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.
-
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.
-
Joe Desiderio commented
So, 10 years of deliberation. Must be a very difficult revision.
-
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.
-
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.
-
Prolorus API Account commented
Wow.... this was first logged in 2012... Still not added as a feature?
-
Lucy Gawn commented
Being able to have a comment field for admin use for draft invoice reviews would cut down so much time
-
Kathleen Malone commented
Being able to add individual health care provider details to each invoice, is a must.
-
carla naddaf commented
It's critical to have this option in xero I have so many fields needs to be added to the customer invoice, columns, lines, changing in header ...
-
Kimberly Steele commented
The ability to add columns and lines of data should be standard. I can't believe it isn't already! As a wholesaler, my customers with multiple stores and a large product range need to be able to clearly identify what when who and how many!
-
darren sykes commented
Contact fields need to be customisable, i have extra info that i need to attach to customers. my previous invoice software (invoiceit) allowed you to customise all contact fields , i run a storage site so i need to input the customers storage pitch number, reg plate , key fob no, object stored etc. please add this as it would make your software perfect for my needs .
-
Cheryl Schneider commented
Many fields in Xero's Contacts have no pertinence to our business. Trust us, there are more useful fields than are dreamt of in Xero's current scheme.
Within Client record: Main Contact/Title (not Billing/AP contact), Preferred shipping method, Dock at site y/n + hours of op, Customs Broker/Acct#, Classification, Referral. On Invoice: PO#, shipment and delivery dates.
Different businesses have different client data that's important to invoicing. For Xero to provide invoicing to its clients, it must be the repository for certain client-related data. Thus, custom fields are necessary.
-
Joel Hardeman commented
I need to add site addresses or vehicle IDs to invoices (not customer cards). It would not require too much code at Xeros end to allow a <Misc1> field in the invoice template which could become a line item in the final invoice.
-
Kenton Reeder commented
Really really need to add just a simple multiplier column, astounded it doesn't exist already. We hire out equipment for events so we need to multiply unit price by the quantity of items hired AND the number of days hired for. Please consider this as there are many many industries that need multiple columns of price multiplication.
-
Bryan Kupko commented
YOU MUST ADD THIS FEATURE OR WE'LL HAVE TO MOVE ON FROM XERO AND CALL IT A DAY . THERE IS NO EXCUSE FOR NOT HAVING THIS OPTION
-
Robin Scharf commented
Need to identify the type of product/service purchased by the customer. If we use the ItemName in the header and there are multiple line items this does not work because it pulls in multiple rows.
Custom fields solves this problem.
-
Melissa Matson commented
When quoting it would be ideal to be able to state the Unit of Measure for the line item for example (per/ m3, or per/m, per/tonne, etc) as this can change within each quote. As well as a line item reference number from the client within the quote.
-
Tracey Stodart commented
It is a legal requirement for us to have a contact Business Registration number on all invoices - so it would be great to be able to add this field in.
-
Adam Jones commented
I desperately need this feature. Both for the header of the template at the top and at the bottom below the line items.
-
ADRIENNE Marson commented
Id love the opportunity to be able to do a bulk invoice for our customer and have a custom field where we can input their PO#. as we invoice hundreds of orders at one time this will decrease paper and work it the office.