13 comments
Martin
I love the new invoice / statement branding. I have already made up an “Overdue Statement” file and used it with one of my clients!
Dane Mitchell
Not really giving us much here. What about a little more access to the layout? Even being able to add weight to the headings, company name etc would be nice. And – PLEASE, PLEASE, PLEASE reduce the compression on the logo!!!
In an ideal world I’d like to be able to upload a custom template a la Campaign Monitor – maybe via the API for web designers at least?
Brad
Easier? Not sure that was the right wording. This does add a little complexity to the workflow, but it was a sorely needed feature so congrats guys! Another big, high quality, step!
Brendyn Montgomery
Absolutely great to see it get this far but – give us a html based email template scheme – I would love to create them for me and offer those services to others….
This is great for those of us with more than one trading name… means we can personalise the invoices dependent upon the division as well as being able to track the costs/sales separately. another job well done Xero!
Thanks for the comments guys nice to hear it’s going to help.
We are planning a future release that will give you even more control over the layout of your invoices. Essentially you get to build a template from scratch, upload this into Xero, and we’ll do a sort of “mail merge” to produce the PDF – hoping to have something released later in the year.
Sandra
Are there/will there be options to choose different font/size/colour for different lines within the ‘Terms & Payment Advice’ box.
@Sandra – Yes – kind of. As mentioned above In the next update to Invoice Branding (later in the year) you will be able to create your own custom templates into which a existing Branding Theme settings (titles, terms, invoice details…) can be merged. This would mean that if you merged the Terms into your template they would be formatted as a single blob of text. However, if you wanted to provide different formatting within your terms you would could create a specific template that contained the formatted terms within it and ignore the terms defined in the Invoice Branding Theme.
Alternatively, you could merge the standard terms from your invoice settings into your custom template and then, within the template itself, add additional information using different formatting.
That was actually way harder to explain than I thought – make sense?
This is one of my most hoped for features. It would be fantastic to be able to have control of the design.
Maybe having access to the CSS, or uploading a PDF would be a big help, as currently there is very little to work with.
I know that Invoice CSS options are available with:
http://www.freeagentcentral.com/
and
http://www.copperproject.com I think uses the PDF option.
So it will be great to see Xero having custom invoice layout options for better branding. 
Matt Hyde
Are we any closer to that ‘future release’ which is set to give us more control over the design and layout of invoices.
Yes – while I would never promise anything, Santa has heard you.
John
I am wondering if there is any way I could print the “Tracking” Option on the invoices being sent to clients. We are as school, and we are hoping to use this field in the invoices to use as student name. This way, we can track each individual student, and select the name when creating the invoice. However, we would also want to print this information in the invoice itself.
I tried to input <> in the .docx template, put its not recognised. Does anyone know if what I am asking is possible?
This will be great for companies who export and who may have different payment requirements or bank accounts for each region they export to. It will also be great when you want your statements to have a different format than your invoices ie when you may print your invoices on letterhead and email your statements.
It is great to see Xero keeping up their product development and adding functions that are well thought out and have a wide application. Keep it up guys!