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Invoices & quotes: Invoicing

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Branding - Set defaults for different types of transactions

I already submitted and someone closed off my ticket incorrectly.

I want the ability to have a default template for INVOICES and a different default template for QUOTES.

Someone submitted this as already existing here https://central.xero.com/s/article/Set-default-invoice-quote-templates?userregion=true

But the default invoice template set for the contact will override the organisation’s default template when you add an invoice, quote, customer

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Nicole Vaughan shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, I wanted to revisit this idea and be transparent that currently we don’t have plans to add a default branding theme selection to contact records for purchases.

As an alternative, you can use an advanced branding theme to differentiate between document types. This allows you to download and customise the docx templates for each document type.

Once the customised DOCX files are uploaded and saved, the relevant formatting will be applied whenever you use that branding theme.

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  • Holly Bell commented  ·   ·  Report

    We have to have a legal spiel on the bottom of our quotes and we like to include our trading address as opposed to our registered address, so we've set up a branding template for 'quotes'. However when a quote is accepted it copies the branding theme over to the invoice, which means the spiel on the bottom and the address are wrong. It would be really helpful to be able to specify in settings which branding themes to be used for which document type in this instance.

  • Joshua Reynolds commented  ·   ·  Report

    Hello Geoff,

    I believe I have done this per the Branding Themes, and I manually allocate the theme to Purchase orders. I can not find any setting to set that theme as default for purchase orders to remove the manual process.

  • Geoff Schmidt commented  ·   ·  Report

    You can have different templates for purchase orders and invoices, so you could update the templates to remove itemid from the invoice template.

    There are some articles & videos in Xero Learning on how to modify the .docx templates.

  • Joshua Reynolds commented  ·   ·  Report

    Current issue I want itemid displayed for purchase orders when I send to suppliers but not for invoices.

    I created a copy of the branding theme added the tick box for itemid displayed but I can not set this theme as a default for purchase orders.

    I have found that in Contacts Suppliers - Default settings - Sales defaults it has an option to select a from a drop down - Branding theme but this option is not available for Purchase defaults.

    Please add this option to Purchase defaults or let us choose for all purchase orders the default branding theme.

    Thank you