What is an Invoice Branding Template in Xero?
In Xero, invoice branding templates (sometimes called invoice themes) control how your invoices look when sent to clients. They let you customise the layout, add your logo, set payment terms, and include footers or extra information. You can create multiple templates for different situations.
Why Add Invoice Templates for Socket Invoicing?
Using invoice templates in Xero when connected with Socket means:
Your invoices look professional and branded consistently.
You can use different designs for different clients (e.g. some need more detail, others simpler).
Reduce manual editing and mistakes in styling or layout.
Helps with presenting your billing more clearly.
How to Create / Customise an Invoice Template in Xero
Before using with Socket, make sure your Xero invoice templates are set up how you want:
Log in to Xero.
Go to Sales Settings → Invoice Settings
Create a new template or copy an existing one.
Customise the template by uploading a logo, choose layout, set payment terms, add details etc.
Save the template.
How to Use Your Xero Invoice Template with Socket
Once your Xero invoice template is ready in Xero, you can make Socket use it when sending invoices downstream.
First, in Socket, go to Practice Settings → Integrations and ensure Xero integration is connected.
Select Clients from the left hand menu, and navigate to the client record you want to set a template for.
Select the Invoicing tab within the client record, under the Invoice Template (Branding Theme in Xero) use the drop-down menu to select the template you want to use for this client.
Choose Save.
When generating invoices from Socket (billing recurring or one-off), Socket will push the invoice through to Xero using the selected template for this client. Repeat the process to use specific templates for specific clients.
