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

1. How to create
invoice in xero

2. • 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

3. • 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

4. • 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.

5. • 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.

6. • 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.

7. Contact iKeep Bookkeeping today for a free
consultation and see if accounting software is right for
your business.