Settings and activity
2 results found
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299 votes
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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Kevin Law
supported this idea
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16 votes
An error occurred while saving the comment Kevin Law
commented
I do not send "Quotes", in my line of work I send "Estimates" and whilst the terminology within Xero can say quotes, I would like the ability to have the PDF file which I send to my customer renamed so that it doesnt have the attachment name of "Quote xxxxx" and can be called "Estimate xxxxx" or something else. The filename could be set in the settings part of the program where the templates etc are. It might be also worth having all of the attachment pdf names configurable because I can see (for example) in the legal industry they may want to call an invoice a "fee note"
Kevin Law
supported this idea
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For me, it is important to have a consistent layout across all the Xero documents, along with the flexibility to modify those layouts. I can (more-or-less) make the invoice/credit/statement how I want them to be, but the remittance advice is lacking that flexibility