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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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    Blake Singleton commented  · 

    Editing the Branding Theme doesn't change all instances of certain terms. We don't use QUOTES in our business, we send out PROPOSALS. Changing all instances of QUOTES here doesn't change all instances of Quotes throughout the approval process. On the approval page, if you click Download in the upper right hand corner, it still says "Quote Q-####" and on the invoice itself it references a Quote number, not a Proposal number.

    Blake Singleton supported this idea  ·