![]() Find the template you want to edit, click Options, and then select Edit.You can update your contact details, invoice terms or payments details. Make changes to an existing invoice template.Find the template you want to copy, click Options, and then select Copy.Click the organisation name, select Settings, then click Invoice settings.You can also enter your contact details and invoice or quote terms. Adjust the options as needed to customise your invoice’s appearance or to show additional fields.Enter a name to help identify the theme.This will save the invoice as a draft.You can Create/copy/edit/preview an invoice template Create an invoice template Step 3: Once you’ve finished entering your invoice, click Save & close in the upper right corner.Step 2: In the Item field, start typing to select an existing item from your inventory or add the details manually by adding the description of the item, then the Quantity and Price.The default tax rate from the customer setup should be included automatically, but you can change it as needed. You can click on the contact name you’ve selected to view or edit their details. Step 1: In the To field, start typing to select an existing contact or to add a new one.From here, follow these steps to create a new invoice in Xero. If you’re currently in classic invoicing, click Switch to new invoicing at the bottom of your screen. Features like customer credit limits and adding a delivery address are only available using New invoicing. You can update a detail if it isn’t correct. Invoice fields are filled with details automatically. With New invoicing, Xero will save the invoice every few seconds once you have added a contact. We recommend using new invoicing as it’s a simpler, faster way to invoice. When you’re finished, be sure to click the Save button. ![]()
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