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Shawn Smith
March 11, 2012 at 3.48 pm

We’ve also got a great selection of pre-built Xero templates for all to use.

April 3, 2019 at 6.52 am

hi. where can I see any zero templates that are still editable.

Regards John

Catherine (OG) in reply to John
April 4, 2019 at 9.09 am

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.

Tina Stevens
July 5, 2012 at 3.51 pm

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.

July 9, 2012 at 7.20 pm

With which software I can customize templates?

July 19, 2012 at 12.24 am

@samuel, as far as I know, you can only use MS word to do the templates

August 18, 2012 at 3.30 am


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?

September 7, 2012 at 6.53 pm

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

February 25, 2013 at 3.51 pm

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?

August 29, 2013 at 1.00 am

@Shawn, where would I find said pre-built Xero templates?

October 26, 2013 at 8.06 pm

is there a way to import an existing invoice template into xero. thanks

November 5, 2013 at 2.53 am

hi there and @shaunsmith your website is down for zero plus one. I was looking for the templates?

February 5, 2015 at 7.09 pm

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…..

Catherine in reply to PETER
February 6, 2015 at 1.25 pm

@Peter – I’ve pinged our support team to get in touch to help you out here.

April 2, 2015 at 9.34 pm

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!

April 8, 2015 at 12.47 pm

+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.

April 16, 2015 at 8.50 pm

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.

June 11, 2017 at 2.33 pm

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?

Arturo de la Mora
August 31, 2017 at 9.04 am

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….


Please Help

Catherine (OG) in reply to Arturo de la Mora
October 20, 2017 at 3.14 am

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.

January 26, 2018 at 5.46 am

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.

August 26, 2020 at 12.49 am

Is there anyway to add client’s email address and phone number to the standard invoice branding? without using the docx custom one.

Catherine (OG) in reply to Aidan
August 26, 2020 at 6.29 am

@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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