How to Change the Invoice Template in Xero
- George Apostolov
How to Change the Invoice Template in Xero: step-by-step guide
On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.
Choose 'Settings' from the list of options.
After that, click 'Invoice Settings'
Tap the 'Options' button of your current invoice template.
Click 'Edit' to proceed.
Subsequently, review your original invoice template settings and make your desired changes one by one.
Once done, review your input and click 'Save' to apply the changes.
After completing these steps, your Xero invoice template will be changed based on your recent setting adjustments.
Quick answer: To change the invoice template in Xero, click the Company tab, select Settings, and open Invoice Settings. Next, tap Options on your template and click Edit. Finally, make your desired changes and click Save to apply them.
About this Xero tutorial
Modify your invoice templates in Xero by adjusting your settings and saving your changes. This guide shows how to change the Invoice Template in Xero in 8 steps, starting with "On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab" and finishing with "After completing these steps, your Xero invoice template will be changed based on your...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to change the Invoice Template in Xero?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Clear the Rounding Account in Xero, How to Code Donations in Xero and How to Connect PayPal to Xero. Last reviewed 05 Oct 2026.
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