Quick summary
Changing the invoice template in Xero lets businesses customize how their invoices look and what information they display. You can update your invoice settings in just a few steps directly from the Xero dashboard.
Steps
- On Xero's main dashboard, head to the top-left corner and click the Company tab.
- Choose Settings from the list of options.
- Click Invoice Settings to open your invoice configuration.
- Tap the Options button on your current invoice template.
- Click Edit to open the template editor.
- Review your original invoice template settings and make your desired changes one by one.
- Once done, review your input and click Save to apply the changes.
- Your updated Xero invoice template will be confirmed, reflecting all your recent setting adjustments.
