Settings and activity
3 results found
-
8 votes
An error occurred while saving the comment -
91 votes
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.
An error occurred while saving the comment 
Gary Granzow
commented
Worth knowing if you're new to this: contact notes are internal only and never appear on the invoice. The places customer-facing text can go today are the Reference field, a line description (a $0 line works as a "note"), the Terms section of a custom invoice template for text that's the same on every invoice, or an add-on. Summary of each: https://pricefield.double-g-consulting.com/guides/xero-invoice-notes-visible-to-customer (Disclosure: I wrote it and make one of the add-ons.)
-
56 votes
Hi Susan, thanks for raising this here. Appreciate that there are certain fields which are required to process motor trade invoices. At the moment, the DOCX branding theme can be customised to show a few fields. However, we understand the need for custom fields so we'll open this idea up for the community to add their support.
An error occurred while saving the comment Gary Granzow
commented
Until this exists, a common setup for make/model, rego and mileage is: rego in the Reference field, make/model/mileage as a $0 line at the top of the invoice, and a custom template that renames Reference to "Registration". Not pretty, but your customer sees it on Xero's own PDF. More options: https://pricefield.double-g-consulting.com/guides/xero-custom-fields-on-invoices (Disclosure: I wrote that guide and make an add-on mentioned in it.)
If the underlying problem is "what did I charge this customer last time?", a few things help today: the Sales by Item report filtered to the contact, typing the customer's agreed rate into their contact notes, or (if the rate is per customer rather than per date) a customer price list kept outside Xero that fills the invoice in. Write-up of those options: https://pricefield.double-g-consulting.com/guides/xero-different-prices-for-different-customers (Disclosure: I wrote it and make one of the add-ons it mentions.)