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:
- Credit Notes
- Delivery Dockets
- Purchase Orders
- 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
- 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.
A fee will be charged for any additional design or layout amendments.
Comments or questions are welcome.