Customizing templates for forms in Xero, such as invoices, quotes, and purchase orders, allows you to tailor the look and content of these documents to align with your brand and meet your business’s specific needs. Here’s how to customize templates for forms in Xero:
1. Log in to Xero:
- Access your Xero account using your login credentials.
2. Navigate to Settings:
- In the Xero dashboard, click on the “Settings” menu (represented by a gear or cog icon).
3. Access General Settings:
- Under the “General Settings” section, select “Invoice Settings” or “Quote Settings,” depending on the form you want to customize. For purchase orders, you can also select “Purchase Order Settings.”
4. Choose a Template:
- In the settings section for the form type you’ve selected (e.g., Invoice Settings), you’ll typically see a list of available templates. Xero provides default templates that you can customize or duplicate to create your own.
5. Customize the Template:
- Select the template you want to customize (e.g., Standard or a custom template if you’ve created one previously).
- You’ll have various customization options, which may include:
- Branding: Add your company logo and customize the colors and fonts to match your brand.
- Content: Modify the content of the form, including the header, footer, and additional text fields.
- Layout: Rearrange the layout of the form, including the placement of fields, columns, and sections.
- Data Fields: Choose which data fields (e.g., due date, payment terms) to display on the form.
- Payment Services: If you want to enable online payments, you can integrate payment gateways and configure settings here.
- Custom Fields: Add custom fields to capture specific information on your forms.
- Email Options: Customize email templates and settings for sending forms to customers.
6. Preview and Save:
- As you make changes, use the “Preview” or “View as PDF” option to see how the customized form will look.
- Once you’re satisfied with the changes, click the “Save” or “Save As” button to save your custom template.
7. Apply the Custom Template:
- After saving the template, you can apply it to your invoices, quotes, or purchase orders. When creating a new document, select the custom template from the template options.
8. Test and Adjust:
- Before using the customized template for all your documents, test it by generating sample forms and sending them to yourself or colleagues. This allows you to spot any issues and make adjustments as needed.
9. Manage Multiple Templates (Optional):
- Xero allows you to create multiple templates for different purposes or customers. You can switch between templates when creating forms.
10. Save and Update as Needed:
- Remember that you can update your custom templates at any time to reflect changes in your branding or business requirements.
Customizing templates for forms in Xero gives your business a professional and branded appearance while ensuring that the content meets your specific needs. It’s a valuable way to make a positive impression on your customers and streamline your invoicing and quoting processes.
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