Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Sales invoice - Add Notes that are visible to the customer

    66 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

    20 comments  ·  For small businesses » Business features  ·  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
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.

    Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.

    For the time being, a couple of options that may be useful;

    • Using only the description field of a line item to add additional details
    • For more static messaging you could add the details to the payment advice of a standard template, or
    • Add static text with an advanced template editing the template with DOCX

    We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.

    An error occurred while saving the comment
    Kirsty Warrilow commented  · 

    There are a lot of people asking for the same thing! Surely then this would be something that you SHOULD be adding to your roadmap! Be good as others have stated if you would reconsider this!

    An error occurred while saving the comment
    Kirsty Warrilow commented  · 

    Is there a way to do this yet? I see it is an ongoing issue with this platform. Would be great to have this remedied where I can add a note to an outgoing invoice that is visible to the customer, and not included in the product line

    Kirsty Warrilow supported this idea  ·