Branding - Custom DOCX template for Remittance Advices
Ability to customise the branding of Remittance with a DOCX / advanced branding theme
Purpose: This would allow businesses that are already using DOCX / Advance branding to apply consistent branding to the Remittance advice that is sent to their suppliers.
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Sharon Stower commented
I would have though that since we can custom a template for an invoice that a custom remittance advice would have also been possible.
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Vaike Neeme-Samson commented
Currently I override the given copy in a remittance run each time. I'd like to be able to save my own template(s) for this that I can select either in advance or at time of remitting.
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Shannon McMonigal commented
I'm shocked this still isn't a feature considering this idea was shared almost a decade ago.. I just noticed I had an option to send a remittance advice using my custom branding, but nowhere on the remittance advice did it actually have a title stating what the document was? I can't find anywhere to modify it to add that in either?
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Chris Rickard commented
Yes please, would be really useful
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Kylie Monroy commented
Needed to provide consistent branding across all documents.
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James Lawson commented
Disappointed this is not a feature.
Suppliers don't know who our trust or parent company name is. They only know our trading name. Makes life so much harder -
Daisy Simcox commented
This is such an important feature, we have 100+ clients that want a breakdown line by line on their remittances and not just an invoice number, we are manually having to email every single one in a pdf format currently and it is just causing so much extra work, so many other accounting companies have this feature I'm shocked we cannot do this with Xero!
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Rodney Freeland commented
I would like to be able to brand and add custom text to the remittance advice. I was stunned that this was not an option.
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Vinny Saporito commented
I feel like this is very important to add on Xero immediately. Currently over 500 individuals are requesting the breakdown of their Remittance Advice. Going within the contact and sending PDFs is an extreme amount of wasted time.
This would free up a large amount of time, waiting for Xero to complete this task.
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Mai Tran commented
This feature is essential for any operating business. It aligns all the customization documents format. Having a document that has all the relevant payment details on the remittance advice aids to the professionalism of a business. This component should be taken priority and to be implemented soon by Xero.
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Mandy Hamilton commented
This would be so good to have. We can customise just about everything else, why not remittance advices? We have customers wanting more info on their remittance advice, but just can't give it to them.
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Heidi Dinh commented
This is a super easy feature which Xero developer team should look into and do it soon. It's always good to have your logo, unique design on all of your templates.
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Michael Dennis commented
Important that I can send remittance advice with line items broken down for people. Branding too.
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Leonie Duthie commented
We need a Remittance Advice which shows what we have entered into the Description, not the Reference. Having an editable Remittance Advice is essential.
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Mai Tran commented
All documentations that are sent out to customers and suppliers reflect the image of the company. Especially when a company is a growing business and has mid to large tier stakeholders. It's unprofessional to provide documents that are inconsistent and its reflects on the leaders of the company/overall organisation.
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John Ewing commented
What does it take for XERO to implement these simple changes? Together with this issue. There are a few things to do with customising that XERO does not seem to care about.
It seems completely daft that XERO is not jumping on these issues to make the whole platform stand out against the rest.
Surely you have someone on your team that is capable of such things ? If not you should.
They would be worth their weight in Gold. Make it easier for us, surely that will make it easier for your in the long term.
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Lisa Sheath commented
When sending remittances we need to be able to set brand theme to standard as a default. Not have to change it every time from unbranded to standard.
I can't create a new remittance default that includes our logo.
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Sona QF commented
I agree, I cannot change or edit the look of remittance advice. I can only add company logo and payment terms.
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Alize Hough commented
Fully agreed here, I need to be able to tweak this document. As we have 3 departments in the company, and we need to be able to docx this
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Zoe Davidson commented
All
I would like to be able to custom the remittance so i can add/delete additional activity as and when needed.