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691 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.
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214 votes
Thanks everyone for continuing to support this idea. We appreciate it's been a while since our last post and want to update you here.
We understand how having a dedicated field for a customer purchase order number on sales invoices is important for many of you, whether that’s to meet customer payment requirements, support bulk invoicing, or keep your own internal reference separate.
While we can’t make any commitments at this stage, this is an area our product teams are interested in exploring. We'll make sure to share any progress toward providing a field to accommodate a purchase order number.
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239 votes
Hi everyone, thanks for continuing to share your feedback and explain how important it is to be able to add dates to individual line items on invoices.
While this specific idea isn't directly in our pipeline at present, we're looking more broadly at how we may extend documents to better suit more of our customers' needs. We'll be taking this idea into close consideration as part of that work.
For now, as noted in my last update the best option to accommodate this in lieu of a direct field is to add the detail to the Description field of the line.
If there's any progress, we'll be sure to let you all know here.
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Jamie Hadley-Grave
supported this idea
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I’m a Chartered Accountant and registered Tax Practitioner based in South Africa, and I run a small accounting and tax practice. I’m also a Xero Partner and recommend Xero to most of my clients across different industries.
However, I’ve recently run into some limitations with invoice customisation that are making it difficult to use Xero for certain professional service industries, particularly legal and medical clients.
Legal professionals
Many legal advocates and attorneys require more detailed billing formats. In particular:
• A Date column for each invoice line item (e.g. 22 Feb 2026 – Appearance in Court)
• A separate “Matter” or “Case Reference” field on the invoice (e.g. Joe Soap vs SARS)
• The Matter field to be distinct from the existing Reference field
Currently the only workaround is to manually type this information into descriptions, which isn’t ideal for proper legal billing.
Medical professionals
For healthcare practitioners such as biokineticists, invoices often need to include medical aid details for claim processing.
Ideally Xero would allow:
• Custom contact fields such as Medical Aid Name, Medical Aid Number, and Medical Aid Plan
• The ability to map those contact fields directly to invoice templates
• Control over which of those fields appear on invoices
At the moment this requires third-party integrations, which many small practices prefer to avoid.
I’d love to see more flexibility in invoice templates and contact field mapping, as this would make Xero far more suitable for professional service firms.
Is anyone else encountering similar limitations? And does anyone know if improvements like this are on the roadmap?
Thanks!