Templates & Notifications
Receipts, labels, emails, PDFs, and event notifications.
Customize Invoice Templates
Create and customise the invoices you send to your agents so they clearly show what they are being paid for.
Customizing Invoice Numbers
🔢 Prevent duplicate errors. Customize your invoice numbering format to keep your Xero data organized and avoid conflicts with other systems.
Introduction to Event Notifications
Learn what Event Notifications do, who can receive them, and which moments in your shop should send an automatic message.
Setting Up Customer Event Notifications
Build your first customer-facing event notification, with five examples you can copy as a starting point.
Setting Up Marketing Templates
Reach customers who have gone quiet with promotions, seasonal offers, and service announcements — directly on WhatsApp.
Setting Up Utility Templates
Confirm orders, notify customers about pickups and deliveries, send receipts — automatically, at the right moment.