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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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    Angela Cooke commented  · 

    is there any further update on this idea since Kellys response in Mar 2023 ? i am looking into the viability of moving one of my clients to Zero from sage and having custom fields, esp ones that can be added to quotes / invoices would be very important. is there any way of having a manual entry / free form text box by default on the invoice so we can at least record some of the information we need on the invoice?

    Angela Cooke supported this idea  ·