Add multiple party details to invoices for maintenance and rental property businesses
Xero currently allows one primary customer/contact on an invoice, but many maintenance businesses work with multiple parties on the same job.
A common example is a rental property maintenance workflow:
Bill To: Rental agency / property management company
Property Owner: Landlord / client
Tenant: Occupant of the property
Service Address: The physical address where the work was completed
Rep / Technician: The staff member or contractor who attended the job
At the moment, users often have to manually type these details into the invoice description or create custom workarounds, which makes invoices inconsistent and difficult to manage.
Suggested Feature:
Add dedicated fields on invoices for:
Bill To (customer)
Property Owner
Tenant Name
Service Address
Rep / Technician Name
Job Reference / Work Order Number
These fields should be available on both quotes and invoices and be optional depending on the business type.
Jeanne-Mari Kriel
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