How to Create an Invoice Template in Xero
Customising your invoice template in Xero ensures your invoices look professional, on-brand, and VAT-compliant. Follow the steps below (or watch the full tutorial video) to set up your template.
🎥 Watch the step-by-step video guide below.
Step-by-Step: Creating an Invoice Template in Xero
Step 1: Go to Settings
On the top blue banner in Xero, click your company name and select Settings from the dropdown.
Step 2: Open Invoice Settings
Scroll down to the Sales section and click Invoice Settings.
Step 3: Choose a Template to Customise
You’ll see two default invoice templates.
Select Options on the template you want to customise.
Step 4: Edit Your Template Fields
Select the information you want to display on your invoice and remove anything unnecessary.
Remember: Your invoice must meet VAT requirements for a valid invoice.
Click Save Template once you’re done.
Step 5: Add or Update Template Details
Your template layout is now active and ready for branding updates.
Step 6: Update Your Logo
If you want to upload or change your logo:
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Click Options next to the template
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Select Client Logo
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Upload the logo directly from your computer
Step 7: Remove Your Logo
If you want to remove the logo completely:
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Click Options
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Select Remove Logo
You’re All Set
Your customised invoice template is now ready to use.