Creating invoice templates in Xero

In the Sales menu, select Sales settings.

Homepage – Demo Company (UK) – Xero - Google Chrome

Click Invoice settings.

Settings – Demo Company (UK) – Xero - Google Chrome

Click New Branding Theme.

Xero | Invoice Settings | Demo Company (UK) - Google Chrome

Enter a name to help identify the theme.

Branding – Demo Company (UK) – Xero - Google Chrome

Use the left hand pane to adjust your preferences, the right hand pane will show an example of what the finished invoice will look like.

Branding – Demo Company (UK) – Xero - Google Chrome

For guidance on which details you need to include in an invoice, see this article.

To add a log to your invoice, click brand and styling.

Branding – Demo Company (UK) – Xero - Google Chrome

Then click choose logo to use a picture from your PC as your logo.

Branding – Demo Company (UK) – Xero - Google Chrome

Setting up online payments

To add a payment service, expand the payments section and choose manage payment services.

Branding – Demo Company (UK) – Xero - Google Chrome

The list shows payment services that are currently linked to Xero, to link another payment service to Xero, click add a new service.

Xero - Google Chrome

Saving changes

Click Save theme to save the changes to your invoice template.

Branding – Demo Company (UK) – Xero - Google Chrome