be a bit daunting. Our friendly, certified trainer will quickly get you using Xero confidently in no time.

This is a hands-on course. It includes lots of time to practise what you are being taught, try things out for yourself and ask questions.

✔ A complete beginners’ course that covers all of Xero’s basics.
✔ Plenty of one to one attention and time to ask questions.
✔ Friendly expert trainers, small groups and a comfortable place to learn.
✔ All the materials and extras that you’ll ever need.

Please note, post course support is not provided for Xero courses.

 

What Will I Learn?

By the time you finish, you’ll be comfortable using a wide range of Xero’s core features.

You’ll be able to quickly and easily:

  • Navigate the Xero dashboard and tailor it to your preferences.
  • Send emails from Xero that are customised for your business.
  • Reconcile your bank account and create sales invoices and purchase orders.
  • Create and view pre-loaded reports.

Am I Ready For This Course?

This course is a beginners’ course and so doesn’t assume any prior knowledge.

So long as you are comfortable working with a computer you’ll be absolutely fine.

Please note: Xero does not accredit live trainer-led training courses and so this is not a Xero-accredited course.

The Training Day

We include everything that you’ll need for a really productive, fun day’s training.

Our One Day Xero courses from 9.30 am to approximately 4:15 pm each day.

We provide a relaxed but focused learning environment and some of the friendliest Xero trainers you’ll find anywhere.

When you book a course with us we include everything that you need for a great day’s training.

Also, you’ll receive:

✔ A full-colour manual covering everything in the course so that you can recap.
✔ A USB stick for the course exercises to let you practise more in your own time.
✔ A Certificate of Attendance.

  • The benefits of using Xero
  • Basic functionality
  • How to navigate Xero
  • Understand the dashboard
  • Tailor it to your preferences
  • Setting up sales invoices
  • Customising sales invoices
  • Creating and sending a sales invoice
  • Setting up a new contact
  • Creating an Inventory item
  • Customising emails
  • Creating a quote
  • Sending a quote
  • Sending statements of overdue amounts
  • Sending statements of activity
  • Creating purchase orders
  • Recording a purchase invoice
  • Setting up a bank account and feed
  • Reconciling a bank account
  • Viewing a basic profit & loss report
  • Using the help centre
  • Contacting Xero Support

Online Training Requirements

To attend this Xero course online, you will need:

Xero on your Windows PC/laptop with a camera, speakers & microphone
A stable internet connection capable of running Zoom
To be a confident computer user and able to use Zoom

If you have access to a second screen, we would encourage you to use it as it improves the experience.