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Sales Invoices - Reference field for each line item

It would be great if the Reference field was moved to the body of the sales invoice so that you could add item line referencing with the option to enable the referencing to print on the sales invoice.

For example, a plumbing business completes work for a customer that has multiple rental properties. If the reference field was in the body of the sales invoice, they could add the applicable property address here so that they and the customer could differentiate what work was completed at each property for the invoiced period.

Currently, you would have to invoice separately for each property or add a line item with only the description field completed for the property name.

A reference column would be much cleaner - with the option not to print (as with the current invoicing options).

21 votes

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Alison McLean shared this idea  ·   ·  Report…  ·  Admin →
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  • Paul Lanning commented  ·   ·  Report

    This is a long overdue issue, that should be addressed

  • Carmen Chow commented  ·   ·  Report

    Able to add on new column for below items:
    1.Serial Number for each item
    2. Unit number for each product (eg. set, nos, sqft.etc.)
    3. Headline (can be drop box) in description

  • Pietro Michelucci commented  ·   ·  Report

    Our client requires us to post cumulative values on our invoices, to show what has been paid already from past invoices. Currently, we do this by leaving extra space on the invoice, printing it as a pdf file, and then using a PDF editor to add text fields that shows the cumulative amounts we enter by hand. This is very time consuming and does not save the cumulative amounts in our Xero invoice records. It would be much better if we could add columns with free-form text fields on our invoices, so we can add whatever info or numbers are needed there. Please consider adding this. If could you do cumulative invoicing that would be even better!

  • Paul Lanning commented  ·   ·  Report

    Add a optional additional column to invoices, for various purposes.

  • Badi Ceren commented  ·   ·  Report

    How is this not a thing already!! Addiing additional customs field to invoices is important specially when calculating Fuel tax credits.

  • FEY ACOSTA commented  ·   ·  Report

    Missing details such as O/R num in a report is very crucial in checking correctness and completeness of a report. Hope Xero can find ways to allow the user to select certain column/details needed that will be shown on transaction details report.

  • Rachel Arthurs commented  ·   ·  Report

    Include a new field in the transaction details section so that you can allocate your own project code or job reference (rather than just the invoice number) for better project tracking.