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need date as a custom field

With bodyshops it one invoice per customer on a daily bases and if its an insurance company involved then it could be a split invoice were the customer pays the excess and or vat part of the total invoice in some cases. The fields are a help to search for a quote or invoice because customers never no the invoice or quote number but they do no there reg. number.
This is why we need to do one invoice or quote per customer

Having custom fields is vital to our Invoicing system.

The majority of our customers are Invoiced once a week (at their request) with 5 to 6 days worth of Dockets/Jobs to be entered, with date, addresses of delivery &/or pick up & PO's for each individual job. It's common practice for 10+ jobs per day, x 6 day's to be all included in one Invoice per truck. Our Customers require Invoicing per truck. So this will go from 6 Invoices in the current system to 100's & 100's of individual Invoice's in your current system.
We have been Invoicing this way on QuickBooks for years.

We are in the transition period of swapping from QuickBooks to Xerox right now. My customers will not be happy with having 60+ Invoices per Truck.

This will create a large headache and unnecessary financial expenses for our business & the majority of our major Customers businesses. I can not afford to lose Customer's over something that is very simple & common practice in the other major accounting software programs. I was hoping that moving to Xerox was going to be a positive move for us.

Please fix this so I don't have to go back to QuickBooks as I have heard so many wonderful thing's about Xerox. Hence the move.

Yes, I need custom fields to allow me to upload membership exiry dates against each contact, and include that date in the membership invoice line details.

I routinely try to sell new customers to use Xero instead of Quickbooks, and having customizable fields is often something highly required by clients. It would be great to create custom fields for invoices, and allow for additional data collection as the fields available for clients are usually not enough.

For a majority of our clients we incur expenses/disbursements for them. We collect the monies upfront and then are invoiced by a third party. If I could add an internal reference to match to the customer it relates to it would make our internal 'monies on account' reconciliation much easier to track

Coming from Sage, I had the ability to utilize multiple "custom" fields in the vendor and customer databases (contacts). They were used for various reasons including Exempt Certificates received with their expiration dates. Would LOVE to see this feature added to Xero.

My organisation often sells goods from third party companies which we source from all around the world. Once a customer purchases a product from us, we often request the third party company / our supplier to ship the goods directly to our customer's address. Due to this, we then need to create a Commercial Invoice in order to transport the goods from one country to another.

It would be great if Xero would allow me to create customised fields in the Custom DOCX branding theme for invoices and add these customised options I have created to transactions instead of just being limited to the options which Xero currently have available.

We have multiple clients that want to be able to add service dates and docket numbers to the line items in an invoice. Other software providers have this ability. We don't want them to go to the other providers and this could be the deal breaker for them

I need to add "duration" as a column. The ability to have graduated prices for different lengths of time would be an amazing addition too.

eg. 1 day price, additional day price, and long term hire price (per week) or something similar.

But at the very least, a way to add duration, so quantity can be saved for the number of a product I am providing, would help my xero invoices be more streamlined and readable.

Hi. We would like to see custom fields please as it is so difficult to add dates & start and finish time of the shift of my staff. Please allow this functionality. Thanks!

To be able to add another data filed/custom column on Quotes and Invoices.
When invoicing i put the Description, Quantity and number of days. I can’t do this in Xero currently and it would be great feature to add.

*Custom Columns on Bills & Invoices*

Often, we'll be tracking an order in our own system under it's own number, say #1234. Currently we put this in the Reference field. However, our supplier will have their own order number as well, say "INV00123"

It would be nice to track both of these, be able to search, and be able to see them in the list view.

What I'll often do when I'm about to send a payment is select all the invoices, take the sum that Xero shows, and send a wire transfer for that. Then I'll copy/paste the text from Xero (Clean it up a bit) and email that to our supplier so they can reconcile all the bills we're attaching to that payment. Currently, they get a list of our order numbers - but then they need to reverse search and look up their own. We're already tracking this info on the description of a line-item, but this is impossible to see on the list view.

Definitely a custom field on invoices is required. We often need to invoice "Customer B" c/- Customer A. A custom field would allow us to add a recipient name care of the organisation in our contact list.

Also need a field to show dates of payments / part payments on invoices please.

Marina Business - Offer the ability to add other fields within the contact information. Options to add field names more specific to a business. In our case: Boat Name, Boat Length and Width.

I am having to leave Xero due to lack of this feature. Will explore if Quickbooks has it.
I need an invoice splitting between various parties (e.g. x - the total amount to appear and then 'Your share' which will divide the x amount by the number of people with whom the invoiced amount is to be shared). There are lots of workarounds, but none of them allow me to do the above.
Sorry Xero. Bye for now.

In my industry is critical add some information that are unique for each project and it's not possible in Xero invoicing. We have to create in word and later add it manually which is time consuming.

This feature will be truly helpful for my company invoicing if implanted.

It would be great if you could customise your invoice templates further by allowing new columns inserted at the word level to then be able to input data at the Xero invoice level. For example adding a column for docket numbers. You can add a column in your template however when you go to use that template in Xero there is no way to include data in that column.

I would like to add some "Merge Fields" to my custom .docx invoice, to show "Project" details. as for now, the only thing for my customers to figure out what the invoice is for, is the PO#, which I have to manually enter in the "Reference" box, when creating an invoice. The reference box when creating an invoice, is tiny. So, it's fine for a PO#, but too small to enter any more substantial information.
Something that could help with this, would be "Prompt Fields", which could ask the XERO user questions or give hints to enter certain information manually, as an invoice is being created, to avoid info being forgotten or accidentally left out.
Info such as "Contact", "Delivery Address", "Comment/Notes".
If I could have the "Project" name, or customers job/project number show up on the invoice, that would assist my customers in identifying which job/project to allocate the payment to.
A job/project description is much easier for a person to work with, then solely a PO# entered under reference. Plus, this creates a double check, in case the PO# or job name is entered incorrectly.