allow notes in invoice output
there are some situations where it's useful to add a note to an invoice that's include in the invoice PDF. e.g a message about the reverse charge VAT treatment for EC customers. I would guess there's more exceptions like this where a note would be useful.
You might consider adding a comment-only line item to the invoice. This would get printed on the PDF of the invoice.
If the message is to be added to lots of invoices, you could even consider defining a price list item with a description only. This would save re-typing the comment for each invoice.
A third option is adding a comment onto a docx branding theme template. If all EC customers could be assigned the same branding theme, the comment could be hard-coded onto the docx template.
We’ll certainly consider other options to make life easier for our customers.
This idea seems to have stalled. I need the ability to add comments via the API because I have sales people in Salesforce adding notes for accounts people. Each stays in their own world and to be able to pass status and progress notes between the 2 systems would be brilliant.
strongindustries automation commented
This feature is VERY VERY IMPORTANT. Adding Comments into the Lineitems does only work for invoices that are not yet paid. We have retail clients who pay in advance; so the possibility too add comments into the Lineitems is completely gone. I agree that it would be better to have custom fields that can be seen also in the gui,. However, currrently we have NOTHING. So at least we do want to be able to add notes via the API.
We really need it!!! When??? :-)
Jacob Hansson commented
I'm confused by this - this ticket seems to be about adding publicly visible notes to invoices, eg a completely new feature.
However, it is linked to from "Add a note to an invoice" here https://developer.xero.com/documentation/api/invoices/ which, I assume, refers to allowing the API to add the type of notes that already exist to invoices (eg. the "History and Notes" section at the bottom of an invoice).
We have that need - we need to be able to include such private notes from our CRM to make that visible when we adjust and approve automatically generated invoices.
Dinindu Fernando commented
I would like to have the ability to add a comment or note for a ACCPAY invoice (Purchase bill) to have the useful information.
Although we invoice in USD, we're required to include in the invoice the exchange rate for our local currency, using an official exchange rate table. This means that this information change everyday.
Having the possibility to add a comment, or even better "custom fields" to be used in the template, is essential.
David Coster commented
Hi I also agree and these votes should be added to the other community topic http://xero.uservoice.com/forums/5528-xero-api/suggestions/1680825-history-notes
John D Wells Jr commented
Is there a particular method for adding a comment-only line item? Or do we simply add a LineItem with a UnitPrice of 0.00 and Quantity of 1?