How To Create Customised Templates In Xero

Here are my top troubleshooting tips for the nearly common issues with Avant-garde Invoice Templates in Xero.

Use a Table Format for the Line Items (remove default Tab Format)

Replace the default Tab Format for the detail rows with a Table Format. Add in a new Table with the number of columns you want, and re-create/paste in the Field Codes to the columns in the table. Yous can easily adjust the width of the columns likewise as removing any columns y'all don't want. A couple of popular formats include:

Widening the Clarification Field and removing the Quantity Field.
Having the Description Field get across the unabridged width of the folio, and the other fields in a row below.

I find it easiest to work with the table with borders showing, and then remove the borders at the end. Ensure you lot start with TableStart and finish with TableEnd codes. Only between these codes, you can re-guild, move, copy and delete any you don't desire.

«TableStart:LineItem»«ItemCode», «Description» «Quantity» «UnitAmount» «TaxPercentageOrName» «LineAmount» «TableEnd:LineItem»

Remove the Default Header

The sample Custom Invoice has a identify holder for a picture in the header in the offset page. It seems this is intended to make it easier for you to upload a logo but I take never found information technology helpful. It can be difficult to remove in the usual style as Rightclick/Delete does non remove information technology.

The easiest way is to highlight the unabridged header (the picture holder is inside the header) and delete that. You lot can and then start anew. There is no reason I have institute to add together a header for your logo if you simply want your logo or header brand on the 1st page.

Stop the Particular Code from printing

A common complaint is that the Item Code automatically prints on the sample Avant-garde Invoice Template. This is easily stock-still.

The original code showing in the sample Advanced Invoice Template is:

«TableStart:LineItem»,«Clarification»

This will print the Item Description and the Particular Code.

If you don't desire to print the Code, and so remove the comma and the space.

«TableStart:LineItem»«Clarification»

Repeat the Header Row on multiple pages

When you change to a Table format you volition find the Column Headers just print on the first page. This can be an issue if you have long invoices that get for multiple pages i.east. "Description" "Amount" "Quantity" etc. This is easily fixed with Tabular array Formatting.

Search "Repeat Table Header on Subsequent Pages" in Word and you lot volition find a couple of ways to practise this.

Select the header row or rows that y'all want to repeat on each page. The pick must include the first row of the table.
Nether Tabular array Tools, on the Layout tab, in the Data grouping, click Echo Header Rows.

Screenshot shows the cursor pointing to the option for Repeat Header Rows in Table Tools on the Layout tab in the Data group, .

Or, you tin can employ this approach:

In the table, right-click in the row that you desire to repeat, and then click Tabular array Backdrop.
In the Table Properties dialog box, on the Row tab, select the Repeat as header row at the top of each page check box.
Select OK.

Keeping lines together (Subtotal / GST / Full)

Sometimes rows that you lot want to show together get separate beyond a page. For case the three lines Subtotal, GST and Total dissever so that the Full might exist the but line showing on page 2. This is also easily stock-still in the table format. Simply add all the lines you lot desire to stay together inside one row in the tabular array.

Alter engagement and number formatting

Xero has a cracking help commodity on how to adjust the date format, likewise as the number of decimal places in a custom template in Xero. Here'southward the link: https://fundamental.xero.com/southward/article/Modify-the-amount-date-or-unit-toll-format-on-custom-invoices-quotes-NZ-AU-UK#Changethedateformat

Even so, sometimes when you select Toggle Field Code to encounter the codes to modify, there is nothing there then it's hard to know where to start.

For Dates the full code should expect like this:

{MERGEFIELD InvoiceDate\@ "dd MMM yyyy"*MERGEFORMAT}

Of course you can commutation "InvoiceDate" for whatever field y'all are using, and you can exchange "dd MMM yyyy" for whatever date format you desire.

For Decimal Places the full code should look like this:

{MERGEFIELD UnitAmount# #,##0.00;(#,##0.00)}

Of course you can substitution "UnitAmount" for whatever field you are using, and you can substitution "#,##0.00" for any number format yous want.

You demand to be working in MS Word for these fieldcodes to exist inserted. They may not upload correctly if you edit in GoogleDocs.

Insert a Hyperlink from a Logo or Flick

You tin can quickly insert a hyperlink simply by typing the name of the web accost and pressing Enter. However, sometimes you lot might desire a hyperlink from an image or logo rather than from text. To do this highlight the image or logo, then right click, go to Insert / Link and fill in the details in the pop up box. Control-Grand also works on some computers. The Screen Hint button allows yous to type in text that shows when a cursor is hovered over the motion-picture show. Here's what it looks like:

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