Email template - Fully customise
The email template, for example sales invoice, controls most of the email body but not all of it. If the email template starts "Hi [Client]" for example, the actual email generated automatically adds content before this, namely a logo, company name, amount and due date. I would like to be able to control this content as well, but it seems unchangeable. In contrast, the invoice template allows full control so you can apply various branding. Please can you open up all the email content to be controlled by the template.
David Routledge
shared this idea
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Angela Young
commented
Please let us be able to edit the new look of the emails being sent to customers. We personally do not like the big bold details that have been added since new invoicing started. Compared to how our invoice emails looked in classic invoicing, the new details look like we are raising our tone at the customer, and it looks more demanding. We would like to have the option to either edit or remove that part of the emails to customers. For reference, please see the attachments for the difference between new and classic invoicing emails.
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Lisa Gaudie
commented
Don't force us to use the email format Xero has set up with new invoicing.. We need to be able to edit the format for items such as:
- Not having the dollar amount in HUGE numbers (This appears to be screaming "YOU OWE US MONEY".
- Not displaying the currency AUD (We only have customers in Australia. We don't want to imply that our customers don't know what currency they should pay in.) -
Brion Newell
commented
+1 on this request
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Thalita Paula Rosa Rocha
commented
I need to edit the word VIEW INVOICE from de EMAIL TEMPLATE when the email is sent to customers. It is the only part I cannot edit and because of that I am not using the function of sending emails from XERO. I have to download my invoices and send one email by one from my gmail. Please, I need this function working.