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  1. Contact - Having custom fields on invoices and contacts

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    263 comments  ·  Contacts & files » Contact  ·  Admin →
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    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.

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    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  ·