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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Megan Sale commented
We would really benefit from being able to add 'Projects' as a custom field to our Sales Invoices
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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?
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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.
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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.
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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.
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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.
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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?
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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!!
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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.
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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.
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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
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Cesare Castignani commented
Our Invoices are addressed to legal firms who act on behalf of our clients. We only interact once with each client (property sales). so, our Invoices need to be addressed to a <<Client name>> Care Of - and then the contact (who is representing the client). It would be impractical to create a new contact for every invoice we produce, then never likely to use that contact again. We need to be able to add a freeform reference or note somewhere onto the invoice.
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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