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It would be highly beneficial if Xero could introduce a feature allowing pop-up messages for specific contacts. Many businesses have clients or suppliers with unique requirements that need to be addressed when creating invoices, bills, or any other financial transactions. Having a customizable pop-up notification appear whenever a particular contact is selected would ensure these details are not overlooked.

This feature would help users streamline the invoicing and billing process, prevent errors, and improve overall efficiency by automatically reminding staff of any special conditions or instructions associated with a contact at the moment of transaction.

Would like to see this soon. We need an easy way to quickly look through the contact record to determine if this client has to prepay.

We have traditionally allowed our customers to pay net14 but some don't deserve that privilege and now have to prepay. There is no way to remember who those prepay customers are, so we would like to have a pop-up that either:

1. Display the special notes, where we could put ** Prepay ** as the top note, where it would be easily/quickly visible. (Probably the best option since it can help multiple software users with their specific need) OR...

2. Another option, have a special pop-up when the customer Financial Details > Sales Default > Invoice Due Date says "0" Day(s) after the invoice date. OR...

3. Alternatively, when the contact record is open, there could be a note on the upper right side of the page, in red of course, that says "Prepay". (or another custom field/verbiage that displays our needed note).

There should be an easily visible way to see that the customer has to prepay their invoice, instead of having to click through their account to find the info.

Similar solutions are available in other accounting software packages.

Pop up notes / flag notes should be available for not only incoices for certail contacts but also bills to certain suppliers!

A button/toggle you can drag across in the notes section to make sure the next time that invoice or bill is opened the notes pop up so they are definately being read!

A definite Yes to this idea.
Have used other software that has this feature, and it is an invaluable function.

Notes are often forgotten, which makes them almost useless. If we have the option to make the notes pop up when you are building a quote, bill, or invoice to remind us of the note, that would make them a lot more useful.

Agree

Would be good to be able to set a date for reminders for contacts. We renew some sales contracts every three years so a reminder at say the 2 years and 10 months mark would prompt us to start contract renegotiations. No point putting in an endlessly repeating invoice if the terms are going to change after 3 years & the repeating invoice pops up too late on the send date rather than earlier when the terms should be renegotiated in a timely manner.

definitely agree - we need this both for sales invoices and supplier bills

We need this feature so that all staff can look after our customers individual needs. This has been suggested for many years to no avail. Xero, please take on this feedback and provide this facility.

Yes, this would be great. Also, the contact note needs to be formatted correctly as it ignores the spaces and line breaks, making it hard to read and understand by everyone in the team. See attached. Thanks, Joana

When you hover over the contact in a new Invoice (after you've chosen it), Xero needs to show the first line of Notes (under the phone number), so we know we need to look at Notes while we're data entering on that specific contact. That would be another great help. At the moment, I have to open the contact in full, to see if they even have notes and it's time consuming, as not all customers have notes.

Working with an Admin team where each has access to create invoices for customers & Walk-ins, It's extremely important to have those customers special needs looked after even when the staff member who is the S.M.E is unavailable or away. Having this pop-up when creating invoices is essential for small business admin teams

Please add this ability to the note section. I have mentioned in another post about how the new note feature is really basic and lacking usability...You can make a note on the contact that's great but what can you do with this???Nothing.

We need to choice to be able to make a note pop-up when invoicing the contact, when viewing invoices, when uploading bills, when paying bills. I know others have also requested notes to be able to be seen in reports as well.

Having one note section which can have up to 4000 characters is a pretty slack job at resolving this issue. The notes aren't even time stamped...

This is a must. Under each Contract, we could set up the internal note and be able to select if this is to show on Invoice/Quote/PO/Bill Page, and also be able to select if this is a one-off note or a recurrent note. This note needs to be able to be reported. Thanks

Would be great to have pop up notes when doing a sales invoice to prompt user if that customer has a specific procedure for invoicing

We have customers who have payment systems such as Tungsten, Coupa, Ariba etc.These have to be used when submitting sales invoices.
We would like a way to record this information and display it against the client.

This is important as you can act upon knowledge not always known to you.

A person will forget to go check the notes. so for manufacturing it will be such a plus!

This would be great, but Xero would have to start with a note section to begin with. They do not even have that!!!

Hi Xero, Where are we at with this? We need to have a space for a hybrid note entered in the specific Contact to show on Invoices / Bills , with the feature to have an end date or show a number of times. Thanks Joana