Show contact account numbers

Customise a standard or custom (DOCX) branding theme to show account numbers on your documents such as customer invoices and purchase orders.

Show contact account numbers using a standard branding theme

  1. In the Settings menu, select General Settings.
  2. Under Features, click Invoice Settings.
  3. Next to the standard theme you want to update, click Options then select Edit.

    Image showing the Options menu and Edit option in the Getting Started wizard.

  4. Select the Show Contact Account Number checkbox.

    Image of the standard branding 'Show Contact Account Number' checkbox.

  5. Click Save.

Repeat this process for the templates you want to edit.

Show contact account numbers using a custom (DOCX) branding theme

If you use custom (DOCX) branding themes, show contact account numbers on your documents.

Read the rules for using custom (DOCX) templates for invoice branding before you customise your DOCX template.
  1. In the Settings menu, select General Settings.
  2. Under Features, click Invoice Settings.
  3. Click Download next to the custom theme you want to update to download the DOCX templates in a ZIP file.

    Image of the Download button.

  4. Open the template you want to update from the ZIP file.
  5. Decide where you want to place the contact account number.
  6. Insert the account number:
    • Click Insert, then insert a field from Quick Parts.
    • From Field names, select MergeField.
    • Enter ContactAccountNumber into the field name. You could also include the label Account Number above your inserted field.

      Image showing the Field window with the ContactAccountNumber field name added.

      Image of the account number inserted into a DOCX invoice template.

  7. Save the file to your computer.
  8. In Xero on the Invoice Settings screen, click Upload to upload your edited file and update the custom template.

Repeat this process for the templates you want to edit.