Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Sales Invoice - Column for client Account number on invoice

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Laura, hen you say you'd have one payer - would this be a customer or someone internal in your organisation? 

    It still sounds like untracked inventory could work here - for example each 'client' would be set up as an  untracked item, you could select clients using the Item column of the invoice and this would auto populate pre saved data such as the account number which could be referenced in the description column, and monthly service for the account. 

    Laura Kahler shared this idea  ·