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  1. Contact - Having custom fields on invoices and contacts

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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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    Maxyne Smith commented  · 

    Hi,

    We have an issue with the invoice system as we require additional fields like the following:

    - PO number
    - "Description" Box under the invoiced entity or individual for specifics (Be able
    to change the position)
    - Be able to change the "ContactPostalAttentionTo" to different individuals without updating all invoices once person has been changed.
    - There should be additional fields where you can change the invoice to suit each
    company's needs as there are many factors to include with some clients and specific structures. Therefore to simplify the system the custom docx file should have additional inputs which can be hard coded not to update as you cannot rely on just the downloaded PDF that was not updated once you load a new invoice for the same contact. This includes the above and many more varieties of information.

    Kindly assist us in creating a more advanced and detailed invoice structure.

    Thank you.