Did you know you can customise your invoices and branding in Xero to better reflect your business identity? You can adjust invoice templates to include your logo, payment terms, and other specific details that showcase your unique brand. This approach helps maintain a consistent and professional look across all your business documents, including invoices, packing slips, and other essential forms.

Customising Xero Invoice Templates

Invoice templates in Xero offer a flexible way to customise the appearance of your invoices, quotes, customer credit notes, customer statements, and purchase orders. By adjusting these templates, you can tailor your documents to suit different scenarios, such as applying specific payment terms or using different logos. Xero allows you to create and manage multiple invoice templates without any limitations on the number you can add.

How to Create an Invoice Template

1. Click on your organization’s name in the top left corner, then select “Settings.”

2. Click on “Invoice settings.”

3. Select “New Branding Theme.”

4. Enter a name for your new branding theme, adjust the available options and input other details accordingly as needed.

You can also use advanced invoice template to make changes how your invoices look or add additional information. Read more about that at Xero Central.

Utilising Packing Slips in Xero

A straightforward way to generate packing slips are vital for inventory management and order fulfillment. Packing slips offer a detailed overview of the items included in a shipment, ensuring accuracy and transparency in deliveries.

How to Print Packing Slip

1. Navigate to the relevant invoice. Ensure that you are using the new invoicing system; if not, select “New Invoicing” at the bottom of the screen. Review the item details.

2. Select the drop down arrow beside ‘Print PDF’, then select ‘Packing Slip” to download the packing slip.

Recipient-created Tax Invoices

Xero provides a specific template for RCTIs, which you can modify to ensure it meets all necessary tax regulations and contractual requirements. This template allows you to include essential details such as tax information, supplier details, and specific terms, helping you comply with legal obligations while maintaining accuracy and clarity in your documentation.

For more detailed instructions on how to customise and manage Recipient Created Tax Invoices in Xero, including how to set up and use the RCTI template effectively, visit Xero Central.

For personalised assistance in making the most of Xero’s diverse functionality, MKG Partners is here to help. Our team of experts can guide you through customising your Xero setup to meet your specific business needs. Reach out to us today to learn how we can support your business’s growth and efficiency!