04. Update existing Branding Theme with New BPAY templates

Modified on Tue, 6 Oct at 4:47 PM

Background:

Occasionally an existing BPAY invoice or statement template may need to be updated in Xero (e.g. new styling, editing changes, etc).

Purpose:

This document outlines how to edit an existing Branding Theme and updating it with a newer version of the Invoice & Statement DOCX Template into Xero.

Before you start:

If you are unsure which 'branding theme' to update, go to the invoice in question and see which branding them is being used.
In this example, the branding theme used is 'BPAY'
Once you know this, poceed to step 1 below.

Step 1: Go to Organisation Details

Go to organisation settings > Invoice Settings
Find the Branding theme in question
In this example - we use the 'BPAY' branding theme as an example
Click 'Upload' Button

Step 2: Replace with updated templates

Upload the newer version of the invoice file “**.docx" as your Invoice template
Upload the newer version of the statement file “***.docx” as your Statement Template
Click Upload

Step 3: Verification

Go back into Invoice and generate an invoice in PDF format or generate a Statement to verify it uploaded successfully