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3 results found
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671 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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205 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
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219 votes
Hi everyone, we appreciate the interest in being able to add dates to individual lines of an invoice. Currently our team are focused on improvements to new invoicing and we want to be upfront we don't have any plans for adding a date column to the details grid within an invoice atm.
Right now if you do require dates for individual line items we'd recommend adding these within the Description field of the line.
We will continue to review this as we continue to evolve the product. If there are any updates or changes, we'll share this all with you through the idea here. Thanks
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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!