Create Your Own Invoice Template for the Insurance Industry

Create your own invoice template for Insurance Industry

in this video we will discuss how to create an invoice template in xero within three minutes if you haven't yet click the bell and subscribe to be notified every time we produce our best pieces of content first prepare your company logo a Microsoft Word and your bank details [Music] login to your xero account in the upper left corner of your screen click the name of your company in this case this will be the demo company Global and then to the settings here we are going to make a new branding theme using our Microsoft Word so we will choose custom.docs Put The Branding theme that you want then click ok [Music] go to sample invoice demo and select download to download a zip file that contains each dot docs template to be customized using Microsoft Word open the downloaded file and select invoice you may want to insert your prepared logo in the Box here you can arrange it to any position you like you may also want to remove the payment advice in the footer of the document since not many people still pay using checks go to header and footer and then drop down and then select remove header and footer I suggest that you do not edit this part once done we will now save this file so that we can now upload it to xero go back to xero and click the upload to upload the customize template saved on your computer finally we have now the invoice template that we want to see what it looks like go to business and select invoice just fill in the details of the invoice and don't forget to select The Branding theme we made which is sample demo invoice after filling out click approve and email a reminder will pop up and will show what it looks like in the email you have an option to attach PDF and send a copy to yourself after that click Send you could see what the file will look like when they open the attachment by clicking print PDF [Music] you may also see what it looks like in a mobile view by clicking preview here is the preview of the invoice so that's it here's how to create an invoice template in xero within three minutes thank you for watching thank you