Follow Xero help instructions if you are working with merge fields.Ĭustomisation options are really useful when you operate different brands within the same business. Customise templates by editing the downloadable docx file and saving with different names. You don’t need to stick to the standard layout. Open the chosen template in Word, click on the logo and insert your company logo.
#XERO INVOICING PDF#
The logo you upload on a standard theme will appear on both emails sent and on PDF copies of invoices. Xero templates allow you to display your logo, so customers can instantly recognise the sender. You can still ensure that your invoice stands out from the crowd by customising your invoice template.
#XERO INVOICING PROFESSIONAL#
A timely and professional looking invoice is more likely to be authorised and paid promptly.įind out how: Customise you r invoice template It also ensures that invoices are consistent and include all the details. Key benefits: Using Xero’s templates for your invoicing system saves time as repetitive features are automated. Xero’s default email templates are named ‘Basic’ in your Email Settings, and each contains a default subject, message text, and placeholders. Xero allows you to prepare up to 10 templates so you can also produce quotes, receipts, remittance advices, credit notes, purchase orders and statements this way, as well as invoices. Prepare a set of email templates so your responses are always consistent and quickly completed. Customers can process the invoice while the goods or service they received are still top of mind. Invoicing is quicker to expedite with invoices based on prepared templates that can be updated rapidly and issued instantly to your customer via email.
Here our top five tips for making the most of invoicing with Xero: Email templates for invoices Organisations are now using e-invoicing for rapid, streamlined secure customer billing that results in faster, more reliable payments.Į-invoices are sent directly between accounting systems to a registered customer, using a secure network instead of sending a PDF or email. Xero has many helpful features to save you time and money.
Getting paid on time is crucial for businesses and not-for-profits to ensure they are in a strong cashflow position. Speed up internal processes and improve your cashflow by mastering these five invoicing tips with Xero.
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