Xero Invoice Customisation

所在平台: Udemy

课程主页: https://www.udemy.com/course/xero-invoice-customisation/

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课程简介

Coursera 课程总结:Xero 发票自定义 本课程专注于 Xero 中发票模板的自定义。课程将从标准发票的自定义讲到 Word 中的 .docx 文件自定义。此外,课程还包含一个视频,展示使用 .docx 模板可创建的示例,供您获取灵感。Xero 的发票功能无需任何附加组件即可进行自定义。课程将一步一步地演示如何在 Xero 和 Word 中进行操作。您可以跟随视频学习,并可随时回看。课程还提供额外的资源,包括设计指南以及可在课程中使用的所有基础模板。 **在本课程中您将学会:** * 如何自定义标准的 Xero 发票、采购订单、报价单、贷项通知单和对账单。 * 如何创建新的模板品牌主题——标准和自定义。 * 如何上传徽标。 * 如何设置和添加支付服务。 * 如何设置默认选项。 * 如何添加发票提醒。 * 如何自定义 .docx 文件。 * 如何预览自定义 .docx 主题发票。 * 如何向发票模板添加条形码。 * 如何创建收据模板。 * 提升发票体验的技巧与窍门(解答常见问题)。

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课程详情

This course is all about learning how to customise invoice templates in Xero. The course shows you how to customise standard invoicing all the way through to customising.docx files in word. There is also a video showing examples of what you can create using the.docx templates for inspiration. Xero's invoicing is able to be customised without the need for an add on to do this. I show you step by step how to do this in Xero and in Word. You can watch the videos and follow the steps and you have the option to refer back to the videos at anytime. I have also added extra resources for the course including a design guide and all basic templates that can be used throughout the course.In this course you will Learn:How to customise standard xero invoices, purchase orders, quotes, credit notes and Statements.How to create new template branding themes - Standard & CustomHow to upload logosHow to setup and add payment servicesHow to setup up default settingsHow to add invoice remindersHow to customise.docx files How to preview custom.docx theme invoicesHow to add barcodes to invoice templatesHow to create a receipt templateTips & tricks - to answer some FAQS about invoicing

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