Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Contact - Having custom fields on invoices and contacts

    637 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

    263 comments  ·  Contacts & files » Contact  ·  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
    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.