Contact - Having custom fields on invoices and contacts
Ability to add a custom fields to a contact record that is able to be displayed on invoices
Purpose: Ability to include more information that’s unique to customers/business/industry that assist the transaction and relationship between customers
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
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Gavin Smith
commented
@Eunice to be honest, if you're remotely happy with ZOHO, I'd just be moving there, Xero do not listen to customer requests, regardless of how many people may want a feature.
I am a director on 6 companies. 3 of which are on Xero and we are currently looking at the options to move all of them away from Xero. -
Eunice Low
commented
I am using ZOHO invoicing for my other company and XERO invoicing for my new company however i am unable to add custom field on invoice/quotation. would be really good if you can add this feature in if not might consider moving to ZOHO
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Nick Langley
commented
For Invoicing allow for the addition of custom fields which can be used in Docx templates. Could just be "custom1", "custom2". I need to show two persons on my invoices - the customer and their contractor. Have used the Delivery Address "Country" field to achieve the result I needed but it is not ideal.
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Natalie Trunley
commented
I hate quickbooks but I must say their invoicing customisation is beyond superior to Xero- such a shame that Xero aren't listening as they will be losing a lot of clients.
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Maya Adamson
commented
@Troy, I'd suggest trying Quickbooks Online. I found their invoicing much more user friendly and far more customisable than Xero. I only switched because our accountant preferred it. I now wish I hadn't....
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Central Towing Limited
commented
So, we transport multiple vehicles for each customer with these being listed on a MONTHLY invoice with date, registration, vehicle make, pick up and delivery address, purchase order number per job. With Xeros current set up I have a description field to use for all of this information... not ideal but will have to work with it as our previous system Reckon Hosted did not have eInvoicing available which we need for our customers. Will make our invoices very long for us and our customers ... cant really understand why Xero is unable to implement this as it seems standard with other packages. May need to check out MYOB or something else.. very frustrating.
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TJ Biddle
commented
I'll comment on Xero's response:
Boooooooooooooooooooooooo 👎🏻👎🏻👎🏻👎🏻👎🏻👎🏻👎🏻
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Dean Richardson
commented
@kelly I would suggest the 'building on beautiful' is a vanity game and a complete waste of your money.
It achieves nothing practical other than upset your customers specially when it keeps turning out rubbish like the contact screen.Its time xero worked on critical on functionality that save people time and money and make us want to stay with you.
If your database schema is so complex it cannot add some simple custom field objects you may need to look at your development team and their skill level
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Shanice Goss
commented
Going to have to adjust the way I invoice as xero doesn't offer a custom field. This is going to make my invoices not clear.
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Ashlee Plowman
commented
Our business moved across to Xero based on the recommendation from our accountant. Custom Fields was a feature available on our previous software. We have had to alter our process in invoicing, not just for our clients but for our own reference. Custom fields would be highly advantageous!
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CK Maan
commented
Hope Xero can implement custome field soon, this function is quite standard and should be available
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Kevin Bennett
commented
We need this functionality as some Quickbooks clients that we want to move to Xero use this so it is giving a reason not to move. It is a standard feature on QB so Xero really needs to be able to do this.
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Erin Cserpak
commented
Custom fields on invoices seems like such a simple function that should already be available in Xero.
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Laura Bridle
commented
Really disapointing response from Xero on this. Not really sure what "building on beautiful means" either..
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Jodie Stowe
commented
Yes I agree with everyone else on this subject. I am spending hours upon hours trying to customise Purchase Orders. Now, only to be told that adding Fields to your template wont show on the Xero screen! What's the use then! Terrible that I have to remain using Excel for Purchase Orders
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Maya Adamson
commented
Agree 100% with Barry below. This is extremely disappointing. I wish I'd never left Quickbooks. Honestly, HOW HARD CAN IT BE to add a little bitty custom field on an invoice template? I often need to invoice Customer B care of Customer A. I could easily make this happen in Quickbooks by being able to edit the customer field in the invoice to add an extra line above my Client to add, "Attention: Mrs Smith, c/-". I don't understand why this is so **** difficult. Very very disappointing Xero. As Barry suggested, perhaps take a bit of time out from your "building on beautiful" to actually listen to your customers.
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Barry Johnson
commented
The response from Kelly is extremely disappointing. This is undoubtedly a thing which is important to hundreds of customers but perhaps something which is more important than "building on beautiful". I cannot understand why this is so difficult to be honest as in many cases; people would be looking to reference other fields which are there, or just want to add some additional information into fields which, I would hope, you would have as configurable placeholder fields in the tables of the database. If not, a schema extension should be trivial as it wouldn't require adjusting the existing fields; only adding user configurable placeholders which could then be referenced elsewhere. I'm really disappointed with this response as I thought Xero were more customer focused than this. With little functional differences introduced over the last 18 months, I don't know what else your devs could be working on which is of significantly greater importance than real world customer need.
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Sabine Prill
commented
I need separate columns for dates and references
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Rob Blackburn
commented
Need to be able to put pictures of items invoice in the invoice on a line-by-line basis
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Bokkie Fourie
commented
We need to be able to add GL (general ledger) account names in line items for Purchase Order documents sent to suppliers.
In invoices, credit notes and qoutes there is <<ItemCode>> for defined products and services.
However, for purchase orders to service providers and/or suppliers we typically allocate the costs directly to the appropriate GL account. I know that I can already select the GL account when I generate the PO, but I would also like to display this in the PO line item, e.g. (something line) <<GLAccountName>> instead of <<ItemCode>>. Also I dont want to create Item Codes for GL expense accounts that already exist.