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Delete Surname Field in the Rental Invoice Template

Delete Surname Field in the Rental Invoice Template

Aug 6th, 2022

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do I change the details on an invoice in Xero?

To do this: On the Dashboard, tap Sales. Find the paid invoice youd like to edit, then tap it to open it. Delete the payment from the invoice. Tap Options, then tap Edit. Tap on the fields to make the required changes. Tap Save, then select Send or Save.

How do I customize my Xero template?

Edit an invoice template Click the organisation name, then select Settings. Click Invoice settings. Find the template you want to edit, click Options, then select Edit. Make your changes. Click Save.

How do I edit an existing template in Xero?

Edit an email template Click on the organisation name, then select Settings. Under Features, click Email Settings. Next to Templates, click Edit. Find the email template type and click the name to open it. Select and enter information in the email template. Click Save.

How do I delete an invoice template?

Select Templates. Right-click the invoice template you want to delete. Choose Delete Template. Click OK to confirm the deletion.

How do I customize a quote template in Xero?

Overview In the Business menu, select Quotes. Select the Draft tab. Click the quote you want to edit. (Optional) To add additional job templates, hover over Options, select Apply Additional Templates, then select one or more templates. Click Save. Click Edit Quote. Make your changes, then click Save.

How do I add a custom field to an invoice in Xero?

In the Business menu, select Settings. Under Features, click Custom Fields. Click New Custom Field. Under Custom Field Types, click Select next to the type of data field you want to create. Under Field Information, give the field a name, and fill in any other required details.

Can Xero be Customised?

Its easy to customise your invoices in Xero simply upload your business logo and applying a few touches so its branded to your business.

How do I select a different invoice template in Xero?

Click the organisation name, then select Settings. Click Invoice settings. Find the template you want as the default. Click the invoice template name and drag it to the top of the page.

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