When the agreements are triggered for the first time, below is an example of how the email looks.
If you decide not to pass on any discounts to your customers, the agreement wording is adjusted automatically to ensure clarity and accuracy.
Instead of referencing any exclusive rates, the agreement will simply state:
“The software suite subscription gives you access to a curated selection of accounting and productivity tools.”
This version removes any mention of discounts to keep the message relevant to what’s actually being offered.
How To Update Your Email Settings
From the Setup page, under Email Headers, you can modify the following email fields:
From name (the sender name shown on outgoing emails)
Main contact email for your company
Reply-to email address
CC email address for all outgoing client emails
What Your Customers See
When a customer clicks Review and setup auto-charge, they’ll be taken to the agreement page.
On this page, they’ll see the customer name as it appears in Xero, along with the details of their subscription.
Pro Tip: Review your agreement wording and email header settings before enabling customers to ensure your communication is clear and professional.
