Invoices & quotes

2 results found

1. Option to hide GST from quotes

   Provide a setting to hide GST from the quote total (display only), allowing businesses to present ex-GST pricing (while clearly noting prices are ex GST in the notes below for transparency). GST is still automatically included when the quote is invoiced.

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   0 comments  ·  Quoting  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi Scott thanks for raising this with us. This is already possible within Xero. Specifically within the DOCX feature. If you need further support on how to achieve this, please do not hesitate to raise a case with our support team. 🙂

2. Quotes - Add company details to each page

   while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN number is being displayed. Additionally, we would like to include page numbers for easier reference by our customers.

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   0 comments  ·  Quoting  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi there 👋, you can do this with the use of an advanced branding theme, where you can make adjustments within the docx template to add additional information to your theme that can be shown on quotes you apply the theme to.

   For example, you could add the 'OrganisationPhysicalAddress' merge field to the header or footer to have this shown on each page.