Invoice theme - DocX For Receipt, Del Note and Remittance.
Ability to create receipt, del note and remittance using DocX.
Purpose: Users can easily customise their receipt, del note, and remittance using DocX.
AdminXero Team
(Admin, Xero)
shared this idea
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Elaine Harris
commented
As a non-profit charity in New Zealand, we are required by law to include a signature and CEO name on all our donation receipts.
It would be great if there was the option to extend the custom template functionality which is available for invoices, across to receipts too so we can add this vital info.
I've looked into the invoice workaround (https://central.xero.com/s/article/Email-or-print-a-customised-receipt) but as a lot of our donors communicate via email rather than official invoices it isn't a reliable option for us.
Unfortunately, until this functionality is available we can't keep all our accounts processes in one place, which is stretching our already limited resources and time even thinner. Any solution would be greatly appreciated!
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Kevin Nielsen
commented
we should not have to create an invoice when we receive voluntary donations to get a receipt that has a signature on it, as required by IRD. This is just making additional work and is not consistent with xero philosophy in my view!!!