Add our SaaS Polling App URL to Your Xero Invoice

Enhance customer interactions with our SaaS Polling app.Incorporate the SaaS Polling App URL into your Xero invoices for gaining valuable feedback from your customers.

Step 1

Log Into Your Xero Account

Start by logging into your Xero account. Navigate to 'Settings', and then click on 'General Settings'.

Step 2

Access Invoice Settings

Under the 'Features' section, click on 'Invoice Settings'. This will display your available invoice themes.

Step 3

Edit Invoice Theme

Select the invoice theme you wish to modify and click 'Options' > 'Edit'. This will open the Invoice Theme editor.

Step 4

Add the SaaS Polling App URL

In the 'Invoice Settings' section, add the URL for our SaaS Polling app in the 'Payment advice' or 'Terms & Conditions' field. Ensure the URL is hyperlinked for easy access.

Step 5

Save Changes and Test

Save your changes and send a test invoice to yourself to ensure the SaaS Polling app URL appears correctly, and that the link works as expected.