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Xelium One Product Tour

Walk through Xelium One in 11 short steps, from one shared Core to invoices and reports. Every picture is a real Xelium One screen from the demo organisation Northwind (demo data); the people, clients and amounts are example data.

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Invoices and what's still owed.

Invoicing & Receivables

A part-paid demo invoice showing subtotal, tax, amount paid and balance, the connected record back to the client and placement, a Download PDF button and the invoice lines. — Real Xelium One screen · demo organisation, example dataA part-paid invoice, traceable to the client, placement and revenue. Open full size: Invoice

Draft and issue invoices to client accounts, record payments, and see part-paid, paid and overdue invoices — each line traceable to the revenue behind it.

Invoicing keeps each invoice next to the client and the revenue it bills.

Key points

Invoice lines, including lines from posted revenue
Issue, and void with confirmation (the record is kept)
Download an invoice as a PDF to send to your client
Record payments; invoices become part paid or paid
Due and overdue invoices

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Invoicing & Receivables · Xelium One Product Tour