--- title: Xero Guides | Help Center description: Xero Guides --- [Skip to content](https://support.fortunaadvisors.com.au/en/xero-guides#main-content) English Show submenu for translations ![Fortuna logo.png\]](https://support.fortunaadvisors.com.au/hs-fs/hubfs/Fortuna%20logo.png?height=40&name=Fortuna%20logo.png) - [Default HubSpot Blog](https://blog.fortunaadvisors.com.au/) Open main navigation Close main navigation - [Default HubSpot Blog](https://blog.fortunaadvisors.com.au/) - English Show submenu for translations - Fortuna Advisory Group Fortuna Advisory Group Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.fortunaadvisors.com.au/en) 2. [Xero Guides](https://support.fortunaadvisors.com.au/en/xero-guides) # Xero Guides - [How do I check for unpresented cheques?](https://support.fortunaadvisors.com.au/en/how-do-i-check-for-unpresented-cheques) - [Do I have to add a contact before I can invoice them?](https://support.fortunaadvisors.com.au/en/do-i-have-to-add-a-contact-before-i-can-invoice-them) - [Can I set a customer up for a standard discount?](https://support.fortunaadvisors.com.au/en/can-i-set-a-customer-up-for-a-standard-discount) - [Can I set up Fixed Assets in Xero?](https://support.fortunaadvisors.com.au/en/can-i-set-up-fixed-assets-in-xero) - [Can my customers pay for their invoices online?](https://support.fortunaadvisors.com.au/en/can-my-customers-pay-for-their-invoices-on-line) - [Can I get my partners into Xero](https://support.fortunaadvisors.com.au/en/can-i-get-my-partners-into-xero) - [Inviting another user into Xero](https://support.fortunaadvisors.com.au/en/inviting-another-user-into-xero) - [How to create recurring invoice in Xero?](https://support.fortunaadvisors.com.au/en/how-to-create-recurring-invoice-in-xero) - [I can't work out the foreign currency in Xero](https://support.fortunaadvisors.com.au/en/i-cant-work-out-the-foreign-currency-in-xero) - [How do I automate the monthly bank charges](https://support.fortunaadvisors.com.au/en/how-do-i-automate-the-monthly-bank-charges) - [Can I deal with expense claims separately to the reconcile screen?](https://support.fortunaadvisors.com.au/en/can-i-deal-with-expense-claims-separately-to-the-reconcile-screen) - [Tracking (can I separate a set of sales and bills to report on)](https://support.fortunaadvisors.com.au/en/tracking-can-i-separate-a-set-of-sales-and-bills-to-report-on) - [Adding payment services (Adding a payment gateway in Xero)](https://support.fortunaadvisors.com.au/en/adding-payment-services-adding-a-payment-gateway-in-xero) - [Our sister company uses Xero can we use each others information?](https://support.fortunaadvisors.com.au/en/our-sister-company-uses-xero-can-we-use-each-others-information) - [Creating sales invoice (How do I invoice my customers)](https://support.fortunaadvisors.com.au/en/creating-sales-invoice-how-do-i-invoice-my-customers) - [There is no bank account on our invoices, how do I get that in?](https://support.fortunaadvisors.com.au/en/there-is-no-bank-account-on-our-invoices-how-do-i-get-that-in) - [What if a supplier sends only part of our order?](https://support.fortunaadvisors.com.au/en/what-if-a-supplier-sends-only-part-of-our-order) - [Customer overpayments](https://support.fortunaadvisors.com.au/en/customer-overpayments) - [We do our budgets manually - don't suppose Xero has budgets?](https://support.fortunaadvisors.com.au/en/we-do-our-budgets-manually-dont-suppose-xero-has-budgets) - [How does Xero manage loans or mortgages?](https://support.fortunaadvisors.com.au/en/how-does-xero-manage-loans-or-mortgages) - [How do I credit a customer?](https://support.fortunaadvisors.com.au/en/how-do-i-credit-a-customer) - [How can I add a new bank account?](https://support.fortunaadvisors.com.au/en/how-can-i-add-a-new-bank-account) - [Adding a bank account](https://support.fortunaadvisors.com.au/en/adding-a-bank-account) - [How do I code dishonoured payments?](https://support.fortunaadvisors.com.au/en/how-do-i-code-dishonoured-payments) - [What if I made 2 contacts for the same person?](https://support.fortunaadvisors.com.au/en/what-if-i-made-2-contacts-for-the-same-person) - [Fixed asset register](https://support.fortunaadvisors.com.au/en/fixed-asset-register) - [Do I reconcile my foreign currency invoices in my currency or theirs?](https://support.fortunaadvisors.com.au/en/do-i-reconcile-my-foreign-currency-invoices-in-my-currency-or-theirs) - [How to change email reply address on repeating invoices?](https://support.fortunaadvisors.com.au/en/how-to-change-email-reply-address-on-repeating-invoices) - [We