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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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robert laidely
supported this idea
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Please give Xero Accounting invoices a proper Notes field—or two!
Please, Xero: give us one or two general-purpose text fields on each sales invoice that we can populate through the API and place independently in a custom DOCX template.
Reference is already doing its job. Line-item Description is already doing its job. Neither should have to carry every other piece of information we need to communicate to a client.
Our example is simple: we want to display “15% early engagement discount applied”. The discount is already reflected in our rates. We aren’t asking Xero to calculate anything—just store the wording against that particular invoice and print it where we put the field.
Putting it inside Description ties it to the work narrative and its formatting. Repurposing a contact field doesn’t solve it either: the same client can have different terms on different projects.
Partner Hub appears to have a much richer set of notes and custom fields for its invoice templates. Those options don’t appear to extend to ordinary Xero Accounting invoices.
What we need is straightforward:
One or two invoice-specific Notes fields.
Editable in Xero and writable through the Accounting API.
Corresponding DOCX merge fields we can position and format independently.
Enough room for useful wording, including line breaks.
No effect on amounts, discounts or tax.
A separate note field for each invoice line would be welcome too.
We can customise the invoice’s appearance, but we’re missing somewhere to put the words. Please give us the fields.