03. How to create a new BPAY Invoice Template in Xero

Background:

• After Parakeet has provided you with the updated DOCX template, these will need to be uploaded into Xero. 

Purpose:

This document outlines how to upload the Invoice & Statement DOCX Template into Xero. 

Step 1: Go to Organisation Details

• Go to organisation settings > Invoice Settings > Create New Branding Theme > Select Custom.docx

  A. Upload the invoice file “**.docx" as your Invoice template

  B., Upload the statement file “***.docx” as your Statement Template

Step 2: Make it your 'Default' template by dragging it up

• Drag the new custom.doc to the top of the list (refer to below)

Step 3: Connect your Xero account to Parakeet

• Once step 1 is completed and Parakeet confirms you are ready for connection, please follow the instructions on this page here.