How to download invoices from xero [online invoices]

Updated: 14/08/2021
Article #: 93


Australian Businesses are required to keep proof of purchases for any purchases over $82.50 inclusive of GST. A proof of purchase is a document which contains specific information; this normally comes in a format of a Receipt or a Tax Invoice. Australian Businesses are required to issue tax invoices within 28 days from the date the service has been provided.

Generally, invoices are either printed or emailed, however a number of Businesses also provide online portals where clients can access and download copies of all their invoices.

Xero

Xero is a provider of accounting software and payment solutions. Xero bills clients monthly. Clients receive monthly invoices via email but can also access invoices via the My Xero portal.

To be able to download invoices from the My Xero portal your user must be the Organisation Subscriber.

  1. From your web browser log into Xero

    è  The Xero Organisation



  2. Click on the Organisation Menu > My Xero

    è  The My Xero portal



  3. Click on the [Subscriptions & Billing] Tab

    è  The Billing Accounts screen opens



  4. Click on the overflow menu next to the Billing Account details and select View Invoices

    è  The STATEMENT - Invoices screen opens



  5. Click on the Invoice number



  6. Click on [PDF]

    è  The Tax Invoice downloads to your download folder






Rate this Topic:
Rating: 0.00 / Votes: 0