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
AdminXero Team
(Admin, Xero)
shared this idea
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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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.