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.
-
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.
-
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....
-
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.
-
TJ Biddle commented
I'll comment on Xero's response:
Boooooooooooooooooooooooo 👎🏻👎🏻👎🏻👎🏻👎🏻👎🏻👎🏻
-
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
-
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.
-
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!
-
CK Maan commented
Hope Xero can implement custome field soon, this function is quite standard and should be available
-
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.
-
Erin Cserpak commented
Custom fields on invoices seems like such a simple function that should already be available in Xero.
-
Laura Bridle commented
Really disapointing response from Xero on this. Not really sure what "building on beautiful means" either..
-
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
-
Maya Adamson commented
Agree 100% with Barry below. This is extremely disappointing. I wish I'd never left Quickbooks. Honestly, HOW HARD CAN IT BE to add a little bitty custom field on an invoice template? I often need to invoice Customer B care of Customer A. I could easily make this happen in Quickbooks by being able to edit the customer field in the invoice to add an extra line above my Client to add, "Attention: Mrs Smith, c/-". I don't understand why this is so **** difficult. Very very disappointing Xero. As Barry suggested, perhaps take a bit of time out from your "building on beautiful" to actually listen to your customers.
-
Barry Johnson commented
The response from Kelly is extremely disappointing. This is undoubtedly a thing which is important to hundreds of customers but perhaps something which is more important than "building on beautiful". I cannot understand why this is so difficult to be honest as in many cases; people would be looking to reference other fields which are there, or just want to add some additional information into fields which, I would hope, you would have as configurable placeholder fields in the tables of the database. If not, a schema extension should be trivial as it wouldn't require adjusting the existing fields; only adding user configurable placeholders which could then be referenced elsewhere. I'm really disappointed with this response as I thought Xero were more customer focused than this. With little functional differences introduced over the last 18 months, I don't know what else your devs could be working on which is of significantly greater importance than real world customer need.
-
Sabine Prill commented
I need separate columns for dates and references
-
Rob Blackburn commented
Need to be able to put pictures of items invoice in the invoice on a line-by-line basis
-
Bokkie Fourie commented
We need to be able to add GL (general ledger) account names in line items for Purchase Order documents sent to suppliers.
In invoices, credit notes and qoutes there is <<ItemCode>> for defined products and services.
However, for purchase orders to service providers and/or suppliers we typically allocate the costs directly to the appropriate GL account. I know that I can already select the GL account when I generate the PO, but I would also like to display this in the PO line item, e.g. (something line) <<GLAccountName>> instead of <<ItemCode>>. Also I dont want to create Item Codes for GL expense accounts that already exist. -
Jesse Browne commented
To have the ability to add custom fields on the invoice table to show more information on the invoice.
-
Harriette Disdale commented
We have clients that would like to be able to add their own column in their sales invoices - one in particular, would like to add a column to show the serial number of their product sold so they can then sort and monitor the serial numbers and where they have gone to. Thanks.
-
PAUL FIELDER commented
Ability to remove Due Date on invoices would be useful.