Edit an email template for emails you send from Xero

Edit the subject, text and placeholders within an email template. You can't edit an email template to change the template type or unmark it as the default template.

  1. In the Settings menu, select General Settings.
  2. Under Features, click Email Settings.
  3. Click Edit next to Templates.
  4. Find your email template and open it.

    Image of the Email setting screen and the email template name being clicked.

  5. Select and enter information in the email template.

    Fields in email template explained

  6. Save.

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