Now you’ve downloaded your custom Xero templates, you need to get them into your accounting software correctly. Watch the first clip below so you can align your company’s branding correctly before you upload them. The second clip shows how to upload all five docx files and align your titles too.

Clip 1. How to edit your new base templates to match your branding

This video shows a step by step guide to adjusting your custom templates easily and correctly before you upload them to Xero.

Clip 2. How to upload your template theme

This video shows a step by step guide to getting your custom Xero templates installed correctly and also uploading your email branding.

Rest assured

Our templates have been rigorously tested for errors and we’re confident you’ll find they will look consistent, aligned and work as expected.

Best practice

Please follow the video guides above for installation and editing. We do not advise altering the layout, tables or cell codes unless you are a confident MS Word user as this can render them unusable or create errors.

We’ve sorted it

You may have seen the annoying issues with commas missing on your custom templates. This also has been fixed on all our templates.

Anything else?

There’s always room for improvement so, if you have any suggestions for future features or add-ons, please contact us at hello@brandingclever.com thank you!

Brit - Complete Set

Brit Theme

£127.00
Simple - Complete Set

Simple Theme

£127.00
Pro - Complete Set

Pro Theme

£127.00
Orange - Complete Set

Orange Theme

£127.00
Clean - Complete Set

Clean Theme

£127.00
Block - Complete Set

Block Theme

£127.00

Need more help?

If you are still needing a little hand holding to get your shiny new templates installed properly. Usually an hour is plenty to cover most issues. Or, contact us to have your templates professionally designed and delivered.

Book a one to one help session

If you need more assistance, we also offer a one hour Teams meeting to screen share and help fix any small issues and install your templates. Just choose your slot from the calendar link we’ll send you after checkout.

Please ensure you are logged into your Xero account and navigate to ‘Settings’. Also, have your template files ready on your computer just before the meeting begins.

If for any reason the link doesn’t arrive, please email us with your receipt and and we’ll send you the link this way.

Thank you.

Fully customised

If you would like a completely bespoke service to get your templates created, aligned with your processes and installed correctly, please email us in the first instance with your contact details. We’ll then call you back to discuss your needs.
Fees for a fully bespoke service start from  £416.00 plus GB VAT, depending on complexity.

Please fill in this form as much as you can or, simply send us a PDF of your current set, with your requirements marked up on them, then we can send you back an accurate quote.

Send your form/PDF and message to hello@brandingclever.com or click the button below and attach your files. Thank you.