Quick Guide to Setting Up a Custom Invoice Template in Xero

Step 1: Log in to Xero

• Open Xero and log in to your account.

Step 2: Access Invoice Settings

• Go to the "Settings" menu.
• Select "Invoice settings" under the "Invoice" section.

Step 3: Create a New Invoice Template

• Click "New Branding Theme."
• Name it "MONET Funded Invoices."

Step 4: Customize Your Template

• Click "Edit" next to your new branding theme.
• Add your logo, adjust styles, and make it look great.

Step 5: Add HSBCnet Bank Details

• Scroll to "Payment Services."
• Click "Add Bank Account."
• Enter your HSBCnet - Corporate Banking details.

Step 6: Update Payment Instructions

• In the "Branding" tab, add clear payment instructions directing clients to the HSBCnet account.
• Make sure it stands out!

Step 7: Save Your Template