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  1. Custom Invoice Templates - Allow More Contact Fields on Templates

    3 votes

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi Bradley, we're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

    Ilana Borsje supported this idea  · 

  2. Contacts - Custom fields on invoices and contacts

    680 votes

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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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    Ilana Borsje commented  · 

    I want to be able to include custom fields in contacts that can be displayed via merge fields on an invoice and email templates. We have links to 3rd party timesheets and other tools that we need to paste as line items in the invoice every month. the link is always unique to the contact and is the same for EVERY invoice. It would be good to be able to have the ability to control invoices with more specific client info without having to set up templates for every client

    Ilana Borsje supported this idea  ·