Invoice Branding - More Customisation and font options
I think the invoice customisation in Xero needs a major overhaul. Many of my clients have spent considerable amounts on graphic design, but the customisation process (downloading a Word doc, editing, and uploading) is a nightmare. The standard Xero invoices are really dated (such as the Mastercard or Visa logos, the payment slip footer, font choices etc), which means the better option is to upload a customised invoice. The problem I have is that most of the fonts I've tried seem to be unavailable once uploaded to Xero, with most reverting to Times New Roman, and that's an issue that dates back at least to 2020 and has been noted in posts by other users (see: https://central.xero.com/s/question/0D53m00005qPq3kCAC/how-to-make-custom-fonts-work-in-xero-invoices-custom-branding). Invoicing and client communication have a big impact on the way customers and clients perceive a brand, and it surprises me that it's so hard to try and customise invoices from Xero like this. I've looked at alternatives (Stripe, Invoice2Go, etc.) and while not perfect, they offer a much more professional look than the invoices produced from within Xero. For my own practice I choose not to use Xero's invoicing, but if Xero were to offer a better solution in this area I'd change in a heartbeat.
Hi team, I'm pleased to share an update with everyone here. As you may have noticed we've been rolling out a new branding experience with our new invoice editor.
This replaces the older Standard branding templates with the ability to quickly and easily modify the content and layout of your invoices. along with a preview so you can see what changes will look like to your customers. 🥳
It's in the process of being released to all users and I'll round back to confirm when available to all!
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DANIEL WARFIELD
commented
I just updated to the new invoice templates and not happy for two reasons:
1. There is no noticeable improvement in the output, which is the thing that matters. I am based in the UK and have US customers for which none of my services attract UK VAT. I can't remove the VAT summary box from the invoice. This is mystifying to my US customers and looks unprofessional.
2. You are now adding a giant USD before the invoice amount. Also mystifying and looks unprofessional.
Please don't reply with the compliance reasons these things are there. I already know about compliance. I am responsible for compliance, not Xero. If your lawyers tell you to put this in to protect Xero, then please add a toggle for your customers to turn these things off (show a warning about UK law before toggling, if you like - if the lawyers don't like it, ask the sales team to explain why companies pay for lawyers, which is not to drive customers away).
If you are going to force this ham-fisted ugliness on people who use your standard templates, please make is simple for us to design and upload our own Word templates without needing a programmer.
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Sean Sloan
commented
Really annoyed to find that I can't consistently brand my communications properly. Either allow embedded fonts of implement something better than god awful Times New Roman as the default fall back. Have wasted hours trying to get this right and then failed at the very last hurdle despite embedding my fonts.
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Jeanne-Mari Kriel
commented
Xero’s current invoice customisation options are still very limited, especially for businesses that require highly customised invoice layouts.
The DOCX custom design templates are not very user-friendly and often require advanced Microsoft Word formatting knowledge. Small layout changes can easily affect the entire template, making ongoing maintenance difficult for accounting firms and business owners.
Although the newer invoice branding and template editor has improved the overall appearance of invoices, it still does not provide enough flexibility to create invoices that truly match a business’s existing branding and operational requirements.
This is particularly important when onboarding clients to Xero. Many of our clients are extremely particular about how their invoices look and function. They often have long-established Word templates that include specific layouts, approval sections, signatures, custom tables, delivery information, and branding elements. In many cases, they are reluctant to move away from these Word templates because Xero cannot currently reproduce the invoice design they require.
As an accounting firm, we frequently encounter situations where a client wants to adopt Xero, but the inability to create an invoice that matches their existing business document becomes a major obstacle to implementation.
Suggested Improvements:
A true drag-and-drop invoice designer
Free positioning of fields, logos, text, and tables
Custom sections and conditional fields
Better control of spacing, margins, page breaks, and column layouts
The ability to create multiple document types (invoice, quote, job card, delivery note, pro forma invoice) from a single template without editing DOCX files
Why this matters:A modern and flexible invoice designer would help businesses fully transition from Word-based documents to Xero-generated documents, improve client adoption of Xero, reduce manual document preparation, and allow accounting firms to implement Xero more successfully across a wider range of industries.
Many clients are not asking for a different accounting system—they simply want Xero to generate invoices that look and function the way their business requires.
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Frances Mcpherson
commented
The fields in the body of your invoices and quotes is static. I think as I set but my business, I should be able to build my invoice to match my business. e.g. we don't offer discounts, not able to select a date for each line, I have to type the date below
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Dale Minter
commented
I like the new invoice branding template... I can see it going in right direction. However I cant use it until the following BASIC options are added:
• Line spacing: Default line spacing is simply just way to big, our invoices jump from 1 page to multiple pages.
