Customise invoices or quotes

  1. Overview
  2. Invoices & Quotes
  3. Customise invoices or quotes

Add or remove payment details for invoices

ⓘ This article is for small businesses who use Xero Overview Customize your branding theme to add or remove bank account details and payment terms for sales invoices. Set the ...

Create an invoice template

ⓘ This article is for small businesses who use Xero Overview Customize the appearance and the information included in your invoices, quotes, customer credit notes, customer s ...

Choose how to show tax on your invoices

ⓘ This article is for small businesses who use Xero Overview Use an invoice template to show tax amounts as included or excluded and choose whether to display the tax rate ...

Display currency conversion on invoice templates

ⓘ This article is for small businesses who use Xero Overview Display currency conversion on invoices, quotes, customer statements, customer credit notes and purchase order ...

Edit the title of your documents

ⓘ This article is for small businesses who use Xero Overview Edit the title of your PDF invoices, customer credit notes, quotes, customer statements, and purchase orders. ...

Mark or unmark quotes as invoiced

ⓘ This article is for small businesses who use Xero Overview If you've supplied all the items in a quote and invoiced your customer, mark the quote as invoiced. To c ...

Change the default invoice template

ⓘ This article is for small businesses who use Xero Overview Select a default invoice template for new invoices, credit notes, quotes, and purchase orders. How it work ...

Create an advanced invoice template

ⓘ This article is for small businesses who use Xero Overview Use an advanced invoice template to make changes to how your invoices, quotes, credit notes, customer statements, ...

Add a logo to your invoice template

ⓘ This article is for small businesses who use Xero Overview Add your logo to invoices, quotes, credit notes, statements, and purchase orders. Your logo can also be ...

Change the number or date format of documents

ⓘ This article is for small businesses who use Xero Overview Edit your advanced invoice template to change the format of any quantity, amount and date fields. You can ...

Create a custom receipt template

ⓘ This article is for small businesses who use Xero Overview Use an advanced invoice template to create custom receipts so you can print or send paid invoices as receipts. ...

Invoice templates explained

ⓘ This article is for small businesses who use Xero Overview Customize the documents you send to your customers with Xero's branding themes. For an invoice template you can cu ...

Customise the layout of your invoice templates

ⓘ This article is for small businesses who use Xero Overview Customize the page layout of your invoice templates, including page margins, page size and address padding. Edit o ...

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, an ...

Show discounts on your invoices and other documents

ⓘ This article is for small businesses who use Xero Overview Customize your standard or advanced invoice template to show discounts on PDF and email copies of your transactions ...

Rename or delete an invoice template

ⓘ This article is for small businesses who use Xero Overview Invoice templates can be renamed to show differences or be deleted if they're no longer relevant. Rename an in ...

Set the font for an invoice template

ⓘ This article is for small businesses who use Xero Overview Select the font displayed on invoices, quotes, credit notes, customer statements, and purchase orders. Use fo ...

Fix common problems with invoice templates

ⓘ This article is for small businesses who use Xero Overview Try these suggestions if you're having trouble with invoice templates when creating PDF copies of invoices, quotes, ...