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Top 5 Benefits of Using Custom Xero Templates

In today’s oversaturated market, it’s no longer enough to have plain, pre-designed invoices, quotes, and statements.

You see… Customers are overwhelmed by the sheer volume of businesses out there. This means that every single aspect of your business needs to stand out if you want to impress your clients - and keep them coming back for more.

If you’re using Xero as your accounting software, then you know that their default templates are nothing special since thousands of other businesses from around the world use them as well. And, unfortunately, you aren’t able to personalise these templates as you can’t move elements around or add your brand colours.

Luckily, you can outshine your competitors by getting custom Xero stationery templates (i.e. quotes, invoices, purchase orders, credit notes, and statements).

5 Reasons why you need to use custom Xero templates:

Look more professional

A custom-designed Xero template gives you a competitive advantage.

Custom templates make your business look more appealing since it allows you to flaunt your brand by incorporating numerous branding elements throughout. These elements include things like:

  • Adding custom images.

  • Adding your brand colours.

  • Moving your brand logo.

  • Adding or changing data fields.

  • Including your letterhead.

  • and more…

Additionally, custom Xero templates also make your business look more professional and premium, which means that customers will start seeing you as an authority in the industry - leading to more referrals and profit!

Make an impact

With endless customisation options, your Xero templates can leave a lasting impression on your customers.

Think about it…

If we look at your invoice, for example, we know that in many ways your invoice is the very last thing that you leave your customers with. And, as we all know, last impressions can mean the difference between your clients coming back or going to your competitors instead.

Needless to say, in a world full of average, having beautifully designed stationery templates will ensure that your business makes an impact.

Improve conversion on quotes

Contrary to your invoice being your customer’s last impression, your quote can be seen as one of the first impressions.

Therefore, one can argue that your quote needs to be even more impressive since it’s responsible for representing your brand and showing your customers that you have what it takes to fulfil their needs.

By having a custom-designed quote, you will automatically seem more professional and reliable which speaks volumes to your prospects.

As a result, they will be much more likely to convert into paying customers.

Better quality clients

Ever heard the saying, “you attract what you are”? Well, the same rule applies to your business stationery. If your stationery templates portray you as a highly professional, first-grade business, you’ll attract the same type of customers.

By having a coherent design and high standards throughout your business communications, you will give your clients the ultimate customer experience… Meaning that your templates will do all the hard work for you!

Additionally, you’ll also be able to easily increase your prices as research shows that 86% of buyers will pay higher prices if they get a great customer experience.

An excellent marketing tool

Custom invoices give you a great opportunity to promote your brand to your customers and ensure repetitive business.

Your custom Xero invoice template can include suggestions of other products or services that your client may be interested in.

In other words, you can use it as a powerful marketing tool to up-sell or cross-sell.

It also gives you the option to leave personalised messages that will make your customers feel important - giving them all the more reason to continue doing business with you.


Having custom Xero templates can give your business the boost that it needs.

By keeping all the aspects of your business coherent, you’ll appear extremely professional to your customers which will lead to repetitive business and quality referrals.

If your business is using Xero for accounting, and you need your Xero templates to be professional, attractive, and impactful, contact Tonic Branding today!

Get in touch if you'd like to spread good, by doing business good.

Sanmari Marais

Creative Director at Tonic Branding

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