Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Invoice - Add notes/comments line item

    70 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

    23 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 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
    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

    400 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

    178 comments  ·  For small businesses » Contacts & communication  ·  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 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.

    An error occurred while saving the comment
    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  ·