Create an Efficient Invoice Template for Website Development for Teams

Invoice template for website development for teams

hey there guys my name is marquez and in this video i'm going to show you how you can easily set up your template in x0 and how you can change your invoice template so the first thing you want to do is go to top left and then go to settings when you're going to click settings then you're gonna see here in other features invoice settings this is really great for creating a branding theme for your invoice and what you can do is just simply click here new branding thing or you can change the that you have right here now when you're gonna click on it let's name it for specific invoice then you have option to change change the page size a4 or u.s letter you can change the top margin address merging a font font size also the draft invoice title or approved invoice title completely up to you then you're gonna see also draft purchase order title and quote title then on the right side you can enable or disable some things like show text number show column headings show item code you need price and quantity show payment advice cut away then you can see the show text column registered address logo you can also hide the discount or you can show contact account number and then you're gonna see show text subtotals by you can also text components or rates or rates over zero percent or single text subtotal and when you go further then you're going to see also show currency conversion ads a single text total or you don't show anything then you're going to see payment services you're going to see the credit card if you have in your system you can simply choose it then payment services you can add a paypal here and then you're gonna see terms here and terms and payment advice and logo alignment on the right side click save and voila here we have it when i would scroll down below you can upload logo right pretty easy pretty simple and now what i want to show to you is when i would go here to the demo company demo company i can like show you multiple ideas so settings invoice settings and right here i see the standard or for special project and what i can do is to simply go options i can edit it and as you can see you can edit it as much as you want and you can also enter contact details so for every uh you can create multiple invoice ids and then you can simply edit it also right let me show you so that's what we can do and now you can go to top left new branding theme and you can create a custom dock or standard if it's going to be a custom dock it's going to look like this so that's something you should definitely keep in mind and if the standard is going to look like this and i would come here and click custom dock and this is a custom okay this is a custom options and then i would simply edit it as draft invoice title approve invoice title overview credit note title statement draft purchase or the title then you can see also payment service here payment services and yeah so this is pretty much it and this is how you can set up a new invoice and set up a new invoice in xero if you can have any questions guys ask me down below in the comments i wanted to make this quick video how you can actually do it because it's pretty important then you would go to the settings and you can also check out the organization details and users and currencies i recommend like adding that to and changing it and we're gonna have like the content details and everything here then what you would do is that you would go simply again back to invoice settings and you would just edit the contact details so this thing can be really effective for optimizing your time with x0 and yeah thank you very much guys for watching have a great day and goodbye see ya