Xero Invoice Customisation, Learn how to customise Xero templates from an NZ Xero adviser.
This course is all about learning how to customise invoice templates in Xero. The course shows you how to customise standard invoicing all the way through to customising .docx files in word. There is also a video showing examples of what you can create using the .docx templates for inspiration. Xero’s invoicing is able to be customised without the need for an add on to do this. I show you step by step how to do this in Xero and in Word. You can watch the videos and follow the steps and you have the option to refer back to the videos at anytime. I have also added extra resources for the course including a design guide and all basic templates that can be used throughou the course.
In this course you will Learn:
How to customise standard xero invoices, purchase orders, quotes, credit notes and Statements.
How to create new template branding themes – Standard & Custom
How to upload logos
How to setup and add payment services
How to setup up default settings
How to add invoice reminders
How to customise .docx files
How to preview custom .docx theme invoices
How to add barcodes to invoice templates
How to create a receipt template
Tips & tricks – to answer some FAQS about invoicing
