02. Xero Invoice and Statement Template | How to Get it

Background:

• For Parakeet to assist with setting up BPAY for your Xero Invoices, Parakeet require your Invoice & Statement Template in DOCX format. This can be obtained from Xero. 

Purpose:

This document outlines how to download the Invoice & Statement DOCX Template out of Xero. 

Step 1: Go to Organisation Details

• Settings > Invoice Settings (screenshot - orange box)

Step 2: Find the template

• If you see an invoice setting with a ‘DOWNLOAD” button as per below, please download and email it
• If you don’t see the download button & only have the ’Standard’ listed, then you can ignore the rest of the steps, please send Parakeet a copy of the most recent PDF invoice & statement you sent to your customers.