Skip to content
← Share and support customer ideas for Xero

Contacts & documents

Customer ideas for contacts, documents and Hubdoc

Learn about the forums, how to contribute and create a good idea on Xero Central

Contacts & documents

Categories

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1 result found

  1. Invoices - Add attention to when adding a new contact

    When I enter an invoice for a new client, I think it would be a good idea for the ATTENTION TO field be set up so that it adds that field automatically into the saved contacts. When the invoice is finished and I preview it, I have to retype (or repaste) the client's name. It would be nice to not have to create a new contact with all the fields filled out and then make an invoice. In short, change ATTENTION TO field in the invoice entry to CUSTOMER FIRST and CUSTOMER LAST AND then link those two fields to…

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Contact  ·  Admin →
    Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi John, appreciate you sharing feedback here. I'm pleased to share this is already possible - When adding a new contact to an invoice if you click the 'Edit all address fields' option to the right of the Delivery or Billing address this'll open all fields of the address so you can add the Attention to and save this against the contacts record 😊

  • Don't see your idea?