Invoice Templates/Xero Email Template
Hi
Is it possible to amend the invoice template content, like wording or adding headers/footers? We currently have a custom invoice template we use in Xero that ideally we'd like to keep.
If not, could it be possible to select a Xero email template to use? And could we set the email template at the customer level?
Thanks
2 Replies
Currently, the Invoice Template (PDF) has some basic customisation such as logo, watermark, payments field etc. You can also toggle on/off certain sections of the time entry. Overall, it's very similar to the default Xero template.
https://app.gorelo.io/admin/admin-settings#billing#invoicetemplate
The Invoice Email Template in Gorelo is fully customisable via html. Navigate to Settings > Email > Settings and edit your billing email -- then go to the Email Template Management tab
https://app.gorelo.io/admin/admin-settings#email#settings
Email and PDF templates can be set at the global and contract level.
Thanks, I really like that you can set different email templates for customers in gorelo (like for ones that pay by direct debit), which is something xero doesn't allow. Think we'll probably have to compromise on the invoice template and use the gorelo ones. Cheers