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As a sub-contractor for construction companies, we are dealing with various people within that company - accounts, estimators, foremans, owners etc. As an quick fix, we are already capturing if the contact is to be included in emails - can this be expanded to display all contacts for the company in the drop down list when preparing an invoice, quote etc?

Ideally, long term fix would be when creating a contact for the same company, we have the functionality to select emails to be included on - sales, bills etc. Then when preparing a quote or invoice all of the contacts for that company (filtered by contact email type) would be displayed in the drop down list and the user can select the appropriate contact(s).

As a workaround - I have to add all contacts to receive emails and then manually delete those that aren't to receive the quote or invoice prior to sending. Using attached example, the contact for persontwo@test.com would also appear for this company ABC...and provide me with the ability to select either or both to receive this invoice.

Any update ????????

Example : I sell goods to "ABC" company but to delivery to their customers all over the place. so I have to create an invoice to bill them and show them where i delivered to. no need to add delivery adddress into contact, just save in that particular invoice

Hi Xero,
Please add field for "delivery address" and "customer PO number" when preparing Invoice with ability in the template. Nothing to do with contact.

Currently on Page 5 of this idea Xero said this...

Xero Team (Admin, Xero) commented
Ability to add delivery address to quote/invoices.
Purpose: To save time from having to edit a contact to add a street address.

I think this proves that Xero is made by accountants for accountants. Although they don't seem to have much of a concept for what a legal entity is, or how businesses actually work, where products and services can be delivered to more than one address.

Anyway I'll wait another couple of years to see if this progresses any further.

So... our pathetic solution is to create multiple accounts for the same client but add a full stop or 2 to their name. Disgusting solution, God forbid they ask for a monthly statement!

Agree with Josh Buesking, xero engineer please look into and work on this ASAP, add field for delivery address and customer PO number when preparing Invoice with ability in the template. Not at the contact. Is critical.

Xero - Probably one of the least Agile online companies I have ever come across.

Ability to add multiple custom fields in general is much needed. With ability for them to be used in the templates.

It's 2023, that's how it's done when you have a green pasture. Xero is stuck in the old pasture with a huge client base using a complex system.

Yes - a field for Purchase Order number is a must have.
We use the reference field for our internal job sheet numbers so need another field! This, again is standard in most other accounts packages.

Please add in the "delivery detail" feature in Invoice just like the purchase order.
Is an essential feature to have. And also add in a field for input Customer PO number

And also add in a field for input Customer PO number

Please add in the "delivery detail" feature in Invoice just like the purchase order.
Is an essential feature to have.

Being forced away from Quickbooks Desktop but just found out Xero doesn't support multiple site addresses. This is essential for many businesses particularly those in the service industry. Quickbooks Online supports this!

I agree with Tony Tay, I think Xero engineers overthink it.

Need to add in a "Shipping address" field at invoice template for user to input to solve this problem, is rather common in other software. not at the contact area.

I can see you can add a contact and then add this contact to a group, but this will lead to thousands of contacts which will only be used once.
We have all estate invoices in a group called "Customer Invoices" but then each invoice will be addressed to different customers/estates/executors so we cannot build this data in a generic template.
Is there a function to have the "Customer Invoice" template include a box where you can manually add the individual customer data such as name and address on raising the invoice so we can eliminate the need to add a contact each time that will never be used again.

Desperate for this to become a feature. I have mainly corporates with various clients inside those corporates to deal with. I can't set each up as a client.

They all have the same billing details, but different areas within the business.

So COMPANY > Client 1; Client 2; Client 3; etc

Please make this happen.

Thanks!

This has taken some time, it would also be good to have an option for landlord option, for example mr Jones owns 3 apartments 2 house, he can be involved for all service charge for these instead of having multiple customer.

Thank you for the update Kelly as we are needing this feature for our business. It would be good if the multiple delivery address synced with Workflowmax too.