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8 votes
Hi everyone, thanks for all the engagement so far. We understand why having a custom email template for deposit could be useful.
The idea is to allow users to create or assign a separate email template for deposit invoices, so messaging and payment terms can be tailored to suit businesses.
We'll continue to track the demand for this idea here.
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Naomi Williams
supported this idea
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188 votesNaomi Williams
supported this idea
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Another user here, and yes, I am also looking for this same feature.
At the moment, we’re using the same workaround as mentioned — manually rewriting the email every single time a deposit invoice is sent.
In our case, this creates unnecessary extra work and also introduces a greater chance of human error. It additionally means I can’t confidently delegate deposit invoice sending to our admin team, because each email requires manual intervention and checking.
I’m genuinely excited that Xero has introduced better deposit handling functionality, as previously we were forced to manage deposits outside the system entirely.
Given that standard invoice email templates are already user-editable within Xero, we’re hopeful there may be an opportunity for a relatively small future enhancement that would also allow users to standardise and customise the email templates used for deposit invoices to better suit their business requirements.