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How can I configure the PDF file of a Sales Invoice that will be sent to the client?

Updated over 3 months ago

During Sales Invoice creation, the Requester selects a Theme. After the Sales Invoice's approval, a PDF file will be generated based on this Theme.


Themes are configured in Xero and picked up by ApprovalMax.


If you want to change a Theme in Xero, go to Organisation settings > Invoice settings.


You can also upload your own DOCX template.




For more details please refer to Xero's Create an invoice template.




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