Invoices - Customize default subject lines and text using Email Templates
XERO should enter the customer front office era!!!
We need:
1) drag and drop invoice templates to replace the pre-historic existing templates and doing away with the "Billy Boy" word document interface for making invoice templates = the pre-history!
2) add the ability to tune the PDF naming to include custom selected key element
3) add the ability to use custome selected email naming for emailing invoices!!!!
The most important part being invoice template tuning ... please PLEASE enter the 121st century!!!
Chantelle FRANCIS
shared this idea
Hi Chantelle, thanks for sharing this feedback. We understand that having more flexibility over customer-facing documents and communications can help businesses keep their branding and workflows consistent.
As this post includes multiple requests that are already being tracked individually, we've added your vote to the following ideas:
- Invoice Templates - Drag and drop invoice designer
- Invoicing - Customize PDF file name to include contact name
With regards to the Invoice email customisation, this is already available in Xero. You can go to Settings > Email settings to edit your invoice email templates. From here you can update the email subject, body content, and use placeholders to automatically pull through key details like contact name, invoice number, and due date.
