Streamline Your Workflow with Invoice DOCX for Operations

Invoice docx for Operations

hi it's Kevin here from the did you all discovery code today we're going to look at how to upload the templates that we've created for you into 0 firstly ensure that you're open at the dashboard within Xero and next to the dashboard you'll see your company name in our instance its demo company click on that and go to settings in settings you'll see the option of invoice settings go to that and it's in here that we're now going to create a branding theme which we're going to upload the files to so click on custom Docs in the branding theme and give it a title for us we'll call it digital discovery once that's been created you'll get a green tick and it confirmed to you that the branding theme has been saved now this is the area that we're going to be uploading the files to so scroll down once that's been created you'll normally see standard because that would be pre-loaded Anzhi on your 0 underneath there you'll see the branding theme that you've created here's ours digital discovery as I said this is where we're going to be uploading the files to so click on upload and now you'll see invoice quote credit notes statement purchase order now depending on what you've had done for you is where you'll be uploading your files - so we'll go browse and we've got our templates on our hard drive will choose invoice and we'll choose one more quote quote form so now there choose now we've got to there we won't go through the whole lot for time but you'll notice that there is a the actual Dobbs is sitting next to the the title invoice this is important because if you get them mixed around if you've got multiple ones and you happen to load the credit note there by mistake it will be a problem when you don't go to create say for example invoice if credit note is next to it so make sure that the correct template is next to the correct header once that's done upload and the files will be uploaded to the cloud you'll also get another green tick which will confirm to you that they've been successfully uploaded now that they're uploaded they're all ready to be used in Xero so in our next video we'll go to that and we'll show you how to do that you