Xero Invoicing and Bills Flashcards
7 cards from real Xero Certified Advisor practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Xero Invoicing and Bills flashcards as text
A Xero invoice is marked 'Awaiting Approval.' What does this mean?
Answer: The invoice is saved as a draft and has been submitted but not yet approved
Awaiting Approval means the invoice has been saved but not yet approved — it won't affect accounts receivable until approved.
In Xero, how do you record a supplier credit note (a reduction on an existing bill)?
Answer: Create a credit note under Accounts > Purchases
Supplier credit notes are created under Accounts > Purchases > Credit Notes, separate from the original bill.
Which Xero feature lets you automatically populate invoice line items based on a previous transaction with the same contact?
Answer: Suggested line items / contact defaults
Xero remembers the last accounts and descriptions used for a contact and suggests them as defaults when creating a new transaction.
A client in Xero wants to offer a 2% early payment discount on invoices. How is this best configured?
Answer: Using a discount field on invoice line items or at the header level
Xero supports a discount percentage field on individual line items or, in some configurations, at the invoice header level.
When reconciling a bank payment in Xero against an existing bill, what does clicking 'Match' do?
Answer: It marks the bill as paid and clears the bank transaction
Matching a bank transaction to a bill marks the bill as fully or partially paid and removes the transaction from the reconciliation queue.
A Xero invoice has a 'Sent' flag shown next to it. What does this indicate?
Answer: The invoice has been emailed or marked as sent from Xero
The 'Sent' flag appears on invoices that have been emailed directly from Xero or manually marked as sent.
In Xero, what is the effect of changing the invoice date on an already-approved invoice?
Answer: It shifts the invoice into a different financial period, affecting period-based reports
Changing the date on an approved invoice moves it to a different accounting period, which affects period-based reports like Profit and Loss.
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Sources & references
Exam facts on this page (fees, format, dates, passing scores) are checked against these official sources; the date is our last check. Editorial policy
- xero.com — Test delivery, eligibility, renewal, score release, test dates, score validity · verified Oct 2026
- learning.central.xero.com — Exam format, passing score, time limit · verified Oct 2026