Premium Support
Last updated 16/11/2021
How to set up Xero Branding Theme in Cin7.
Xero allows users to create multiple Invoice Templates for use at the organization level or individual customer level. Each template is given a unique Branding Theme ID when it is created. Only the name of the branding theme is displayed to the user in Xero. A single Invoice Template can be set as the default template for an Organization.
In Cin7, the Xero Branding Theme ID can be set against each customer, either when you create a new customer or edit an existing customer. To obtain a list of the Invoice Templates and their Xero Branding Theme ID (GUID) from Xero, please contact Cin7 support team at.
In Cin7, populate the Xero Branding Theme ID field with the GUID (Globally Unique Identifier) of the Xero Invoice Template to be used for that customer. In order to do so;
Once this is done, when an invoice that is created in Cin7 is being imported into Xero, this Xero Branding Theme ID is also passed to Xero so that the Invoice document, that can be printed in Xero, uses the specified Invoice Template in Xero.
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