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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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  • 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.

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