How to customize your invoice within Xero
For customizing invoices under Xero, first you need to log into your Xero account.
• From the Xero home page select "Settings > General Settings":
• From General Settings click on Invoice Settings:
• On this screen you can click on "New Branding Theme" to create a standard invoice theme or a custom theme from a .docx file:
• On the New Branding Theme window you can customize your invoice:
Then you can click on save.
After setting up your invoice theme you can then upload your company logo:
Now the invoice theme you've created will reflect on your generated invoice from GeoOp.
Disclaimer: Xero needs to be integrated with GeoOp when invoicing for these changes to have an effect.
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