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 Xero.com/features
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