Contacts - Allow multiple addresses for a single contact record
Ability to create and save multiple addresses for a single contact record
Purpose: Allow customers to map customer & supplier details against a single contact record
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression.
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Matthew Portlock commented
Dear Xero. You may or may not be aware that Quickbooks Desktop is being discontinued on 30th June this year. Not having a different delivery address or multiple address options will be a deal breaker for many and they will choose other software over Xero.
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Tom Rich commented
Is there any update on this please? I have a client wanting to change software but they won't use Xero unless this key feature is in place. They're looking at other software options, so I just wanted to check whether timescales are known before they look to commit elsewhere? Thanks.
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Paul McCormack commented
As a sub-contractor for construction companies, we are dealing with various people within that company - accounts, estimators, foremans, owners etc. As an quick fix, we are already capturing if the contact is to be included in emails - can this be expanded to display all contacts for the company in the drop down list when preparing an invoice, quote etc?
Ideally, long term fix would be when creating a contact for the same company, we have the functionality to select emails to be included on - sales, bills etc. Then when preparing a quote or invoice all of the contacts for that company (filtered by contact email type) would be displayed in the drop down list and the user can select the appropriate contact(s).
As a workaround - I have to add all contacts to receive emails and then manually delete those that aren't to receive the quote or invoice prior to sending. Using attached example, the contact for persontwo@test.com would also appear for this company ABC...and provide me with the ability to select either or both to receive this invoice.
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Tony Tay commented
Any update ????????
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Tony Tay commented
Example : I sell goods to "ABC" company but to delivery to their customers all over the place. so I have to create an invoice to bill them and show them where i delivered to. no need to add delivery adddress into contact, just save in that particular invoice
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Tony Tay commented
Hi Xero,
Please add field for "delivery address" and "customer PO number" when preparing Invoice with ability in the template. Nothing to do with contact. -
Keith Pickard commented
Currently on Page 5 of this idea Xero said this...
Xero Team (Admin, Xero) commented
Ability to add delivery address to quote/invoices.
Purpose: To save time from having to edit a contact to add a street address.I think this proves that Xero is made by accountants for accountants. Although they don't seem to have much of a concept for what a legal entity is, or how businesses actually work, where products and services can be delivered to more than one address.
Anyway I'll wait another couple of years to see if this progresses any further.
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Chas Sheridan commented
So... our pathetic solution is to create multiple accounts for the same client but add a full stop or 2 to their name. Disgusting solution, God forbid they ask for a monthly statement!
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Tony Tay commented
Agree with Josh Buesking, xero engineer please look into and work on this ASAP, add field for delivery address and customer PO number when preparing Invoice with ability in the template. Not at the contact. Is critical.
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Will Broome commented
Xero - Probably one of the least Agile online companies I have ever come across.
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Josh Buesking commented
Ability to add multiple custom fields in general is much needed. With ability for them to be used in the templates.
It's 2023, that's how it's done when you have a green pasture. Xero is stuck in the old pasture with a huge client base using a complex system.
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Matthew Portlock commented
Yes - a field for Purchase Order number is a must have.
We use the reference field for our internal job sheet numbers so need another field! This, again is standard in most other accounts packages. -
Tony Tay commented
Please add in the "delivery detail" feature in Invoice just like the purchase order.
Is an essential feature to have. And also add in a field for input Customer PO number -
Tony Tay commented
And also add in a field for input Customer PO number
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Tony Tay commented
Please add in the "delivery detail" feature in Invoice just like the purchase order.
Is an essential feature to have. -
Matthew Portlock commented
Being forced away from Quickbooks Desktop but just found out Xero doesn't support multiple site addresses. This is essential for many businesses particularly those in the service industry. Quickbooks Online supports this!
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Hendrik Jap commented
I agree with Tony Tay, I think Xero engineers overthink it.
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Tony Tay commented
Need to add in a "Shipping address" field at invoice template for user to input to solve this problem, is rather common in other software. not at the contact area.
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Jo Hallaran commented
I can see you can add a contact and then add this contact to a group, but this will lead to thousands of contacts which will only be used once.
We have all estate invoices in a group called "Customer Invoices" but then each invoice will be addressed to different customers/estates/executors so we cannot build this data in a generic template.
Is there a function to have the "Customer Invoice" template include a box where you can manually add the individual customer data such as name and address on raising the invoice so we can eliminate the need to add a contact each time that will never be used again. -
Waldo Swiegelaar commented
Desperate for this to become a feature. I have mainly corporates with various clients inside those corporates to deal with. I can't set each up as a client.
They all have the same billing details, but different areas within the business.
So COMPANY > Client 1; Client 2; Client 3; etc
Please make this happen.
Thanks!