Add payment terms to a custom theme You can show payment terms on invoices or statements you print or email using a custom (DOCX) branding theme. • Click Settings, then select General Settings. • Under Features, click Invoice Settings. • Find the theme you want to change and click Download. • Use Microsoft Word (or equivalent) to open the template you want to change from the ZIP file. • Save the file to your computer. • In Xero on the Invoice Settings screen, click Upload to upload your edited file and update the custom template. Move payment advice to last page There are two ways to move the payment advice to the last page of your invoice: • Download a custom (DOCX) invoice template with the payment advice already moved to the last page. • Move the payment advice to the last page from an invoice you've already customized. Download a custom invoice template with the payment advice on the last page Download our custom (DOCX) invoice template with tax inclusive line items. Moving the payment advice this way may suit you if you haven't yet customized your invoice template. (Word, 23KB) Move payment advice to the last page from a customized invoice • Click Settings, then select General Settings. • Under Features, click Invoice Settings. • Find the theme you want to change and click Download. • Use Microsoft Word (or equivalent) to open the template you want to change from the ZIP file. • Click inside the footer. Highlight the entire footer contents ( CTRL+A) and copy ( CTRL+C). • Delete the table and contents from footer. • Create a text box in the body of your template (not the footer section). Go to Insert > Text Box > Simple Text Box. • Paste the footer contents into the text box. Select and customize a free JotForm order form template, then collect payments using one of many payment partners. Get started today! Templates for payment or remittance. Full of expert advice for accounting related topics. • Increase the size of the text box to cover the same size area as the footer contents. • Click on the text box border. Right click, select Format Text Box., then under Line Color, select No Color. • With your cursor in the text box, go to Page Layout > Position > Position in Bottom Center. • With your cursor in the text box, go to Page Layout > Text Wrapping > Top and Bottom. • Enter a return (a blank line space) after the invoice details but before the payment advice. • (Optional) you're not using. For example, «PaymentImage» and «PaymentMessageAndUrl» • Save the file to your computer. • In Xero on the Invoice Settings screen, click Upload to upload your edited file and update the custom template. Remove payment advice cut-away from a standard theme You can remove the payment advice cut-away from sales invoices and statements using a standard branding theme. This doesn't hide the default payment advice cut-away on credit notes. Remove payment advice cut-away from a custom theme You can remove the payment advice cut-away from invoices, statements or credit notes using a custom (DOCX) branding theme. • Click Settings, then select General Settings. • Under Features, click Invoice Settings. • Find the theme you want to change and click Download. • Use Microsoft Word (or equivalent) to open the template you want to change from the ZIP file. • Either: • Delete the text and remove the dotted lines from the top row of the table. • While your cursor is in the footer table, go to Design > Footer and select Blank. • Save the file to your computer. • In Xero on the Invoice Settings screen, click Upload to upload your edited file and update the custom template.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. Archives
April 2018
Categories |