Branding Themes - Allow custom Invoice titles like "Donation Request"
We would love to have the ability to change the hardcoded word "Invoice" on the online payment portal screens and the automated email action buttons. Currently, even if we use an advanced DOCX template to change our PDF layout to a "Donation Request," Xero doesn't match this online. The green email button is permanently locked to "View Invoice", and the online Stripe payment portal forcefully flashes "Tax Invoice" or "Invoice" at the top left.
As a secondary bonus, being able to edit the standard Invoice title settings inline with Quotes, Statements, and Credit Notes (which already allow custom titles) would mean non-profits wouldn't have to rely on complex DOCX workarounds at all.
The Context / Current Roadblocks:
The Workflow Balancing Act: A donation is a voluntary, unconditional gift. Right now, to protect donor goodwill and keep our communication warm, we have to choose between two bad options: we can turn off the automated email buttons entirely so they don't see the word "Invoice," but then we lose the ease of online credit card processing (Stripe) for our donors.
Donor Communication & Compliance: When our supporters see terms like "Invoice" on the email button or the online payment portal, it makes an optional donation feel like a mandatory commercial bill or debt. Being able to change these touchpoints to say "Donation Request" would keep our workflow seamless and legally compliant.
Thank you so much for considering this update for the non-profit community!
Iris Lee
shared this idea
Thanks for sharing this idea and explaining how the current wording can make an optional donation feel like a commercial invoice for your supporters.
We’ve updated our branding and invoice templates so you can customise the title shown on transaction documents. However, this customisation doesn’t currently extend to every customer-facing touchpoint, such as the online payment portal or the labels on automated email buttons.
We understand that you’re requesting a broader level of customisation, including the ability to replace terms such as “Invoice” with wording like “Donation Request” across these experiences. As this isn’t currently supported, we’re moving your idea to Gaining Support so other customers can vote for it and help us understand the demand for this enhancement.
Thanks again for taking the time to share your feedback.
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Caitlin Flynn
commented
With the new invoice settings, the ability to edit the document title has been removed. Sales templates now say 'Tax Invoice' or 'Draft Tax Invoice' whereas on the older invoice settings, you could edit this to 'Sales Invoice'.
As you cannot change back to the old invoice settings once the new settings have been applied, this is causing inconsistencies with client's invoices raised pre and post template updates.
Can the titles for each document be customisable within the new standard sales templates?
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Blake Singleton
commented
Editing the Branding Theme doesn't change all instances of certain terms. We don't use QUOTES in our business, we send out PROPOSALS. Changing all instances of QUOTES here doesn't change all instances of Quotes throughout the approval process. On the approval page, if you click Download in the upper right hand corner, it still says "Quote Q-####" and on the invoice itself it references a Quote number, not a Proposal number.