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  1. Contact | Note that Purchase Order Required

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Quick turn around, as we were able to roll this out rather fast 😁!
    You should all have access to the new Notes feature I mentioned - Found at the bottom of the Contact details section when adding or editing a contact.
    As I mentioned, this’ll enable you to enter text such as a requirement for a Purchase order that you’ll be able to see when viewing the Contact record.
    It’d be great to get feedback - if this helps with your needs here.

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    Louise Gilmour commented  · 

    This goes some way to help but it relies on looking for the note which could easily be missed if you're quickly raising invoices. It would be great if there could be a tick box in the Customer record that signals that a PO or reference number is required, so invoices can't be saved or sent without this being included.