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514 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.
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Maya Adamson
commented
@Troy, I'd suggest trying Quickbooks Online. I found their invoicing much more user friendly and far more customisable than Xero. I only switched because our accountant preferred it. I now wish I hadn't....
An error occurred while saving the comment Maya Adamson
commented
Agree 100% with Barry below. This is extremely disappointing. I wish I'd never left Quickbooks. Honestly, HOW HARD CAN IT BE to add a little bitty custom field on an invoice template? I often need to invoice Customer B care of Customer A. I could easily make this happen in Quickbooks by being able to edit the customer field in the invoice to add an extra line above my Client to add, "Attention: Mrs Smith, c/-". I don't understand why this is so **** difficult. Very very disappointing Xero. As Barry suggested, perhaps take a bit of time out from your "building on beautiful" to actually listen to your customers.
An error occurred while saving the comment Maya Adamson
commented
Definitely a custom field on invoices is required. We often need to invoice "Customer B" c/- Customer A. A custom field would allow us to add a recipient name care of the organisation in our contact list.
Maya Adamson
supported this idea
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@Gavin, I agree. Our accountant prefers Xero and I believe many accountants do prefer it over other software such as Quickbooks. Unfortunately it's not the accountants who are the end user/customer, it's the businesses. We're the ones who need to navigate the "front end" of the software and our needs are clearly of no concern to the folks at Xero. We have clients who need us to address their invoices to their client (ie. John Citizen c/- Client ABC). Currently the only way to do this is to set up a new client file for each job, so I have to explain to my client that this can't be done in Xero. It makes our business look bad. When we were with Quickbooks we could easily edit the contact details in each individual invoice created so it was addressed to one entity but filed under another. Not exactly rocket science. Xero couldn't give a ****. They're looking after back end users only.