How to: change email template wording in Xero

By 17th January 2018 Support, Xero Help No Comments

If you’re constantly changing the wording in the emails generated by Xero (e.g. when sending out an invoice), then you can change the default wording – or create additional templates (e.g. a template to send when an invoice is overdue).

Follow these instructions:

Go to General Settings:Screen_Shot_2018-01-17_at_10_24_27Email Settings: Screen_Shot_2018-01-17_at_10_24_42

Screen_Shot_2018-01-17_at_10_25_18Change the template wording here:

You can also add new templates – e.g. a second invoice template specifically for overdue invoicesScreen_Shot_2018-01-17_at_10_25_26

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