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Invoices/Bills - Enter full Contact details at the time of entering a new transaction

Started by Adam Haining in Feature Requests | Working on it

It's would be great if there was an easier way to enter contact details, without having to leave the invoice page.
What i mean is how you have the "Add New Inventory Item" function when you are entering products on an invoice. it is seamless and allows great work flow.

If you are entering/creating an draft/invoice it allows you to just type in a new contact name, but then when you want to e-mail the draft/invoice, you have to go into contacts and enter all the details, then come back out, find the invoice then send it.
Official Xero Reply
We're still focused on improving Contacts, and how it relates to other parts of Xero; so work has started towards this!

Earlier next year, the first release of this will include the ability to view a pop-up of the Contact's relevant info. Subsequent releases will then allow you to add details to a Contact while entering in an invoice. Will update you when we have a better idea of the timeframe here.
 

Brittany H (Community Manager)