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We’ve also got a great selection of pre-built Xero templates for all to use.
hi. where can I see any zero templates that are still editable.
Hi John, we have two examples in Xero – one standard template and one docx template. Both of these are editable. As well as Shawn, we’ve got various partners and other customers who’ve made or provide template services so you’re welcome to get in touch with them also. Take a look through this discussion thread on Xero Central and you’ll find folks with templates to offer.
I worked most of this out before watching the video – i just didn’t answer the questions I had on things I wanted to change on my docx. There needs to be something inbetween invoice branding and this.
With which software I can customize templates?
@samuel, as far as I know, you can only use MS word to do the templates
First thanks to Shawn Smith for great template!
Secondly I want to replace flimsy blue link – pay now to something bigger. PAY NOW big red button. How I do it? I want this button to link to paypal. Can I put it whenever I want or it has to be in footer?
ive been trying to change some of the fields in the tax part, where i want to only show the tax rate name and not the vale, but it keeps returning it as «TaxRateName» rather than the name, i used it through the merger field, but still does not show
I am working on a Mac and having great trouble. It will only open as a preview and when I move over my image I can never create a file smaller enough for it to save?
@Shawn, where would I find said pre-built Xero templates?
is there a way to import an existing invoice template into xero. thanks
hi there and @shaunsmith your website is down for zero plus one. I was looking for the templates?
hi there, i need some urgent help here….i would like to customize the invoice with the subtotal for all items on the invoice…so far i can only use the default which subtotal on the cost…. please kindly advice…..
@Peter – I’ve pinged our support team to get in touch to help you out here.
Not an advert but Freshbooks Invoices are much much more professional. I have been looking at moving to that platform simply because the look and feel of the invoices are so much better. Please can you improve the invoice functionality and feel in Xero it is all people outside of Xero see of Xero and of our company and would it would be great if they were as professional as freshbooks!
+1 request for improving the visual customisation options for invoices. The ‘view online’ invoice is passable but the exported pdf is horrendous, not good enough for me as a designer and I’m guessing many others that care about the details.
We are in the automotive industry and transferred to Xero from Quickbooks. Honestly I am a little disappointed. Our invoices are struggling to cope with the information we need to supply on our Invoices and no simple way to add more information or customise. Now I have unprofessional invoices and little information how to make them better for use.
Antiquated invoices. While you are so far ahead of the others in functionality and flow…your invoice templates and options are so 1980’s it’s embarrassing. Not sure I can use this platform if my “touch” to the client looks so dot matrix off of a type writer. Any chance of implementing something soon? There has got to be simple WYSIWYG wizard drop ins…this is 2017! I dont get it?
I run a Daycare and I need to make more custom design on my invoices. If example: The subject current reads: TO then I need all invoices to say : TO THE PARENTS OF then the name of our student.
My question is: How can I edit our invoice template? Also I need some customization on my checks template, particularly on the info printed on the slips…
I’m moving all my companies from QuickBooks to XERO, because the platform is great… but some work need to be done on the template manipulation yet….
Hi – I hope you’ve made your way to our support team and had this all tidied up now? Changes like the ones you want to make to your invoice template are certainly possible with our DOCX template. Checks can be customized too.
I need a greater selection of invoice templates than one.
I have tried docx templates and they generated errors and issues with fields.
The standard invoice is too embarrassing to send to my clients who are used to my highly visual and data rich self generated ones. I moved to an accounting platform for a reason.
Please help. At least point to an inventory elsewhere of invoice templates that will work with zero without needing to be a coder.
Is there anyway to add client’s email address and phone number to the standard invoice branding? without using the docx custom one.
@Aidan – the standard branding theme takes only what is entered into the “postal address” fields for the customer, so unless you were to put them in there they won’t appear. The docx certainly gives you more options in terms of layout and placement.
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