What is the first step in creating a new invoice in Xero?

The process of creating a new invoice in Xero starts with navigating to the right area within the software. By selecting the option to click on Business and then choosing Invoices, you are accessing the invoices section, which serves as the gateway for creating new invoices. This step is crucial as it allows you to proceed with the next stages of the invoice creation process, such as selecting a customer, entering line items, and setting terms.

The other choices do not initiate the process of creating a new invoice in the correct manner. For example, clicking on New Credit Note is unrelated to the invoice creation process, as it is meant for managing credits rather than new sales invoices. Selecting a customer is indeed an important part of the invoice creation process but cannot happen without first accessing the invoice section. Attaching a payment receipt is a task that is performed after the invoice has been created and does not play a role in initiating the invoice creation process.

Understanding this order of operations in Xero is important for ensuring efficient workflow management when handling invoices.