Contact - Having custom fields on invoices and contacts
Ability to add a custom fields to a contact record that is able to be displayed on invoices
Purpose: Ability to include more information that’s unique to customers/business/industry that assist the transaction and relationship between customers

Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
-
Wendy Palmer commented
Having heard back from The Xero specialist today, I have to fully agree with Penny O’Toole and Andrew Waugh that Xero don’t seem to care about what the end user actually requires, the suggested work around is what I’m already doing and it frustrates me to no end as well as being time consuming
So my work around is to look at another provider
We aren't able to assign a person to this product idea as each idea needs to be approved by our internal teams that work on new functions to Xero. The best suggestion I can make is to leave your comments and vote on that product idea since our product team continually review this page for suggestions on our upcoming changes to Xero.
As far as I can see the last time Xero commented on this product was almost 2 years ago… monitor it .. I call BS
-
Penny O'Toole commented
ATTENTION XERO!
Referring to Andrew Waugh's comment posted today, and so many others like it, it seems that you are not interested in adding the basic features which so many customers have been requesting for many many years.
There is nothing beautiful about your lack of interest in implementing the basics which other far cheaper packages supply. -
Andrew Waugh commented
So disapppointing that this feature is still not on the roadmap, 13 years later.
Requested in 2012
Pages and pages of responses from people saying they need itWe often have to resort to creating invoices in spreadsheets again on complex jobs or filling in extra lines in the invoice to explain the cost breakdowns. This takes time, increases chance of errors and reduces readability for the client.
I read the "building on beautiful" link that a community manager posted here as a pinned response (at the time of writing)
In my case, I hire equipment for events, it's important to know not just the quantity of items, but how many days they're being used for. I'd also love to have subtotals for different areas we're working on. (whether different stages, or dividing up labour, equipment, transport etc).
Custom fields could meet all of the goals of building on beautiful, building simplicity, innovation and accessibility. It's a far more accessible, readable and useful to allow custom fields in an invoice that suit the needs of the client and business rather than the awful workarounds often required.
As it stands, it's a weak and partially implemented solution and without drastic changes, I know it could be so much better.
-
Wendy Palmer commented
I would like to be able to use Xero for NDIS clients who are invoiced via a Plan Manager.
For this to happen I need to extract additional contact information from the contact profile, given my limited coding knowledge, I believe this should not be a significant challenge to implement.
Additionally, I require an editable and visible column in the invoice creation process that indicates the date of service which can differ from the invoice date
Attached is a mock-up illustrating how I envision using Xero -
MOHAMMAD Sadeghi commented
add additional field to the invoice such as date, item ,.... i need to make the customize invoice with more detailes
-
Edward Molloy commented
Add additional customisable reference fields to invoices. Other softwares allow this.
For example, I have a client who runs a garage and currently uses Quickbooks. Their Quickbooks invoices have been customised to have 3 custom reference fields; vehicle registration, vehicle type and mileage. Xero only allows for a single reference by default.
-
Edward Molloy commented
Add additional customisable reference fields to invoices. Other softwares allow this.
For example, I have a client who runs a garage and currently uses Quickbooks. Their Quickbooks invoices have been customised to have 3 custom reference fields; vehicle registration, vehicle type and mileage. Xero only allows for a single reference by default.
-
YONG XIAO ROU commented
It would really benefit if being able to add a custom field to sales invoices as our business need to write in the progress claim %. for easy reference. It is a mess if everything put at the description column.
-
Henrik Nielsen commented
I use Xero both for my UK and Spanish entities, and there are differences as to what must be included on the invoice. As such, custom fields are a must as three are legal requirements that I cannot add to the Xero templates for my Spanish entity.
-
Megan Sale commented
We would really benefit from being able to add 'Projects' as a custom field to our Sales Invoices
-
Lori Notman commented
Additional field are needed - EG: Dispatched date, Dispatched by, tracking number etc. Other software have to ability to add or remove these from templates without having to export to a doc then reimport. With over 500 votes why is not a priority and how many votes are required to move it up as one?
-
Nick Horton commented
This is ridiculous that custom fields are not a thing for all entities (Contacts, Invoices etc) in Xero. They would need to be defined in the settings area and then as they aren't just created ad-hoc per invoice, contact (or whatever entity they're associated with), they could be searchable and reportable.
For example, one reason for these is it would be great to have a custom field on an invoice for us to be able to add our back-costing margin figure from our job management software to enable us to do more reporting directly from Xero.
This then allows us to make Xero our central hub for ALL our financial data, management accounting included, not just taxation-based accounting.
How long is it going to take you to get this added? These are available in other accounting packages.
-
Lisa Beech commented
We believe this would be a valuable asset to xero as almost everyone i have spoken with, including those I have convinced to change to xero have said that they can't believe this feature is not currently available.
-
Cathy Cook commented
Its very disappointing that Xero does not allow custom fields for adding columns.
We are a small wholesaler and would like to add the product barcode and RRP onto our invoices. Adding this as a separate line in the description is very manual and time consuming.Seriously regretting our change over to Xero.
-
John Nair commented
I believe Xero should introduce a feature that allows users to create custom fields, whether for PO Numbers, Job Site addresses, or other specific needs. Essentially, this would provide a text label and an input field where users can enter their data. This functionality would enable users to fully customize their invoice or quote templates to suit their requirements.
-
Abby Stewart commented
I frequently used the "Attention" function in classic invoicing under "edit address" and the name in that field would show up on the invoice. In the new invoicing, it does not. Why was this taken away?
-
Kylie Smith commented
Very disappointing that such a huge accounting program does not allow the ability to add custom fields such as service dates (that NDIS providers require) Especially considering Xero have now gone back to limiting invoices (20) to the smaller plan users, which is mostly used by small businesses. A shame big companies like Xero don't support small business/sole traders. I invoice at the end of the month and need to put the service date in each item line. All other accounting programs do it and as stated it is not in the near term to make this change, been over 12months since Xero acknowledged this as a highly voted improvement. It seems crucial to create Beautiful Business Xero!!
-
Charmaine Xuereb commented
It would be fantastic to be able to add additional custom fields to an invoice as some of our suppliers require more information. Too hard and messy trying to detail all that information just in the description field.
-
Nikki Frost commented
Would really like to be able to add a comment box that could contain information unique to a particular invoice/customer as an example, a table or graph of figures.
-
Johan Cronje commented
It is a critical requirement for us to be able to add invoice fields. We have clients that have 2 separate reference numbers, both required on the invoice. Some clients need job or vehicle and driver details. We don't want to add these as items in the body of the invoice