Procedures/Treasurer/Xero Invoices

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Creating invoices in Xero saves having to create them a second time in another app. Two issues: login access and invoice templates.

Login

I will create an invoice-only Xero login for sponsorship volunteers to use.

Invoice Templates

The invoice template can be edited at Xero Settings -> Invoice Settings

  • Unfortunately we have to use Microsoft Word to edit our invoice template.
  • Fortunately once we've created the invoice template it may be rare that we need to edit it again.
  • OpenOffice doesn't work with Xero's invoice templates :(
Unfortunately OpenOffice doesn’t work for this as while version 3.2+ does export to the .docx format,
OpenOffice also does not export the mail merge tags required for the template functionality to work.

More info: