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.
-
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.
-
cristina paget commented
I need to create an invoice which has the following fields
date, collect from, deliver to, qty, product, del note no and total. i was very disappointed that xero cant do this -
Michael Cast commented
Addition of an additional field for date of service is a feature that is available in other accounting systems such as Quick books and also an important feature required to interface with other applications such as patient management systems. I waste a large amount of time having to manually edit the date into the description field for hundreds of invoices.
-
Elise Lieberman commented
The ability to customise fields on invoices, especially a date field per item is critical to our invoicing. Currently, we have to edit the description field to include the date of the service.
-
Kitt Thorgard commented
I have to copy/paste formatted text, so that I can fill my "custom field" information into each product row, should the need arise. I also have to switch between saved formatted text documents to make sure I copy/paste the "custom field" text that is appropriate to the service done. I have created a custom invoice template but we are limited to the use of pre-defined fields.
-
Toby Green commented
We have used the Skype field to date to store a customer categorisation - that we then use when we pull the data through to Power BI. Now that the Skype field is no longer visible we'll start to use the NZBN field instead. But it would be great to have a user-defined field or similar to store such information
-
Sarah Ashhurst commented
Legal billing requires each billing item to have a date. It does not require an item number. It has been a very frustrating process to try to customise the invoice to suit our requirements.
-
Barry Johnson commented
This is absolutely necessary as this may be required to give visibility to reseller customers who are selling products or services on to an end user. This has been open for a long time; please can this get some attention?
-
Hafiz Dean commented
This is industry critical and has a small CSM CRM linkage
-
Gilles Bell commented
to be clear, we do not need to surface the custom fields on invoices. we need it for reporting. if this is possible another way, please let me know.
-
Jaya Patnaik commented
Its very much required. We shall be able to add the maximum possible details to the invoices
-
Jorga Beutel commented
This is very much wanted. Please implement this, so many happy customers with this function!
-
Brendan Gooden commented
@Rach - I don't think they have. The User voices should speak for themselves, 10 requests in January alone!!