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  1. Invoice - Add notes/comments line item

    128 votes

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    44 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

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    Gail Olson commented  · 

    I just need a note or comment section at the bottom of the page. That would be perfect for me.
    Please do this SOON!

    Gail Olson supported this idea  · 

  2. Contact - Having custom fields on invoices and contacts

    637 votes

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    263 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Gail Olson commented  · 

    A section for notes or additional information at the bottom of each invoice would be incredibly wonderful and I have a client that invoices a company and they are VERY picky about how it is invoiced and they REQUIRE some information to be at the bottom of the invoice and not included as a line item on the invoice.
    Also making it easier to customize each template directly online would be AMAZING!
    So many people do not have Word and don't want to pay for it, so creating custom invoices directly online in the account would be so much more convenient
    Please attach a notes/comments section very soon!

    Gail Olson supported this idea  ·