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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Leonie Williams commented
It is very critical for me to add in different additional information for each invoice i.e names / sites etc .... XERO-do we have a timescale for this to be actioned? thankyou
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Sarah Morrison commented
Given how we need to invoice our customers this would save a lot of manual calculations needing to be done before importing.
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André Rousseau commented
@Christopher - Not in so many words, but I am investigating Dear.
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Christopher Williams commented
Wow. @andre - did they at least tell you what the additional app is?
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André Rousseau commented
I attended a Xero conference this morning and specifically asked about the additional fields that we need. The Xero rep said we need to get an additional app that will handle those fields.
Not the answer I was looking for. -
Duncan Naylor commented
I need to be able to add 2 banks accounts and 3 Wallet ID's to a Xero contact (BTC, ETH, USDT)
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André Rousseau commented
We need to add at least 3 different references to our invoices. It would be super if we could just type the relevant number in the assigned space, rather than have to retype the type of reference and the reference each time. And than sometimes the employees don't always put it in the same order in the description field, so it looks unprofessional.
How can we get the guys at Xero to notice this request?
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Mohammed Imtiaz Hussain commented
We would like to add a Job Sheet # to each and every invoice since it has been assigned for printing jobs.
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Christopher Williams commented
This is a critical feature for understanding which contacts are associated with the products and services we sell.
We're a B2B business and often sell multiple services to one organization. In other words, there's a one-to-many relationship (Org 1, Service A, Service B). We want to track organizations, contacts, and services provided to those organizations.
The contacts for each service when it comes to billing are unique. At this point, it's impossible to aggregate invoice data at the organization level because we had to separate our contacts out by department.
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Randall Kent commented
This functionality would allow us to better integrate Xero with our other systems.
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Charlotte Gaskell commented
Without having bespoke columns which will vary by customer we will have to manually create the majority of invoices outside Xero and then import it with all the extra columns shown in the description. Disappointing.
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R H commented
RemindME! 10 Years "Has this been implemented yet?"
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David Varcoe commented
Custome lines on fields are required for many industries. It is important that we are able to use these, as they do make the invoicing a lot simpler. Otherwise, it ends up that the accountant has to do this work for the company to get their invoices out.
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Joe Desiderio commented
So, 10 years of deliberation. Must be a very difficult revision.
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Kat Child commented
Xero is a multi industry program. Being able to add custom fields and tracking capabilities will open it up for all industries to be able to customise to suit.
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Margaret Martins commented
Please guys this is critical. I am trying to go into the medical field and i have already convinced a client to move from Pastel to Xero. We have designed the invoice exactly for the client the only missing piece is the ICD code which is a requirement from medical aids....and it has to be on each item line...So it cannot be on a heading or separate line it has to be displayed as follows...
ICD Code / Item code / and the rest is all the same, just need a column for the ICD code. Now if Pastel which is not a fantastic programme can accommodate that why can't Xero which is Super Fantastic....Please please lets add this, I have invested so much time and effort to lose this client due to a simple column.
My name is Margaret Martins from BPA Specialists (Pty) Ltd -
Paul Kamarudin commented
We need the ability to map Stripe Subscription invoice information to Xero.
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Prolorus API Account commented
Wow.... this was first logged in 2012... Still not added as a feature?
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Lucy Gawn commented
Being able to have a comment field for admin use for draft invoice reviews would cut down so much time
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Kathleen Malone commented
Being able to add individual health care provider details to each invoice, is a must.