Here’s how to do it: 

1. Access Invoice Settings: 

  • Log in to Xero. 
  • Go to “Settings” and click “Invoice Settings”.

 

2. Upload a Custom Invoice Template: 

  • If you have a custom invoice design, you can upload it by clicking “Upload Invoice Template”. 
  • Xero will allow you to map fields from your template to the Xero system. 

 

3. Modify Default Invoice Layout: 

  • Alternatively, you can customize Xero’s default invoice template. 
  • Click on the “Edit” button next to the default template to adjust: 
  • Fields (e.g., customer details, payment terms) 
  • Layout (e.g., positioning of fields) 
  • Branding (e.g., company logo and colors) 

 

4. Save and Apply: 

  • Once your template is customized, click “Save”. 
  • Set it as your default template to use it for future invoices. 

 

By customizing invoice templates, you can ensure your invoices reflect your brand and contain all the necessary information for your customers.