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  1. Branding - Links to Invoices from custom DOCX Statements

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    27 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thank you for your contributions and valuable feedback through this idea.

    We've now released a new Invoice Template editor that'll eventually replace the older standard branding. This is a feature we're continuing to develop, and intend to expand to other document types in time (including statements).

    Our product team are already starting to look into support for statements in the new editor and plans are to use the Long Reference as I know some of the feedback here has requested.

    Being upfront here, we don't have any plans to enhance docx templates to enable adding the invoice links, however we plan to support majority of our customers needs in customising documents with the new editor long term.

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    EMMA WARREN commented  · 

    It would also be helpful to be able to make more than one change and an easier process as well. the process to investigate how to edit a template was extremely time consuming and to then realise at the end that there is no way to actually implement the change I want and keep settings already there as well.

    EMMA WARREN supported this idea  ·