- Open each Word Document and update the “Your Business Name Here” text
- Save each Word Document
- Log in to your Xero Account.
- Go to Settings > General Settings and select Invoice Settings from the Features section
- Select the drop-down arrow on the “New Branding Theme” button, then select “Custom .docx”
- Give your new branding template a name, then select “OK”
- You should now see a new table for your new branding template, select the “Upload” button
- Select the “Browse” button for each template (Invoice, Credit Note, Statement and Purchase Order) and upload the relevant Word Document template from this zip folder.
- Now when you create a new Invoice, Purchase Order or Credit Note select the template name (set in step 5)
- Good Luck!
For more (or possibly just better explained) information on setting up a custom branding template go to: https://help.xero.com/int/Settings_InvoiceBrandingAdd