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  1. Sales invoice - Add Notes that are visible to the customer

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    27 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.

    Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.

    For the time being, a couple of options that may be useful;

    • Using only the description field of a line item to add additional details
    • For more static messaging you could add the details to the payment advice of a standard template, or
    • Add static text with an advanced template editing the template with DOCX

    We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.

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    Elin Skoglund commented  · 

    I've just had to move over from MYOB to Xero and I'm extremely disappointed that this isn't a feature. We have to add shipping consignment note details to our invoices and putting it as a line item will just look very unprofessional. We also have to add different payment terms for multiple customers, along with other necessary details that our customers need to know. I'm finding it very hard to like the move we have made.

    Elin Skoglund supported this idea  ·