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  1. Contact - Having custom fields on invoices and contacts

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

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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.