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
Nicole Vaughan
shared this idea
We're grateful for your engagement and letting us know the changes that matter to you.
Being upfront this isn't something we have plans for at this time, however we're keeping a watchful eye on the idea support for this here.
If there's any news we'll share with you all.
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Michelle Dunlop
commented
I'd love this function to be across PURCHASE ORDERS also.
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Joshua Reynolds
commented
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.
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Geoff Schmidt
commented
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.
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Joshua Reynolds
commented
Screenshot
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Joshua Reynolds
commented
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
