Invoice templates - Ability to show project
Requested that Xero pull the project names to put on invoices. The information is already entered, would be a big time saver to auto-populated to project name on an invoice rather than manually typing it in
Paul Nielsen
shared this idea
Hi everyone, we appreciate interest in being able to make Project an invoice is related to visible on the invoice when sending to your customer.
We have recently introduced our new Invoice template editor that does provide a lot more customisation than the older standard branding theme, however being upfront showing Projects has not been worked into this at this stage.
We will continue to review and consider this as an enhancement. If there are any updates I'll let you know here.
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David Moller
commented
Currently I have to manually type the project in the description. Having a field that could be added to an advanced template would be a great advantage to automatically populate.
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John Loades
commented
It would be great to be able to access project and time date, detail field in advanced custom invoice templates.
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Josh Cavallaro
commented
This is a must for me with the need for muliply projects on one invoice and also have the option to close out each project.