Settings and activity
11 results found
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400 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment An error occurred while saving the comment 
Penny O'Toole
commented
Having a custom field on invoices a great idea.
I need this to ask for deposits.Penny O'Toole
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20 votesPenny O'Toole
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267 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
An error occurred while saving the comment Penny O'Toole
commented
The response from Kelly Munro (Admin, Xero) does not address this issue at all!
We should not need to go to other payment service providers to collect deposits.
This is a BASIC function which should be part of the BASIC Xero package!
Xero - please give us a straight forward answer - is this even an item for consideration in Xero development? If so, when?
An error occurred while saving the comment Penny O'Toole
commented
Very disturbing that this basic function has not been sorted out by Xero!
Please... why is requesting a deposit on Quotes & Invoices (as an amount, or as a % of the Total) such a huge issue? To quote other customers:- "This is a very disappointing response Xero. Your software is more expensive than others, and you are suggesting we pay more money to other apps to have a basic accounting function."
- "You lost a customer, I did extensive research on features and integrations and I decided to purchase Xero, never did it occur that something so simple and necessary would be missing from your software."
While we wait.... at least give us a field where we can fill in deposits required manually (such as Summary in Quotes)
Penny O'Toole
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4 votesPenny O'Toole
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19 votes
Hi all, upon revisiting here we'll re-open this idea.
As you may have found - While possible to add a new line and drag & drop this to where you'd like it to sit in a quote. Once saved, blank lines that have no data in any field will disappear and lines with detail will condense.
Apologies for the earlier misunderstanding and we appreciate those who've feedback on the idea here too.
There aren't any direct plans for changing this behaviour for now. We have a keen eye on the interest here so please add your support through votes and importance.
For the time being, if you'd like to add a blank line in your quote you'll need to enter a character in the description field of the line - This could just be a hyphen or full stop
Penny O'Toole
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48 votesPenny O'Toole
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49 votesPenny O'Toole
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37 votesPenny O'Toole
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An error occurred while saving the comment Penny O'Toole
commented
Please include the option of showing a deposit (part-payment) amount on a quote.
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70 votes
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
Penny O'Toole
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157 votesPenny O'Toole
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36 votes
An error occurred while saving the comment Penny O'Toole
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Yes please. A great idea!
Penny O'Toole
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Also need a field to show dates of payments / part payments on invoices please.