Sales invoice - Add Notes that are visible to the customer
Currently you can put titles and notes etc on quotes and invoices etc. However the client does not see any of this. This is critical to be able to add notes etc that don't belong on a line item
Kellie Galati
shared this idea
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Gabor Goda
commented
Yes it is critical, please develop it.
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Gordon Lyon
commented
Quotes have a nice system where you can put a title and summary which show up at the top of the quote. It's a terrible shame that Invoices don't offer that. This important information is stripped out when you convert a quote to an invoice and there is not even anywhere to put it back. It's a huge problem for my company.
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Bryn Azzari
commented
A notes field on customer facing invoice is a basic and mission critical feature. That is a free text box that any length of comment/note/description/PO number etc. can be added.
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Donna Baldwin
commented
We have clients that move customers to apartments. We need to be able to add a note to show to/from address in order to get paid quickly. This option was available with QuickBooks, and it was very helpful. I believe having an option for an additional field would be beneficial to be able to add whatever is needed to get the invoice paid as quickly as possible.
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Stuart Clough
commented
Agreed absolutely. Ability to describe the build-up of the quote. Adding payment details. Surprised its not available.
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Ren Revic
commented
I need to break my invoice payment down by mutiple vendors, and the simplest way for Xero to allow this would be to have an 'additional info' field to be added to their invoices, just like QuickBooks Online has.
Can you please add an 'additional information' field on the main page of the invoice, below the total would be ideal, so then I can add information, for example on a $2,000 hours billable invoice:
CompanyX owes 10% $200
CompanyY owes 20% $400
Company Z owes 70% $1,400