Edit a branding theme

Change your standard or custom (DOCX) branding theme settings to edit your invoices, credit notes, quotes, statements and purchase orders.

Edit a standard branding theme

  1. Click Settings, then 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. Edit components of the theme such as title, page layout or payment terms.

Edit a custom (DOCX) branding theme

  1. Click Settings, then select General Settings.
  2. Under Features, click Invoice Settings.
  3. Find the theme you want to change and click Download.
  4. Use Microsoft Word (or equivalent) to open the template you want to change from the ZIP file.
  5. Edit the template:
  6. Save the file to your computer.
  7. In Xero on the Invoice Settings screen, click Upload to upload your edited file and update the custom template.

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