Branding - Add Tracking Categories to Invoice Template
Adding tracking categories to a sales invoice template.
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Cameron Kerr commented
I have one large client who is a parent to multiple subsidiaries. The invoices get sent out by the parent, and the client wants to be able to include the name of the subsidiary on the line-item as well as the salesperson (alternatively truck, driver) used.
I can get part of the way there by having a different branding template for each subsidiary, and communicating this via the Invoice API (BrandingThemeID), and wedging additional information in the description, but it would be much preferable to have this as a proper template field.
Alternatively, the ability to add additional fields that are visible as a column in the invoice editor and available to template (and don't have the limitations of Tracking Categories) would also be a great solution to this problem.
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Maggie Geiser commented
It's possible to add the Project column when creating the invoice, so it seems very odd it's not possible to have it show up on the invoice itself. I would also like to be able to reorder the columns in the invoice.
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Andie Mar commented
I actually don't even know what the point of having the tracking is if it can't be added to the invoice for the customer to be able to see.
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Sarah-Jane Bishop commented
This would be a useful option to be able to access when needed by the business and avoid overloading the description section by manually adding this detail each time.
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Nadine Human commented
Please incorporate this into the invoice template, as it is a request from several clients.
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Linda Simon commented
Have multiple customers wanting this and there's no decent workaround available.
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Craig Syme commented
This is important for us, please implement
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Alize Hough commented
Please add this
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James Ling commented
The clients want the job code (tracking options) to be reflected in the invoice template.
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Gavin Jardine commented
Another failure by Xero to meet customer needs. Doubt this will be implemented Time to consider other packages.
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Tiana Ferreira commented
It is the only way for us to assign a project number on a Purchase Order - it may be a deal breaker
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Mary Young commented
Our clients has specific invoice templates already set up and the tracking categories is important for those customers who have requested it so it is easier from their end.
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Leah Shangrow commented
Agreed, also need this functionality for purchase order templates. Tracking categories are important for approvals when crediting certain sales agents so the fact you can't export the purchase order from xero with all the necessary information seems like a huge oversight on Xero's part. Hope to see this developed soon.
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Felicia Tham commented
This is very important coding that most of our clients need it for analysis and show it to customers in their invoice.
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Alison Morris commented
It would be very beneficial for us to have the tracking categories included on the printed/PDF client invoice instead of just seeing it internally please
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Angela Coppola commented
My client requires this information to ensure the correct cost coding to their projects when they receive the invoices from their suppliers. It would be great to be able to print the tracking categories on the Purchase Order in particular. The suppliers can then include this information in their invoices/delivery dockets. This will speed up the reconciliation in Xero.
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Donna Jamieson commented
I can view my tracking categories on the classic invoice screen but not on the new invoice screen. Is there a reason for this? Am I missing something?
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Ilze Le Roux commented
We would like to use Tracking categories for areas we deliver to.
It would be nice to have the tracking categories to print on the PDF Invoice together with the sales person to streamline our business. -
Andy Carnahan commented
We heavily use categories for reporting in a not-for-profit with over 20 categories (subcommittees). My invoice templates can have the account to cost to, but to add the categories I have to find and recode EVERY invoice created by our templates after payment to allocate the income to the correct category. Pretty cumbersome when an additional choice in the invoice template would solve this manual re-work/workaround.
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Jimmy Shankland commented
Some clients use tracking options for additional reporting facilities as well as using certain tracking categories to appear on their invoices, such Sales Reps or Technicians who have been allocated to a specific job. It would be useful to have those tracking categories [FIELDS] available for use in invoice templates DESIGNS.