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  1. Online Invoice - Allow custom Invoice titles like "Donation Request"

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    3 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    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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    Lisa Dixon commented  · 

    Hi, the new invoice layout - I raise my invoices in draft and only approve them when they have been paid by the client. I have tried to customize the layout to show "invoice" at the top and not "draft invoice" but this hasn't changed when I come to print or email them. I would like the option to do this.

    Lisa Dixon supported this idea  ·