How to Change the Invoice Template in Xero

Quick summary

Changing the invoice template in Xero lets businesses customize how their invoices look and what information they display. You can update your invoice settings in just a few steps directly from the Xero dashboard.

Steps

1. On Xero's main dashboard, head to the top-left corner and click the Company tab.
2. Choose Settings from the list of options.
3. Click Invoice Settings to open your invoice configuration.
4. Tap the Options button on your current invoice template.
5. Click Edit to open the template editor.
6. Review your original invoice template settings and make your desired changes one by one.
7. Once done, review your input and click Save to apply the changes.
8. Your updated Xero invoice template will be confirmed, reflecting all your recent setting adjustments.