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.

What you’ll learn

  • Xero invoicing.
  • How to customise standard Xero invoice themes.
  • How to create custom invoice templates.
  • How to add payment services to invoices.
  • How to create invoices with packing slips.
  • How to change between invoicing themes.

Course Content

  • Introduction –> 1 lecture • 1min.
  • Standard Xero Invoice Customisation –> 8 lectures • 15min.
  • Custom Template Customisation –> 6 lectures • 24min.
  • Other Custom Templates –> 5 lectures • 4min.
  • Tips & Tricks –> 4 lectures • 4min.
  • Conclusion –> 1 lecture • 1min.

Xero Invoice Customisation

Requirements

  • Microsoft Word.
  • A computer and Internet Access.

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

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