Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Contacts - Custom fields on invoices and contacts

    689 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    269 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    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

    247 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    119 comments  ·  Invoices & quotes » Quoting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

    We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

    Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

    To be transparent, this work isn’t currently on our roadmap.

    For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

    …

    An error occurred while saving the comment
    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  ·