How the business is tracking
Money in and out
Working it out…
This financial year
Worth chasing
Soteria 360
Consulting, training, investigations, events and driver training. Recruitment has its own platform.
Money in and out
Working it out…
This financial year
Worth chasing
Prices come straight from your Xero price list. Change one there and it changes here.
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For quoted work that is not a fixed price in Xero. Amounts exclude GST.
Creates the service in Xero. It appears here and in Xero straight away. Use a price of 0 for anything quoted per job.
This is how the invoice will read. Xero renders the final PDF from your branding theme.
| Description | Quantity | Price | Discount | Tax | Amount |
|---|
Nothing exists in Xero yet. Approving raises it, takes the next invoice number, and emails the PDF to the team. The client is never emailed automatically.
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