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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  · 

We appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.


Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.

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  • 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.

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