Invoice Branding - Contact defaults to apply when invoice pushed from XPM to Xero
Ability to set the client branding theme in XPM to push across to Xero. This comes from the branding theme set at the client level not working as the firms default branding theme currently is applied to all invoices. By default it should use the branding theme against the clients contact record in Xero as we have set this up but not working as per bottom comment on this help article here: https://central.xero.com/s/article/Set-default-invoice-quote-templates
Xero Support response is currently "When invoices sync across from XPM to Xero, they use the theme that is at the top of your list in your Invoice Settings screen in Xero"
For firms with different office locations where they have different letterhead this is a rather painful issue to check and manually update the branding themes on invoices prior to sending them out.
Either having this set in XPM to update Xero or change the ability to actually use the client branding theme rather than the firms default in Xero would make sense. Thanks
Scotty Jenkin
shared this idea
Hi team, we appreciate it's been quite sometime since this idea was initially raised, however we'd like to share an update with a recent release.
Now when a draft Bill is created in a Xero organisation (regardless of the method it was created) once the contact is selected, contacts defaults will be automatically applied.
Further more if there are no current purchase defaults saved for that contact, the first time you click Save Xero will prompt if you'd like to save the details entered as the contacts defaults.
We hope this helps accommodate the needs you have here. Feel free to react to my update and share back. Thanks 😊