Xero Invoice Branding
Xero’s Invoice Branding feature allows businesses to customize the appearance and structure of their invoices, providing a more professional and personalized touch. Here are some key things you can do with Xero invoice branding:
- Customize Invoice Layouts
– You can create multiple invoice branding themes and apply them to different invoices or customers as needed. This includes control over things like where certain details are placed (e.g., logo position, date, customer details, etc.).
- Add Company Logo & Brand Colours
– You can easily upload your company logo and adjust the colour scheme to match your brand. This creates a consistent look across all your documents, helping reinforce your brand identity.
- Personalize Payment Terms & Footer Notes
– Customize payment terms (e.g., payment due dates or discounts for early payments) and add notes at the bottom of the invoice, such as thank you messages or legal disclaimers.
- Control Invoice Header & Footer
– You can modify headers and footers to include additional information, such as business registration numbers, GST details, or bank account information.
- Add Payment Instructions & Online Payment Links
– You can include direct payment links (e.g., Stripe or PayPal), making it easier for customers to pay online. This speeds up payment processing and provides clear guidance on payment methods.
- Include Itemized Details
– Customize how line items appear, from descriptions to quantity, unit price, and amounts. You can choose how detailed you want the item descriptions to be.
- Set Specific Branding for Different Customers
– Different customer types may require different invoicing styles (e.g., retail vs. wholesale). You can assign specific branding themes to different customer groups, tailoring the invoice experience accordingly.
- Automated Branding Application
– Xero allows you to set default branding themes based on factors like contact groups, which means certain customers will automatically receive a specific type of invoice branding based on predefined criteria.
- Apply Branding to Other Documents
– Besides invoices, the same branding options apply to quotes, credit notes, and purchase orders, ensuring consistency across all customer-facing documents.
You can find detailed instructions on customizing invoice branding here on Xero Central
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