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  1. Contacts - Custom fields on invoices and contacts

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    266 comments  ·  Invoices & quotes » Invoicing  ·  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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    Tom Morris commented  · 

    There needs to be a function to add additional reference boxes.
    Many others have voiced that not having this function makes it difficult or impossible to invoice their customers with all of the information they need.
    Specifically, we required separate boxes to include customer vehicle details. Without these additional reference boxes, we are unable to do so.

    One work around suggested was that they are added as a description line item, which frankly just looks terrible.

    We currently use Sage50, which allows me to manipulate the report designer to include these details.

    Without this functionality in Xero, we will not be transferring our books over.

    Tom Morris supported this idea  ·