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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Ann Cox commented
I just want to add an extra column to the invoice, surely this cannot be that hard. Or offer a selection of different templates in invoice settings. You really are only offering one setup. Advanced invoicing as far as I can work out does not allow this either.
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Siti Khadijah Neddy commented
It would be great if you could add the date of payment for Less Payment on Xero
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Alex Tunnicliffe commented
when looking at contact summary and the list of invoices created for that client it would be really helpful to have a second field to be able to type stuff in - we have to use the PO obviosuly for their records but for us its all about the site name and to be able to see that would be so much easier as there are loads of places we go to!! like a second reference box - it cant be that hard to add surely
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Alize Hough commented
It will even be great if the tracking category can be used to print on the pdf of a sales invoice
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Laura Turfrey commented
For every invoice we usually need to include some 'Notes' that we want to run through from the Quotation, i.e. the shippers details if transporting overseas so we can follow up later on with certificates of shipping etc
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wayne dunning commented
I need this. Similar to when you use email software with custom fields "DATE" and "FIRSTNAME" etc this would be a gamer changer for xero.
This is the only reason we cant set invoices on automatic and is desperately needed for this software
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Maxyne Smith commented
Hi,
We have an issue with the invoice system as we require additional fields like the following:
- PO number
- "Description" Box under the invoiced entity or individual for specifics (Be able
to change the position)
- Be able to change the "ContactPostalAttentionTo" to different individuals without updating all invoices once person has been changed.
- There should be additional fields where you can change the invoice to suit each
company's needs as there are many factors to include with some clients and specific structures. Therefore to simplify the system the custom docx file should have additional inputs which can be hard coded not to update as you cannot rely on just the downloaded PDF that was not updated once you load a new invoice for the same contact. This includes the above and many more varieties of information.Kindly assist us in creating a more advanced and detailed invoice structure.
Thank you.
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Anura Ranasinghe commented
Please , Please we need this to compete in the market where other software vendors even offer this
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Joanne clark commented
The option to have additional custom fields is essential for all different business needs.
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Jack Lockspeiser commented
It is important to have 2 custom fields on contacts with the option of whether we want to add them to the invoice.
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Carien Loubser commented
Having the option for custom fields for invoice would be very beneficial. as fore same fields are required for each invoice, but obviously with different details.
Or it will be a beneficial if we can add a note for customers to see as for some customers long for attritional information that needs to be show on an invoice, same customer different details for example "Order number" + "Reference number" + "Equipment number." -
Arthur Young commented
There should be fields for subscription offerings which identify the term, e.g. From: Date; To: Date
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For our business, having the option for custom fields for quoting would be very beneficial. The same 'field's are required for each quote, but obviously with different details. Having this option saved as a 'template' would mean that there is less option for user error (e.g. not asking for all the required information) I've attached an example.
Even an option for 'use last item' as there already is in bills and invoices would be great.
Thank you for your consideration.
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PAUL RABEY commented
Xero calculates a total for each line when importing invoices, but does not allow you to import a custom total column (e.g if you want to round up a line)
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Samantha Pereira commented
This is a very important feature for our business and will be the reason we switch to a different software as it takes too much time for our staff to manually input data.
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Chaim Frenkel commented
This is a very much needed addition. It would take Xero up to a new level for many businesses
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Bee Hesketh commented
This would be so useful for us so that we can quickly and easily see which customers are in contract and which we need to look at renewing contracts for. It would save us so much time.
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Joe Lakman commented
I agree with so many, this is a very important feature and one that should not be that difficult to enact. We have a lot of information that we like to include on our estimates, having custom fields or the ability to free type information on an estimate would seal the deal for me on using xero. And you could do it better than QB does with their limited space in custom fields.
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Manish Sharma commented
Hi Kelly
I am not sure how Xero continues to ignore direct feedback on this request and how important this feature is for us. It’s a true shame that software as good as Xero can’t do a simple thing such as this. A quick win with such a low hanging fruit and the best Xero have is there are no resources. Sorry but I don’t buy it. You are obviously protecting other Xero products by not accepting this simple request for a very useful feature. Unethical. -
Stan Duzenman commented
I am in agreement with the others that the ability to add custom fields is to many a make or break decision. It would be a breakthrough for Xero and contribute to increased profitability