Invoice settings

While you're setting up your organisation in Xero, you can use invoice settings to set up invoice numbering or payment terms, or change the appearance of sales invoices, quotes and statements you print or email.

You should do this now if you want to send documents right away that:

  • Have your own numbering
  • Have default payment terms (due dates)
  • Look different from ones produced using Xero's standard branding theme
  • Don't include links to outstanding bills online

After you've finished setting up your organisation, you'll be able to add more standard branding themes. You'll also be able to add DOCX themes to fully customise the appearance of sales invoices, credit notes, quotes, prepayments, statements and purchase orders.

Automatic number sequence

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

Payment terms

Set up default due dates (payment terms) for bills and invoices for your organisation. After you've finished setting up your organisation, you can add custom due dates for individual contacts.

Show outstanding bills

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

When you send online invoices, Xero includes a link showing outstanding bills. If you aren't adding invoices right now, you may want to hide outstanding bills. You can change this later.

Branding themes

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

Fonts and barcodes


Item codes, unit price, quantity, tax


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.

Foreign currency