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Invoice feature Xero

Invoice feature Xero
Tuesday, December 08, 2015

- use the recurring invoice feature in Xero to slash the time it takes to do your billing.

Do you charge clients on a monthly basis, or the same amount regularly for a group of clients? Then the repeating invoice section of Xero is for you! Set up the bill once, tell Xero when and how you want it to repeat, and leave the system to work for you whilst you sleep! It’s a great time saver and helps to avoid those regular bills that can get forgotten.

https://vimeo.com/76367186

Moving to Panthera is easy

It’s a big decision to move accountants. We get it. That’s why we have a clearly defined process in place to make it as straightforward as possible.

Step 1: We have a short initial discovery meeting to understand your needs so we can create the perfect service package for your business

Step 2: You receive your tailored proposal with one simple monthly fee and you e-sign the letter of engagement

Step 3: You provide your current accountant with notice – and you leave the rest to us!

We liaise directly with your previous accountant regarding the transfer of information. We request authority from HMRC to act on your behalf. We handle as much of the admin as possible, so you can get on with running your business – safe in the knowledge that everything is going on in the background. And if there’s any action for you, we let you know.

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