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41 results found

  1. Contact - Add field for payment terms (e.g cash on delivery, late payer)

    I want to be able to flag COD clients, so the sales team know to collect payment at the point of sale.

    13 votes

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    4 comments  ·  Contact  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, in lieu of a direct field for this atm as noted in my last response you could add a Note to the Contact record either as a History and Notes note or within the additional notes field by editing the Contact.

    We're continuing to track this idea here and will share if there are any updates.

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