don't use invoices so how do we code stuff](https://support.fortunaadvisors.com.au/en/we-dont-use-invoices-so-how-do-we-code-stuff) - [I overpaid a supplier with a cheque how can I track that?](https://support.fortunaadvisors.com.au/en/i-overpaid-a-supplier-with-a-cheque-how-can-i-track-that) - [Repeating invoices](https://support.fortunaadvisors.com.au/en/repeating-invoices) - [We want to add a message to our emailed invoices, can we?](https://support.fortunaadvisors.com.au/en/we-want-to-add-a-message-to-our-emailed-invoices-can-we) - [How can I pay staff for their expenses?](https://support.fortunaadvisors.com.au/en/how-can-i-pay-staff-for-their-expenses) - [Bank reconciliation in Xero](https://support.fortunaadvisors.com.au/en/where-do-i-set-up-reccuring-transactions-in-xero) - [Does Xero have Quotes?](https://support.fortunaadvisors.com.au/en/does-xero-have-quotes) - [Sometimes our customers want a one off delivery address how do I do that?](https://support.fortunaadvisors.com.au/en/sometimes-our-customers-want-a-one-off-delivery-address-how-do-i-do-that) - [I have a staff member I only want them to invoice only not see the bank accounts](https://support.fortunaadvisors.com.au/en/i-have-a-staff-member-i-only-want-them-to-invoice-only-not-see-the-bank-accounts) - [I think there are duplicate transactions in my bank account](https://support.fortunaadvisors.com.au/en/i-think-there-are-duplicate-transactions-in-my-bank-account) - [I haven't coded a transaction the right way can I redo it?](https://support.fortunaadvisors.com.au/en/i-havent-coded-a-transaction-the-right-way-can-i-redo-it) - [How do I do a purchase order in Xero?](https://support.fortunaadvisors.com.au/en/how-do-i-do-a-purchase-order-in-xero) - [Xero keeps putting the wrong information in when I want to reconcile](https://support.fortunaadvisors.com.au/en/xero-keeps-putting-the-wrong-information-in-when-i-want-to-reconcile) - [Can I attach a signed copy of an approval to a customer invoice?](https://support.fortunaadvisors.com.au/en/can-i-attach-a-signed-copy-of-an-approval-to-a-customer-invoice) - [Is it possible to have one Xero account and several Cost centres?](https://support.fortunaadvisors.com.au/en/is-it-possible-to-have-one-xero-account-and-several-cost-centres) - [Can I change my invoices after I approve them?](https://support.fortunaadvisors.com.au/en/can-i-change-my-invoices-after-i-approve-them) - [How do I get more detail on reports](https://support.fortunaadvisors.com.au/en/how-do-i-get-more-detail-on-reports) - [Default invoice (can I change the default invoice settings)](https://support.fortunaadvisors.com.au/en/default-invoice-can-i-change-the-default-invoice-settings) - [Can I change my email login address?](https://support.fortunaadvisors.com.au/en/can-i-change-my-email-log-in-address) - [Can I group my contacts in Xero](https://support.fortunaadvisors.com.au/en/can-i-group-my-contacts-in-xero) - [Repeating invoices (can Xero send out invoices automatically)](https://support.fortunaadvisors.com.au/en/repeating-invoices-can-xero-send-out-invoices-automatically) - [Split payments (how do I apply part payments against customer invoices)](https://support.fortunaadvisors.com.au/en/split-payments-how-do-i-apply-part-payments-against-customer-invoices) - [Debtor collection note](https://support.fortunaadvisors.com.au/en/debtor-collection-note) - [Adding email addresses](https://support.fortunaadvisors.com.au/en/adding-email-addresses) - [Invoice branding](https://support.fortunaadvisors.com.au/en/invoice-branding) - [Customer split payments](https://support.fortunaadvisors.com.au/en/customer-split-payments) - [Reconcile and unreconcile](https://support.fortunaadvisors.com.au/en/reconcile-and-unreconcile) - [Add credit note (can I add a note to a Debtor Invoice)](https://support.fortunaadvisors.com.au/en/add-credit-note-can-i-add-a-note-to-a-debtor-invoice) - [Customer part payment - multiple invoices](https://support.fortunaadvisors.com.au/en/customer-part-payment-multiple-invoices) - [Where do my reconciled transactions go](https://support.fortunaadvisors.com.au/en/where-do-my-reconciled-transactions-go) - [Document customising (can I totally change my invoices to clients)](https://support.fortunaadvisors.com.au/en/document-customising-can-i-totally-change-my-invoices-to-clients) - [What if the bank feed misses some transactions?](https://support.fortunaadvisors.com.au/en/what-if-the-bank-feed-misses-some-transactions) - [Is there any way Xero can track our Petty Cash?](https://support.fortunaadvisors.com.au/en/is-there-any-way-xero-can-track-our-petty-cash) - [Where