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The ability to add columns for our sales invoices and corresponding bills is critical for us as a service provider. A date field, a tax amount in CAD and a total including tax would all be very helpful.

This is probably the one failure in Xero that will eventually force me through the pain of moving to another accounts system. In all the years I've used Xero, I've employed time consuming work-arounds hoping the custom invoice field issue would be addressed eventually. It's surprising it's so hard to achieve as it appears it's available in Practice Manager. As it's not a priority, I guess the only choice is to move to a software that DOES offer it.

We need at the very least two searchable reference fields: Our Reference and Other Reference (For POs or other customer reference numbers). Very basic requirements for invoicing/billing that are costing hours of time everyday having to manually cross reference between other systems. Very frustrating.

I would like the ability to have custom field simply to be able to a create a field for Purchase order numbers. Currently I have to use the Reference field to record PO numbers but want to only use the Reference field for a short description of the quote/invoice.

We wish to add a custom field to quotations so we can share the estimated carbon footprint of each line item with the customer. We feel by putting the associated carbon footprint on the quotation we will help to make our customers aware of the impact their products have and to make more sustainable choices long term. We're very surprised there are not more options for additional fields in a quotation, especially considering the importance of associated carbon emissions and the impact businesses can have.

Hi,

We have recently onboarded a Medical client that needs to show 'Lot number' on their Sales invoices as this traces every product that they sell.

It is disappointing that Xero does not allow unique columns to be added to a Sales Invoice. I am sure this is an issue for alot of XERO users and would appreciate if you can advise if this change is under consideration for development in the near future.

A section for notes or additional information at the bottom of each invoice would be incredibly wonderful and I have a client that invoices a company and they are VERY picky about how it is invoiced and they REQUIRE some information to be at the bottom of the invoice and not included as a line item on the invoice.
Also making it easier to customize each template directly online would be AMAZING!
So many people do not have Word and don't want to pay for it, so creating custom invoices directly online in the account would be so much more convenient
Please attach a notes/comments section very soon!

Kelly you answer is unacceptable. A service invoice with dates is essential to almost any business if you cannot do custom fields at least at a very minimum provide a date field on a standard invoice.

Kelly, I truely believe that there are many lost customers who are not move in to XERO due to this issue. Like Andre Percival said on the 11 September 2023, he believes he needs to move back to QBO to get the function he needs.
I under that that the coding needs to be updated for this to happen.

Then XERO just needs to prioritise this upgrade to be critical.

I have spent many hours and $$$ with my accountant trying to change over from QBO to Xero and have a meeting with my accountant tomorrow to look at our options. To be honest, sadly, I think I will have to revert to QBO until "custom fields" become and option.

I NEED to be able to add a custom field in my invoice which includes
1) Name of Project
2) Dates of Services Rendered

Please it's critical for my invoicing

April

Hi Kelly

I have just had clarity by talking to XERO support.

I now understand that XERO has parts of it written in older code (old technology - not quite as old as DOS but definitely not as new as Window 11).

And that some of these suggestions would be a waste of money to add now as it would be on old code. Until that section of XERO is upgraded, there is not point doing the improvement.

What would be great is to get an idea of when this section (Invoicing) will be upgraded so this suggestion can be implemented. You said not in the next 12 months. So can I expect something by 4th QRT 2024? If not, let us know when.

As an alternative concept, once the code has been updated, you could work on a SIMPLE invoicing process and an ADVANCED invoicing process (see DEAR/CIN7 core on how they manage this)

These additional custom fields need to be in the header part of the invoice (advanced invoicing). I would even consider paying for the ADVANCED INVOICING function. This would enable us to use the other beautiful functions in XERO such as automatic reminders. I am paying enormous amount for DEAR/CIN7 core to have this function which is ridiculous.

Date of service
time of arrival
time of service

required Urgently! so these items do not have to be typed in manually on every single invoice. it is very time consuming and increases rate of error by having to enter information manually.
from a programming point of view, i cant see why its so difficult to add optional fields where we add custom heading and custom field to be entered. just like you have address.

Date of service on invoices is a much needed custom addition for my business- very time consuming to have to type in an extra description line every invoice.

We would like to add a job reference number to each line on a sales invoice where there are multiple jobs shown on a sales invoice.
Alternatively, if there was an option to show tracking on the sales invoice, this could be a work round.

I now have a new client - if Xero had the custom field on the invoice the client could use it as a date field.
But because Xero don't and Quickbooks do, the client will stay on Quickbooks.

It would be really helpful if the tracking categories could be included on the custom invoice templates.

I have spoken to a support technician and also previously popped my comments on the Xero Product Ideas however after reading other client comments regarding the same issue it doesn't appear that Xero are really looking or considering making this change. From a users perspective, this is absolutely needed so I'm not sure why this wouldn't be made a priority.

I am very surprised to learn that Xero does not have this available. From a business point of view, when using accounting software, the date a service was provided is a critical piece of information required by our clients. We have jobs running over several days that are grouped and invoiced and need to show each individual day/date line item and expense. Previously I have used MYBO which has allowances for this. We utilise allocations software which pushes job information into Xero - the fact that Xero does not have the ability to customise available fields from that software during exporting is poor.

I would hope that this matter is attended to as a priority.

We would like to use a custom field to show dates for each line item on purchase invoices.