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4 results found
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5 votes
Megan Sweeney
supported this idea
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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.
An error occurred while saving the comment Megan Sweeney
supported this idea
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100 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Megan Sweeney
supported this idea
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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.
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.