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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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 ...
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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!
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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 .
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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.
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Jade Williams commented
Custom fields would be great to add additional 'tax type' columns. For example, Fuel adjustment factor to increase line by line totals where relevant.
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Kika Jacobs commented
Allow more details to be added to the Invoice template, i.e. site address, insurance company, policy no. etc
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Caroline Klamm commented
My clients would like two reference fields, one for their ref and one for their client ref and then they can search using these fields too.
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Jenny Davies commented
I use Xero for a club and would love the ability to create custom fields to identify types of membership, customers etc and then search on these fields.
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Shaun Walker commented
Useful to create a custom field in contact masterfile to identify contact types (eg travel suppliers) and the ability to search on this field.
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Pauline Bullock commented
This would also be useful for suppliers - in South Africa we are required to report annually on our spend from various levels of supplier based on their BEE credentials. If we could add these credentials to the supplier information we would be able to generate the required reports from Xero.
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Stephen Walker commented
Postal Address and Street Address SHOULD BE CHANGED to Billing Address and Shipping Address with the ability to tick a check box if these are the same address.
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Pam van Muijen commented
This would be extremely helpful for sending International Customs invoices that require EORI and VAT codes. We are using Xero US version, and there is nowhere to put that information.