Sales invoice - Add Notes that are visible to the customer
Currently you can put titles and notes etc on quotes and invoices etc. However the client does not see any of this. This is critical to be able to add notes etc that don't belong on a line item
Kellie Galati
shared this idea
Hi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.
Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.
For the time being, a couple of options that may be useful;
- Using only the description field of a line item to add additional details
- For more static messaging you could add the details to the payment advice of a standard template, or
- Add static text with an advanced template editing the template with DOCX
We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.
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Ren Revic
commented
I need to break my invoice payment down by mutiple vendors, and the simplest way for Xero to allow this would be to have an 'additional info' field to be added to their invoices, just like QuickBooks Online has.
Can you please add an 'additional information' field on the main page of the invoice, below the total would be ideal, so then I can add information, for example on a $2,000 hours billable invoice:
CompanyX owes 10% $200
CompanyY owes 20% $400
Company Z owes 70% $1,400