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  1. New invoicing | Send - Rich text editor format

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    15 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I know it's been some time since we last updated this idea and want you to know that we're still keeping a close watch on the support for formatting in invoices here

    As shared in my last update, currently you can add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.

    • Bold = <b> and </b>
    • Italics = <i> and </i>
    • Underline = <u> and </u>

    You can see my attachment below that shows an example of how these can be added and the side by side email preview that'll reflect how this is shown in your email.

    Right now, this isn't something we have plans for changing but will be sure to share an update if there's any progress. Thanks

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    Fiona Cobb commented  · 

    When I first signed up to Xero about 5 years ago I had to do a lot of work with templates to get the invoices to look aesthetically pleasing. It wasn't possible to adjust the covering email layout but it was OK. At some point, you have changed the covering emails so that the amount due is in large bold font at the top of the email which is not really appropriate for my business (professional services consultancy) and impacts on my relationship with customers. Can this be returned to the old format? Or made editable? Or give us the choice of which format to use? In combination with the new invoicing changes I'm now looking for another online accounting provider as Xero's service is getting worse rather than better....