This article is for customers who need help setting up a Xero branding theme for use with Rechargly invoices. It’s especially useful if you’re collecting payments through Rechargly and want to make sure your invoices don’t include other payment options.
Steps to Create a Dedicated Branding Theme in Xero
Go to Settings > Invoice Settings in Xero.
Make a copy of your New Branding Theme.
Remove all payment methods from the new theme.
Name your branding theme (e.g. Rechargly – No Payment Methods).
Assigning the Template in Rechargly
In Rechargly, go to the Setup page.
Go to Define billing terms’ and select your Rechargly invoice template
Click Submit to save.
Important Context
If you’re collecting payments through Rechargly, make sure no payment methods are connected to the Xero invoice template. If payment methods are attached, clients could pay twice.
If you are not collecting payments through Rechargly, it’s fine to use an invoice template with payment methods.
If you collect payments yourself, you’ll need to manage all collections manually-which can be time-consuming.