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

    598 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

    252 comments  ·  For small businesses » Contacts & communication  ·  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
    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.

    An error occurred while saving the comment
    Brett Talbot commented  · 

    Wow - this request was created in 2012!

    We use XERO for two businesses and run a SaaS business for school management software and quite often find ourselves in the position of recommending accounting software.

    It's fast getting to the point we will have to move away from XERO as the lack of a few custom/merge fields on the contact record causes us a *lot* of manual copying and pasting for each billing invoice we send.

    I think XERO is missing a beat here.

    Why not add a few fixed text fields (e.g. Custom 1 Text, Custom 2 Text) to the customer record and have them as merge fields in the email or document templates?

    This would vastly improve things and I can't imagine this is very difficult to do.

    Brett Talbot supported this idea  ·