Invoice Template - Make organisation email address a mandatory field
On the invoice template a mandatory field to be completed of the business email address. Majority on Xero invoices sent don't have an email address which makes it difficult to contact the business via email.
Sue Packer
shared this idea
Thanks for the confirmation, Andrew and Sue. While it's possible to add the organisations email in the Contact details field of a Standard branding theme, and could be inserted as Static text on an Advanced template, appreciate there is no specific field for this atm, and why you may like to make this mandatory or a default on the template.
We'll leave your idea for making this mandatory here and you may like to also join this idea for providing as a specific field for this in advanced templates. Being open it's not something we have direct plans for atm, but we'll keep an eye on the interest here and share if there's any plans made.
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Sue Packer
commented
Hi Kelly - I am referring to the invoice which a business creates. When setting up the template they aren't prompted what information to include in the contact details field eg phone number, email address. Therefore small business are emailing invoices directly from Xero without contact details. Have had to google the business for email etc. Which can be difficult for a sole trader. I believe it would be beneficial for these details to be highlighted to included when setting up an invoice template
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Andrew Syme
commented
Hi Kelly,
I believe the idea relates to the ORGANISATIONS email address - Not the Contacts. -
Lan Perera
commented
We list the customer's email addresses on the invoice PDF. At the moment, with the custom docx invoice template, we could only add one main email address. We require all the email addresses stored in the customer's contact details to be listed on the invoice. This should be easy to do as the fields and data are already there in Xero.