Xero Invoice Customisation

Learn how to customise Xero templates from an NZ Xero adviser

4.57 (7 reviews)
Udemy
platform
English
language
Accounting & Bookkeeping
category
instructor
Xero Invoice Customisation
1,714
students
1 hour
content
Jan 2021
last update
$29.99
regular price

What you will 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

Description

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 throughout 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

Content

Introduction

Introduction

Standard Xero Invoice Customisation

Intro
Payment Services
Create New Standard Theme
Editing Standard Theme
Default Settings
Invoice Reminders
Logo and Previews
Limitations of the Standard Theme

Custom Template Customisation

Introduction
Create custom .docx theme
Edit custom .docx templates
Add Payment Services and Preview
Add Logo
Examples of custom .docx templates

Other Custom Templates

Intro
Invoice with Packing Slip
Buyer Created Invoices
Receipt Template
Add Barcodes to Templates

Tips & Tricks

Intro
How to set default invoice theme
Changing between themes when invoicing
Deleting a branding theme

Conclusion

Conclusion

Reviews

Delilah
February 3, 2021
This course showed my exactky how to edit my standard invoices and how to create custom invoices for my different brands.

Coupons

DateDiscountStatus
2/4/2021100% OFF
expired

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Related Topics

3739150
udemy ID
12/31/2020
course created date
1/21/2021
course indexed date
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course submited by