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  1. Contact - Having custom fields on invoices and contacts

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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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    Barney's Transport Albury Pty Ltd - Jacqui Turner commented  · 

    For our business, having the option for custom fields for quoting would be very beneficial. The same 'field's are required for each quote, but obviously with different details. Having this option saved as a 'template' would mean that there is less option for user error (e.g. not asking for all the required information) I've attached an example.

    Even an option for 'use last item' as there already is in bills and invoices would be great.

    Thank you for your consideration.