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Xero - Updating your Email Template

When you send out an invoice from Xero it's necessary to include a link to the Marmalade payment page in the email. This makes it quick and easy for your customers to pay their invoices.

To create or edit a new email template open your Email Settings in Xero.


1. Update the Sales Invoice Template

Select 'edit' next to Templates.


We want to edit the Sales Invoice, select it to open up the configuration window.


2. Update the Email Body and Settings

When the configuration window opens, paste the text from your Welcome email into the main window. This will add your business' Marmalade payment link to each email you send out.

Deselect 'Include quick link to online invoice and detail summary' as you've already got the Marmalade payment link and then select 'Save'.