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

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    20 comments  ·  For small businesses » Business features  ·  Admin →
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    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
    Cameron Shand commented  · 

    After significant price increases in at least Australia due to the new AI features added, it'd be great if the dev team could please add the text box many have been asking for.
    Yes, we can use a line item, but sometimes bunching information into the description field doesn't fit well and it doesn't look great having a $0 product to add a note that's unique to the invoice.

    Cameron Shand supported this idea  ·