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4 results found
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7 votes
Megan Sweeney
supported this idea
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143 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.
An error occurred while saving the comment Megan Sweeney
supported this idea
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217 votes
Thanks everyone for continuing to support this idea. We appreciate it's been a while since our last post and want to update you here.
We understand how having a dedicated field for a customer purchase order number on sales invoices is important for many of you, whether that’s to meet customer payment requirements, support bulk invoicing, or keep your own internal reference separate.
While we can’t make any commitments at this stage, this is an area our product teams are interested in exploring. We'll make sure to share any progress toward providing a field to accommodate a purchase order number.
Megan Sweeney
supported this idea
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701 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.
Megan Sweeney
supported this idea
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Hi Kelly,
I think the biggest issue from my perspective is that important information is lost in the body of the invoice instead of shown on the header with the invoice number etc.
A client of mine includes an invoice number, their reference, and the customer reference. They're able to include all the information in Sage, and QBO would also be able to accommodate this as it allows for multiple references.
They also send invoices for the same client to different contacts/bays, so a memo/notes section which can be displayed in the header of the invoice would allow for these different contacts to be added. This is also a function that Sage/QBO supports, and it's a shame Xero can't match this.
The client would really like to move to Xero, but this is such an integral part of their invoicing that they won't move until this is fixed.