Xero Invoice Customisation

Explore how to customize Xero invoices, quotes, and purchase orders, create new templates, set default payment terms and reminders, and add payment services like Stripe or PayPal for faster payments.

Choose and create a standard branding theme for invoices, quotes, and other documents using standard or custom .docx themes; copy existing themes or start fresh with Xero's integrated design tools.

Configure default settings in Xero invoice customization by setting payment terms, automatic sequencing, outstanding bill links, and quote expiry, with per-contact overrides and real-time payment status updates.

Configure automatic invoice reminders in Xero to email customers after invoices are overdue, with presets at 7, 14, and 21 days and a four-day prior reminder; save changes.

Upload your logo in organization settings and apply a branding theme to all invoices and emails, then preview how the invoice appears on computer and mobile (pdf view may differ).

Learn to download and edit Xero .docx templates, add payment services and an email logo, upload templates, and use the designer guide to add allowed fields.

Create a custom .docx theme in a branding theme, name it, and use the design guide to insert Xero data fields into invoice templates, then download and edit templates.

Edit custom .docx templates for Xero invoices by replacing data tags with merge fields, inserting your logo, and managing tables, fonts, and borders for a stable, branded template.

Upload the invoice template, add PayPal as a payment service, then preview the template by viewing an actual invoice, and adjust the Times New Roman font or re-upload as needed.

Upload the email logo to your custom templates so it appears in the preset invoice emails. Click the link, browse for the logo, and upload it to attach to invoices.

Explore examples of custom .docx templates for Xero invoices, noting gradient templates and table layouts, logo placement, and draft quote formatting, with cautions on rendering after upload.

Explore buyer created invoice templates, receipt templates, and packing slip templates, and learn to add a barcode to your invoice template in Xero, with resources and templates included.

Learn how Xero prints an invoice and a packing slip with a branding theme, customize the packing slip, add your logo, and include terms of trade on the second page.

Create and customise buyer created invoices in New Zealand, ensuring IRD compliance and Inland Revenue standards. Download the approved theme to edit or build your own, tailored for NZ use.

Explore Xero's dual purpose receipt template, a companion to the invoice template. Learn to create or edit a custom receipt or modify an existing invoice template, noting bottom differences.

Discover how to add a barcode to your custom template by reading the article in the resources section.

Delete a branding theme via options; this action cannot be undone and the next theme becomes default invoicing template. Download to preserve your custom .docx templates, then save or reupload.