Settings and activity
3 results found
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694 votes
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.
Kaitlin Radstaak
supported this idea
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An error occurred while saving the comment -
215 votes
Thanks everyone for continuing to support this idea. We appreciate it's been a while since our last post and want to update you here.
We understand how having a dedicated field for a customer purchase order number on sales invoices is important for many of you, whether that’s to meet customer payment requirements, support bulk invoicing, or keep your own internal reference separate.
While we can’t make any commitments at this stage, this is an area our product teams are interested in exploring. We'll make sure to share any progress toward providing a field to accommodate a purchase order number.
An error occurred while saving the comment Kaitlin Radstaak
commented
Seeking this functionality as our CRM has multiple reference fields available that we need to use, however when we export invoices to Xero there is only the one reference field. We desperately need multiple reference fields on Xero invoices to properly integrate and invoice providers who require more information. We don't have time to manually manipulate invoices when we have 1300 clients to invoice every month end. Xero, please listen to your paying customers and create more flexible invoicing options.
Kaitlin Radstaak
supported this idea
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231 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
An error occurred while saving the comment Kaitlin Radstaak
commented
I am experiencing the same issue and got told to come here as there still isn't a fix. We have two Trading Names under the one Organisation in Xero. I have setup different email templates and logos. However, the massive ugly heading in the email now doesn't match one template as you cannot change this or update for a different Trading Name. Please update this Xero, it's ugly and doesn't work in the real world for businesses who have multiple or different trading names compared to the legal business name.
Kaitlin Radstaak
supported this idea
·
Seeking this functionality as our CRM has multiple reference fields available that we need to use, however when we export invoices to Xero there is only the one reference field. We desperately need multiple reference fields on Xero invoices to properly integrate and invoice providers who require more information. We don't have time to manually manipulate invoices when we have 1300 clients to invoice every month end. Xero, please listen to your paying customers and create more flexible invoicing options.