How to Create Invoice in Xero

Using invoice templates in Xero

You can personalise your invoices, quotes, customer credit notes, customer statements, and purchase orders display using templates in Xero.

You can add multiple invoice templates to use in different situations, such as different payment terms or different logos. There’s no limit to the number of templates you can add and personlise. 

You can Create/copy/edit/preview an invoice template

Create an Invoice Template

Click the organisation name, select Settings, then click Invoice settings

Click New Branding Theme

Enter a name to help identify the theme

Adjust the options as needed to customise your invoice's appearance or to show additional fields. You can also enter your contact details and invoice or quote terms.

Click Save.

Copy an invoice template

Click the organisation name, select Settings, then click Invoice settings.

Find the template you want to copy, click Options, and then select Copy.

Enter a name for your new template.

Click Save.

Edit an invoice template

Make changes to an existing invoice template. You can update your contact details, invoice terms or payments details.

Click the organisation name, select Settings, then click Invoice settings.

Find the template you want to edit, click Options, and then select Edit.

Make your changes, then click Save.

Preview an invoice template

To preview your invoice template: 

Click the organisation name, select Settings, then click Invoice settings.

Find the template you want to preview, click Options, and then select Preview.

To see how the invoice template will look with real information:

Create an invoice, then enter relevant details.

Under Branding theme, select the name of the template. 

To view the invoice in new invoicing, click the arrow next to Send and select Print PDF. If you're viewing in classic invoicing, click Preview.

https://www.ikeep.com.au

Comments

Post a Comment

Popular posts from this blog

Our Journey to Xero Platinum Partner

The journey to a Xero Platinum Partner is not a journey to be taken lightly. To put it in perspective, it's a journey that many Accounting and Bookkeeping firms aspire to, but few actually make it. As of writing this, there are only 6 bookkeeping businesses in Australia that have achieved this coveted status, and iKeep achieved this in less than 2 years. The criteria that Xero Partners are assessed on takes into account: 1.       How many Xero Certified Advisors we have in our business, and 2.       How many clients we are working on. This means that we need to have a balance between our internal training whilst maintaining and outward focus and delivering what our clients want. As a small business owner, one of the most important decisions you can make is hiring the right bookkeeper. As well as being experienced, your bookkeeper needs to be highly personable and easy for you to relate to. When I thought through, “What do we do differently to other firms? What helped th
Read more

Significant Shift for Long Service Leave in NSW

  In a recent decision by the Court of Appeal in New South Wales, the understanding of how the Long Service Leave Act 1955 (NSW) applies to employees who have moved between states or countries during their continuous service has undergone a significant shift. Previously, it was understood that an employee’s long service leave entitlement would only accrue for the time they were physically working in the state of New South Wales. However, the Court of Appeal has overturned this understanding and ruled that an employee’s long service leave entitlement will now accrue for the entire period of their continuous service, regardless of whether they have moved between states or countries during that time. This ruling has significant implications for both employers and employees in New South Wales. Employers will now need to take into account an employee’s entire period of continuous service, regardless of where they have worked, when calculating their long service leave entitlement. This m
Read more