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Community > Using Xero >

Contact - custom invoice template per contact

Started by Bianca Davitt -   in Using Xero

I have some customers who pay by BACS, and some who pay by direct debit.

I would like to be able to have 2 different invoice templates, so that when I send the invoice, I can select the correct invoice template to send.

Also if this could be automated so that i could use the contact card to specify a template for each contact that would be even better!

Hiya Bianca, if I've understood correctly, you can set up a default branding theme for a certain contact - this means that when you create a transaction for them, this'll automatically be applied to it. Here's a wee-example of how you'd do this. Let me know if I've got the wrong end of the stick. :)

Kavi S (Community Manager)