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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Kazmer Ujvari commented
This is now critical. Xero, please make it happen.
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Henri Cook commented
Xero has a lot of limitations, especially around displaying currency tables that we could work around if you let us add our own merge fields to use in invoice templates.
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Nick Shorter commented
honestly can't believe after 15+ years of operation custom fields are still not even in the pipeline. For a company that touts the number of integrations it has with other systems, it seems strange to me that custom fields aren't available (or apparently even a priority) as this is fundamental to me to enable the use of unique IDs related to other systems to enable proper 2-way synchronisation.
We see more and more customers asking for specific information on their invoices, especially in big organisations that have multiple business units. They ask for things like project codes (above and beyond PO numbers), relevant project manager names to show on the invoice, etc, etc
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Gavin Smith commented
@Maya, we have almost exactly the same situation where the work is done for XYZ company but they need it invoiced to Division A - XYZ Company.
It's so frustrating that Xero won't listen to the end users. It seems like they are just interested in providing the bare minimum and anything else they want to sell you the add-on or partner apps like Workflow Max, etc. -
Maya Adamson commented
@Gavin, I agree. Our accountant prefers Xero and I believe many accountants do prefer it over other software such as Quickbooks. Unfortunately it's not the accountants who are the end user/customer, it's the businesses. We're the ones who need to navigate the "front end" of the software and our needs are clearly of no concern to the folks at Xero. We have clients who need us to address their invoices to their client (ie. John Citizen c/- Client ABC). Currently the only way to do this is to set up a new client file for each job, so I have to explain to my client that this can't be done in Xero. It makes our business look bad. When we were with Quickbooks we could easily edit the contact details in each individual invoice created so it was addressed to one entity but filed under another. Not exactly rocket science. Xero couldn't give a ****. They're looking after back end users only.
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Gavin Smith commented
@Eunice to be honest, if you're remotely happy with ZOHO, I'd just be moving there, Xero do not listen to customer requests, regardless of how many people may want a feature.
I am a director on 6 companies. 3 of which are on Xero and we are currently looking at the options to move all of them away from Xero. -
Eunice Low commented
I am using ZOHO invoicing for my other company and XERO invoicing for my new company however i am unable to add custom field on invoice/quotation. would be really good if you can add this feature in if not might consider moving to ZOHO
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Nick Langley commented
For Invoicing allow for the addition of custom fields which can be used in Docx templates. Could just be "custom1", "custom2". I need to show two persons on my invoices - the customer and their contractor. Have used the Delivery Address "Country" field to achieve the result I needed but it is not ideal.
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Natalie Trunley commented
I hate quickbooks but I must say their invoicing customisation is beyond superior to Xero- such a shame that Xero aren't listening as they will be losing a lot of clients.
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Maya Adamson commented
@Troy, I'd suggest trying Quickbooks Online. I found their invoicing much more user friendly and far more customisable than Xero. I only switched because our accountant preferred it. I now wish I hadn't....
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Central Towing Limited commented
So, we transport multiple vehicles for each customer with these being listed on a MONTHLY invoice with date, registration, vehicle make, pick up and delivery address, purchase order number per job. With Xeros current set up I have a description field to use for all of this information... not ideal but will have to work with it as our previous system Reckon Hosted did not have eInvoicing available which we need for our customers. Will make our invoices very long for us and our customers ... cant really understand why Xero is unable to implement this as it seems standard with other packages. May need to check out MYOB or something else.. very frustrating.
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TJ Biddle commented
I'll comment on Xero's response:
Boooooooooooooooooooooooo 👎🏻👎🏻👎🏻👎🏻👎🏻👎🏻👎🏻
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Dean Richardson commented
@kelly I would suggest the 'building on beautiful' is a vanity game and a complete waste of your money.
It achieves nothing practical other than upset your customers specially when it keeps turning out rubbish like the contact screen.Its time xero worked on critical on functionality that save people time and money and make us want to stay with you.
If your database schema is so complex it cannot add some simple custom field objects you may need to look at your development team and their skill level
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Shanice Goss commented
Going to have to adjust the way I invoice as xero doesn't offer a custom field. This is going to make my invoices not clear.
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Ashlee Plowman commented
Our business moved across to Xero based on the recommendation from our accountant. Custom Fields was a feature available on our previous software. We have had to alter our process in invoicing, not just for our clients but for our own reference. Custom fields would be highly advantageous!
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CK Maan commented
Hope Xero can implement custome field soon, this function is quite standard and should be available
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Kevin Bennett commented
We need this functionality as some Quickbooks clients that we want to move to Xero use this so it is giving a reason not to move. It is a standard feature on QB so Xero really needs to be able to do this.
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Erin Cserpak commented
Custom fields on invoices seems like such a simple function that should already be available in Xero.
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Laura Bridle commented
Really disapointing response from Xero on this. Not really sure what "building on beautiful means" either..
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Jodie Stowe commented
Yes I agree with everyone else on this subject. I am spending hours upon hours trying to customise Purchase Orders. Now, only to be told that adding Fields to your template wont show on the Xero screen! What's the use then! Terrible that I have to remain using Excel for Purchase Orders