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1,435 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Christopher Williams
supported this idea
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682 votes
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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Christopher Williams
commented
This is a critical feature for understanding which contacts are associated with the products and services we sell.
We're a B2B business and often sell multiple services to one organization. In other words, there's a one-to-many relationship (Org 1, Service A, Service B). We want to track organizations, contacts, and services provided to those organizations.
The contacts for each service when it comes to billing are unique. At this point, it's impossible to aggregate invoice data at the organization level because we had to separate our contacts out by department.
Christopher Williams
supported this idea
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Wow. @andre - did they at least tell you what the additional app is?