Settings and activity
3 results found
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638 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.
An error occurred while saving the comment An error occurred while saving the comment 
Donna Philpott
commented
Yes, we can add extra details in the reference field on an invoice, but that's not adequate. You can't search for this information via the customer search option which means trawling through every invoice trying to find the one you are looking for. Extremely limited functionality in Xero regards setting out documents . This is a very disappointing part of the programme.
Donna Philpott
supported this idea
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7 votes
An error occurred while saving the comment Donna Philpott
commented
Draft invoices - It would be much more user friendly if they were highlighted in the list of invoices so we could easily see their draft status. At present its just the small word 'draft' in the status column that we can see.
Surely the clever Xero tech people can have the whole row highlighted in a different colour to enable us to see this at a glace?
Donna Philpott
supported this idea
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389 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
An error occurred while saving the comment Donna Philpott
commented
I'm really surprised this info isn't already recorded on Xero but it's so important to be able to keep track of how many times and when you've emailed an invoice to a customer. We definitely need this included
Donna Philpott
supported this idea
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I totally agree. It's something that should be standard - I also need to add further details about a customer on invoices, and there's no way to do it on the current Xero invoices layout which is extremely limited.