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
Which Xero setting controls the default payment terms automatically applied to new invoices for a specific customer?
Answer: The customer's Contact record > Financial Details
Default payment terms for a customer are set in their Contact record under Financial Details and pre-populate on new invoices.
A business uses Xero's online invoice feature. What must be enabled for customers to pay directly from the invoice link?
Answer: Stripe or another payment service connected under Invoice Settings
Online invoice payments require a payment service (e.g., Stripe, PayPal, or Xero's own payment options) to be connected and enabled in Invoice Settings.
A Xero bill is coded to the wrong expense account. The bill has been approved but NOT yet paid. What is the correct way to fix it?
Answer: Edit the account code directly on the approved bill
In Xero, approved but unpaid bills can still have their line-item account codes edited directly without needing to void them.
What Xero report shows the total value of invoices issued to each customer over a date range?
Answer: Sales by Contact
The Sales by Contact report (under Accounting > Reports) shows the total invoiced amount broken down per customer over a selected period.
In Xero, how does the 'Branding Theme' applied to an invoice affect the document?
Answer: It controls the visual layout, logo, and colours of the PDF/online invoice
A Branding Theme in Xero customises how the invoice looks — including logo placement, font, and colour — when printed or sent online.
A supplier sends an invoice in a foreign currency. How does Xero handle the exchange rate for this bill?
Answer: Xero uses a live or manually overridden exchange rate on the bill date and records any gains/losses on payment
Xero applies an exchange rate on the bill date (live or manually set) and records unrealised/realised foreign currency gains or losses when the bill is paid.
When emailing an invoice from Xero, which element is automatically included in the email body by default?
Answer: A secure link to view and pay the invoice online, plus the invoice PDF as an attachment
Xero's default invoice email includes a link to the online invoice (where the customer can pay) and the invoice PDF as an attachment.
How this page was made: written with AI tools and published by Nathan Beja, founder of Practice Test Geeks, who is responsible for its content. Exam facts are checked against the official sources listed below. Not reviewed by a subject-matter expert. Editorial policy
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