How to Customize Invoices, Quotes, Purchase Orders and Receipts in Xero

[@SpikeAllibone]

So this was great - but the menu layout to get here has now changed in 2019 so I had to work out where Xero had moved everything to after watching your demo - and also, I watched until the end to find out how to actually apply this design to the finished PO... and there is nothing on that here. I created an initial standard design - but my logo is printing out too small.... so I went into 'edit' and it allows me to move the logo around the page - but it has no option to edit / replace the actual logo file or envisage how it will resize on the page. I created a DOCX version no probs... but then, when I went to the actual PO I wanted to apply it to, I completely ran a blank. There are no options to actually apply the DOCX file to an existing PO that I can see. I'll go and watch your other video in case it covers it there. Thanks all the same! I'll get there.

[@scottholloway1938]

How do you convert an invoice to a packing slip?

[@ridwanulfirdous993]

Thank you so much

[@asadiftikhar7717]

Can we create sale recipt in Xero?

[@stefangeorgiou611]

Does anyone know how to add a disclaimer form to a quote with a whole page so cannot go in the standard ‘terms’ section.

[@FitSmallBusiness]

Hello! To better address your queries, you may post it directly into Xero's online customer's support: central.xero.com/s/question/0D53m00005pt5bwCAA/adding-terms-and-conditions

[@virenp108]

You have shown how to make changes to standard invoice. Can you show how to customize Quotation and Invoice Format. for Custom file. Download make changes and upload. because honestly. Standard format is not up to the mark.

[@ScullyandaFilms]

Exactly my question. Is there a video on the youtube?

[@ScullyandaFilms]

I have customised my Invoices but when I generate a Quote it uses a customised template without my settings or logo. When you customise an Invoice I can upload as an invoice.docx but how do you upload a quote.docx and where ??

[@FitSmallBusiness]

Hi! You may check out this link on how to Customise your quotes: central.xero.com/s/article/Customise-your-quotes

[@darrenslater1913]

this does NOT show you how to alter the fields in a Quote.

[@ScullyandaFilms]

EXACTLY!!!