Sales Invoices Include Contact Notes in Pop Up Window
Include contact notes in the pop up window when contact is selected in the Invoice screen.
Currently in the invoice screen when you click on the contact brings up a pop up window detailing contact contact info, contact address, and amount owed.
Can this pop up window be expanded to include the contact notes ( in the contact details screen) this would enhance usability by allowing the user to easily view key contact notes when in invoice screen. which for us is used to identify whether a customer requires PO #, special discounts, preferences etc.
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