• Remove the "Pay Invoice Online" text that takes up an extra 10mm of vertical space at the top of the invoice.
• One custom text field option in Xero that can be enabled at the bottom of the invoice template. This allows any business to put extra info at the bottom of every invoice (a bonus wouyld be to either have custom txt OR custom image for business logos etc). -
Tina Cartwright
commented
In the quoting and invoicing templates the words Quote & Tax invoice are large and overpowering compared to the Customers name. Is it possible to change those sizes in the template?
I don't need to change it all the time so it doesn't need to be constantly amendable but do you think it's a good reflection on your business, that your customers name is in tiny print and the name of the document is huge.
Thank you. -
Emily McRorie
commented
I simply need to move the customer name and address over to align with the margin but I can't do this unless I create a custom template which I don't want to do. At the moment, the address sits indented and not aligned properly with the rest of the invoice.
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Lynne Kirkland
commented
In the original invoicing templates you are able to add logos at the foot of the invoice by exporting to MS word and updating, this would be critical for me as there are industry logos I need to add on prior to sending to our clients.
I have worked on the new invoice template but can not use yet as unable to add logos as noted above.
I would like to use as soon as practical as I like the way it sets out CIS deductions suffered which seems alot clearer than the one I currently use.
This has been described as not easy or clear by some of my clients, who consistently pay the net value and not the gross, causing a shortfall.
I have attached an invoice I currently use from xero so you can see, and how the new template looks from a CIS deduction point of view and the missing logos at the bottom.
Thank you Lynne
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Chris Pritchard
commented
It looks as though this option is currently only available to customers in the USA. Is there an equivalent option for UK customers, or can this be enabled for UK accounts as well?
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Sylvia Petlach
commented
Xero does not provide a dedicated field on customer invoices for a client’s Purchase Order (PO) number. This is a significant limitation for B2B users.
Many organisations, particularly medium and large companies, require invoices to reference an approved PO number for their accounts payable processes. In some cases, invoices are not processed or paid at all unless the PO number is clearly and separately identified.
Currently, users are forced to include PO numbers in the invoice description or reference field. This is a workaround, not a solution. It makes automated PO-to-invoice matching on the customer’s side more difficult, increases manual handling, and directly contributes to delayed payments and unnecessary administrative overhead — for both the supplier and the customer.
A clearly labelled, dedicated PO Number field on invoices (visible on the invoice PDF and available via API and exports) should be standard functionality. Its absence creates friction in otherwise automated workflows and does not align with common, real-world accounting and procurement practices.
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June Green
commented
Would love for each invoice to have a QR code included on the invoice so clients can access easier
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Emma Field
commented
I would love to see more options to customise and add colour. Even if it was in simple ways like the fill background of column headers. Or the colour of fonts.
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Chris Dowling
commented
the invoice templates and customisations are horrible. as soon as you add in their codes they break the design. xero keep charging more and dont give us anything decent. yet here is this beta jax ai thing that nobody wants.
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Richard Bushell
commented
Please allow a wider address box field for the Standard Invoice template!
One line of our address is:
Long Bennington Business ParkBUT this splits within the Invoice Address box for our organisation to:
Long Bennington Business
Park
(with Park dropping to a second line)That is crazy and looks awful. There is literally acres of space in the page width, please make the Address box wider by Default on the Standard Invoice template.
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Loretta Sutcliffe
commented
I agree adding watermark more flexibility to move or change the format and how it looks would be great.
Can you also ensure that certain information is automatically included on sales invoices. A lot of businesses dont include email or phone number. These are critical for accounts staff when they want to contact the business and check details like bank accounts. It is an ATO requirement that certain information must be shown on invoices yet we are still receiving without some of this critical info.
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Waves of Harmony Pty Ltd
commented
Ability to add text boxes or images to invoices in placement of my choice
and the ability to change the layout of invoice fields -
William Wolfson
commented
Support for Century Gothic font please when creating custom pdf invoice templates in MS Word. Thank you.
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Kyle Phillips
commented
I agree, the invoice template customization should please be far more easy, intuitive and customizable for our team and our clients.
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Brian Ancarrow
commented
Another approach might be allowing formatting options within the invoice similar to what was changed in SyncroMSP ticket formatting. Screenshot attached. I do realize this is a huge ask but could be put in line for a future release.
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Anna Stock
commented
Please is there a way of changing the font size of the total amount due for our clients. I often see them strain to see the total amount due when we print out the invoice for them. It really only needs the total amount to be larger. Please can you help. Thanks