Xero Tip Of The Month December 2016 - Email Templates In Xero

Sending sales invoices, credit notes and statements directly from Xero? See how setting up email templates can significantly save you time.

We all know it can become very cumbersome time consuming to tailor emails depending on their nature, be it a sales invoice, a credit note of even a statement. Xero allows you to customise up to 10 templates, each individual to their purpose.

See the below for guidance on how to set these templates up, insert placeholders on existing or new templates and delete any unused ones.

To find out more about Xero Email Templates and how you can utilise them in your business, click here to access the Xero Help Centre.

See all the Xero features that can help you run your business beautifully at

Previous Tips

November 2016 – Bank Rules In Xero

October 2016 – Smart Lists In Xero

September 2016 – Files in Xero

August 2016 – Direct Bank Feeds In Xero

July 2016 – Managing Bills and Purchases in Xero

June 2016 – Shortcuts In Xero

May 2016 – Email Integration

April 2016 – Recurring Sales Invoices

March 2016 – Two Step Authentication

February 2016 – Xero Search

January 2016 – File Storage in Xero

December 2015 – Invoice Reminders

November 2015 – Xero on the go, with Xero Touch

October 2015 – Invoice Payment Terms

September 2015 – Sales Invoice Customisation

August 2015 – Business Performance Review

July 2015 – Cash Coding In Xero

June 2015 – Xero to Xero Billing

May 2015 – Find and Recode

April 2015 – Online Invoicing