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  1. Contact - Having custom fields on invoices and contacts

    637 votes

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    263 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

  2. Quotes - Title and Summary to flow through to Sales Invoices

    224 votes

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    119 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

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    Sam Johnson commented  · 

    Ability to add an invoice title or project reference to the top of an invoice

    Purpose: To differentiate between invoices for different projects

    Sam Johnson supported this idea  ·