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  1. Contact - Having custom fields on invoices and contacts

    637 votes

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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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    Laura Turfrey commented  · 

    For every invoice we usually need to include some 'Notes' that we want to run through from the Quotation, i.e. the shippers details if transporting overseas so we can follow up later on with certificates of shipping etc

    Laura Turfrey supported this idea  · 

  2. Quotes - Title and Summary to flow through to Sales Invoices

    224 votes

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    119 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

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    Laura Turfrey commented  · 

    This is where we input the delivery address as often different to the purchaser address (when dealing with designers and intermediaries). If we included the delivery address in 'contacts' it changes the delivery address for ALL quotations/invoices made out to that client, but the delivery address will be different each time....

    Laura Turfrey supported this idea  ·