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Organisation settings: Email Templates - HTML template to send with invoices

Ability to create email templates using HTML.

Purpose: It’ll make users’ able to edit the email templates easily, especially when inputting their company logo.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, thanks for supporting the idea here. We understand interest in being able to adapt the email templates that are sent from Xero.

Current focus for the team at present is on the experience when using and creating invoices in Xero. We will get to email templates overtime, and your feedback and support in ideas here will help drive the teams thinking but this isn't planned atm.

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  • Adam Green commented  ·   ·  Report

    this needs to be done. what i want to do for the quotes. is add accepted or decline button. then when i dont hear back form the customer i can prompt them to click one. if they decline it will pop up with question and choices why it has been declined

  • Jacqueline Dobbie commented  ·   ·  Report

    I am wanting to customise my emails from Xero to mirror my emails I send in Outlook. Is there anyway I can do this?

  • Stephanie Koh commented  ·   ·  Report

    Ability to include a QR code image in the invoice reminder emails as payment QR codes are quite common these days. It makes it easier for the client to directly scan and pay from the email.

    Can the image be self-hosted and linked via html code?

  • Dale Archer commented  ·   ·  Report

    Nearly 10 years since the original post and still no further forward. Shame on you Xero. This isn't a hard request to implement !!!!

  • Stephanie Koh commented  ·   ·  Report

    Yes please!

    The ability to customize and fix our logo sizes as we see fit will help a lot or even self-host the image due to compression issues.

    Another is to add payment QR codes (adding image to the email) which are very common in my region for mobile banking payments.

    Also to allow very basic formatting like bold, lists and the like to make the email more readable and for more prominent information to stand out.

  • Marc Banyard commented  ·   ·  Report

    We also need the ability to be able to send emails from our Microsoft 365 accounts rather than the Xero email address.
    This has been requested multiple times by numerous people, but the consumers seem to be getting ignored for very basic feature requests which are critical to security and reputation for our companies with our clients.

    We are looking to automate as much as possible, which Xero seems great at, but there are a few very simple things lacking which is such a shame as it is letting the product down so much.

  • David Champ commented  ·   ·  Report

    In order to include emphasis of fonts and images it would be a good improvement to allow editing email templates in HTML (similar to the main Advanced templates feature) with placeholder for merge fields.

    This is one shortcoming against our organisation opting for Xero at present.