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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Rach McDowall commented
NOT GOOD ENOUGH.
Kelly
This function is CRITICAL if we are to get VALUE out of XERO. We have Customers that need additional information, which can't be replicated in XERO from CIN7 due to XERO not having the option of ADDITIONAL FIELDS.
If we could, we would be able to MAXIMISE the function of AUTO REMINDERS for certain Customers. Our staff waste time resending unpaid invoices.
This function SHOULD ALREADY be in XERO. Other accounting software have it.Also you said that there was not likely to be any action for the next 12 months. That was back in March 2023. So it's now 2 years later.
Have XERO put this on the agenda yet?
If not, who do I need to talk to explain how important this function is. As a share holder, it ****** me off that XERO is not listening to their Customers (even though Xero is making money for me). To continue to focus on making money is a rather short sighted strategy as once you have Customers leave they will not come back.
I hope that the team making the call on what gets prioritised are not TECHNICAL PEOPLE or MARKETING PEOPLE but people with REAL BUSINESS knowledge -
Georges Pentecost commented
Restricting manipulation and ultimately usefulness of xero data - get the option of adding a custom field on both invoices and bills please. I can't understand why for instance "Order Number' is a customer field on Purchase Orders and doesn't follow through into Bills for instance. Come on, only a little adjustment - your stock is up 6%
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Rasmus Schleef commented
Mind boggling that this feature exists for Quotes in Xero but not for Invoices...
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Olivia Wilmington commented
We need to be able to add another box to add another reference on the invoices
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Karena Payne commented
We need specifc area's for reference numbers
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Edward Kingsley commented
We need dates! Wake up XERO
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Amber Cassidy commented
How is Xero so far behind here? I can't enter a PO number, a delivery address, an "attention to" name unique to each invoice. It seems like such a simple thing to do and I was surprised I couldn't find it anywhere. Thought I was going crazy.
Not only can Xero not do it, but it appears they have no intention on getting it up and running. "New Invoicing" Pffft! What a waste of time.
I know which software I will be referring clients back to. At least then they can do what they need and I don't have to listen to all the complaints.
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Henrik Nielsen commented
Since this idea was raised 13 years ago and there has been no comment about it from Xero for years making it clear they don't care for this idea, does anyone know of an alternative that has this function?
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Wissam Kadaa commented
I totally support this. We always use the description field to add some notes and specific T&Cs which makes the invoice format looks really bad
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Wendy Palmer commented
Having heard back from The Xero specialist today, I have to fully agree with Penny O’Toole and Andrew Waugh that Xero don’t seem to care about what the end user actually requires, the suggested work around is what I’m already doing and it frustrates me to no end as well as being time consuming
So my work around is to look at another provider
We aren't able to assign a person to this product idea as each idea needs to be approved by our internal teams that work on new functions to Xero. The best suggestion I can make is to leave your comments and vote on that product idea since our product team continually review this page for suggestions on our upcoming changes to Xero.
As far as I can see the last time Xero commented on this product was almost 2 years ago… monitor it .. I call BS
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Penny O'Toole commented
ATTENTION XERO!
Referring to Andrew Waugh's comment posted today, and so many others like it, it seems that you are not interested in adding the basic features which so many customers have been requesting for many many years.
There is nothing beautiful about your lack of interest in implementing the basics which other far cheaper packages supply. -
Andrew Waugh commented
So disapppointing that this feature is still not on the roadmap, 13 years later.
Requested in 2012
Pages and pages of responses from people saying they need itWe often have to resort to creating invoices in spreadsheets again on complex jobs or filling in extra lines in the invoice to explain the cost breakdowns. This takes time, increases chance of errors and reduces readability for the client.
I read the "building on beautiful" link that a community manager posted here as a pinned response (at the time of writing)
In my case, I hire equipment for events, it's important to know not just the quantity of items, but how many days they're being used for. I'd also love to have subtotals for different areas we're working on. (whether different stages, or dividing up labour, equipment, transport etc).
Custom fields could meet all of the goals of building on beautiful, building simplicity, innovation and accessibility. It's a far more accessible, readable and useful to allow custom fields in an invoice that suit the needs of the client and business rather than the awful workarounds often required.
As it stands, it's a weak and partially implemented solution and without drastic changes, I know it could be so much better.
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Wendy Palmer commented
I would like to be able to use Xero for NDIS clients who are invoiced via a Plan Manager.
For this to happen I need to extract additional contact information from the contact profile, given my limited coding knowledge, I believe this should not be a significant challenge to implement.
Additionally, I require an editable and visible column in the invoice creation process that indicates the date of service which can differ from the invoice date
Attached is a mock-up illustrating how I envision using Xero -
MOHAMMAD Sadeghi commented
add additional field to the invoice such as date, item ,.... i need to make the customize invoice with more detailes
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Edward Molloy commented
Add additional customisable reference fields to invoices. Other softwares allow this.
For example, I have a client who runs a garage and currently uses Quickbooks. Their Quickbooks invoices have been customised to have 3 custom reference fields; vehicle registration, vehicle type and mileage. Xero only allows for a single reference by default.
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Edward Molloy commented
Add additional customisable reference fields to invoices. Other softwares allow this.
For example, I have a client who runs a garage and currently uses Quickbooks. Their Quickbooks invoices have been customised to have 3 custom reference fields; vehicle registration, vehicle type and mileage. Xero only allows for a single reference by default.
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YONG XIAO ROU commented
It would really benefit if being able to add a custom field to sales invoices as our business need to write in the progress claim %. for easy reference. It is a mess if everything put at the description column.
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Henrik Nielsen commented
I use Xero both for my UK and Spanish entities, and there are differences as to what must be included on the invoice. As such, custom fields are a must as three are legal requirements that I cannot add to the Xero templates for my Spanish entity.
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Megan Sale commented
We would really benefit from being able to add 'Projects' as a custom field to our Sales Invoices
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Lori Notman commented
Additional field are needed - EG: Dispatched date, Dispatched by, tracking number etc. Other software have to ability to add or remove these from templates without having to export to a doc then reimport. With over 500 votes why is not a priority and how many votes are required to move it up as one?