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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

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

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.

Please , Please we need this to compete in the market where other software vendors even offer this

The option to have additional custom fields is essential for all different business needs.

It is important to have 2 custom fields on contacts with the option of whether we want to add them to the invoice.

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."

There should be fields for subscription offerings which identify the term, e.g. From: Date; To: Date

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.

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)

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.

This is a very much needed addition. It would take Xero up to a new level for many businesses

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.

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.

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.

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

Kelly
Your solution is not good enough
I know it's probably the " powers that be" but I need to to advocate for us Customers
As I have previously done I am more than happy to discuss with the relevant people about how critical this issue is

Kelly
"to improve profitability, counteract a slowdown sales" as reported by Xero

It's things like not implementing this absolute necessity for Customers is why you are seeing a slowdown in sales. People are not moving to Xero. If I know what I knit now how Xero does not listen to Users would not have moved from MYOB. Still on my agenda this year to review
As stated in the Interim FY24 report NET PROFIT is $54.1m
FY$158.4m EBITDA show me that Xero has the $ to invest in these fundamental fixes if it wants to stay competitive and relevant
Please provide an update on ADDING additional fields

I'm purchasing a 30 year old company with plans to operate it for another 30+ years. I really wanted to use Xero instead of QuickBooks but not having the basic functionality of adding custom fields to Invoices, Packing Slips, Contacts, etc...is, unfortunately a deal breaker. Every single one of Xero's competitors offer this functionality, it is extremely basic and troubling it was not included from the very beginning. There have been many requests by other users to add specific fields (ie PO#s) but it doesn't even need to be that hard, just give us 10 custom fields that we can name whatever we want on our advanced templates.

It appears that this functionality has been requested for years and years and years. I'm still in my trial period, but it looks like I will not be able to use Xero, and I love everything else about Xero. If you add up what I would have paid for the next 30 years, Xero just missed out on over $15,000 of revenue, now multiply that by who knows how many other customers you have lost, $30k, $90k, $200k? How much would it cost for your developers to add this feature?

I'm adding my support to this thread - adding custom fields is an essential feature. I have had multiple clients from different industries decide to not use Xero for this reason. Invoicing is a mission-critical activity for any business - how short-sighted of Xero to ignore this highly demanded feature.