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  1. Contact - Having custom fields on invoices and contacts

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    220 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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    Cesare Castignani commented  · 

    Our Invoices are addressed to legal firms who act on behalf of our clients. We only interact once with each client (property sales). so, our Invoices need to be addressed to a <<Client name>> Care Of - and then the contact (who is representing the client). It would be impractical to create a new contact for every invoice we produce, then never likely to use that contact again. We need to be able to add a freeform reference or note somewhere onto the invoice.

    Cesare Castignani supported this idea  ·