Invoicing - Allow Salesperson name , contact terms etc
Advance Template. Allow custom fields for advance templates (For all forms). like custom field 1, custom field 2 and custom field 3. So that we can add fields like salesperson name, contacts, terms, etc.
Xero Support
shared this idea
Hi Choonke thanks for raising this here. We understand the need for having Sales person's fields both on the invoice itself as well as the custom template. We have opened this idea up for the community so they can add their votes and comments on this idea. In the meantime, we'll monitor this space for more traction.
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Daniel Minnick
commented
A major reason these specific fields aren’t available or consistent is the archaic state of the DOCX rendering engine. It can’t handle modern XML mapping or advanced conditional logic (like SKIPIF) reliably because it's running on nearly 20-year-old libraries. Modernizing the parser to OOXML v16 would allow for the robust field mapping we actually need. I've detailed the specific mapping failures and the path to a fix here: https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/51245914-modernize-advanced-templates-full-support-for-mod