GeoOp: Xero Invoice Customization

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.