Branding - Custom DOCX template for Remittance Advices
Ability to customise the branding of Remittance with a DOCX / advanced branding theme
Purpose: This would allow businesses that are already using DOCX / Advance branding to apply consistent branding to the Remittance advice that is sent to their suppliers.
Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
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Daisy Simcox
commented
This is such an important feature, we have 100+ clients that want a breakdown line by line on their remittances and not just an invoice number, we are manually having to email every single one in a pdf format currently and it is just causing so much extra work, so many other accounting companies have this feature I'm shocked we cannot do this with Xero!
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Rodney Freeland
commented
I would like to be able to brand and add custom text to the remittance advice. I was stunned that this was not an option.
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Vinny Saporito
commented
I feel like this is very important to add on Xero immediately. Currently over 500 individuals are requesting the breakdown of their Remittance Advice. Going within the contact and sending PDFs is an extreme amount of wasted time.
This would free up a large amount of time, waiting for Xero to complete this task.
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Mai Tran
commented
This feature is essential for any operating business. It aligns all the customization documents format. Having a document that has all the relevant payment details on the remittance advice aids to the professionalism of a business. This component should be taken priority and to be implemented soon by Xero.
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Mandy Hamilton
commented
This would be so good to have. We can customise just about everything else, why not remittance advices? We have customers wanting more info on their remittance advice, but just can't give it to them.
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Heidi Dinh
commented
This is a super easy feature which Xero developer team should look into and do it soon. It's always good to have your logo, unique design on all of your templates.
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Michael Dennis
commented
Important that I can send remittance advice with line items broken down for people. Branding too.
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Leonie Duthie
commented
We need a Remittance Advice which shows what we have entered into the Description, not the Reference. Having an editable Remittance Advice is essential.
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Mai Tran
commented
All documentations that are sent out to customers and suppliers reflect the image of the company. Especially when a company is a growing business and has mid to large tier stakeholders. It's unprofessional to provide documents that are inconsistent and its reflects on the leaders of the company/overall organisation.
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John Ewing
commented
What does it take for XERO to implement these simple changes? Together with this issue. There are a few things to do with customising that XERO does not seem to care about.
It seems completely daft that XERO is not jumping on these issues to make the whole platform stand out against the rest.
Surely you have someone on your team that is capable of such things ? If not you should.
They would be worth their weight in Gold. Make it easier for us, surely that will make it easier for your in the long term.
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Lisa Sheath
commented
When sending remittances we need to be able to set brand theme to standard as a default. Not have to change it every time from unbranded to standard.
I can't create a new remittance default that includes our logo.
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Sona QF
commented
I agree, I cannot change or edit the look of remittance advice. I can only add company logo and payment terms.
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Alize Hough
commented
Fully agreed here, I need to be able to tweak this document. As we have 3 departments in the company, and we need to be able to docx this
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Zoe Davidson
commented
All
I would like to be able to custom the remittance so i can add/delete additional activity as and when needed.
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Barbara Smith
commented
Very concerned around sending remittances once classic invoicing is turned off - such a backward step !!
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Ryan Williams
commented
We have just moved a client from Sage to Xero and the remittance issue is a major cause for concern for our client. We are surprised to find that there isn't a similar option to Sage to edit and amend remittances. Our client sends thousands of remittances out and we would hope this is something Xero could at least advise us is due to be updated?
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Fiona McCallum
commented
I'd also like to be able to add custom text to a Remittance Advice. I know this is possible to add terms of invoices, purchase orders, etc - why not Remittance Advice?
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Katia Nikolova
commented
I think with the diverse suppliers it is handy to have this in place.
Thank you
Katia -
Thanyaporn Limvichit
commented
This needs to be implemented asap.
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Terry Garrett
commented
Absolutely agree this should be a priority to be able to brand the remittance in line with other communications - it looks unprofessional. Xero please sort!