Download and apply branding themes
Overview
Find out how to download Xero branding themes and apply them to customers in Cin7 Omni.
Xero branding themes are customizable templates for invoices and credit notes.
Apply a Xero branding theme to a Cin7 Omni customer and that customer’s invoices and credit notes will have that branding theme applied in Xero.
Before applying a branding theme, first create the branding theme in Xero. Then download and apply it to a customer in Omni.
Download branding themes
Log in to Cin7 Omni.
From the Accounting menu in the navigation, open your Xero dashboard.
Open the Admin tab and then the Branding Themes subtab.
Select Fetch Branding Themes.
Downloaded branding themes are listed on the Admin > Branding Themes tab.
Apply branding themes to customers
Log into Cin7 Omni.
From the navigation, open the CRM.
Open a customer contact.
Set Xero Branding Theme to the branding theme for that customer.
Select Save.
Xero will now apply that branding theme to that customer's invoices and credit notes.