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.
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David Rogerson commented
I have a client that details cars. It is important for him to put the car registration and/or VIN number so that he can inform the contact which cars he has done and when. The description field is taken up on the level of detailing he provided to the client so this additional functionality would be great.
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Ronald Bishop commented
I also have clients where they have specific detail requirements for each invoice such as the individual Job details and there is no way of adding a field for text. Im having to add the information in the line item and that doesnt look good.
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Claire Aslett commented
We also would see a huge benefit to adding more fields and columns, making the build of the software more bespoke to business but also more versatile.
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Marchelle Smith commented
We need to be able add fields and columns, for product reasons / manifest numbers etc...
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Marcelle Chandler commented
Hello XERO team.
I am also requesting an amendment to the program so that extra columns/custom fields can be added to the invoice format.
We have a livestock transport business and require to have date; description/comment and then require to calculate the columns for distance x rate x decks carted.
I am actually quite surprised that his option is not available already, as, although I am not a tech wiz by any means, but I would not think this would be a big amendment to do and one that would be greatly appreciated by many.
Hoping you can seriously consider this to become available.
Many other accounting programs do have this ability.
thankyou for your consideration.
Marcelle -
Anura Ranasinghe commented
This comes with Sage please
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Ken Jaramillo commented
This is a deal breaker for us to become part of the xero family. As we have 8 outside sales team members paid on commission one we must provide them weekly sales reports. Thank you
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MG Healthcare Limited commented
I want to add more columns creating an invoice for my clients because they have requested to get more details in the invoice.
Example- Date, Staff Name, Shift Time, Worked Hours, Location, Designation, Normal Rate, Night Rate, Weekend Rate, Public Holiday Rate, Allowance, Total etx
I believe adding such options would help us. Otherwise, I will use another software.
I would greatly appreciate your consideration of this request.
Thank you
Gagan Dhaliwal
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Arbind Singh commented
This is almost available in all other softwares as this is needed while issuing the invoice .
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Cathy Lachapelle commented
I need the ability to put in a PO number and a vendor number. Custom fields would help me to do this. The workaround is clunky and error-prone and has cost me delays in getting paid.
I would also appreciate the option for an automatic (non-custom) field that puts in the period of performance (date range) for the tasks & expenses invoice. As a consultant all of my invoices are for tasks & expenses, and I need to report the time period for the tasks I am invoicing as a date range (required for some clients). This is data you already have as I need to input it to produce the invoice, please just make it available to me to put on my invoice.
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Leandra Petzer commented
Reading the extensive string of comments requesting for this functionality, I'm extremely surprised that the developers have not yet attempted to fix this issue.
I run a small guesthouse and need to insert arrival and departure dates on each invoice with the relevant booking reference and voucher number.
The only option I have currently is to add them as separate line items without amounts.
This is annoying as I could customise my previous software to display these items as part of the invoice (and pull it through to the receipt). -
Ali Ashraf commented
I’m reaching out as a developer working on integrations with Xero via your APIs. We are using Xero to manage invoices and contacts, and for our integration to work seamlessly, we need a custom or invisible field within these records to store a unique identifier.
For invoices we need it in line items.
This field would allow us to link data between Xero and our internal systems without exposing this information to end users. It is essential for our API-driven processes, as it ensures accurate mapping and smooth integration with other platforms.
We believe adding such a feature would enhance Xero's flexibility for developers working on advanced integrations. We would greatly appreciate your consideration of this request.
Thank you for your time and support.
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Anthony Mills commented
Agreed, there need to be some custom fields or ways to link items within the program.
For example I need to show the Project Name on the sales invoices sent out.
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NATALIE TAYLOR commented
dear XERO admin teams - I'd strongly urge you to reconsider your customers not being allowed to add their own field. I have many clients, mainly in the medical fields that would STRONGLY benefit.
I will provide a scenario:
- a medical practitioner that see's a patient regularly, but them only invoices once a monthIn this example, a custom field of "service date" would be extremely beneficial!!
although the ability to manually add the date as an additional line in the Description field, when doing this for only one or two patients, that's suitable... however, when you're attempting to use the "upload template" feature and upload in bulk - it doesn't work because you can't simply add the "item" number and have the Description field auto populate... you need to go back into each invoice manually once uploaded and then write the additional line into item line OR you need to re-write each item description on the template before uploading. it's a MASSIVE waste of time, whereas, by adding a simple "date of" field would eliminate all the extra and unnecessary work load.Simply put - when filling in the template to upload - you would only need the service date an item number and the generic description would suffice and SAVE HOURS!
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Jennifer Nelsen commented
We need to add vehicle details for our customers. Tweaking invoices to industry is a basic customer service feature.
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Peace Lawal commented
I don't see why this isn't a possibility already
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Vicky Howard commented
I have a client who needs to add any extra column for batch numbers in reference to food safety guidelines
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Lisa Beech commented
WE WOULD LIKE TO BE ABLE TO ADD VEHICLE DETAILS FOR EACH CUSTOMER
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Richard Fulton commented
We would like a "job address' field added as the job is often undertaken at a different site than the client's
I didn't think it would be this hard.....
Does anyone know how to do this.... -
Ha Nguyen commented
When we book discounts for sales items, there should be the option to record discounts in to the separate account like what is applied to the GST currently.
We would like to see the total discount in a separate line the invoice summary like tax line. And also want to see the discount in a separate account in P&L, not directly accumulated in the Sales account.