Most Common Support Issues
Using Branding Themes in Xero/Quickbooks
It’s a great idea to tell your clients that you will be collecting your money automatically – as often as possible. This avoids complaints and customer frustration, and allows you to say “I told you so” when necessary. Your clients should clearly have signed up for automated collection and explicitly given their permission for you to do this. Harvesting their bank/credit card details and signing them up without their consent is REALLY BAD!
Xero/Quickbooks give you a great way to remind a customer that you will be automating the collection – it is called “Branding Themes.” We recommend that you create a branding theme that informs clients not to pay and that you will deduct the amount from their account on the due date AS AGREED. Then, simply set this as the default branding theme for the contact. When a contact signs up for automated payments through the Pay Now screen we can send you an invoice to alert you (so that you can set this branding theme).
Branding Themes are set in the Settings, Invoice Settings section.
Please watch the video below for a tutorial on how to do this.