Bills - Ability to edit Person of a contact within a Bill
This idea ("Bills - Edit contact details (name, email, BSB, Account no.) when creating a bill") has been accepted by Kelly Munro on January 23rd 2026. HOWEVER it does not fix the issue of the inability to input the "first name" and "last name" in the Quick View. It allows "Name" which I understand could be a business name but it also could be an individual name. Currently I have to go and edit the contact details manually after the bill/invoice is created which is cumbersome and frustrating as almost all the fields are available to input via Quick View. We need the ability to add the "first name" and "last name" fields via the Quick View. A suggestion is a tick box adjacent "Name" so that we can confirm that the "Name" field is an individual and these details get included as "first name" and "last name" fields, see attached image of Dummy Contact.
Cairns Admin
shared this idea
Hi there, thanks for sharing this. We can see there’s a gap between what you’re looking for and what was covered in the previous idea.Based off of the feedback here, we’ll use this as a way to gauge how many people need the ability to edit the contact person directly from a bill. While this isn’t something we have immediate plans to work on, we’ll start tracking interest in this request and will share any updates here if that changes.