do I find a list of bills I haven't paid yet?](https://support.fortunaadvisors.com.au/en/where-do-i-find-a-list-of-bills-i-havent-paid-yet) - [Can Xero do 'buyer created bills'?](https://support.fortunaadvisors.com.au/en/can-xero-do-buyer-created-bills) - [Where do credit card statements go in Xero?](https://support.fortunaadvisors.com.au/en/where-do-credit-card-statements-go-in-xero) - [How do I code a cash refund?](https://support.fortunaadvisors.com.au/en/how-do-i-code-a-cash-refund) - [Can I pay multiple bills at once?](https://support.fortunaadvisors.com.au/en/can-i-pay-multiple-bills-at-once) - [When I invoice a customer can I change parts of the invoice?](https://support.fortunaadvisors.com.au/en/when-i-invoice-a-customer-can-i-change-parts-of-the-invoice) - [Do I need to put an invoice into Xero when I transfer money between accounts?](https://support.fortunaadvisors.com.au/en/do-i-need-to-put-an-invoice-into-xero-when-i-transfer-money-between-accounts) - [A supplier owes me a credit how can I account for that?](https://support.fortunaadvisors.com.au/en/a-supplier-owes-me-a-credit-how-can-i-account-for-that) - [What sort of reports can I get out of Xero?](https://support.fortunaadvisors.com.au/en/what-sort-of-reports-can-i-get-out-of-xero) - [Can you change how the invoice looks to my customers?](https://support.fortunaadvisors.com.au/en/can-you-change-how-the-invoice-looks-to-my-customers) - [Can I really store documents and files in Xero?](https://support.fortunaadvisors.com.au/en/can-i-really-store-documents-and-files-in-xero) - [Can I automate the invoice dates for some customers?](https://support.fortunaadvisors.com.au/en/can-i-automate-the-invoice-dates-for-some-customers) - [Are we able to customise our invoices?](https://support.fortunaadvisors.com.au/en/are-we-able-to-customise-our-invoices) - [So can you explain the Xero dashboard for me?](https://support.fortunaadvisors.com.au/en/so-can-you-explain-the-xero-dashboard-for-me) - [Are there any short cuts within Bills?](https://support.fortunaadvisors.com.au/en/are-there-any-short-cuts-within-bills) - [Can you slice and dice reports in Xero?](https://support.fortunaadvisors.com.au/en/can-you-slice-and-dice-reports-in-xero) - [Can I export information to my Google Account?](https://support.fortunaadvisors.com.au/en/can-i-export-information-to-my-google-account) - [Add credit note (how do I credit part of an invoice)](https://support.fortunaadvisors.com.au/en/add-credit-note-how-do-i-credit-part-of-an-invoice) - [Email settings (is it possible to change the email messages sent to customers?)](https://support.fortunaadvisors.com.au/en/email-settings-is-it-possible-to-change-the-email-messages-sent-to-customers) - [Customer over-payments (my customer overpaid me - how do I code that)](https://support.fortunaadvisors.com.au/en/customer-over-payments-my-customer-overpaid-me-how-do-i-code-that) - [Sending an invoice (How can I send invoices to customers)](https://support.fortunaadvisors.com.au/en/sending-an-invoice-how-can-i-send-invoices-to-customers) - [Split payments (how do I code a part payment by a customer)](https://support.fortunaadvisors.com.au/en/split-payments-how-do-i-code-a-part-payment-by-a-customer) - [Altering standard email message sent to customers](https://support.fortunaadvisors.com.au/en/altering-standard-email-message-sent-to-customers) - [Remove and redo (can I redo a transaction I have coded incorrectly)](https://support.fortunaadvisors.com.au/en/remove-and-redo-can-i-redo-a-transaction-i-have-coded-incorrectly) See less ▼ - [Webinars](https://support.fortunaadvisors.com.au/en/webinars) - [COVID-19 Resources](https://support.fortunaadvisors.com.au/en/covid-19-resources) - [Business Advisory Guides](https://support.fortunaadvisors.com.au/en/business-advisory-guides) - [Tax & Compliance Guides](https://support.fortunaadvisors.com.au/en/tax-compliance-guides) - [Xero Guides](https://support.fortunaadvisors.com.au/en/xero-guides) - [Legal Advice](https://support.fortunaadvisors.com.au/en/legal-advice) - [Financial Planning Guides](https://support.fortunaadvisors.com.au/en/financial-planning-guides) - [Brokerage Guides](https://support.fortunaadvisors.com.au/en/brokerage-guides) - [Default HubSpot Blog](https://blog.fortunaadvisors.com.au/) [![Chill listening crop-3](https://support.fortunaadvisors.com.au/hs-fs/hubfs/Fortuna%20logo.png?width=85&height=24&name=Fortuna%20logo.png "Chill listening crop-3")](https://support.fortunaadvisors.com.au) Connect with us on social Copyright © 2026, Fortuna Advisory Group