At Virtual Assistant on Call, we create beautiful Xero templates specifically to suit your business needs. Choose your custom layout design and corporate colours.

We receive many referrals from Jet Convert – Xero Conversion Partner.

Customised Xero Templates:

  • Invoices
  • Quotes
  • Credit Notes
  • Delivery Dockets
  • Purchase Orders
  • Statements

Template Inclusions:

  • Relevant Xero merge fields
  • Text alignment
  • Text formatting
  • Text colour
  • Custom Headers and Footers
  • ‘Payment Advice’ should your customers still pay by cheque
  • Term & Conditions
  • Watermarks
  • Tables
  • Graphics
  • Hard coded text

Xero Template Design Process:

Step 1: Design Brief supplied by you – A document layout you like including handwritten changes. You are emailed a Quote.

Step 2: Upon acceptance of the quote, you are invoiced and pay upfront

Step 3: We create your template according to your ‘Design Brief’

Step 4: We test your template

Step 5: You are sent a PDF copy of the template merged with test data from the Demo company + your Xero docx template for testing

Step 6: You review the document/s thoroughly and email any changes

Step 7: You are sent another PDF copy of the template merged with test data from the Demo company + your Xero docx template for testing

 

Assistance Uploading your Template:

This service is available and will be quoted on request.

Additional Amendments:

A fee will be charged for any additional design or layout amendments.

Contact Us:

Let us know how we can help you streamline your business operations and reduce administration.

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