Change your organisation's contact details on invoice templates

  1. Overview
  2. Invoices & Quotes
  3. Customise invoices or quotes
  4. Change your organisation's contact details on invoice templates

ⓘ This article is for small businesses who use Xero

Overview

  • Change how your organization's address details display on invoices, quotes, credit notes, customer statements, and purchase orders.

How it works

  • The default address that shows on your documents is the postal address in Organisation details.
  • Your organisation's name is taken from the Legal / Trading name field in Organisation details.
  • Change the address details displayed, like adding your registered address, by using an invoice template.
  • To display two or more addresses, like including a delivery address, you need to use an advanced invoice template (DOCX template). 
  • Changing your details on an invoice template directly doesn't affect your contact details in Organisation details.

Change your organisation's address details

Standard Template DOCX Template

  1. Click the organisation name, select Settings, then click Invoice settings.

  2. Next to the invoice template you want to update, click Options, then select Edit.

  3. Change the contact details.

  4. Click Save.

Download an advanced invoice template to change your address details.The default «OrganisationName» and «OrganisationPostalAddress» fields on an advanced invoice template draws information from Organisation details in Xero.

To display different contact details on your documents, add them as static text.

  1. Click the organisation name, select Settings, then click Invoice settings.

  2. Find the template you want to change and click Download.

  3. Use Microsoft Word to open the template you want to change from the ZIP file.

  4. Highlight the «OrganisationName» and «OrganisationPostalAddress» fields from the header and footer, then press Delete or Backspace on your keyboard.

  5. Check you’ve deleted the fields correctly from your template.

  6. Enter the address or addresses you want to display as static text. Or insert individual address fields that you've entered into Xero.

  7. Save the template file to your computer.

  8. In Xero, go back to Invoice settings, find the template you want to update then click Upload.

  9. Follow the process to upload your template, then click Upload to confirm.

Now you’ve uploaded your template into Xero, print an invoice or other document to see how it looks.

ⓘ Tip

Custom themes aren't available for receipts or remittance advices. You can however customize an invoice template to print or email a custom receipt.

 

 

 

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