Sales invoice - Ability to create a without setting up a contact record
I need to create an invoice template that has free typing for the customer and address. We often have customers visit that are not our usual customers. We dont want to create a new customer every time someone comes in the door. We will allocate to Works (set up as a cutomer) but need a box to free type their boat name, address ect.
Andy Finlay
shared this idea
Hi Andy, from your description it sounds like you may need to hold and track details of these sort of customers for a limited time? As you've found to do that atm you would need to create a new contact record. However, to keep things tidy you could look at adding a generic term or character at the start of the contact name and merging or archiving these every so often so you don't have too many contacts listed in your org?
While we'll get a sense of the interest surrounding this on the idea here I want to be open that we don't have plans for this sort of thing any time soon.
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Thomas Julian
commented
I am a plumber and I am constantly doing work for new customers that may not call me again for a couple years. I have to add a new contact for people all the time. This isn't a huge inconvenience for me but Im wondering how many contacts I can have. Will I eventually max out the number of contacts allowed by Xero? It would be nice to just type in the customer's info on the invoice and not have to add them to my system.