Invoice settings

Change invoice, quote and purchase order numbering and the appearance of invoices, statements, quotes, purchase orders, receipts or remittance advices you print or email. Change payment terms, or add payment services after you've set up your organisation in Xero.

Your user role determines your access to invoice settings.

Automatic number sequence

Change the number that Xero uses on your next invoice, quote, customer credit note or purchase order.

Payment terms

Set up due dates (payment terms) for bills, invoices and contacts for your organisation, or custom due dates for individual contacts.

Show outstanding bills

Remove or include links on online invoices to show a contact's outstanding bills.

Branding themes

Add a theme

Add a standard branding theme to do some basic customisation to invoices, customer credit notes, statements, quotes, purchase orders, receipts or remittance advices. Add a custom (DOCX) theme - if you use Microsoft Office 2007 (or 2010) and are a confident Word user - to fully customise the appearance of invoices, credit notes, statements, quotes or purchase orders.

Edit a theme

Edit or delete a theme, and change fields in a DOCX template.

Add or edit specific theme components

Specific things you want to display on invoices, statements, credit notes, quotes, purchase orders, receipts or remittance advices you send to your customers.

Theme names or titles

Page layout

Dates

Fonts and barcodes

Columns

Item codes, unit price, quantity, tax

Logos

Get paid online

Payment terms

Contact details

If you select the Show Contact Account Number checkbox, the contact's account number will appear on all invoice, bill, purchase order, statement, credit note, receipt and remittance advice PDFs.

Discounts

Foreign currency

Using your themes

Set a default theme. You can apply themes to your invoices, credit notes, statements, prepayments, purchase orders, receipts and remittance advices.

Troubleshooting

Invoice, credit note, quote, statement, or purchase order template not uploading or displaying as you'd expect?