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  1. Contact - Having custom fields on invoices and contacts

    400 votes

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    178 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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    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

    157 votes

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    submitted  ·  91 comments  ·  For small businesses » Business features  ·  Admin →
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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  ·